<p>这是一个充满欢乐、节日气氛和大量购物的季节。在这个背景下，<strong>Shopify (NASDAQ:SHOP)</strong> 最近经历了几天的辉煌，在黑色星期五和网络星期一的周末创下了销售记录。</p>
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<p>实际上，其商品交易总额（即在 Shopify 平台上促成的订单总金额）达到了 146 亿美元，比去年增长了 27%，公司还自豪地表示，在这些超级交易日中，超过 8100 万消费者从 &#34;Shopify 驱动的品牌&#34; 进行了购买。</p>
<p>总的来说，SHOP 最近表现强劲，过去六个月股价上涨超过 50%。</p>
<p>鉴于这一势头，顶级投资者 Marc Guberti 认为 SHOP 有潜力在新的一年继续其牛市。</p>
<p>&#34;增长率依然令人印象深刻，能够推动股票在 2026 年达到新高，&#34; 这位 5 星级投资者指出，他是 TipRanks 覆盖的顶级 1% 股票专家之一。</p>
<p>Guberti 赞扬了 Shopify 的商业模式，客户支付电子商务公司订阅费用，以访问 Shopify 应用程序和物流能力等资源。</p>
<p>这位投资者还指出，公司在 2025 年第三季度的商户解决方案部门实现了 &#34;稳健&#34; 的增长，收入同比增长了 38%。他还提到，高转换成本有助于公司留住客户。</p>
<p>&#34;公司拥有一个数字生态系统，使其在其他电子商务平台中具有优势，&#34; Guberti 补充道。</p>
<p>虽然其之前的大部分增长来自北美，但投资者指出，海外扩展的潜力巨大。公司在今年第二季度的欧洲商品交易总额增长了 42%，这也有良好的记录。</p>
<p>然而，投资者的乐观情绪有一个警告，Guberti 指出 SHOP 的高估值使其 &#34;几乎没有错误的余地&#34;。投资者进一步解释说，任何消费者支出放缓都可能导致痛苦的修正。</p>
<p>&#34;Shopify 的安全边际不大，但其优秀的商业模式可能使股票成为长期赢家，&#34; Guberti 总结道。（要查看 Marc Guberti 的业绩记录，请点击这里）</p>
<p>这正是华尔街的现状。SHOP 拥有 17 个买入和 12 个持有评级，整体评级为适度买入。其 12 个月的平均目标价为 180.52 美元，意味着低双位数的上涨空间。（见 <strong>SHOP 股票预测</strong>）</p>

SHOP

<p>Shopify 在黑色星期五和网络星期一期间创下了销售新纪录，商品交易总额增长了 27%，达到了 146 亿美元。顶级投资者 Marc Guberti 赞扬了 Shopify 的商业模式和增长潜力，并指出 2025 年第三季度收入增长了 38%。然而，他警告称存在高估值风险。Shopify 的股票在六个月内上涨了超过 50%，市场共识为适度买入，12 个月的目标价格为 180.52 美元，显示出进一步增长的潜力</p>

