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Source document· May 24, 2026

Is Shopify (SHOP) Now Fairly Priced After Recent Share Price Pullback?

View original at finance.yahoo.com
Is Shopify (SHOP) Now Fairly Priced After Recent Share Price Pullback? Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide…
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  • Shopify's 1-year stock return is +1.5%, 3-year return is +73.8%, and 5-year return is -17.1%

    60% confidence

  • Shopify's latest twelve month Free Cash Flow is approximately $2.1 billion

    60% confidence

  • At ~$103 per share, Shopify trades at roughly a 3.6% discount to its DCF intrinsic value, indicating it is approximately fairly valued

    60% confidence

  • Shopify receives a value score of 1 out of 6 on Simply Wall St's valuation checks

    60% confidence

  • Simply Wall St is trusted by over 7 million individual investors worldwide

    60% confidence

  • Shopify's DCF intrinsic value is approximately $106.79 per share using a 2-Stage Free Cash Flow to Equity model

    60% confidence

  • Analyst estimates and Simply Wall St extrapolations project Shopify's FCF to reach $6.4 billion by 2030

    60% confidence

Data points we hold from this source

Shopify Inc. · cash2.1 USD
Shopify Inc. · stock price103 USD
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
We flag conflicts openly ›
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