<p>Shopify Inc.（纳斯达克代码：SHOP - 获取免费报告）TSE: SHOP 的股价在周四交易中下跌了 7.5%，原因是 Truist Financial 将该股的目标价从 155.00 美元下调至 110.00 美元。Truist Financial 目前对该股的评级为持有。Shopify 的最低交易价为 108.56 美元，最后交易价为 109.84 美元。在交易中，约有 8,307,861 股被交易，较日均交易量 12,111,297 股下降了 31%。该股此前收盘价为 118.71 美元。</p>
<ul>
<li>Shopify 违背逻辑：人工智能的颠覆是好事</li>
</ul>
<p>其他几位研究分析师也最近对该公司发表了评论。巴克莱在 11 月 5 日的研究报告中将 Shopify 的目标价设定为 140.00 美元，并给予该股 “等权重” 评级。ATB Capital 在周二的研究报告中将 Shopify 的评级从 “行业表现” 上调至 “跑赢大盘”。摩根士丹利在 11 月 5 日的报告中重申了 “增持” 评级，并将 Shopify 的目标价从 165.00 美元上调至 192.00 美元。Arete Research 在 2 月 2 日的报告中将 Shopify 的目标价设定为 175.00 美元。最后，Wedbush 在 11 月 4 日的研究报告中重申了 “跑赢大盘” 评级，并将目标价从 160.00 美元上调至 185.00 美元。共有 28 位研究分析师对该股给予了买入评级，15 位分析师给予了持有评级。根据 MarketBeat.com 的数据，该公司目前的平均评级为 “适度买入”，平均目标价为 166.67 美元。</p>
<p><strong>阅读我们关于 SHOP 的最新研究报告</strong></p>
<h2>更多 Shopify 新闻</h2>
<ul>
<li>Shopify 回调为 20% 反弹至 200 美元目标价铺平了道路</li>
</ul>
<p>以下是本周影响 Shopify 的关键新闻：</p>
<ul>
<li>积极情绪：第四季度收入和增长超出预期——收入增长约 31% 至 36.7 亿美元，GMV 和商户解决方案表现强劲，管理层预计第一季度收入将高于市场共识，支持增长叙事。Shopify 违背逻辑：人工智能的颠覆是好事</li>
<li>积极情绪：董事会授权进行 20 亿美元的股票回购，Shopify 报告强劲的自由现金流（约 20 亿美元 2025 财年），这将支持未来的回购和资本回报。Shopify 的 2025 年亮点</li>
<li>积极情绪：分析师乐观：Needham 重申其买入评级，目标价为 180 美元，表明如果执行持续，分析师对上涨的信心。Benzinga</li>
<li>中性情绪：分析师评级混合：Atb Cormark 将 SHOP 评级上调至 “适度买入”（支持性），而 Benchmark 将其目标价从 195 美元下调至 145 美元（影响较小）。这些抵消因素使得短期共识观点混合。Zacks.comBenzinga</li>
<li>消极情绪：每股收益未达到市场共识（报告约 0.48 美元，而预期约 0.50 美元），由于向商户解决方案的转变和增加的投资支出带来了利润压力，引发了担忧。Shopify（SHOP）未能达到第四季度盈利预期</li>
<li>消极情绪：市场反应：尽管收入超出预期，股价仍大幅下跌——投资者似乎关注利润率、估值和回购执行机制。Shopify 股价在收入超预期后下跌，20 亿美元回购</li>
<li>消极情绪：分析师和风险报告指出回购的执行/现金风险（算法可能加剧波动），至少有一家机构发布了悲观展望，增加了压力。Shopify 的 20 亿美元回购计划引发质疑 BMO 资本市场发布悲观预测</li>
</ul>