<p>'Tis the season for good cheer, holiday merriment, and plenty of shopping. In that vein, <strong>Shopify (NASDAQ:SHOP)</strong> just enjoyed a stellar few days, notching record-breaking sales during the Black Friday and Cyber Monday weekend.</p>
<div class="lb-trans"><p>这是一个充满欢乐、节日气氛和大量购物的季节。在这个背景下，<strong>Shopify (NASDAQ:SHOP)</strong> 最近经历了几天的辉煌，在黑色星期五和网络星期一的周末创下了销售记录。</p>
</div><h3>Claim 50% Off TipRanks Premium and Invest with Confidence</h3>
<div class="lb-trans"><h3>领取 TipRanks Premium 50% 折扣，信心投资</h3>
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<li>Stay ahead of the market with the latest news and analysis so your portfolio is always positioned for maximum potential</li>
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<li>解锁对冲基金级别的数据和强大的投资工具，帮助您做出更聪明、更精准的决策</li>
<li>通过最新的新闻和分析保持市场领先，使您的投资组合始终处于最大潜力的状态</li>
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</div><p>Indeed, its gross merchandise volume (i.e. the total dollar value of orders facilitated on the Shopify platform) of $14.6 billion was up 27% from the previous year, and the company also boasted that over 81 million consumers made a purchase from &#34;Shopify-powered brands&#34; on these days of supercharged transactions.</p>
<div class="lb-trans"><p>实际上，其商品交易总额（即在 Shopify 平台上促成的订单总金额）达到了 146 亿美元，比去年增长了 27%，公司还自豪地表示，在这些超级交易日中，超过 8100 万消费者从 &#34;Shopify 驱动的品牌&#34; 进行了购买。</p>
</div><p>All told, it's been a strong stretch for SHOP, which has seen its share price gain more than 50% over the past six months.</p>
<div class="lb-trans"><p>总的来说，SHOP 最近表现强劲，过去六个月股价上涨超过 50%。</p>
</div><p>Recognizing this momentum, top investor Marc Guberti believes that SHOP has the potential to continue its bull run in the new year.</p>
<div class="lb-trans"><p>鉴于这一势头，顶级投资者 Marc Guberti 认为 SHOP 有潜力在新的一年继续其牛市。</p>
</div><p>&#34;Growth rates remain impressive and can power the stock to new highs in 2026,&#34; notes the 5-star investor, who is among the very top 1% of stock pros covered by TipRanks.</p>
<div class="lb-trans"><p>&#34;增长率依然令人印象深刻，能够推动股票在 2026 年达到新高，&#34; 这位 5 星级投资者指出，他是 TipRanks 覆盖的顶级 1% 股票专家之一。</p>
</div><p>Guberti lauds Shopify's business model, under which customers pay the e-commerce company subscription fees in order to access Shopify apps and logistics capabilities, among other resources.</p>
<div class="lb-trans"><p>Guberti 赞扬了 Shopify 的商业模式，客户支付电子商务公司订阅费用，以访问 Shopify 应用程序和物流能力等资源。</p>
</div><p>The investor also points out that the company's merchant solutions segment enjoyed &#34;solid&#34; growth in Q3 2025, with revenues increasing by 38% on a year-over-year basis. He also notes that the high switching costs help the company with customer retention.</p>
<div class="lb-trans"><p>这位投资者还指出，公司在 2025 年第三季度的商户解决方案部门实现了 &#34;稳健&#34; 的增长，收入同比增长了 38%。他还提到，高转换成本有助于公司留住客户。</p>
</div><p>&#34;The company has a digital ecosystem that gives it an edge over other e-commerce platforms,&#34; adds Guberti.</p>
<div class="lb-trans"><p>&#34;公司拥有一个数字生态系统，使其在其他电子商务平台中具有优势，&#34; Guberti 补充道。</p>
</div><p>While most of its previous growth has come from North America, the investor notes that there is wide potential for expansion abroad. There's a solid track record for this as well, as the company enjoyed a 42% increase in European gross merchandise volume in Q2 of this year.</p>
<div class="lb-trans"><p>虽然其之前的大部分增长来自北美，但投资者指出，海外扩展的潜力巨大。公司在今年第二季度的欧洲商品交易总额增长了 42%，这也有良好的记录。</p>
</div><p>There is a caveat to the investor's optimism, however, and Guberti cites how SHOP's high valuation gives it &#34;little room for error.&#34; The investor further explains that any slowdown in consumer spending could lead to a painful correction.</p>
<div class="lb-trans"><p>然而，投资者的乐观情绪有一个警告，Guberti 指出 SHOP 的高估值使其 &#34;几乎没有错误的余地&#34;。投资者进一步解释说，任何消费者支出放缓都可能导致痛苦的修正。</p>
</div><p>&#34;Shopify doesn't have much of a margin of safety, but its excellent business model may turn the stock into a long-term winner,&#34; Guberti concludes. (To watch Marc Guberti's track record, click here)</p>
<div class="lb-trans"><p>&#34;Shopify 的安全边际不大，但其优秀的商业模式可能使股票成为长期赢家，&#34; Guberti 总结道。（要查看 Marc Guberti 的业绩记录，请点击这里）</p>
</div><p>That's right around where Wall Street finds itself as well. With 17 Buys and 12 Holds, SHOP carries a Moderate Buy consensus rating. Its 12-month average price target of $180.52 implies an upside in the low double digits. (See <strong>SHOP stock forecast</strong>)</p>
<div class="lb-trans"><p>这正是华尔街的现状。SHOP 拥有 17 个买入和 12 个持有评级，整体评级为适度买入。其 12 个月的平均目标价为 180.52 美元，意味着低双位数的上涨空间。（见 <strong>SHOP 股票预测</strong>）</p>
</div>

顶级投资者表示，Shopify 股票的动能已经显现