SHOP Earnings
Tuesday, May 05 2026
EPS Estimate
$0.33
$0.23 – $0.39
Revenue Estimate
$3.1B
Current Price
$131.13
Our Position
bullish · highShopify calls surge amid insider buying spree
structured data
est. revisions falling
(-1.6pp / 30d)
Heavy call activity combined with significant insider buying highlights strong conviction in Shopify's upcoming earnings and sustained revenue acceleration, reinforcing bullish momentum.
Watch: Watch mid-May earnings for confirmation of acceleration in AI-driven commerce adoption and revenue growth trajectory against high volatility.
Data Signal Summary
2 bullish
0 bearish
Insider buying cluster
Put/call 0.3 (bullish skew)
Key Context
Insider Activity
buying
Price Trend
mixed
1-Month Return
+12.3%
From 52w High
-3.0%
P/E Ratio
143.8
Est. Revisions (30d)
-0.4% 1up/2dn
Analyst Target (mean)
$160 $110–$200 +22%
Options P/C Ratio
0.34
Est. Dispersion
48% 32 analysts
Insider Cluster
strong buy
Fund Convergence
strong D.E. Shaw, Citadel, Two Sigma, Soros, Renaissance
Recent Activity
insider trades
144 transactions
Other
·
Shopify Inc (Issuer)
·542,496 shares
Buy
·
Lutke (Tobias Albin) (Director of Issuer)
·60,000 shares
·$7,493,160
Buy
·
Lutke (Tobias Albin) (Director of Issuer)
·12,000 shares
·$1,498,632
Buy
·
Finkelstein (Harley Michael) (Senior Officer of Issuer)
·675 shares
·$84,780
Exercise
·
Goodman (Gail Faye) (Director of Issuer)
·1,200 shares
·$4,766
139 more
Buy
·
Goodman (Gail Faye)
·1,200 shr
·$140,964
Buy
·
Finkelstein (Harley Michael)
·675 shr
·$77,179
Buy
·
Lutke (Tobias Albin)
·15,000 shr
·$1,796,475
Buy
·
Lutke (Tobias Albin)
·3,000 shr
·$359,295
Buy
·
Shopify Inc
·197,228 shr
·$22,841,763
Other
·
Shopify Inc
·383,524 shr
Buy
·
Shopify Inc
·194,000 shr
·$21,787,364
Other
·
Hertz (Jessica)
·5,065 shr
Other
·
Hertz (Jessica)
·2,486 shr
·$277,584
Other
·
Hertz (Jessica)
·738 shr
Other
·
Hertz (Jessica)
·364 shr
·$40,643
Other
·
Hertz (Jessica)
·1,644 shr
Other
·
Hertz (Jessica)
·811 shr
·$90,555
Other
·
Hoffmeister (Jeff)
·4,157 shr
Other
·
Hoffmeister (Jeff)
·1,950 shr
·$217,735
Other
·
Niehaus (Jean)
·1,096 shr
Other
·
Niehaus (Jean)
·410 shr
·$45,780
Other
·
Finkelstein (Harley Michael)
·3,377 shr
Other
·
Finkelstein (Harley Michael)
·1,706 shr
·$190,490
Buy
·
Shopify Inc
·189,524 shr
·$21,223,655
Other
·
Shopify Inc
·173,015 shr
Buy
·
Shopify Inc
·173,015 shr
·$20,417,154
Other
·
Shopify Inc
·167,198 shr
Buy
·
Shopify Inc
·167,198 shr
·$19,794,571
Other
·
Shopify Inc
·158,476 shr
Buy
·
Lutke (Tobias Albin)
·15,000 shr
·$1,772,430
Buy
·
Lutke (Tobias Albin)
