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  5. SHOP: Good morning, SHOP down ~ 12% on what I thought was a decent quarter. [Shopify Inc. Class A Subordinate Voting Shares]
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Q: Good morning,

SHOP down ~ 12% on what I thought was a decent quarter. Guessing the earnings call may not have gone so well?
Asked by Trevor on February 11, 2026
5i Research Answer:

The quarter and outlook were good. Nothing really was negative on the call, but investors seem to pick up on possible higher tax rates and there was some questions about possible lower margins. Analysts, however, have defended the stock. There are also more AI-eats-software concerns going on in the general market today.