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SHOP

Shopify

$137.56

11.5 (9.12%)

07:02
02/15/18
02/15
07:02
02/15/18
07:02

Shopify reports Q4 adjusted EPS 15c, consensus 5c

Reports Q4 revenue $222.8M, consensus $209.28M. Subscription Solutions revenue grew 67% to $93.9 million, driven by rapid growth in Monthly Recurring Revenue. Merchant Solutions revenue grew 74% to $128.9 million, driven primarily by the growth of Gross Merchandise Volume. MRR as of December 31, 2017 was $29.9 million, up 62% compared with $18.5 million as of December 31, 2016. Shopify Plus contributed $6.3 million, or 21%, of MRR compared with 17% of MRR as of December 31, 2016. GMV for the fourth quarter was $9.1 billion, an increase of $3.6 billion, or 65% over the fourth quarter of 2016. Gross Payments Volume grew to $3.5 billion, which accounted for 39% of GMV processed in the quarter, versus $2.2 billion, or 39%, for the fourth quarter of 2016.

  • 15

    Feb

SHOP Shopify
$137.56

11.5 (9.12%)

01/02/18
KEYB
01/02/18
NO CHANGE
KEYB
Shopify, PTC among favorite ideas in vertical software, says KeyBanc
KeyBanc analyst Monika Garg expects vertical software companies to outperform in 2018 due to their deep vertical moats, which can help derive high market share and margins. The analyst's favorite ideas for 2018 are Shopify (SHOP), PTC (PTC), 2U (TWOU), and RealPage (RP.) Due to headwinds for brick-and-mortar retailers, she remains cautious on Manhattan Associates (MANH), SPS Commerce (SPSC), ChannelAdvisor (ECOM), and CommerceHub (CHUBA).
02/08/18
DADA
02/08/18
NO CHANGE
Target $110
DADA
Neutral
Shopify price target raised to $110 from $95 at DA Davidson
DA Davidson analyst Tom Forte raised his price target on Shopify to $110 ahead of Q4 earnings next week, saying the company's sales topped consensus in all 9 quarters reported since the company's IPO. Forte is positive on the company's platform "increasingly becoming a bigger part of the overall business" while also citing the management's view of a growing number of large merchants coming to Shopify from other platforms. The analyst keeps his Neutral rating, noting that the current share price reflects his favorable view of the company.
02/12/18
WEDB
02/12/18
NO CHANGE
Target $140
WEDB
Outperform
Shopify price target raised to $140 from $120 at Wedbush
Wedbush analyst Aaron Turner raised his price target for Shopify to $140 from $120 as he continues to view the stock as the top pick in his coverage and believes the company's momentum will continue for the foreseeable future. Further, the analyst believes Shopify is well-positioned to benefit from a long growth runway supported by significant and under-penetrated TAM, multiple growth vectors, and high-caliber managerial capability and execution. He reiterates an Outperform rating on the shares.
02/13/18
ROTH
02/13/18
NO CHANGE
Target $144
ROTH
Buy
Shopify price target raised to $144 from $127 at Roth Capital
Roth Capital analyst Darren Aftahi raised his price target for Shopify to $144 from $127 saying he anticipates Q4 results to be above expectations as his Q4 channel checks with the company's customers were again positive. The analyst looks for increased penetration on Plus and shipping products as benefitting MRR and GM's, and expects healthy guidance when it reports. Aftahi reiterates a Buy rating on the shares.

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