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.
$Shopify (SHOP.US)$ 本週公佈的第四季度收益好於預期，但發佈了本期的清晰指導。以下是幾位Shopify分析師的早期反應。
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.
分析師觀點：加拿大皇家銀行資本市場分析師保羅·特雷伯繼業績後最看好Shopify，因爲他認爲該公司在包括數字廣告在內的新市場的成功是長期利潤擴張的驅動力。
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的季度報告中，該公司表示，預計其2024年的毛利率將同比增長150個點子。
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.
加拿大皇家銀行還注意到Shopify在其龐大的潛在市場中的誘人定位。該分析師維持Shopify該股的跑贏大盤評級和100美元的目標股價。
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分析師達倫·阿夫塔希在發佈後仍然對Shopify持樂觀態度，他指出，該公司在線下和B2B領域的成功都超過了電子商務，使該公司能夠在國際上吸引更多的商家和客戶。
Roth MKM maintained Shopify with a Buy rating and raised the price target from $85 to $89 following the company's quarterly results.
羅斯MKM維持Shopify的買入評級，並在公司公佈季度業績後將目標股價從85美元上調至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.
瑞穗分析師西蒂·帕尼格拉希強調了與羅斯MKM分析師同樣強勁的線下和國際增長，但他指出，他將繼續關注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解釋說，儘管Shopify公佈了強勁的第四季度業績，但投資者對營業利潤和自由現金流利潤率指引感到失望，Shopify認爲營業利潤率和自由現金流利潤率處於較高的個位數區間，而華爾街的預計爲13％。
Mizuho mainted Shopify with a Neutral rating and raised the price target from $65 to $75.
瑞穗維持Shopify的中性評級，並將目標股價從65美元上調至75美元。
Other notable analyst updates include:
其他值得注意的分析師更新包括：
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.
奧本海默分析師黃健將Shopify維持在跑贏大盤的水平，目標股價爲90美元。
派珀·桑德勒分析師克拉克·傑弗里斯維持Shopify的減持，並將目標股價從56美元上調至63美元。
貝爾德分析師科林·塞巴斯蒂安將Shopify維持在跑贏大盤的水平，目標股價爲85美元。
JMP分析師安德魯·布恩以市場表現維持了Shopify。
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基準分析師馬克·茲庫托維奇將Shopify維持在持倉狀態。