In recent months, Shopify has enhanced its AI-driven commerce capabilities, allowing direct product purchases through Google Gemini and Microsoft Copilot, alongside tools like Sidekick AI and Agentic Storefronts. This move reflects Shopify’s ambition to become an essential infrastructure provider for the next generation of online shopping. However, while these integrations may serve as short-term catalysts for AI-enhanced merchant tools, they do not alleviate the risk of Shopify’s high valuation relative to earnings—leaving limited room for operational missteps or slower growth. Current forecasts project Shopify reaching $18.5 billion in revenue with $2.7 billion in earnings by 2028, suggesting a fair value of $175.43 per share and a 7% upside potential. Investors should consider diverse fair value estimates, ranging from $109.26 to $243.53, before making decisions. For tailored investment insights, explore the full narrative and enhance your portfolio management.
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