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hendryz
2021-12-14

Still a good buy?

Shopify Stock Extends Slide. Where Shares Could Go From Here.

Always volatile,Shopify stock has slumped 18% over the last four weeks, as investors continue to fle

Shopify Stock Extends Slide. Where Shares Could Go From Here.

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Where Shares Could Go From Here.","url":"https://stock-news.laohu8.com/highlight/detail?id=1138260146","media":"Barrons","summary":"Always volatile,Shopify stock has slumped 18% over the last four weeks, as investors continue to fle","content":"<p>Always volatile,Shopify&nbsp;stock has slumped 18% over the last four weeks, as investors continue to flee high-multiple software stocks generally—and Covid-era winners in particular.</p>\n<p>Adding to the pressure on Shopify (ticker: SHOP) stock on Monday, Goldman Sachs analyst Gabriela Borges picked up coverage of the e-commerce software company with a Neutral rating. The call was part of a broader launch on “emerging software” stocks, which included adding the experience management software company&nbsp;Qualtrics International&nbsp;(XM) to the firm’s Conviction List with a Buy rating.</p>\n<p>Other stocks launched with Buy ratings include&nbsp;Avalara&nbsp;(AVLR), a provider of tax-compliance software; Shopify rival&nbsp;BigCommerce Holdings&nbsp;(BIGC); spend management-software company&nbsp;Coupa Software (COUP); and marketing-software specialist&nbsp;HubSpot&nbsp;(HUBS). Other Neutral-rated names include&nbsp;Kaltura&nbsp;(KLTR), which provides cloud-based video tools, and&nbsp;Paycor HCM&nbsp; (PYCR), a seller of HR software for small- and medium-size businesses. She started&nbsp;PowerSchool Holdings&nbsp;(PWSC), which sells software to the K-12 education market, with a Sell rating.</p>\n<p>As for Shopify, she says the company is well-positioned long term, but she sees near-term headwinds. For one thing, Borges says that a recent slowing of gross-merchandise-value growth coming out of the pandemic isn’t likely to reverse for at least the next two to three quarters. And she says margins are likely to trend lower in 2022, as the company invests in strategic initiatives to grow its range of services.</p>\n<p>“While we view initiatives such as fulfillment as solving a critical pain point for customers, they will likely require continued elevated investment,” she writes. “The stock will likely be range-bound in a period where growth is decelerating and [pretax] margin is trending lower.”</p>\n<p>The stock most affected by Goldman’s call on the group is PowerSchool, which is down 14.7% Monday to $17.15. The analyst writes that she sees the company as “a dominant provider of student information-and-learning management systems in K-12 in North America,” but that the stock has been trading at a premium to other education sector shares, and that the company already serves more than 70% of K-12 students in 93 of the top 100 U.S. school districts. She says further growth will require M&amp;A and cross sell into the existing base. Her target on the stock is $17.</p>","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 Extends Slide. 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Where Shares Could Go From Here.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 10:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/shopify-stock-price-goldman-51639421649?mod=hp_DAY_7&tesla=y><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Always volatile,Shopify stock has slumped 18% over the last four weeks, as investors continue to flee high-multiple software stocks generally—and Covid-era winners in particular.\nAdding to the ...</p>\n\n<a href=\"https://www.barrons.com/articles/shopify-stock-price-goldman-51639421649?mod=hp_DAY_7&tesla=y\">Web Link</a>\n\n</div>\n\n\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-goldman-51639421649?mod=hp_DAY_7&tesla=y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138260146","content_text":"Always volatile,Shopify stock has slumped 18% over the last four weeks, as investors continue to flee high-multiple software stocks generally—and Covid-era winners in particular.\nAdding to the pressure on Shopify (ticker: SHOP) stock on Monday, Goldman Sachs analyst Gabriela Borges picked up coverage of the e-commerce software company with a Neutral rating. The call was part of a broader launch on “emerging software” stocks, which included adding the experience management software company Qualtrics International (XM) to the firm’s Conviction List with a Buy rating.\nOther stocks launched with Buy ratings include Avalara (AVLR), a provider of tax-compliance software; Shopify rival BigCommerce Holdings (BIGC); spend management-software company Coupa Software (COUP); and marketing-software specialist HubSpot (HUBS). Other Neutral-rated names include Kaltura (KLTR), which provides cloud-based video tools, and Paycor HCM  (PYCR), a seller of HR software for small- and medium-size businesses. She started PowerSchool Holdings (PWSC), which sells software to the K-12 education market, with a Sell rating.\nAs for Shopify, she says the company is well-positioned long term, but she sees near-term headwinds. For one thing, Borges says that a recent slowing of gross-merchandise-value growth coming out of the pandemic isn’t likely to reverse for at least the next two to three quarters. And she says margins are likely to trend lower in 2022, as the company invests in strategic initiatives to grow its range of services.\n“While we view initiatives such as fulfillment as solving a critical pain point for customers, they will likely require continued elevated investment,” she writes. “The stock will likely be range-bound in a period where growth is decelerating and [pretax] margin is trending lower.”\nThe stock most affected by Goldman’s call on the group is PowerSchool, which is down 14.7% Monday to $17.15. The analyst writes that she sees the company as “a dominant provider of student information-and-learning management systems in K-12 in North America,” but that the stock has been trading at a premium to other education sector shares, and that the company already serves more than 70% of K-12 students in 93 of the top 100 U.S. school districts. She says further growth will require M&A and cross sell into the existing base. 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Shopify Stock Extends Slide. Where Shares Could Go From Here.

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