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Source document· May 24, 2026

Is Shopify (SHOP) Now Fairly Priced After Recent Share Price Pullback?

View original at finance.yahoo.com
Is Shopify (SHOP) Now Fairly Priced After Recent Share Price Pullback? Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide…
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What we drew from this source

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  • Analyst estimates and Simply Wall St extrapolations project Shopify's FCF to reach $6.4 billion by 2030

    60% confidence

  • Shopify's DCF intrinsic value is approximately $106.79 per share using a 2-Stage Free Cash Flow to Equity model

    60% confidence

  • At ~$103 per share, Shopify trades at roughly a 3.6% discount to its DCF intrinsic value, indicating it is approximately fairly valued

    60% confidence

  • Simply Wall St is trusted by over 7 million individual investors worldwide

    60% confidence

  • Shopify's 1-year stock return is +1.5%, 3-year return is +73.8%, and 5-year return is -17.1%

    60% confidence

  • Shopify's latest twelve month Free Cash Flow is approximately $2.1 billion

    60% confidence

  • Shopify receives a value score of 1 out of 6 on Simply Wall St's valuation checks

    60% confidence

Data points we hold from this source

Shopify Inc. · cash2.1 USD
Shopify Inc. · stock price103 USD
What we know · the intelligence behind this page
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What we're seeing
Agentic AI Rewires Enterprise Software: Platform Incumbents, Governance, and a Funded Startup Wave
Enterprise software is being rebuilt around autonomous AI agents. Incumbents and large platforms (SAP with its Autonomous Suite and Joule, Zeta with AthenaOS/AIM/Athena MCP, Meta with its new Enterprise Platform) are racing to own the agent layer. Meanwhile, seed and Series A money flows to finance-office and vertical startups (Dextr, Latitude, Dentira, Light), and consolidation continues through acquisitions (Tiny–Oso Cloud, Harvey–Guardrails AI). Investor commentary stresses that AI is better at disrupting around the edges of systems of record than at replacing them, that it should not be trusted with finance calculations, and that governance must be enforced by the system rather than left to agents.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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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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