Investment Q&A

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Shopify Inc. Class A Subordinate Voting Shares (SHOP $158.44)
- $158.44 P/E (TTM): 121.38X Cap: $200.24B
- View SHOP Profile
- View Questions on SHOP
- View Reports on SHOP
Cloudflare Inc. Class A (NET $182.12)
- $182.12 Cap: $58.77B
- View NET Profile
- View Questions on NET

Q: Good morning !
Here are two good entreprises that are are far from to participate at the recent nasdaq rally, probably because they are included in the software industry. Are we to understand they are definitely on the bearish road? What is your opinion on the future of these entreprises? What would you say to an investor who the stocks, hold or sell?

Thank you very much for professional support

Asked by Gabriel on April 13, 2026

5i Research Answer:

We would be quite comfortable holding SHOP (recent comments posted). Its business should...

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