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Shopify Inc.

organization80% conf.·synced Aug 13, 2026

E-commerce platform provider

48
sourced metrics
364
relationships
20
stated objectives
8
Via News reports

Every fact below is drawn from Via News's knowledge graph and linked to the source document it came from. Nothing here is unsourced. How we source →

Key metrics · each point sourced

Operating Income
488USD
Aug 5, 2026source
Net Income
439USD
Aug 5, 2026source
Free Cash Flow
654USD
Aug 5, 2026source
Average Trading Volume
11.2million_shares
Aug 5, 2026source
Trading Volume
40.5million_shares
Aug 5, 2026source
Stock Price
144.24USD
Aug 5, 2026source
Margin
16percent
Aug 5, 2026source
Backlog
5USD
Jun 17, 2026source
Cash
2.1USD
May 25, 2026source
One Month Return
-13.13percent
Apr 11, 2026source
Ytd Return
-30.19percent
Apr 11, 2026source
Price Target
132.25USD
Apr 11, 2026source
Portfolio Weighting
4.74percent
Apr 2, 2026source
Intrinsic Value Per Share
99.68USD
Apr 1, 2026source
Valuation Score
0out_of_6
Apr 1, 2026source
Stock Return
1.3percent
Apr 1, 2026source
Ranking
3rank
Mar 24, 2026source
Market Cap
216.79billion_USD
Jan 8, 2026source

Stated objectives

Q3 2025 gross profit growth of low 20s%

source
target: low 20s% growth stated

Q3 2025 operating expenses of 38-39% of revenue

source
target: 38-39% of revenue stated

Q3 2025 free cash flow margin of mid to high teens

source
target: mid to high teens percent stated

Q4 2025 gross profit growth in low to mid 20% range

source
target: low to mid 20% by 2025-12-31 00:00:00stated

Q4 2025 operating expenses at 30-31% of revenue

source
target: 30-31% by 2025-12-31 00:00:00stated

Q4 2025 free cash flow margin slightly above Q3 levels

source
target: above 18% by 2025-12-31 00:00:00stated

Full year 2025 FCF margin similar to 2024

source
target: similar to 2024 by 2025-12-31 00:00:00stated

Q4 2024 revenue growth in mid-to-high 20%s year-over-year

source
target: 25-29% revenue growth by 2024-12-31 00:00:00stated

Q4 2024 GAAP operating expenses at 32-33% of revenue (300-400bps improvement YoY)

source
target: 32-33% OpEx ratio by 2024-12-31 00:00:00stated

Q4 2024 free cash flow margin similar to Q4 2023 at 21%

source
target: 21% FCF margin by 2024-12-31 00:00:00stated

Relationship graph · 364 connections

Developed by
89
Customer of
56
Competes with
31
Employs
25
Covered by
24
Supplies to
21
Invested in
20
Partnered with
18
licensed from
Stellar Projects

Where sources disagree

We surface conflicts between sources rather than hiding them.

value conflictunresolved

Two different margin values (16% vs 18%) are recorded for the same entity (Shopify Inc.) at the identical timestamp (2026-08-05 00:00:00). With no distinguishing context (same period designation, no qualifier for margin type), these represent conflicting data about the same fact.

source Asource B

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This Knowledge File is assembled from Via News's source-traceable knowledge graph. Metrics, objectives and relationships are extracted from primary and credible secondary documents and refreshed on a schedule. Read our methodology →
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Surge: Late-August 2026 Funding Wave Spans Fintech, Enterprise Agents, and Robotics
A dense cluster of funding rounds landing on 2026-08-28 — from identity/fraud fintech player Socure ($156M plus its acquisition of Fravity) to enterprise AI agent startups (Instinct, Generalist AI, Owner), model infrastructure (Stability AI, Emerald AI), and autonomous logistics/aerospace (Gatik, Regent Craft) — signals investors are rotating aggressively into AI-native companies with demonstrable ROI, especially in financial risk/compliance and back-office automation. Parallel signals (Multiverse Computing's compression benchmarks cutting inference cost/latency, and Arkestro/CloneOps.ai publishing hard savings and labor-displacement figures) suggest the funding is chasing efficiency and measurable economic impact rather than pure model scale.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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