尽管Shopify股价大幅回调，威廉布莱尔公司分析师Arjun Bhatia在最新报告中指出，该公司对第二季度的业绩指引"整体保持健康态势，但可能略低于买方预期"。分析师预计下季度总营收增速将维持在接近30%的高位，市场普遍预期为27%。
Bhatia特别强调，相较于第一季度外汇因素带来的200个基点利好，第二季度汇率变动对增长的助推作用将减弱至50个基点。此外，由于上一季度业绩加速增长，本季度的同比基数压力也有所加大。
受此影响，Shopify股价当日重挫15%，报收于146.70加元。市场人士认为，此次回调更多是对前期过高估值的修正，而非基本面恶化。
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