Shares ntawm Shopify Inc. tau txais kev hloov kho rau hnub Tuesday raws li DA Davidson tus kws tshuaj ntsuam xyuas pom qhov "kev nkag siab zoo" rau hauv lub npe uas tau raug cuam tshuam los ntawm cov nyiaj tau los.
Shopify cov Tshuag
KAV,
-5.02%
tau poob 22% txij li lub tuam txhab e-lag luam ua ntej lub hlis no tau tshaj tawm cov nyiaj tau los ntawm peb lub hlis twg, uas tuaj nrog kev poob siab rau kev kwv yees rau lub quarter tam sim no. Qhov loj ntawm kev muag khoom zoo li "dhau lawm," hauv qhov pom ntawm DA Davidson's Gil Luria.
Saib ntxiv: Shopify Tshuag raug kev txom nyem ib qho ntawm nws cov hnub phem tshaj tsis tau raws li Wall Street xav tias yuav muaj dab tsi los
"Tam sim no cov plua plav tau kho tom qab 4Q22 cov nyiaj tau los hu, peb ntseeg tias qhov kev pom zoo tam sim no tuaj yeem ua pov thawj kev saib xyuas thiab rov qab mus rau qhov poob me me yog qhov teeb meem sai sai," Luria tau sau rau hauv daim ntawv rau cov neeg siv khoom, thaum nws tsoo nws qhov ntsuas ntawm cov khoom lag luam rau. yuav los ntawm nruab nrab.
Nws dubbed Shopify "ib qho ntawm cov tuam txhab software tseem ceeb tshaj plaws tau muab nws cov thawj coj hauv TAM yuav luag tsis muaj kev cia siab," lossis tag nrho cov lag luam muaj nyob.
Luria tau zoo siab txog Shopify lub peev xwm los txhawb kev loj hlob ntawm cov nyiaj tau los ntawm cov nyiaj tau los ntawm tus nqi nce ntxiv. Tus nqi hikes Shopify tshaj tawm nyob rau lub Ib Hlis tuaj yeem txhawb nqa cov nyiaj tau los ntawm 12% xyoo no thiab ua lub hauv ncoo ntawm kev xaiv nyob rau hauv rooj plaub ntawm cov khoom ntim.
Nws tau sau tseg tias nws qhov kev kwv yees "raws li kev saib xyuas kev loj hlob ntawm cov tub lag luam thiab ua lub luag haujlwm rau kev muaj peev xwm churn."
Luria kuj txaus siab muab Shopify ib qho dhau los rau qhov cuam tshuam uas nws tuaj yeem pom kev ua haujlwm poob txawm tias txiav nws lub taub hau.
Luria tau sau tias "Peb pom qhov kev txiav txim siab rov ua lag luam raws li kev ceev faj, xav txog txoj hauv kev loj hlob tshwj xeeb thaum lub sijhawm nce ntxiv," Luria sau. "Ntxiv mus, peb nco ntsoov qhov no tsis yog ib qho kev hloov pauv mus tas li rau cov txiaj ntsig ntawm tus qauv, raws li lub tuam txhab tau pom tias nws muaj cov levers rov qab mus rau profitability nyob rau hauv ib lub quarter twg."
Shopify "yog nyob rau hauv lub sijhawm thaum ntxov ntawm kev coj noj coj ua ntawm kev lag luam," nws hais ntxiv, thaum tuav nws lub hom phiaj $ 50 tus nqi.
Shares ntawm Shopify tau poob 37% nyob rau hauv 12 lub hlis dhau los, txawm tias lawv nce 19% los pib xyoo 2023. S&P 500
SPX,
-2.00%
tau poob 8% dhau 12 lub hlis tab sis tau nce 4% txog rau xyoo no.
