Shopify's Dip Buying Opportunity May Be Coming

  • SHOP remains a great Buy at every dips, thanks to its increased cross selling and adoption of its vertically integrated headless commerce offerings. It is apparent that the management's aggressive go-to-market strategies and agility during the worst of the tariff war have paid off handsomely. This is significantly aided by SHOP's compelling high growth/ profitable cadence, along with the rich cash flow investment thesis and the healthier balance sheet.