😱_老虎社区_美港股上老虎

ramius75
2021-12-17

😱

Shopify Stock Has Slid 20%. It’s Time to Buy, Analyst Says.

Shopify shares picked up an endorsement Thursday from Evercore ISI analyst Mark Mahaney, who lifted

Shopify Stock Has Slid 20%. It’s Time to Buy, Analyst Says.

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":690715262,"tweetId":"690715262","gmtCreate":1639708523460,"gmtModify":1639709070448,"author":{"id":3586470645934044,"idStr":"3586470645934044","authorId":3586470645934044,"authorIdStr":"3586470645934044","name":"ramius75","avatar":"https://static.tigerbbs.com/10763970a5bf5e3128c5423ebbee8096","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":34,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>😱</p></body></html>","htmlText":"<html><head></head><body><p>😱</p></body></html>","text":"😱","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/690715262","repostId":1110569435,"repostType":4,"repost":{"id":"1110569435","kind":"news","pubTimestamp":1639708350,"share":"https://www.laohu8.com/m/news/1110569435?lang=&edition=full","pubTime":"2021-12-17 10:32","market":"us","language":"en","title":"Shopify Stock Has Slid 20%. It’s Time to Buy, Analyst Says.","url":"https://stock-news.laohu8.com/highlight/detail?id=1110569435","media":"Barrons","summary":"Shopify shares picked up an endorsement Thursday from Evercore ISI analyst Mark Mahaney, who lifted ","content":"<p>Shopify&nbsp;shares picked up an endorsement Thursday from Evercore ISI analyst Mark Mahaney, who lifted his rating on the e-commerce software company to Outperform from In Line. Mahaney set a price target on the stock of $1,770, for a potential gain of just over 21%.</p>\n<p>Shopify stock&nbsp;fell&nbsp;3%, at $1,326.88, in recent trading. The&nbsp;S&amp;P 500&nbsp;fell 0.9%.</p>\n<p>Mahaney offers a four-part thesis on his more bullish stance on Shopify.</p>\n<p>For one thing, he notes that the stock was off about 20% from its high for the year. Mahaney observes that the stock’s valuation, as measured by enterprise value as a multiple of forward sales, is back down to pre-Covid levels. And he argues that Shopify is “one of the biggest structural winners” from the Covid crisis, as more sellers shift business to a digital model.</p>\n<p>Mahaney writes that he views Shopify as “one of the highest quality” companies he covers. Through 2023, the company should grow at a compound annual growth rate of 34%, according to the analyst, which he says makes it among the fastest-growing midsize or large internet companies, trailing only&nbsp;Snap&nbsp;(SNAP) and&nbsp;Uber Technologies&nbsp;(UBER), both beneficiaries of easy 2021 comparisons.</p>\n<p>Mahaney also thinks Shopify’s Ebitda margins (earnings before interest, taxes, depreciation, and amortization) will expand from 14% in 2019 to 18% this year, with levels above 20% in three of the last four quarters. “The long-term margin profile of Shopify was historically a key investor concern and we believe this year they have proved that this business can generate significant free cash flow,” he writes.</p>\n<p>A third positive for the stock, Mahaney contends, is growth in new and emerging areas. Among other things, he cites the extension of the company’s Shop Pay platform to non-Shopify merchants, the growth of Shopify’s fulfillment network, and the expansion of the company’s point-of-sale software, installment payments, and other value-added services, like shipping and financing.</p>\n<p>Finally, Mahaney writes that a recent RBC survey of consumer holiday shopping behavior finds declining buyer interest in traditional retailers like&nbsp;Amazon.com (AMZN),Walmart&nbsp;(WMT),Target&nbsp;(TGT),Kohl’s&nbsp;(KSS),Macy’s&nbsp;(M), and others. He thinks one reason for that is “the rise of the long tail,” benefiting the kind of independent merchants that often use Shopify’s software. He notes that Shopify already hosts more than 1 million small merchants generating sales of up to $10 million a year.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shopify Stock Has Slid 20%. It’s Time to Buy, Analyst Says.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShopify Stock Has Slid 20%. It’s Time to Buy, Analyst Says.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/shopify-stock-price-buy-rating-analyst-51639668816?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shopify shares picked up an endorsement Thursday from Evercore ISI analyst Mark Mahaney, who lifted his rating on the e-commerce software company to Outperform from In Line. Mahaney set a price target...</p>\n\n<a href=\"https://www.barrons.com/articles/shopify-stock-price-buy-rating-analyst-51639668816?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://www.barrons.com/articles/shopify-stock-price-buy-rating-analyst-51639668816?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110569435","content_text":"Shopify shares picked up an endorsement Thursday from Evercore ISI analyst Mark Mahaney, who lifted his rating on the e-commerce software company to Outperform from In Line. Mahaney set a price target on the stock of $1,770, for a potential gain of just over 21%.\nShopify stock fell 3%, at $1,326.88, in recent trading. The S&P 500 fell 0.9%.\nMahaney offers a four-part thesis on his more bullish stance on Shopify.\nFor one thing, he notes that the stock was off about 20% from its high for the year. Mahaney observes that the stock’s valuation, as measured by enterprise value as a multiple of forward sales, is back down to pre-Covid levels. And he argues that Shopify is “one of the biggest structural winners” from the Covid crisis, as more sellers shift business to a digital model.\nMahaney writes that he views Shopify as “one of the highest quality” companies he covers. Through 2023, the company should grow at a compound annual growth rate of 34%, according to the analyst, which he says makes it among the fastest-growing midsize or large internet companies, trailing only Snap (SNAP) and Uber Technologies (UBER), both beneficiaries of easy 2021 comparisons.\nMahaney also thinks Shopify’s Ebitda margins (earnings before interest, taxes, depreciation, and amortization) will expand from 14% in 2019 to 18% this year, with levels above 20% in three of the last four quarters. “The long-term margin profile of Shopify was historically a key investor concern and we believe this year they have proved that this business can generate significant free cash flow,” he writes.\nA third positive for the stock, Mahaney contends, is growth in new and emerging areas. Among other things, he cites the extension of the company’s Shop Pay platform to non-Shopify merchants, the growth of Shopify’s fulfillment network, and the expansion of the company’s point-of-sale software, installment payments, and other value-added services, like shipping and financing.\nFinally, Mahaney writes that a recent RBC survey of consumer holiday shopping behavior finds declining buyer interest in traditional retailers like Amazon.com (AMZN),Walmart (WMT),Target (TGT),Kohl’s (KSS),Macy’s (M), and others. He thinks one reason for that is “the rise of the long tail,” benefiting the kind of independent merchants that often use Shopify’s software. He notes that Shopify already hosts more than 1 million small merchants generating sales of up to $10 million a year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1370,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}