Shopify Inc (SHOP) — the earnings record
As of the 2026-08-04 card — updated after each print. An investment research diary, not advice.
The record at a glance
Reactions across the covered prints span -6.3% to +14.6% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est revenue ~$3.43B into the next print.
Print by print
| Date | EPS | Revenue | |
|---|---|---|---|
| May 26 | 2026-05-05 | ✓ beat | ✓ beat |
| Feb 26 | 2026-02-11 | ✗ miss | ✓ beat |
| Nov 25 | 2025-11-04 | ✓ beat | ✓ beat |
| Aug 25 | 2025-08-06 | ✓ beat | ✓ beat |
| May 25 | 2025-05-08 | ✗ miss | ✗ miss |
| Feb 25 | 2025-02-11 | ✓ beat | ✓ beat |
| Nov 24 | 2024-11-12 | ✓ beat | ✓ beat |
| Aug 24 | 2024-08-07 | ✓ beat | ✓ beat |
| May 24 | 2024-05-08 | ✓ beat | ✓ beat |
| Feb 24 | 2024-02-13 | ✓ beat | ✓ beat |
The per-print reaction chart, the load-bearing metric and the behavior read live on the full SHOP print-record card — free registration.
FAQ · from the current data · as of 2026-08-04
Quick answers
How often does Shopify Inc beat earnings estimates?
Across the last 10 covered prints (as of the 2026-08-04 card), Shopify Inc beat EPS estimates 8 of 10 times and revenue estimates 9 of 10 times, with 8 double beats.
How does SHOP stock react to earnings?
Measured close-of-print-day to the close three sessions later: 4 of the last 10 prints resolved up (beyond +3%), 2 flat, 4 down — reactions spanning -6.3% to +14.6%. Beat-or-miss and reaction are scored separately because they frequently disagree.
What was SHOP's biggest earnings reaction?
+14.6% over the three sessions after the May 25 print (2025-05-08).
When does Shopify Inc report earnings next?
2026-08-05 (est EPS $0.39 · est revenue ~$3.43B). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.
Mentioned on Closelook
Where SHOP appears in the diary — 9 pieces, newest first. Every link is our own writing.
Dailies
- Brent closes above $100 for the first time since July and the 10-year hits 4.86%: Wall Street falls a third day while Cloudflare +10%, Datadog +7% and Meta +7% catch the money the chip leaders gave back
- Chips lead the market down as oil tops $105 and the 10-year hits 4.92%: Micron −4%, Intel −4%, Nvidia −2.5% — while software posts its first up day in six and Apple gains 3%
- Oil knocks on $100 and Wall Street sells everything but the AI pipe: Intel +9%, Lumentum +11%, Dow −1.2% — Seoul buys the dip and the Kospi is back above 7,000
- The trade flips at midday: chips fade, software bounces — Meta +6%, Cloudflare +9%, Datadog +6% while oil holds $101 and the 10-year hits 4.85%
- Chips up again, software down again — Friday's split is turning into a trend
- Introducing the Agentic Winners 25
- Jensen Confirms the Inference Inflection
Related in the Closelook universe
- AAPL Apple Inc.
- ADBE Adobe Systems Incorporated
- AMAT Applied Materials Inc
- AMD Advanced Micro Devices Inc
- AMGN Amgen Inc
- AMZN Amazon.com Inc
- APP Applovin Corp
- ARM Arm Holdings plc American Depositary Shares
- ASML ASML Holding NV ADR
- AVGO Broadcom Inc
- AXON Axon Enterprise Inc.
- CDNS Cadence Design Systems Inc
- COST Costco Wholesale Corp
- CPRT Copart Inc
- CRM Salesforce.com Inc
- CRWD Crowdstrike Holdings Inc
- CSGP CoStar Group Inc
- CTAS Cintas Corporation
- DDOG Datadog Inc
- DOCN DigitalOcean Holdings Inc