SHOPIFY A SUB.VTG WKN: A14TJP ISIN: CA82509L1076 Kürzel: SHOP Forum: Aktien Thema: Hauptdiskussion

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Erstmal nur noch seitwärts ?

Stabil...kein Abverkauf nach dem Schluss...

Evercore ISI Group analyst Mark Mahaney maintains Shopify (NYSE:SHOP) with a Outperform and raises the price target from $75 to $80.

Shopify Is Maintained at Overweight by Wells Fargo Price Target raised to 80 from 75

Die unteren benannten Ziele bis etwa 48$ ( Tief war bei 48,53$) wurden abgearbeitet. Nun befindet sich der Kurs wieder oberhalb der ursprünglichen Trend-/Ausbruchslinie. Nach oben kommt es erstmal auf die 70/71$ an, um den nächsten Widerstand zu brechen.

Earnings zu zocken macht nie viel sin.

Und? Ist es ?

Ich hoffe du hast dich abgesichert.

Dachte es geht down 😔

Wird eng.

Super 👍🏻😃

2024 Outlook The outlook that follows supersedes all prior financial outlook statements made by Shopify, constitutes forward- looking information within the meaning of applicable securities laws, and is based on a number of assumptions and subject to a number of risks. Actual results could vary materially as a result of numerous factors, including certain risk factors, many of which are beyond Shopify’s control. Please see “Forward-looking Statements” below for more information. For the third quarter of 2024, we expect: Revenue to grow at a low-to-mid-twenties percentage rate on a year-over-year basis; Gross margin to be higher by approximately 50 basis points compared to Q2 2024; GAAP operating expense as a percentage of revenue to be 41% to 42%; Stock-based compensation to be $120 million; and Free cash flow margin to be similar to Q2 2024. We continue to expect to deliver double-digit free cash flow margin for the rest of the year.

Second-Quarter Financial Highlights (all comparisons are to the second quarter of 2023) Gross Merchandise Volume 1 (“GMV”) increased 22% to $67.2 billion Revenue increased 21% to $2.0 billion, which translates into year-over-year growth of 25% after adjusting for the sale of our logistics businesses Merchant Solutions revenue increased 19% to $1.5 billion, driven primarily by the growth of GMV and continued penetration of Shopify Payments Gross Payments Volume 2 (“GPV”) grew to $41.1 billion, representing 61% of GMV processed in the quarter, versus $31.7 billion, or 58% Subscription Solutions revenue increased 27% to $563 million, driven by growth in the number of merchants and pricing increases on our subscription plans Monthly Recurring Revenue 3 (“MRR”) as of June 30, 2024 increased 25% to $169 million, driven by growth in merchants. Shopify Plus contributed $52 million, or 31%, of MRR Gross profit dollars grew 25% to $1.0 billion. Gross margin for the quarter was 51.1% compared to 49.3%, driven primarily by the lack of the dilutive impact of the logistics businesses and changes in pricing plans partially offset by continued growth of payments Free cash flow 4 was $333 million compared to free cash flow of $97 million Free cash flow margin 4 for the quarter was 16% compared to free cash flow margin of 6%