·3,000 shr
·$354,486
Buy
·
Shopify Inc
·158,476 shr
·$18,443,119
Other
·
Shopify Inc
·146,817 shr
Buy
·
Shopify Inc
·146,817 shr
·$17,776,308
Other
·
Shopify Inc
·143,495 shr
Buy
·
Shopify Inc
·143,495 shr
·$17,043,905
Other
·
Shopify Inc
·135,431 shr
Buy
·
Shopify Inc
·135,431 shr
·$16,571,201
Other
·
Shopify Inc
·126,026 shr
Buy
·
Shopify Inc
·126,026 shr
·$15,871,714
Other
·
Shopify Inc
·120,415 shr
Buy
·
Lutke (Tobias Albin)
·23,817 shr
·$3,023,187
Buy
·
Lutke (Tobias Albin)
·60,000 shr
·$7,638,480
Buy
·
Lutke (Tobias Albin)
·12,000 shr
·$1,527,696
Buy
·
Shopify Inc
·120,415 shr
·$15,642,149
Other
·
Shopify Inc
·117,182 shr
Buy
·
Shopify Inc
·117,182 shr
·$14,802,313
Other
·
Shopify Inc
·111,797 shr
Buy
·
Finkelstein (Harley Michael)
·1,913 shr
·$240,488
Buy
·
Finkelstein (Harley Michael)
·1,913 shr
·$240,355
Buy
·
Shopify Inc
·111,797 shr
·$13,933,371
Buy
·
Shopify Inc
·100,924 shr
·$12,883,150
Buy
·
Shopify Inc
·99,168 shr
·$12,797,927
Other
·
Hansson (David Heinemeier)
·288 shr
Other
·
Hansson (David Heinemeier)
·13 shr
·$1,652
Other
·
Niehaus (Jean)
·1,230 shr
·$159,002
Buy
·
Shopify Inc
·104,194 shr
·$13,582,729
Buy
·
Shopify Inc
·115,540 shr
·$15,128,692
Other
·
Hertz (Jessica)
·11,624 shr
Other
·
Hertz (Jessica)
·5,762 shr
·$748,045
Other
·
Shannan (Tobyn)
·785 shr
Other
·
Shannan (Tobyn)
·428 shr
·$55,564
Other
·
Finkelstein (Harley Michael)
·9,564 shr
Other
·
Finkelstein (Harley Michael)
·4,866 shr
·$631,723
Buy
·
Finkelstein (Harley Michael)
·675 shr
·$86,344
Buy
·
Shopify Inc
·122,670 shr
·$16,159,564
Other
·
Shopify Inc
·740,541 shr
Buy
·
Shopify Inc
·128,579 shr
·$17,113,479
Buy
·
Goodman (Gail Faye)
·1,200 shr
·$154,164
Other
·
Niehaus (Jean)
·682 shr
·$87,350
Buy
·
Shopify Inc
·141,614 shr
·$18,136,788
Other
·
Lutke (Tobias Albin)
·23,817 shr
Buy
·
Shopify Inc
·160,023 shr
·$18,678,364
Other
·
Hertz (Jessica)
·5,066 shr
Other
·
Hertz (Jessica)
·2,507 shr
·$298,505
Other
·
Hertz (Jessica)
·367 shr
·$43,698
Other
·
Hertz (Jessica)
·818 shr
·$97,398
Other
·
Hoffmeister (Jeff)
·4,156 shr
Other
·
Hoffmeister (Jeff)
·1,968 shr
·$234,327
Other
·
Niehaus (Jean)
·413 shr
·$49,175
Buy
·
Shopify Inc
·159,005 shr
·$18,890,589
Other
·
Finkelstein (Harley Michael)
·1,722 shr
·$205,036
Buy
·
Shopify Inc
·151,320 shr
·$18,220,743
Other
·
Shopify Inc
·777,441 shr
Buy
·
Shopify Inc
·148,006 shr
·$18,381,309
Buy
·
Shopify Inc
·150,133 shr
·$18,162,039
Buy
·
Shopify Inc
·155,810 shr
·$18,496,672
Buy
·
Shopify Inc
·160,886 shr
·$18,966,689
Buy
·
Shopify Inc
·162,606 shr
·$20,693,402
Other
·
Shopify Inc
