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Shopify Reports Revenue Beat, Forecasts Strong Growth
6.1
Shopify reported results on Feb. 11, 2026, with quarterly revenue of $3.67 billion and adjusted EPS of $0.48. Management cited 29% GMV growth to $123.8 billion, forecasted first‑quarter revenue growth in the low‑thirties percentage range, approved a $2 billion share buyback, and warned of near‑term margin pressure from continued AI investments.
Key Points
- 1Reports $3.67 billion revenue and $0.48 adjusted EPS, beating revenue but missing EPS expectations.
- 2Highlights GMV growth of 29% to $123.8 billion, signaling strong holiday demand and platform traction.
- 3Signals AI investments will compress near‑term margins, prompting investor caution and a share sell‑off.
Scoring Rationale
Official quarterly beat, raised guidance, and $2B buyback support investors, limited novelty amid sector AI concerns.
Sources
Public references used for this report.
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