Shopify Stock Bounces Back as Analysts React to Q4 Earnings
Shopify Stock Bounces Back as Analysts React to Q4 Earnings
$Shopify (SHOP.US)$ reported better-than-expected fourth-quarter earnings this week but issued light guidance for the current period. Here's a look at early reactions from several Shopify analysts.
$Shopify (SHOP.US)$ 本周公布的第四季度收益好于预期，但发布了本期的清晰指导。以下是几位Shopify分析师的早期反应。
Analyst Take: RBC Capital Markets analyst Paul Treiber was the most bullish on Shopify following earnings as he sees the company's success in new markets, including digital advertising, as a driver for long-term margin expansion.
分析师观点：加拿大皇家银行资本市场分析师保罗·特雷伯继财报后最看好Shopify，因为他认为该公司在包括数字广告在内的新市场的成功是长期利润扩张的驱动力。
In Shopify's quarterly report, the company said it expects its 2024 gross margin to be 150 basis points higher on a year-over-year basis.
在Shopify的季度报告中，该公司表示，预计其2024年的毛利率将同比增长150个基点。
RBC also made note of Shopify's attractive positioning within its large total addressable market. The analyst maintained Shopify the stock's Outperform rating and price target of $100.
加拿大皇家银行还注意到Shopify在其庞大的潜在市场中的诱人定位。该分析师维持Shopify该股的跑赢大盘评级和100美元的目标股价。
Roth MKM analyst Darren Aftahi remained optimistic on Shopify following the print, noting the company's success in both offline and B2B segments outgrew e-commerce and enabled the company to reach more merchants and customers internationally.
Roth MKM分析师达伦·阿夫塔希在发布后仍然对Shopify持乐观态度，他指出，该公司在线下和B2B领域的成功都超过了电子商务，使该公司能够在国际上吸引更多的商家和客户。
Roth MKM maintained Shopify with a Buy rating and raised the price target from $85 to $89 following the company's quarterly results.
罗斯MKM维持Shopify的买入评级，并在公司公布季度业绩后将目标股价从85美元上调至89美元。
Mizuho analyst Siti Panigrahi highlighted the same strong offline and international growth as the Roth MKM analyst but noted that he will continue to monitor Shopify's profitability.
瑞穗分析师西蒂·帕尼格拉希强调了与罗斯MKM分析师同样强劲的线下和国际增长，但他指出，他将继续关注Shopify的盈利能力。
Panigrahi explained that although Shopify reported strong fourth-quarter results, investors were disappointed by operating profit and free-cash-flow margin guidance which Shopify sees in the high single-digit range, versus Wall Street's projected 13%.
Panigrahi解释说，尽管Shopify公布了强劲的第四季度业绩，但投资者对营业利润和自由现金流利润率指引感到失望，Shopify认为营业利润率和自由现金流利润率处于较高的个位数区间，而华尔街的预计为13％。
Mizuho mainted Shopify with a Neutral rating and raised the price target from $65 to $75.
瑞穗维持Shopify的中性评级，并将目标股价从65美元上调至75美元。
Other notable analyst updates include:
其他值得注意的分析师更新包括：
Oppenheimer analyst Ken Wong maintained Shopify with an Outperform and price target of $90.
Piper Sandler analyst Clarke Jeffries maintained Shopify with an Underweight and raised the price target from $56 to $63.
Baird analyst Colin Sebastian maintained Shopify with an Outperform and a price target of $85.
JMP analyst Andrew Boone maintained Shopify with a Market Perform.
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Benchmark analyst Mark Zqutowicz maintained Shopify with a Hold.
奥本海默分析师黄健将Shopify维持在跑赢大盘的水平，目标股价为90美元。
派珀·桑德勒分析师克拉克·杰弗里斯维持Shopify的减持，并将目标股价从56美元上调至63美元。
贝尔德分析师科林·塞巴斯蒂安将Shopify维持在跑赢大盘的水平，目标股价为85美元。
JMP分析师安德鲁·布恩以市场表现维持了Shopify。
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基准分析师马克·兹库托维奇将Shopify维持在持仓状态。