Shopify Inc. - Class A Subordinate Voting Shares (SHOP)

E-commerce platform Shopify (NYSE:SHOP) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 30.6% year on year to $3.67 billion. Its GAAP profit of $0.57 per share was 33.4% above analysts’ consensus estimates.

Shopify continues to grow its revenue at a rapid rate. But is the stock overvalued?

Investors weigh booming AI‑driven commerce and a fresh buyback against valuation and cash‑flow concerns, today, Feb. 11, 2026.

Shopify (SHOP) Q4 2025 Earnings Call Transcript

Strong fourth-quarter results weren't enough to overcome the negative sentiment toward software.

Shares of e-commerce platform Shopify (NYSE:SHOP) fell 13.1% in the afternoon session after the company reported strong fourth quarter results, with the stock's reaction suggesting expectations were high ahead of the announcement. 

On February 11, 2026, Shopify Inc. (NYSE: SHOP; TSX: SHOP) silenced skeptics and reaffirmed its status as the global operating system for commerce. Following the release of its Q4 2025 earnings report this morning, the company’s stock surged over 12% in early trading, fueled by a "double beat" on revenue and earnings, optimistic 2026 guidance, [...]

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Shopify's Q4 2025 results beat estimates with revenue of $3.67B, but adjusted EPS of 48 cents missed expectations. Plans $2B buyback.

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The latest earnings reports highlight Shopify's strong growth, Vertiv's challenges, and Hilton's robust performance, offering insights into their respective industries.

E-commerce platform Shopify (NYSE:SHOP) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 30.6% year on year to $3.67 billion. Its GAAP profit of $0.57 per share was 33.9% above analysts’ consensus estimates.

Shopify revenue and guidance topped expectations. The e-commerce software firm also set a $2 billion buyback.

Retail chatter on Stocktwits shows that sentiment remains deeply bearish on SPY and QQQ.

Wall Street upgrades, holiday sales momentum, and growing buzz around “agentic commerce” push SHOP to its best day in six months.

Options data suggests Shopify stock could rally to about $139 after earnings on Feb. 11. MoffettNathanson issues a bullish note on SHOP shares heading into the firm’s quarterly print.

Shopify stock price has suffered a sharp reversal this year, moving from a high of $182 in October last year to the current $118.

Shopify stock jumped Tuesday ahead of earnings as JPMorgan stayed bullish on execution and AI-driven momentum.

GUANGZHOU, CHINA - In the volatile world of e-commerce, where platform instability and fragmented logistics often derail growth, SpeedBee has officially positioned itself as the industry’s first "Take-Back-Control" Shopify dropshipping supplier. Founded in 2005 and headquartered in the heart of the Pearl River Delta, SpeedBee addresses the core anxieties of modern dropshippers—inconsistent quality, ghosting suppliers, and a lack of brand ownership—by integrating proprietary automation technology with deep-rooted factory partnerships. Specifically engineered for Shopify entrepreneurs seeking a competitive global edge, SpeedBee enables independent retailers to scale with the reliability of a domestic operation, bridging the gap between complex manufacturing and streamlined international retail.

Shares of e-commerce platform Shopify (NYSE:SHOP) jumped 8.7% in the morning session after an upgrade from MoffettNathanson and positive sentiment from investors ahead of its scheduled quarterly earnings announcement. 

In a move that signals a bold new chapter for the cross-border e-commerce and fintech sectors, Affirm (NASDAQ: AFRM) and Wayfair (NYSE: W) announced on February 5, 2026, the official expansion of their long-standing partnership into the United Kingdom and Canada. This strategic rollout enables shoppers in these regions to