Looking At The Narrative For Shopify SHOP As Growth And AI Recast The Story
What Changed in Shopify’s Implied Fair Value Shopify’s implied fair value per share is now about US$179.49, compared with the prior US$175.43, a modest uplift that reflects how the latest research tries to balance optimism around growth and AI driven monetization against more cautious views on how much good news is already reflected in the share price. The long term revenue growth input in the model is now 25.36%, compared with 23.08% previously. This lines up with bullish commentary around...
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