Shopify Earnings Miss Expectations. Why the Stock Is Rising 11%. -- Barrons.com

Dow Jones

Feb 11

By Nate Wolf

Shopify stock rose sharply Wednesday as the e-commerce platform missed earnings expectations but reported better-than-expected growth and announced a $2 billion stock buyback program.

The company reported adjusted earnings of 48 cents in the fourth quarter, below analysts' consensus calls for 50 cents, according to FactSet. Revenue totaled $3.67 billion, up 31% from a year ago and above Wall Street's forecast of $3.59 billion.

Gross merchandise volume from merchant customers also rose 31% to $123.8 billion, surpassing the 28% gain analysts expected.

Shopify shares jumped 11% in premarket trading. The stock had fallen 21% in 2026 as of Tuesday's close of trading, succumbing to the widespread pullback in tech stocks even as the company integrates artificial-intelligence tools into its platform.

The company expects revenue to continue growing at a "low-thirties" percentage rate in the first quarter of 2026. Wall Street had forecast 25% year-over-year growth for the quarter.

Shopify's board also authorized a share repurchase program of up to $2 billion. It expects to execute the buybacks using pre-arranged algorithmic trading instructions, with no quarterly or yearly minimums, the company said.

Write to Nate Wolf at nate.wolf@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

(END) Dow Jones Newswires

February 11, 2026 07:16 ET (12:16 GMT)

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Why the Stock Is Rising 11%. -- Barrons.com\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\">2026-02-11 20:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Nate Wolf \n</p>\n<p>\n  <a href=\"https://laohu8.com/S/SHOP\">Shopify</a> stock rose sharply Wednesday as the e-commerce platform missed earnings expectations but reported better-than-expected growth and announced a $2 billion stock buyback program. \n</p>\n<p>\n  The company reported adjusted earnings of 48 cents in the fourth quarter, below analysts' consensus calls for 50 cents, according to FactSet. 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It expects to execute the buybacks using pre-arranged algorithmic trading instructions, with no quarterly or yearly minimums, the company said. \n</p>\n<p>\n  Write to Nate Wolf at nate.wolf@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 11, 2026 07:16 ET (12:16 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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":"SHOP","symbol_name":"Shopify Inc","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2610565932","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2610565932","pubTimestamp":1770812160,"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":"Shopify stock rose sharply Wednesday as the e-commerce platform missed earnings expectations but reported better-than-expected growth and announced a $2 billion stock buyback program.The company reported adjusted earnings of 48 cents in the fourth quarter, below analysts' consensus calls for 50 cents, according to FactSet. 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It expects to execute the buybacks using pre-arranged algorithmic trading instructions, with no quarterly or yearly minimums, the company said. \n\n\n  Write to Nate Wolf at nate.wolf@barrons.com \n\n\n   This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 11, 2026 07:16 ET (12:16 GMT)\n\n\n  Copyright (c) 2026 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":"0","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}