Shopify: Raising My Price Target On Accelerating Growth
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Shopify's Q4 results showed strong performance with 31% year-over-year revenue growth and 26% GMV growth, driven by Shopify Pay adoption and international expansion. Despite a temporary pause in its 2025 rally, the company's growth prospects remain robust.
February 12, 2025 | 6:30 am
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Shopify reported strong Q4 results with 31% y/y revenue growth and 26% y/y GMV growth, driven by Shopify Pay and international expansion. This indicates robust growth prospects despite a temporary pause in its 2025 rally.
Shopify's strong Q4 performance, with significant revenue and GMV growth, suggests positive momentum. The adoption of Shopify Pay and international expansion are key growth levers, indicating potential for continued growth. Despite a pause in its rally, the fundamentals remain strong, likely leading to a positive short-term impact on the stock price.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100