Shopify Q3: stock down 16-19% premarket over a 0.8% GMV miss while operating margin rose from ~12% to ~15.2%
Shopify (SHOP) reported Q3 results before the open Tuesday: revenue up 32% to $3.74B, operating income up 66% to $568M and free cash flow of $816M.
The stock is down 16% to 19% premarket because GMV came in $0.93B light, a 0.8% miss. Operating margin went from ~12% to ~15.2%. Priced for perfection means exactly that. Not financial advice.
https://www.investing.com/news/earnings/shopify-tanks-19-premarket-as-q3-gmv-subscription-revenue-miss-estimates-4994809
Sources: Shopify Q3 2026 release: revenue up 32%, free cash flow margin 22%, $119B GMV · WebProNews: revenue $3.74B (+32%), opex +16%, operating income $568M (+66%), Q4 opex guide 29-30% of revenue · X story: Shopify shares drop 16% after Q3 revenue miss
Not financial advice. For informational and educational purposes only.
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