Yesterday I opened a long trade in the new derivatives strategy on $SHOP (-3,29%) opened.
After the latest figures the
Shopify's share price fell. There was actually
actually nothing to complain about: in the third
quarter, sales rose by 30 percent to
percent to 2.84 billion dollars,
the transaction volume increased
increased by as much as 32 percent. The operating
margin of 16.4 percent clearly exceeded
expectations. Analysts
subsequently spoke of an
excellent quarter: DA David-
son, Benchmark and JPMorgan remained
recommendations, Morgan Stanley
Stanley raised its price target from 165 to
192 dollars.
Shopify is currently growing particularly strongly
is currently growing particularly strongly through AI-supported
tic commerce", international ex
expansion and partnerships with
PayPal, Klarna and OpenAI. For
2025, the Group expects further
sales growth in the mid to high
to high 20 percent range.