Tau qhov twg los: https://www.marketwatch.com/story/shopifys-stock-upgraded-as-analyst-cheers-nearly-boundless-opportunity-d09d75c5?siteid=yhoof2&yptr=yahoo
Shopify's stock upgraded as an analyst cheers 'ze boundless' lub sijhawm
Shares ntawm Shopify Inc. tau txais kev hloov kho rau hnub Tuesday raws li DA Davidson tus kws tshuaj ntsuam xyuas pom qhov "kev nkag siab zoo" rau hauv lub npe uas tau raug cuam tshuam los ntawm cov nyiaj tau los.
Shopify cov Tshuag
-5.02%
KAV,
tau poob 22% txij li lub tuam txhab e-lag luam ua ntej lub hlis no tau tshaj tawm cov nyiaj tau los ntawm peb lub hlis twg, uas tuaj nrog kev poob siab rau kev kwv yees rau lub quarter tam sim no. Qhov loj ntawm kev muag khoom zoo li "dhau lawm," hauv qhov pom ntawm DA Davidson's Gil Luria.
Saib ntxiv: Shopify Tshuag raug kev txom nyem ib qho ntawm nws cov hnub phem tshaj tsis tau raws li Wall Street xav tias yuav muaj dab tsi los
"Tam sim no cov plua plav tau kho tom qab 4Q22 cov nyiaj tau los hu, peb ntseeg tias qhov kev pom zoo tam sim no tuaj yeem ua pov thawj kev saib xyuas thiab rov qab mus rau qhov poob me me yog qhov teeb meem sai sai," Luria tau sau rau hauv daim ntawv rau cov neeg siv khoom, thaum nws tsoo nws qhov ntsuas ntawm cov khoom lag luam rau. yuav los ntawm nruab nrab.
Nws dubbed Shopify "ib qho ntawm cov tuam txhab software tseem ceeb tshaj plaws tau muab nws cov thawj coj hauv TAM yuav luag tsis muaj kev cia siab," lossis tag nrho cov lag luam muaj nyob.
Luria tau zoo siab txog Shopify lub peev xwm los txhawb kev loj hlob ntawm cov nyiaj tau los ntawm cov nyiaj tau los ntawm tus nqi nce ntxiv. Tus nqi hikes Shopify tshaj tawm nyob rau lub Ib Hlis tuaj yeem txhawb nqa cov nyiaj tau los ntawm 12% xyoo no thiab ua lub hauv ncoo ntawm kev xaiv nyob rau hauv rooj plaub ntawm cov khoom ntim.
Nws tau sau tseg tias nws qhov kev kwv yees "raws li kev saib xyuas kev loj hlob ntawm cov tub lag luam thiab ua lub luag haujlwm rau kev muaj peev xwm churn."
Luria kuj txaus siab muab Shopify ib qho dhau los rau qhov cuam tshuam uas nws tuaj yeem pom kev ua haujlwm poob txawm tias txiav nws lub taub hau.
Luria tau sau tias "Peb pom qhov kev txiav txim siab rov ua lag luam raws li kev ceev faj, xav txog txoj hauv kev loj hlob tshwj xeeb thaum lub sijhawm nce ntxiv," Luria sau. "Ntxiv mus, peb nco ntsoov qhov no tsis yog ib qho kev hloov pauv mus tas li rau cov txiaj ntsig ntawm tus qauv, raws li lub tuam txhab tau pom tias nws muaj cov levers rov qab mus rau profitability nyob rau hauv ib lub quarter twg."
Shopify "yog nyob rau hauv lub sijhawm thaum ntxov ntawm kev coj noj coj ua ntawm kev lag luam," nws hais ntxiv, thaum tuav nws lub hom phiaj $ 50 tus nqi.
Shares ntawm Shopify tau poob 37% nyob rau hauv 12 lub hlis dhau los, txawm tias lawv nce 19% los pib xyoo 2023. S&P 500
-2.00%
SPX,
tau poob 8% dhau 12 lub hlis tab sis tau nce 4% txog rau xyoo no.
Tau qhov twg los: https://www.marketwatch.com/story/shopifys-stock-upgraded-as-analyst-cheers-nearly-boundless-opportunity-d09d75c5?siteid=yhoof2&yptr=yahoo