COMPANY
Shopify
SHOP:US
Primary coverage by Dan Salmon
Research
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Tariff Impact Part III: The other shoe drops – lower estimates and targetsApril 23, 2025 — Dan Salmon
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SHOP: Lower Estimates & TargetApril 23, 2025 — Dan Salmon
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Tariff Impact Part II: How will eComm & digital ads perform in a recession?April 22, 2025 — Dan Salmon
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Tariff Impact Part I: Downside Valuation & Stock ScenariosApril 4, 2025 — Dan Salmon
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SHOP 4Q24 Model Update: Slightly raising estimates on beat and guide, target followsFebruary 12, 2025 — Dan Salmon
Events
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Apr
29InternetApril 29, 2025 — VirtualHosted by Dan SalmonEvent Details -
Jan
21InternetJanuary 21, 2025 — VirtualHosted by Dan SalmonWatch Replay