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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":699080262,"tweetId":"699080262","gmtCreate":1639722054755,"gmtModify":1639722054755,"author":{"id":3581903617103899,"idStr":"3581903617103899","authorId":3581903617103899,"authorIdStr":"3581903617103899","name":"SvdB","avatar":"https://static.tigerbbs.com/5122e985be0048597462b4591a72fb46","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":16,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Ok</body></html>","htmlText":"<html><head></head><body>Ok</body></html>","text":"Ok","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/699080262","repostId":1110569435,"repostType":4,"repost":{"id":"1110569435","kind":"news","pubTimestamp":1639708350,"share":"https://www.laohunote.com/m/news/1110569435?lang=zh_CN&edition=full","pubTime":"2021-12-17 10:32","market":"us","language":"en","title":"Shopify Stock Has Slid 20%. It’s Time to Buy, Analyst Says.<blockquote>Shopify 股价下跌 20%。分析师说，是时候买入了。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110569435","media":"Barrons","summary":"Shopify shares picked up an endorsement Thursday from Evercore ISI analyst Mark Mahaney, who lifted ","content":"Shopify&nbsp;shares picked up an endorsement Thursday from Evercore ISI analyst Mark Mahaney, who lifted his rating on the e-commerce software company to Outperform from In Line. Mahaney set a price target on the stock of $1,770, for a potential gain of just over 21%.<blockquote>Shopify 股价周四获得了 Evercore ISI 分析师 Mark Mahaney 的认可，他将这家电子商务软件公司的评级从 In Line 上调至跑赢大盘。Mahaney 将该股目标价定为 1,770 美元，潜在涨幅略高于 21%。</blockquote> Shopify stock&nbsp;fell&nbsp;3%, at $1,326.88, in recent trading. The&nbsp;S&amp;P 500&nbsp;fell 0.9%.<blockquote>Shopify 股价在最近的交易中下跌 3%，至 1,326.88 美元。标普500下跌0.9%。</blockquote> Mahaney offers a four-part thesis on his more bullish stance on Shopify.<blockquote>Mahaney 提出了一篇由四部分组成的论文，阐述了他对 Shopify 更乐观的立场。</blockquote> For one thing, he notes that the stock was off about 20% from its high for the year. Mahaney observes that the stock’s valuation, as measured by enterprise value as a multiple of forward sales, is back down to pre-Covid levels. And he argues that Shopify is “one of the biggest structural winners” from the Covid crisis, as more sellers shift business to a digital model.<blockquote>首先，他指出该股较今年高点下跌了约 20%。Mahaney 观察到，以企业价值乘以远期销售额的倍数来衡量，该股的估值又回落到了 Covid 之前的水平。他还认为，随着越来越多的卖家将业务转向数字化模式，Shopify 是 Covid 危机中 “最大的结构性赢家之一”。</blockquote> Mahaney writes that he views Shopify as “one of the highest quality” companies he covers. Through 2023, the company should grow at a compound annual growth rate of 34%, according to the analyst, which he says makes it among the fastest-growing midsize or large internet companies, trailing only&nbsp;Snap&nbsp;(SNAP) and&nbsp;Uber Technologies&nbsp;(UBER), both beneficiaries of easy 2021 comparisons.<blockquote>马哈尼写道，他认为 Shopify 是他报道过的 “最高质量 ”公司之一。这位分析师表示，到 2023 年，该公司的复合年增长率应达到 34%，他表示，这使其成为增长最快的中型或大型互联网公司之一，仅次于SNAP（SNAP）和 Uber Technologies (Uber)，这两家公司都是 2021 年轻松比较的受益者。</blockquote> Mahaney also thinks Shopify’s Ebitda margins (earnings before interest, taxes, depreciation, and amortization) will expand from 14% in 2019 to 18% this year, with levels above 20% in three of the last four quarters. “The long-term margin profile of Shopify was historically a key investor concern and we believe this year they have proved that this business can generate significant free cash flow,” he writes.<blockquote>Mahaney 还认为，Shopify 的 Ebitda 利润率（息税折旧摊销前利润）将从 2019 年的 14% 扩大到今年的 18%，过去四个季度中有三个季度的利润率超过 20%。“他写道：”Shopify 的长期利润率状况历来是投资者关注的重点，我们相信今年他们已经证明了这项业务可以产生大量的自由现金流。</blockquote> A third positive for the stock, Mahaney contends, is growth in new and emerging areas. Among other things, he cites the extension of the company’s Shop Pay platform to non-Shopify merchants, the growth of Shopify’s fulfillment network, and the expansion of the company’s point-of-sale software, installment payments, and other value-added services, like shipping and financing.