·172,937 shr
Exercise
·
Finkelstein (Harley Michael)
·3,000 shr
·$54,120
Buy
·
Finkelstein (Harley Michael)
·3,000 shr
·$375,009
Buy
·
Shopify Inc
·172,937 shr
·$21,222,482
Other
·
Shopify Inc
Buy
·
Finkelstein (Harley Michael)
·3,000 shr
·$338,403
Buy
·
Goodman (Gail Faye)
·1,200 shr
·$134,868
Other
·
Niehaus (Jean)
·774 shr
Other
·
Niehaus (Jean)
·331 shr
·$43,867
Other
·
Hertz (Jessica)
·3,040 shr
Other
·
Hertz (Jessica)
·1,553 shr
·$214,537
Other
·
Hertz (Jessica)
·364 shr
·$50,284
Other
·
Hoffmeister (Jeff)
·4,170 shr
Other
·
Hoffmeister (Jeff)
·2,030 shr
·$280,432
Other
·
Finkelstein (Harley Michael)
·3,389 shr
Other
·
Finkelstein (Harley Michael)
·1,720 shr
·$237,607
Buy
·
Goodman (Gail Faye)
·1,200 shr
·$190,608
Other
·
Niehaus (Jean)
·720 shr
Other
·
Niehaus (Jean)
·323 shr
·$52,370
Other
·
Hertz (Jessica)
·3,039 shr
Other
·
Hertz (Jessica)
·1,498 shr
·$253,647
Other
·
Hertz (Jessica)
·364 shr
·$61,633
Other
·
Hoffmeister (Jeff)
·4,169 shr
Other
·
Hoffmeister (Jeff)
·1,969 shr
·$333,398
Other
·
Finkelstein (Harley Michael)
·3,390 shr
Other
·
Finkelstein (Harley Michael)
·1,713 shr
·$290,052
Exercise
·
Lutke (Tobias Albin)
·73,275 shr
·$3,112,722
Buy
·
Lutke (Tobias Albin)
·73,275 shr
·$11,766,352
Other
·
Scott (James Kevin)
·483 shr
Exercise
·
Finkelstein (Harley Michael)
·19,750 shr
·$356,290
Buy
·
Finkelstein (Harley Michael)
·19,750 shr
·$3,294,398
Buy
·
Finkelstein (Harley Michael)
·3,825 shr
·$638,029
Other
·
Cheng Meservey (Lulu)
·533 shr
Other
·
Lutke (Tobias Albin)
·1,168,388 shr
Other
·
Mahendra-Rajah (Prashanth)
·533 shr
Other
·
Mahendra-Rajah (Prashanth)
·21 shr
·$3,365
Other
·
Hansson (David Heinemeier)
·1,150 shr
Other
·
Hansson (David Heinemeier)
·65 shr
·$10,671
Other
·
Hertz (Jessica)
·41,122 shr
·$6,720,609
Buy
·
Hoffmeister (Jeff)
·20,000 shr
·$3,286,180
Other
·
Shannan (Tobyn)
·18,000 shr
·$2,952,000
Other
·
Lutke (Tobias Albin)
·296,169 shr
Other
·
Lutke (Tobias Albin)
·296,170 shr
Other
·
Lutke (Tobias Albin)
·3,830 shr
Other
·
Hertz (Jessica)
·5,619 shr
·$905,142
Other
·
Hoffmeister (Jeff)
·8,247 shr
Other
·
Hoffmeister (Jeff)
·3,818 shr
·$615,026
Other
·
Shannan (Tobyn)
·389 shr
·$62,662
Other
·
Finkelstein (Harley Michael)
·4,737 shr
·$763,064
Buy
·
Lutke (Tobias Albin)
·60,000 shr
·$7,338,540
Buy
·
Lutke (Tobias Albin)
·12,000 shr
·$1,467,708
Exercise
·
Finkelstein (Harley Michael)
·3,000 shr
·$139,680
Buy
·
Finkelstein (Harley Michael)
·3,000 shr
·$357,078
Buy
·
Finkelstein (Harley Michael)
·3,000 shr
·$375,000
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