S SHOP

Shopify Inc - Class A

SOFTWARE - APPLICATION · TECHNOLOGY

Shopify Inc. is a premier commerce platform headquartered in Ottawa, Canada, designed to empower entrepreneurs and businesses to effectively manage and scale their sales across both online and offline channels. Serving a diverse global clientele, including markets in the United States, United Kingdo...

$118.25

-0.23% ($0.27)

Volume 7.09M

52W High $182.19

52W Low $69.84

Market Cap $166.06B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.22

Whisper EPS

$0.23

3.0% above consensus

Last Quarter

$0.57

Current Streak

1 Beat

Avg Surprise (4Q)

+3.80%

Next Earnings Report

Reports in 37 days

Report Date May 14, 2026

Whisper Spread +3.05%

Consensus Estimate

$0.22

Official analyst average

Whisper Number

$0.23

What traders expect

Bullish Sentiment: The whisper number is 3.0% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Feb 11, 2026

1-Day: -6.78%

Q4 2025 Feb 9, 2026

1-Day: +7.47%

Q3 2025 Nov 12, 2025

1-Day: -6.55%

5-Day: -10.64%

Q2 2025 Aug 6, 2025

1-Day: -2.47%

5-Day: -4.78%

Revenue & Financial Performance

Revenue Whisper

$3.47B

TWN Proprietary Estimate

Last Quarter Revenue

$3.67B

+30.6% YoY

Gross Margin

46.1%

Net Margin: 20.2%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$3.67B	+30.6%	46.1%	17.2%	$743.0M
Q3'25	$2.84B	+31.5%	48.9%	12.1%	$264.0M
Q2'25	$2.68B	+31.1%	48.6%	10.9%	$906.0M
Q1'25	$2.36B	+26.8%	49.5%	8.6%	-$682.0M
Q4'24	$2.81B	+31.2%	48.1%	16.5%	$1.29B
Q3'24	$2.16B	+26.1%	51.7%	13.1%	$828.0M
Q2'24	$2.05B	+20.7%	51.1%	11.8%	$171.0M
Q1'24	$1.86B	+23.4%	51.4%	4.6%	-$273.0M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 11, 2026	$0.51	$0.52	$0.57	+11.76%	Beat
Q4 2025	Feb 9, 2026	$0.50	$0.52	$0.48	-4.17%	Missed
Q3 2025	Nov 12, 2025	$0.34	$0.39	$0.34	+0.00%	Missed
Q2 2025	Aug 6, 2025	$0.29	$0.33	$0.35	+21.32%	Beat
Q1 2025	May 8, 2025	$0.26	$0.30	$0.25	-3.85%	Missed
Q4 2024	Feb 11, 2025	$0.43	$0.49	$0.44	+2.33%	Missed
Q3 2024	Nov 12, 2024	$0.18	$0.21	$0.64	--	Beat
Q2 2024	Aug 7, 2024	$0.20	$0.23	$0.26	+30.00%	Beat
Q1 2024	May 8, 2024	$0.17	$0.20	$0.20	+17.65%	Beat
Q4 2023	Feb 13, 2024	$0.31	$0.36	$0.34	+9.68%	Missed
Q3 2023	Nov 2, 2023	$0.14	$0.16	$0.24	+71.43%	Beat
Q2 2023	Aug 2, 2023	$0.05	$0.06	$0.14	--	Beat