[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciof062d751":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciof062d751","Q1财报出炉后Shopify(SHOP)遭市场重估-巴克莱与花旗双双下调目标价","\u002Fdoc\u002Fdciof062d751","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，Shopify Inc.(SHOP)入选华尔街分析师看好的\"12只最具营收增长潜力股票\"。不过，5月7日，巴克莱将其对Shopify的目标价从130美元下调至126美元，并维持\"持股观望\"评级。同日，花旗也将Shopify的目标价从163美元下调至156美元，但维持\"买入\"评级。该研究机构指出，公司第一季度销售势头持续。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">上述调整紧随Shopify一季度财报发布。5月5日，公司发布第一季度业绩报告，数据显示，Shopify当季营收同比增长34%，至31.7亿美元，超出市场一致预期30.9亿美元;调整后每股收益为0.36美元，超出市场一致预期12.5%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">自由现金流利润率达到15%。公司表示，该季度在地区、商户规模及渠道层面均实现广泛增长。仅第一季度，Shopify的商品交易总额(GMV)便突破1000亿美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Shopify总裁Harley Finkelstein表示，公司\"已凭借明确优势进入AI时代强劲而持久的增长，加上二十年的商业智能积淀\"。他指出，这使公司处于\"独一无二的地位\"，这一优势将\"在2026年全年持续放大\"。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">然而，展望未来，Shopify预计2026年第二季度营收同比增速将接近30%，较一季度34%的增速明确放缓。指引发布后，Shopify股价在财报发布后大幅下挫逾7%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">截至财报发布前，Shopify股价年内累计下跌约20%，财报后继续承压，反映了市场对高增长阶段性放缓的重新定价。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">值得一提的是，近日华尔街知名投行Wedbush对其备受关注的AI 30赢家名单进行了新一轮调整，Shopify则被移出名单，此次调整中，企业级软件公司Datadog(DDOG)与韩国存储芯片巨头SK海力士双双入选。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Shopify是一家加拿大跨国商务与金融科技公司，提供一站式电商平台及广泛的金融工具与服务。Shopify由创始人兼首席执行官托比·吕特克(Tobi Lütke)于2004年9月在加拿大渥太华创立，其前身为滑雪装备网店Snowdevil。2006年，Shopify正式转型为电商服务平台。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">公司于2015年在纽约证券交易所及多伦多证券交易所同步上市。新冠疫情期间，实体经济加速向线上转型，Shopify收入迅猛增长，市值一度超过加拿大皇家银行，成为加拿大市值最高的上市公司。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">然而，2022至2023年公司进入了深度调整期——此前收购物流公司Deliverr导致利润率承压，吕特克于2023年5月果断将物流业务出售给Flexport，回归高毛利的软件业务根基。这一战略调整被视为公司近年最重要的转折点，为2024至2025年的盈利复苏奠定了基础。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]