Shopify Inc.
126.79USD
-7.3100 (-5.45%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $0.46▲ | $0.44 | 16 | 6 |
| Next quarter | $0.65▲ | $0.63 | 13 | 8 |
| Current year | $1.91▲ | $1.84 | 29 | 6 |
| Next year | $2.45▲ | $2.33 | 28 | 6 |
Beat in 3 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $0.4 | $0.42 | +0.02 (+5.1%) |
| 2026-03-31 | $0.33 | $0.36 | +0.03 (+8.6%) |
| 2025-12-31 | $0.51 | $0.48 | -0.03 (-5.7%) |
| 2025-09-30 | $0.34 | $0.34 | +0.00 (+0.6%) |
555 ratings from 61 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Piper Sandler | Reiterated | Overweight | $172 $180 | Sep 8, 2026 |
| Rosenblatt | Initiated | Buy | $175 | Aug 20, 2026 |
| Wells Fargo | Maintained | Overweight | $144 $180 | Aug 7, 2026 |
| Canaccord Genuity | Maintained | Buy | $145 $180 | Aug 6, 2026 |
| DA Davidson | Maintained | Buy | $140 $200 | Aug 6, 2026 |
| UBS | Maintained | Neutral | $130 $145 | Aug 6, 2026 |
| RBC Capital | Maintained | Outperform | $170 $180 | Aug 6, 2026 |
| Truist Securities | Maintained | Buy | $150 $180 | Aug 6, 2026 |
| Wedbush | Maintained | Outperform | $155 $176 | Aug 6, 2026 |
| Evercore ISI Group | Maintained | Outperform | $135 $175 | Aug 6, 2026 |
| Benchmark | Maintained | Buy | $145 $170 | Aug 6, 2026 |
| Barclays | Maintained | Equal-Weight | $126 $145 | Aug 6, 2026 |
| Citizens | Maintained | Market Outperform | $150 $185 | Aug 6, 2026 |
| Cantor Fitzgerald | Maintained | Neutral | $127 $145 | Aug 6, 2026 |
| Goldman Sachs | Maintained | Buy | $170 $194 | Aug 6, 2026 |
| Citigroup | Maintained | Buy | $156 $150 | Jul 24, 2026 |
| Rothschild & Co | Downgraded from Buy | Neutral | $160 $130 | Jul 21, 2026 |
| Jefferies | Upgraded from Hold | Buy | $140 $160 | Jul 13, 2026 |
| Stifel | Upgraded from Hold | Buy | $110 $150 | Jul 10, 2026 |
| Canaccord Genuity | Maintained | Buy | $165 $145 | May 6, 2026 |
| UBS | Maintained | Neutral | $145 $130 | May 6, 2026 |
| Citigroup | Maintained | Buy | $163 $156 | May 6, 2026 |
| RBC Capital | Reiterated | Outperform | $170 | May 6, 2026 |
| Barclays | Maintained | Equal-Weight | $130 $126 | May 6, 2026 |
| Citizens | Maintained | Market Outperform | $160 $150 | May 6, 2026 |
167 filings from 12 insiders · 0 buy / 0 sell over 6m
Officers and directors of SHOP, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| Finkelstein (Harley Michael)Senior Officer of Issuer | Sell | 1.4k | $139.03 | $188k | Sep 2, 2026 |
| Lutke (Tobias Albin)Director of Issuer | Sell | 23.8k | $139.61 | $3.33M | Sep 2, 2026 |
| Lutke (Tobias Albin)Director of Issuer | Sellindirect | 6.8k | $140.41 | $948k | Sep 2, 2026 |
| Lutke (Tobias Albin)Director of Issuer | Sellindirect | 33.8k | $140.41 | $4.74M | Sep 2, 2026 |
| Lutke (Tobias Albin)Director of Issuer | Other | 23.8k | — | — | Aug 31, 2026 |
| Finkelstein (Harley Michael)Senior Officer of Issuer | Sell | 1.7k | $155.25 | $262k | Aug 28, 2026 |
| Finkelstein (Harley Michael)Senior Officer of Issuer | Other | 3.4k | — | — | Aug 28, 2026 |
| Hoffmeister (Jeff)Senior Officer of Issuer | Sell | 2.0k | $155.25 | $305k | Aug 28, 2026 |
| Hoffmeister (Jeff)Senior Officer of Issuer | Other | 4.2k | — | — | Aug 28, 2026 |
| Hertz (Jessica)Senior Officer of Issuer | Sell | 805 | $155.25 | $125k | Aug 28, 2026 |
| Hertz (Jessica)Senior Officer of Issuer | Other | 1.6k | — | — | Aug 28, 2026 |
| Hertz (Jessica)Senior Officer of Issuer | Sell | 360 | $155.25 | $56k | Aug 28, 2026 |
| Hertz (Jessica)Senior Officer of Issuer | Other | 738 | — | — | Aug 28, 2026 |
| Hertz (Jessica)Senior Officer of Issuer | Sell | 2.5k | $155.25 | $384k | Aug 28, 2026 |
| Hertz (Jessica)Senior Officer of Issuer | Other | 5.1k | — | — | Aug 28, 2026 |
| Niehaus (Jean)Senior Officer of Issuer | Sell | 489 | $155.25 | $76k | Aug 28, 2026 |
| Niehaus (Jean)Senior Officer of Issuer | Other | 1.1k | — | — | Aug 28, 2026 |
| Hertz (Jessica)Senior Officer of Issuer | Sell | 10.4k | $154.54 | $1.61M | Aug 27, 2026 |
| Lutke (Tobias Albin)Director of Issuer | Sellindirect | 6.8k | $151.60 | $1.02M | Aug 26, 2026 |
| Lutke (Tobias Albin)Director of Issuer | Sellindirect | 33.8k | $151.60 | $5.12M | Aug 26, 2026 |
No analyst notes on SHOP yet.
Analyst Ratings
47 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 11 | 30 | 11 | 1 | 0 | Buy2.04 |
| 1 mo ago | 10 | 30 | 11 | 1 | 0 | Buy2.06 |
| 2 mo ago | 10 | 28 | 12 | 1 | 0 | Buy2.08 |