<blockquote>马哈尼认为，该股的第三个积极因素是新兴领域的增长。他列举了公司将 Shop Pay 平台扩展到非 Shopify 商家、Shopify 履行网络的发展，以及公司销售点软件、分期付款和其他增值服务（如运输和融资）的扩展。</blockquote> Finally, Mahaney writes that a recent RBC survey of consumer holiday shopping behavior finds declining buyer interest in traditional retailers like&nbsp;Amazon.com (AMZN),Walmart&nbsp;(WMT),Target&nbsp;(TGT),Kohl’s&nbsp;(KSS),Macy’s&nbsp;(M), and others. He thinks one reason for that is “the rise of the long tail,” benefiting the kind of independent merchants that often use Shopify’s software. He notes that Shopify already hosts more than 1 million small merchants generating sales of up to $10 million a year.<blockquote>最后，马哈尼写道，加拿大皇家银行最近对消费者假日购物行为进行的一项调查发现，买家对亚马逊（AMZN）、沃尔玛（WMT）、塔吉特（TGT）、科尔百货（KSS）、梅西百货（M）等传统零售商的兴趣正在下降。他认为其中一个原因是 “长尾的崛起”，这有利于经常使用 Shopify 软件的独立商家。他指出，Shopify 已经拥有超过 100 万家小商家，年销售额高达 1000 万美元。</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shopify Stock Has Slid 20%. It’s Time to Buy, Analyst Says.<blockquote>Shopify 股价下跌 20%。分析师说，是时候买入了。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShopify Stock Has Slid 20%. It’s Time to Buy, Analyst Says.<blockquote>Shopify 股价下跌 20%。分析师说，是时候买入了。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-12-17 10:32\n\n</h4>\n</header>\n<article>\nShopify&nbsp;shares picked up an endorsement Thursday from Evercore ISI analyst Mark Mahaney, who lifted his rating on the e-commerce software company to Outperform from In Line. Mahaney set a price target on the stock of $1,770, for a potential gain of just over 21%.<blockquote>Shopify 股价周四获得了 Evercore ISI 分析师 Mark Mahaney 的认可，他将这家电子商务软件公司的评级从 In Line 上调至跑赢大盘。Mahaney 将该股目标价定为 1,770 美元，潜在涨幅略高于 21%。</blockquote> Shopify stock&nbsp;fell&nbsp;3%, at $1,326.88, in recent trading. The&nbsp;S&amp;P 500&nbsp;fell 0.9%.<blockquote>Shopify 股价在最近的交易中下跌 3%，至 1,326.88 美元。标普500下跌0.9%。</blockquote> Mahaney offers a four-part thesis on his more bullish stance on Shopify.<blockquote>Mahaney 提出了一篇由四部分组成的论文，阐述了他对 Shopify 更乐观的立场。</blockquote> For one thing, he notes that the stock was off about 20% from its high for the year. Mahaney observes that the stock’s valuation, as measured by enterprise value as a multiple of forward sales, is back down to pre-Covid levels. And he argues that Shopify is “one of the biggest structural winners” from the Covid crisis, as more sellers shift business to a digital model.<blockquote>首先，他指出该股较今年高点下跌了约 20%。Mahaney 观察到，以企业价值乘以远期销售额的倍数来衡量，该股的估值又回落到了 Covid 之前的水平。他还认为，随着越来越多的卖家将业务转向数字化模式，Shopify 是 Covid 危机中 “最大的结构性赢家之一”。</blockquote> Mahaney writes that he views Shopify as “one of the highest quality” companies he covers. Through 2023, the company should grow at a compound annual growth rate of 34%, according to the analyst, which he says makes it among the fastest-growing midsize or large internet companies, trailing only&nbsp;Snap&nbsp;(SNAP) and&nbsp;Uber Technologies&nbsp;(UBER), both beneficiaries of easy 2021 comparisons.<blockquote>马哈尼写道，他认为 Shopify 是他报道过的 “最高质量 ”公司之一。这位分析师表示，到 2023 年，该公司的复合年增长率应达到 34%，他表示，这使其成为增长最快的中型或大型互联网公司之一，仅次于SNAP（SNAP）和 Uber Technologies (Uber)，这两家公司都是 2021 年轻松比较的受益者。</blockquote> Mahaney also thinks Shopify’s Ebitda margins (earnings before interest, taxes, depreciation, and amortization) will expand from 14% in 2019 to 18% this year, with levels above 20% in three of the last four quarters. “The long-term margin profile of Shopify was historically a key investor concern and we believe this year they have proved that this business can generate significant free cash flow,” he writes.<blockquote>Mahaney 还认为，Shopify 的 Ebitda 利润率（息税折旧摊销前利润）将从 2019 年的 14% 扩大到今年的 18%，过去四个季度中有三个季度的利润率超过 20%。“他写道：”Shopify 的长期利润率状况历来是投资者关注的重点，我们相信今年他们已经证明了这项业务可以产生大量的自由现金流。</blockquote> A third positive for the stock, Mahaney contends, is growth in new and emerging areas. Among other things, he cites the extension of the company’s Shop Pay platform to non-Shopify merchants, the growth of Shopify’s fulfillment network, and the expansion of the company’s point-of-sale software, installment payments, and other value-added services, like shipping and financing.