Shopify Is Keeping the Momentum Going in 3Q -- Market Talk

Dow Jones

Oct 17

1154 GMT - Shopify appears not to have lost its stride in the third quarter, which RBC's Paul Treiber thinks could mean a beat to expectations. Shopify's growth momentum and market share gains continued through 3Q, the analyst says citing data from several third-party sources. This will likely lead to 3Q results and 4Q guidance to come slightly ahead of consensus expectations, he adds. In particular, he says data points indicate healthy merchant growth and market share gains, with total merchants likely up 13% year-over-year and Shopify Plus up 21%, consistent with 2Q. The data also shows that Shopify has been gaining share compared with key competitors, and clocking more enterprise wins, including Dickies, Forever 21 and Aldo. (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

October 17, 2025 07:54 ET (11:54 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2576032909"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2576032909\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2576032909?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-10-17 19:54","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2576032909","market":"fut","top_or_hot":-1,"title":"Shopify Is Keeping the Momentum Going in 3Q -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1154 GMT - <a href=\"https://laohu8.com/S/SHOP\">Shopify</a> appears not to have lost its stride in the third quarter, which RBC's Paul Treiber thinks could mean a beat to expectations. Shopify's growth momentum and market share gains continued through 3Q, the analyst says citing data from several third-party sources. This will likely lead to 3Q results and 4Q guidance to come slightly ahead of consensus expectations, he adds. In particular, he says data points indicate healthy merchant growth and market share gains, with total merchants likely up 13% year-over-year and Shopify Plus up 21%, consistent with 2Q. The data also shows that Shopify has been gaining share compared with key competitors, and clocking more enterprise wins, including Dickies, Forever 21 and Aldo. (adriano.marchese@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 17, 2025 07:54 ET (11:54 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"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 Is Keeping the Momentum Going in 3Q -- Market Talk</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Is Keeping the Momentum Going in 3Q -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-17 19:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1154 GMT - <a href=\"https://laohu8.com/S/SHOP\">Shopify</a> appears not to have lost its stride in the third quarter, which RBC's Paul Treiber thinks could mean a beat to expectations. Shopify's growth momentum and market share gains continued through 3Q, the analyst says citing data from several third-party sources. This will likely lead to 3Q results and 4Q guidance to come slightly ahead of consensus expectations, he adds. In particular, he says data points indicate healthy merchant growth and market share gains, with total merchants likely up 13% year-over-year and Shopify Plus up 21%, consistent with 2Q. The data also shows that Shopify has been gaining share compared with key competitors, and clocking more enterprise wins, including Dickies, Forever 21 and Aldo. (adriano.marchese@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 17, 2025 07:54 ET (11:54 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4613","symbol_name":"AI应用软件","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2576032909","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2576032909","pubTimestamp":1760702040,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1154 GMT - Shopify appears not to have lost its stride in the third quarter, which RBC's Paul Treiber thinks could mean a beat to expectations. Shopify's growth momentum and market share gains continued through 3Q, the analyst says citing data from several third-party sources. This will likely lead to 3Q results and 4Q guidance to come slightly ahead of consensus expectations, he adds. In particular, he says data points indicate healthy merchant growth and market share gains, with total merchants likely up 13% year-over-year and Shopify Plus up 21%, consistent with 2Q. The data also shows that Shopify has been gaining share compared with key competitors, and clocking more enterprise wins, including Dickies, Forever 21 and Aldo. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4613":"AI应用软件","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2063271972.USD":"富兰克林创新领域基金","BK4566":"资本集团","BK4588":"碎股","BK4528":"SaaS概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4551":"寇图资本持仓","BK4585":"ETF&股票定投概念","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","BK4524":"宅经济概念","BK4532":"文艺复兴科技持仓","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","SHOP":"Shopify Inc","BK4116":"互联网服务与基础架构"},"translate_title":"Shopify在第三季度保持势头——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SHOP":1.5},"content_text":"1154 GMT - Shopify appears not to have lost its stride in the third quarter, which RBC's Paul Treiber thinks could mean a beat to expectations. Shopify's growth momentum and market share gains continued through 3Q, the analyst says citing data from several third-party sources. This will likely lead to 3Q results and 4Q guidance to come slightly ahead of consensus expectations, he adds. In particular, he says data points indicate healthy merchant growth and market share gains, with total merchants likely up 13% year-over-year and Shopify Plus up 21%, consistent with 2Q. The data also shows that Shopify has been gaining share compared with key competitors, and clocking more enterprise wins, including Dickies, Forever 21 and Aldo. (adriano.marchese@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 17, 2025 07:54 ET (11:54 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}