<h2>机构投资者对 Shopify 的看法</h2>
<p>机构投资者和对冲基金最近对该公司的持仓进行了调整。挪威银行在第四季度购买了 Shopify 的新股份，价值约 26.12 亿美元。Jennison Associates LLC 在第三季度将其在 Shopify 的持股增加了 64.3%。Jennison Associates LLC 目前拥有 18,923,431 股该软件制造商的股票，价值 28.12 亿美元，在此期间又购买了 7,403,821 股。Brown Advisory Inc.在第二季度将其在 Shopify 的持股增加了 5,193.6%。Brown Advisory Inc.目前拥有 2,066,884 股该软件制造商的股票，价值 2.38419 亿美元，在上个季度又收购了 2,027,839 股。Geode Capital Management LLC 在第二季度将其在 Shopify 的持股增加了 19.9%。Geode Capital Management LLC 目前拥有 10,731,795 股该软件制造商的股票，价值 12.47007 亿美元，在上个季度又收购了 1,781,530 股。最后，Picton Mahoney Asset Management 在第二季度将其在 Shopify 的持股增加了 246,359.0%。Picton Mahoney Asset Management 目前拥有 1,759,717 股该软件制造商的股票，价值 2.02146 亿美元，在此期间又收购了 1,759,003 股。机构投资者持有该公司 69.27% 的股份。</p>
<h2>Shopify 股票表现</h2>
<ul>
<li>热门来袭：零售数据推动 3 只电子商务股票的动能</li>
</ul>
<p>该公司的 50 日简单移动平均线为 152.31 美元，200 日简单移动平均线为 151.02 美元。该公司的市值为 1429.9 亿美元，市盈率为 81.36，PEG 比率为 3.75，贝塔值为 2.83。</p>
<h2>关于 Shopify</h2>
<p>（获取免费报告）</p>
<p>Shopify 是一家加拿大商业科技公司，提供基于云的平台，帮助企业创建、管理和扩展在线及实体零售店。其核心产品是一个软件即服务的电子商务平台，使商户能够构建可定制的店面，管理产品目录，处理订单和管理库存。Shopify 还通过集成的销售点（POS）系统支持面对面交易的全渠道销售。</p>
<p>除了店面软件，Shopify 还提供一系列旨在简化商业运营的商户服务和工具。</p>
<h2>精选文章</h2>
<ul>
<li>五只我们更看好的股票超过 Shopify</li>
<li>人工智能军备竞赛有了新竞争者：VWAV</li>
<li>美国国防部刚刚获得了一家新的无人机供应商</li>
<li>特朗普的下一个重大投资</li>
<li>这是下一个大钱潮吗？</li>
<li>华尔街传奇在镜头前命名 2026 年第一只股票</li>
</ul>
<p><em>此即时新闻提醒由叙事科学技术和 MarketBeat 的金融数据生成，旨在为读者提供最快的报道和公正的覆盖。请将有关此故事的任何问题或评论发送至 contact@marketbeat.com.</em></p>
<h2>你现在应该投资 1000 美元在 Shopify 吗？</h2>
<p>在考虑 Shopify 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场注意到之前购买……而 Shopify 并不在名单上。</p>
<p>虽然 Shopify 目前在分析师中获得了适度买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