<blockquote>马哈尼认为，该股的第三个积极因素是新兴领域的增长。他列举了公司将 Shop Pay 平台扩展到非 Shopify 商家、Shopify 履行网络的发展，以及公司销售点软件、分期付款和其他增值服务（如运输和融资）的扩展。</blockquote> Finally, Mahaney writes that a recent RBC survey of consumer holiday shopping behavior finds declining buyer interest in traditional retailers like&nbsp;Amazon.com (AMZN),Walmart&nbsp;(WMT),Target&nbsp;(TGT),Kohl’s&nbsp;(KSS),Macy’s&nbsp;(M), and others. He thinks one reason for that is “the rise of the long tail,” benefiting the kind of independent merchants that often use Shopify’s software. He notes that Shopify already hosts more than 1 million small merchants generating sales of up to $10 million a year.<blockquote>最后，马哈尼写道，加拿大皇家银行最近对消费者假日购物行为进行的一项调查发现，买家对亚马逊（AMZN）、沃尔玛（WMT）、塔吉特（TGT）、科尔百货（KSS）、梅西百货（M）等传统零售商的兴趣正在下降。他认为其中一个原因是 “长尾的崛起”，这有利于经常使用 Shopify 软件的独立商家。他指出，Shopify 已经拥有超过 100 万家小商家，年销售额高达 1000 万美元。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/shopify-stock-price-buy-rating-analyst-51639668816?mod=hp_LATEST\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://www.barrons.com/articles/shopify-stock-price-buy-rating-analyst-51639668816?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110569435","content_text":"Shopify shares picked up an endorsement Thursday from Evercore ISI analyst Mark Mahaney, who lifted his rating on the e-commerce software company to Outperform from In Line. Mahaney set a price target on the stock of $1,770, for a potential gain of just over 21%.\nShopify stock fell 3%, at $1,326.88, in recent trading. The S&P 500 fell 0.9%.\nMahaney offers a four-part thesis on his more bullish stance on Shopify.\nFor one thing, he notes that the stock was off about 20% from its high for the year. Mahaney observes that the stock’s valuation, as measured by enterprise value as a multiple of forward sales, is back down to pre-Covid levels. And he argues that Shopify is “one of the biggest structural winners” from the Covid crisis, as more sellers shift business to a digital model.\nMahaney writes that he views Shopify as “one of the highest quality” companies he covers. Through 2023, the company should grow at a compound annual growth rate of 34%, according to the analyst, which he says makes it among the fastest-growing midsize or large internet companies, trailing only Snap (SNAP) and Uber Technologies (UBER), both beneficiaries of easy 2021 comparisons.\nMahaney also thinks Shopify’s Ebitda margins (earnings before interest, taxes, depreciation, and amortization) will expand from 14% in 2019 to 18% this year, with levels above 20% in three of the last four quarters. “The long-term margin profile of Shopify was historically a key investor concern and we believe this year they have proved that this business can generate significant free cash flow,” he writes.\nA third positive for the stock, Mahaney contends, is growth in new and emerging areas. Among other things, he cites the extension of the company’s Shop Pay platform to non-Shopify merchants, the growth of Shopify’s fulfillment network, and the expansion of the company’s point-of-sale software, installment payments, and other value-added services, like shipping and financing.\nFinally, Mahaney writes that a recent RBC survey of consumer holiday shopping behavior finds declining buyer interest in traditional retailers like Amazon.com (AMZN),Walmart (WMT),Target (TGT),Kohl’s (KSS),Macy’s (M), and others. He thinks one reason for that is “the rise of the long tail,” benefiting the kind of independent merchants that often use Shopify’s software. He notes that Shopify already hosts more than 1 million small merchants generating sales of up to $10 million a year.","news_type":1,"symbols_score_info":{"SHOP":0.9}},"isVote":1,"tweetType":1,"viewCount":3311,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/699080262"}