Still a go_老虎社区_美港股上老虎

hendryz
2021-12-14

Still a good buy?

Shopify Stock Extends Slide. Where Shares Could Go From Here.<blockquote>Shopify股票继续下滑。股票将何去何从。</blockquote>

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.<blockquote>Shopify股票继续下滑。股票将何去何从。</blockquote>

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Where Shares Could Go From Here.<blockquote>Shopify股票继续下滑。股票将何去何从。</blockquote>","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><p><blockquote>Shopify的股价总是波动不定，在过去四个星期内下跌了18%，因为投资者继续逃离高市盈率的软件股，尤其是新冠疫情时代的赢家。</blockquote></p><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><p><blockquote>周一，高盛分析师加布里埃拉·博尔赫斯(Gabriela Borges)对这家电子商务软件公司给予了中性评级，这加剧了Shopify（股票代码：SHOP）股票的压力。此次看涨期权是更广泛推出“新兴软件”股票的一部分，其中包括将体验管理软件公司Qualtrics International(XM)添加到该公司的信念名单中，给予买入评级。</blockquote></p><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><p><blockquote>其他给予买入评级的股票包括税务合规软件提供商Avalara(AVLR)；Shopify竞争对手BigCommerce Holdings(BIGC)；支出管理——软件公司Coupa Software(COUP)；以及营销软件专家HubSpot(HUBS)。其他中性评级的公司包括提供基于云的视频工具的Kaltura(KLTR)和为中小型企业提供人力资源软件的Paycor HCM(PYCR)。她创办了PowerSchool Holdings(PWSC)，该公司向K-12教育市场销售软件，评级为卖出。</blockquote></p><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><p><blockquote>至于Shopify，她表示该公司长期处于有利地位，但她看到了近期的阻力。博尔赫斯表示，一方面，近期疫情导致的商品总价值增长放缓至少在未来两到三个季度内不太可能逆转。她表示，随着公司投资于战略举措以扩大服务范围，2022年利润率可能会下降。</blockquote></p><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><p><blockquote>“虽然我们认为履行等举措可以解决客户的关键痛点，但它们可能需要持续增加投资，”她写道。“在增长放缓且[税前]利润率趋于下降的时期，该股可能会区间波动。”</blockquote></p><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><p><blockquote>受高盛对该集团看涨期权影响最大的股票是PowerSchool，该股周一下跌14.7%，至17.15美元。这位分析师写道，她认为该公司是“北美K-12学生信息和学习管理系统的主导提供商”，但该股的交易价格一直高于其他教育行业股票，并且该公司已经为美国前100名学区中93个学区中超过70%的K-12学生提供服务。她表示，进一步的增长将需要并购和交叉销售到现有基础上。她对该股的目标是17美元。</blockquote></p><p></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. Where Shares Could Go From Here.<blockquote>Shopify股票继续下滑。股票将何去何从。</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 Extends Slide. Where Shares Could Go From Here.<blockquote>Shopify股票继续下滑。股票将何去何从。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-14 10:19</span>\n</p>\n</h4>\n</header>\n<article>\n<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><p><blockquote>Shopify的股价总是波动不定，在过去四个星期内下跌了18%，因为投资者继续逃离高市盈率的软件股，尤其是新冠疫情时代的赢家。</blockquote></p><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><p><blockquote>周一，高盛分析师加布里埃拉·博尔赫斯(Gabriela Borges)对这家电子商务软件公司给予了中性评级，这加剧了Shopify（股票代码：SHOP）股票的压力。此次看涨期权是更广泛推出“新兴软件”股票的一部分，其中包括将体验管理软件公司Qualtrics International(XM)添加到该公司的信念名单中，给予买入评级。</blockquote></p><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><p><blockquote>其他给予买入评级的股票包括税务合规软件提供商Avalara(AVLR)；Shopify竞争对手BigCommerce Holdings(BIGC)；支出管理——软件公司Coupa Software(COUP)；以及营销软件专家HubSpot(HUBS)。其他中性评级的公司包括提供基于云的视频工具的Kaltura(KLTR)和为中小型企业提供人力资源软件的Paycor HCM(PYCR)。她创办了PowerSchool Holdings(PWSC)，该公司向K-12教育市场销售软件，评级为卖出。</blockquote></p><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><p><blockquote>至于Shopify，她表示该公司长期处于有利地位，但她看到了近期的阻力。博尔赫斯表示，一方面，近期疫情导致的商品总价值增长放缓至少在未来两到三个季度内不太可能逆转。她表示，随着公司投资于战略举措以扩大服务范围，2022年利润率可能会下降。</blockquote></p><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><p><blockquote>“虽然我们认为履行等举措可以解决客户的关键痛点，但它们可能需要持续增加投资，”她写道。“在增长放缓且[税前]利润率趋于下降的时期，该股可能会区间波动。”</blockquote></p><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><p><blockquote>受高盛对该集团看涨期权影响最大的股票是PowerSchool，该股周一下跌14.7%，至17.15美元。这位分析师写道，她认为该公司是“北美K-12学生信息和学习管理系统的主导提供商”，但该股的交易价格一直高于其他教育行业股票，并且该公司已经为美国前100名学区中93个学区中超过70%的K-12学生提供服务。她表示，进一步的增长将需要并购和交叉销售到现有基础上。她对该股的目标是17美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/shopify-stock-price-goldman-51639421649?mod=hp_DAY_7&tesla=y\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\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-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. Her target on the stock is $17.","news_type":1,"symbols_score_info":{"SHOP":0.9}},"isVote":1,"tweetType":1,"viewCount":891,"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":14,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}

Shopify Stock Extends Slide. Where Shares Could Go From Here.<blockquote>Shopify股票继续下滑。股票将何去何从。</blockquote>

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