SHPU

零售业 ETF - VanEck Vectors

SHOP

在线零售 ETF - ProShares

SHPD

线上零售 ETF - Amplify

电子商务 ETF - GlobalX

标普零售指数 ETF - SPDR

<p>Shopify Inc.（纳斯达克代码：SHOP）的股价下跌了 7.5%，因为 Truist Financial 将其目标价从 155 美元下调至 110 美元，并维持持有评级。该股最低交易价为 108.56 美元，交易量较其平均水平下降了 31%。尽管分析师的意见不一，包括升级和降级，但平均目标价仍维持在 166.67 美元。机构投资者持有该股票的 69.27%，最近的财报显示收入增长，但未能达到每股收益预期，这引发了对利润率和执行风险的担忧</p>

<p>Shares of Shopify Inc. (NASDAQ:SHOP - Get Free Report) TSE: SHOP dropped 7.5% during trading on Thursday after Truist Financial lowered their price target on the stock from $155.00 to $110.00. Truist Financial currently has a hold rating on the stock. Shopify traded as low as $108.56 and last traded at $109.84. Approximately 8,307,861 shares were traded during trading, a decline of 31% from the average daily volume of 12,111,297 shares. The stock had previously closed at $118.71.</p>
<div class="lb-trans"><p>Shopify Inc.（纳斯达克代码：SHOP - 获取免费报告）TSE: SHOP 的股价在周四交易中下跌了 7.5%，原因是 Truist Financial 将该股的目标价从 155.00 美元下调至 110.00 美元。Truist Financial 目前对该股的评级为持有。Shopify 的最低交易价为 108.56 美元，最后交易价为 109.84 美元。在交易中，约有 8,307,861 股被交易，较日均交易量 12,111,297 股下降了 31%。该股此前收盘价为 118.71 美元。</p>
</div><ul>
<li>Shopify Defies Logic: AI Disruption Is a Good Thing</li>
</ul>
<div class="lb-trans"><ul>
<li>Shopify 违背逻辑：人工智能的颠覆是好事</li>
</ul>
</div><p>Several other research analysts also recently commented on the company. Barclays set a $140.00 price target on Shopify and gave the stock an &#34;equal weight&#34; rating in a research report on Wednesday, November 5th. ATB Capital upgraded shares of Shopify from a &#34;sector perform&#34; rating to an &#34;outperform&#34; rating in a research note on Tuesday. Morgan Stanley reissued an &#34;overweight&#34; rating and issued a $192.00 price target (up from $165.00) on shares of Shopify in a report on Wednesday, November 5th. Arete Research set a $175.00 price objective on shares of Shopify in a report on Monday, February 2nd. Finally, Wedbush reiterated an &#34;outperform&#34; rating and issued a $185.00 target price (up previously from $160.00) on shares of Shopify in a research note on Tuesday, November 4th. Twenty-eight research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of &#34;Moderate Buy&#34; and an average target price of $166.67.</p>
<div class="lb-trans"><p>其他几位研究分析师也最近对该公司发表了评论。巴克莱在 11 月 5 日的研究报告中将 Shopify 的目标价设定为 140.00 美元，并给予该股 “等权重” 评级。ATB Capital 在周二的研究报告中将 Shopify 的评级从 “行业表现” 上调至 “跑赢大盘”。摩根士丹利在 11 月 5 日的报告中重申了 “增持” 评级，并将 Shopify 的目标价从 165.00 美元上调至 192.00 美元。Arete Research 在 2 月 2 日的报告中将 Shopify 的目标价设定为 175.00 美元。最后，Wedbush 在 11 月 4 日的研究报告中重申了 “跑赢大盘” 评级，并将目标价从 160.00 美元上调至 185.00 美元。共有 28 位研究分析师对该股给予了买入评级，15 位分析师给予了持有评级。根据 MarketBeat.com 的数据，该公司目前的平均评级为 “适度买入”，平均目标价为 166.67 美元。</p>
</div><p><strong>Read Our Latest Research Report on SHOP</strong></p>
<div class="lb-trans"><p><strong>阅读我们关于 SHOP 的最新研究报告</strong></p>
</div><h2>More Shopify News</h2>
<div class="lb-trans"><h2>更多 Shopify 新闻</h2>
</div><ul>
<li>Shopify Pullback Sets Stage for 20% Rally to $200 Target</li>
</ul>
<div class="lb-trans"><ul>
<li>Shopify 回调为 20% 反弹至 200 美元目标价铺平了道路</li>
</ul>
</div><p>Here are the key news stories impacting Shopify this week:</p>
<div class="lb-trans"><p>以下是本周影响 Shopify 的关键新闻：</p>
</div><ul>
<li>Positive Sentiment: Q4 revenue and growth beat expectations — revenue rose ~31% to $3.67B, GMV and merchant solutions strength, and management guided Q1 revenue above consensus, supporting the growth narrative. Shopify Defies Logic: AI Disruption Is a Good Thing</li>
