Nama Insights

Shopify (SHOP)

Technology · Software Application · NASDAQ

Nasdaq-100
Shopify (SHOP) is a Technology company in the Software Application industry. It has a market capitalization of $191.58B, a trailing price-to-earnings ratio of 85.1 and a free-cash-flow yield of 1.0%. Over the most recent reported fiscal year, revenue grew 30.1% and free cash flow per share grew 24.8%. Nama's AI scorecard rates it Buy, 6.9 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Buy · 6.9/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Middle · +6.4% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-18.3%
How far the last close sits under the highest price of the past five years.
Market cap$191.58B
Trailing P/E85.1
Price / book15.1
Price / sales14.6
FCF yield1.0%
Dividend yield—
Gross margin47.8%
Operating margin17.8%
Net margin14.5%
Revenue growth (YoY)+30.1%
Revenue growth (3-yr annual)+27.3%
EPS growth (YoY)-7.8%
FCF/share growth (YoY)+24.8%
Beta2.6
ExchangeNASDAQ
SectorTechnology
IndustrySoftware Application

SHOP earnings

Next report: Feb 10, 2027 (Q4 2026, EPS estimate $0.63). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 3, 2026 $0.49 $0.46 +6.5% $3.74B
Q2 2026 Aug 5, 2026 $0.42 $0.40 +5.0% $3.58B
Q1 2026 May 5, 2026 $0.36 $0.33 +9.1% $3.17B
Q4 2025 Feb 11, 2026 $0.48 $0.51 -5.9% $3.67B

SHOP analyst price target

Median target $180.00 from 49 analysts, ranging $120.00 – $220.00.

Software Application peers

TickerCompanyMarket capP/E
SAP SAP $269.45B 29.7
CRM Salesforce $175.83B 12.7
UBER Uber Technologies $140.05B 40.6
ADP Automatic Data Processing $119.75B 26.5
NOW ServiceNow $105.84B 26.9
SNOW Snowflake $97.33B 195.7
ADBE Adobe $93.14B 10.1
INTU Intuit $91.26B 14.0
Explore live SHOP data on Nama Insights →

Recent Congressional trades

Shopify trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Jonathan Jackson House Sell $1,001 - $15,000 Mar 12, 2026
Jonathan Jackson House Sell $50,001 - $100,000 Feb 23, 2026
Jonathan Jackson House Buy $50,001 - $100,000 Jan 8, 2026
Jonathan Jackson House Buy $1,001 - $15,000 Nov 10, 2025
Jonathan Jackson House Buy $15,001 - $50,000 Nov 10, 2025
Lisa McClain House Sell $1,001 - $15,000 Aug 13, 2025
Lisa McClain House Buy $1,001 - $15,000 Aug 13, 2025
Rob Bresnahan House Sell $1,001 - $15,000 Apr 22, 2025
Josh Gottheimer House Sell $1,001 - $15,000 Apr 10, 2025
Josh Gottheimer House Buy $1,001 - $15,000 Mar 6, 2025
Josh Gottheimer House Buy $1,001 - $15,000 Mar 6, 2025
Josh Gottheimer House Buy $1,001 - $15,000 Dec 5, 2024

SHOP FAQ

Is SHOP a buy?
Nama's AI scorecard currently rates Shopify Buy (6.9 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is SHOP's P/E ratio?
Shopify trades at a trailing price-to-earnings ratio of 85.1.
When does SHOP report earnings?
Shopify's next scheduled report is on Feb 10, 2027. Analysts expect EPS of $0.63.
What is the SHOP price target?
The median analyst price target from 49 analysts is $180.00, with a range of $120.00 – $220.00.
Is SHOP Shariah compliant?
Nama's AAOIFI-style screen reads Shopify as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.