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Shopify Reports Revenue Beat, Forecasts Strong Growth
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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.
Scoring Rationale
Official quarterly beat, raised guidance, and $2B buyback support investors, limited novelty amid sector AI concerns.
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