<li>Positive Sentiment: Board authorized a $2 billion share repurchase and Shopify reported strong free cash flow (~$2B FY2025), which should support buybacks and return of capital over time. Shopify's Standout 2025</li>
<li>Positive Sentiment: Analyst bullishness: Needham reaffirmed its buy rating with a $180 price target, signaling some analyst confidence in upside if execution continues. Benzinga</li>
<li>Neutral Sentiment: Mixed analyst moves: Atb Cormark upgraded SHOP to a &#34;moderate buy&#34; (supportive), while Benchmark cut its price target from $195 to $145 (less so). These offsets leave consensus views mixed near-term. Zacks.comBenzinga</li>
<li>Negative Sentiment: EPS missed consensus (reported ~$0.48 vs. ~$0.50 expected), and margin pressure from a shift toward merchant solutions and increased investment spending raised concerns. Shopify (SHOP) Misses Q4 Earnings Estimates</li>
<li>Negative Sentiment: Market reaction: shares fell sharply despite the revenue beat — investors appear focused on margins, valuation, and buyback execution mechanics. Shopify stock drops despite revenue beat, $2 billion buyback</li>
<li>Negative Sentiment: Analysts and risk notes flagged execution/cash risk for the buyback (algorithms may accelerate volatility) and at least one firm issued a pessimistic outlook, adding pressure. Shopify’s $2 Billion Buyback Plan Raises QuestionsBMO Capital Markets Issues Pessimistic Forecast</li>
</ul>
<div class="lb-trans"><ul>
<li>积极情绪：第四季度收入和增长超出预期——收入增长约 31% 至 36.7 亿美元，GMV 和商户解决方案表现强劲，管理层预计第一季度收入将高于市场共识，支持增长叙事。Shopify 违背逻辑：人工智能的颠覆是好事</li>
<li>积极情绪：董事会授权进行 20 亿美元的股票回购，Shopify 报告强劲的自由现金流（约 20 亿美元 2025 财年），这将支持未来的回购和资本回报。Shopify 的 2025 年亮点</li>
<li>积极情绪：分析师乐观：Needham 重申其买入评级，目标价为 180 美元，表明如果执行持续，分析师对上涨的信心。Benzinga</li>
<li>中性情绪：分析师评级混合：Atb Cormark 将 SHOP 评级上调至 “适度买入”（支持性），而 Benchmark 将其目标价从 195 美元下调至 145 美元（影响较小）。这些抵消因素使得短期共识观点混合。Zacks.comBenzinga</li>
<li>消极情绪：每股收益未达到市场共识（报告约 0.48 美元，而预期约 0.50 美元），由于向商户解决方案的转变和增加的投资支出带来了利润压力，引发了担忧。Shopify（SHOP）未能达到第四季度盈利预期</li>
<li>消极情绪：市场反应：尽管收入超出预期，股价仍大幅下跌——投资者似乎关注利润率、估值和回购执行机制。Shopify 股价在收入超预期后下跌，20 亿美元回购</li>
<li>消极情绪：分析师和风险报告指出回购的执行/现金风险（算法可能加剧波动），至少有一家机构发布了悲观展望，增加了压力。Shopify 的 20 亿美元回购计划引发质疑 BMO 资本市场发布悲观预测</li>
</ul>
</div><h2>Institutional Investors Weigh In On Shopify</h2>
<div class="lb-trans"><h2>机构投资者对 Shopify 的看法</h2>
</div><p>Institutional investors and hedge funds have recently made changes to their positions in the company. Norges Bank bought a new stake in Shopify during the 4th quarter worth about $2,611,797,000. Jennison Associates LLC lifted its holdings in Shopify by 64.3% in the third quarter. Jennison Associates LLC now owns 18,923,431 shares of the software maker's stock valued at $2,812,211,000 after buying an additional 7,403,821 shares during the period. Brown Advisory Inc. boosted its stake in Shopify by 5,193.6% in the second quarter. Brown Advisory Inc. now owns 2,066,884 shares of the software maker's stock valued at $238,419,000 after acquiring an additional 2,027,839 shares during the last quarter. Geode Capital Management LLC boosted its stake in Shopify by 19.9% in the second quarter. Geode Capital Management LLC now owns 10,731,795 shares of the software maker's stock valued at $1,247,007,000 after acquiring an additional 1,781,530 shares during the last quarter. Finally, Picton Mahoney Asset Management grew its holdings in Shopify by 246,359.0% during the 2nd quarter. Picton Mahoney Asset Management now owns 1,759,717 shares of the software maker's stock worth $202,146,000 after acquiring an additional 1,759,003 shares during the period. Institutional investors own 69.27% of the company's stock.</p>
<div class="lb-trans"><p>机构投资者和对冲基金最近对该公司的持仓进行了调整。挪威银行在第四季度购买了 Shopify 的新股份，价值约 26.12 亿美元。Jennison Associates LLC 在第三季度将其在 Shopify 的持股增加了 64.3%。Jennison Associates LLC 目前拥有 18,923,431 股该软件制造商的股票，价值 28.12 亿美元，在此期间又购买了 7,403,821 股。Brown Advisory Inc.在第二季度将其在 Shopify 的持股增加了 5,193.6%。Brown Advisory Inc.目前拥有 2,066,884 股该软件制造商的股票，价值 2.38419 亿美元，在上个季度又收购了 2,027,839 股。Geode Capital Management LLC 在第二季度将其在 Shopify 的持股增加了 19.9%。Geode Capital Management LLC 目前拥有 10,731,795 股该软件制造商的股票，价值 12.47007 亿美元，在上个季度又收购了 1,781,530 股。最后，Picton Mahoney Asset Management 在第二季度将其在 Shopify 的持股增加了 246,359.0%。Picton Mahoney Asset Management 目前拥有 1,759,717 股该软件制造商的股票，价值 2.02146 亿美元，在此期间又收购了 1,759,003 股。机构投资者持有该公司 69.27% 的股份。</p>
</div><h2>Shopify Stock Performance</h2>
<div class="lb-trans"><h2>Shopify 股票表现</h2>
</div><ul>
<li>Coming in Hot: Retail Data Drives Momentum in 3 E-Commerce Stocks</li>
</ul>
<div class="lb-trans"><ul>
<li>热门来袭：零售数据推动 3 只电子商务股票的动能</li>
</ul>
</div><p>The firm's 50-day simple moving average is $152.31 and its 200 day simple moving average is $151.02. The company has a market cap of $142.99 billion, a P/E ratio of 81.36, a PEG ratio of 3.75 and a beta of 2.83.</p>
<div class="lb-trans"><p>该公司的 50 日简单移动平均线为 152.31 美元，200 日简单移动平均线为 151.02 美元。该公司的市值为 1429.9 亿美元，市盈率为 81.36，PEG 比率为 3.75，贝塔值为 2.83。</p>
</div><h2>About Shopify</h2>
<div class="lb-trans"><h2>关于 Shopify</h2>
</div><p>(Get Free Report)</p>
<div class="lb-trans"><p>（获取免费报告）</p>
</div><p>Shopify is a Canadian commerce technology company that provides a cloud-based platform for businesses to create, manage and scale online and physical retail stores. Its core offering is a software-as-a-service e-commerce platform that enables merchants to build customizable storefronts, manage product catalogs, process orders, and handle inventory. Shopify also supports omnichannel selling through integrated point-of-sale (POS) systems for in-person transactions.</p>
<div class="lb-trans"><p>Shopify 是一家加拿大商业科技公司，提供基于云的平台，帮助企业创建、管理和扩展在线及实体零售店。其核心产品是一个软件即服务的电子商务平台，使商户能够构建可定制的店面，管理产品目录，处理订单和管理库存。Shopify 还通过集成的销售点（POS）系统支持面对面交易的全渠道销售。</p>
</div><p>Beyond storefront software, Shopify offers a range of merchant services and tools designed to simplify commerce operations.</p>
<div class="lb-trans"><p>除了店面软件，Shopify 还提供一系列旨在简化商业运营的商户服务和工具。</p>
</div><h2>Featured Articles</h2>
<div class="lb-trans"><h2>精选文章</h2>
</div><ul>
<li>Five stocks we like better than Shopify</li>
<li>The AI Arms Race Has a New Contender: VWAV</li>
<li>The DoD just got a new drone supplier</li>
<li>Trump’s next major investment</li>
<li>Is THIS the Next Big Money Rush?</li>
<li>Wall Street Legend Names #1 Stock of 2026 Live On-Camera</li>
</ul>
<div class="lb-trans"><ul>
<li>五只我们更看好的股票超过 Shopify</li>
<li>人工智能军备竞赛有了新竞争者：VWAV</li>
<li>美国国防部刚刚获得了一家新的无人机供应商</li>
<li>特朗普的下一个重大投资</li>
<li>这是下一个大钱潮吗？</li>
<li>华尔街传奇在镜头前命名 2026 年第一只股票</li>
</ul>
</div><p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p>
<div class="lb-trans"><p><em>此即时新闻提醒由叙事科学技术和 MarketBeat 的金融数据生成，旨在为读者提供最快的报道和公正的覆盖。请将有关此故事的任何问题或评论发送至 contact@marketbeat.com.</em></p>
</div><h2>Should You Invest $1,000 in Shopify Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在 Shopify 吗？</h2>
</div><p>Before you consider Shopify, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 Shopify 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Shopify wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场注意到之前购买……而 Shopify 并不在名单上。</p>
</div><p>While Shopify currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Shopify 目前在分析师中获得了适度买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

Shopify (NASDAQ:SHOP) 的股价因分析师下调评级而下跌了 7.5%