Shopify - Sleeping giant - fantastic opportuntiy ahead?Shopify, Inc. Class ABATS:SHOPDG55CapitalDear friends, we are going to take a look at Shopify , they will be showcasing their earnings tomorrow when the market closes - below find our analysis and overview of the company! Eleven consecutive quarters of 25%+ revenue growth — at $11.6B in annual revenue, read that correct 11 CONSECUTIVE QUARTERS OF 25%+ REVENUE GROWTH! That's the rare combination of scale and velocity that makes SHOP a structural long, not a trade. Q4 2025 was the first quarter in company history with GMV above $100B, merchant solutions grew 35%, and EPS beat by nearly 12%. Tonight's quarter is seasonal (Q1 is always the softest after holiday), but management already guided "low-thirties" revenue growth — well above the 25% analysts had pencilled in. The free cash flow margin will dip temporarily into the low-to-mid teens; that's the only number bears will latch onto, and it's priced in. The real story is agentic commerce. Shopify co-developed the Universal Commerce Protocol with Google, launched Agentic Storefronts connecting merchants directly to ChatGPT, Google AI Mode, and Microsoft Copilot, and reported AI-driven orders growing 15x year-over-year in 2025. Gartner projects 20% of all global transactions will flow through AI agents by 2030 — and Shopify is the infrastructure underneath that shift. A $2B buyback at a $166B market cap signals the board's own confidence. Watch GMV — any print above $98B confirms the agentic commerce ramp is live, not theoretical. Revenue EST. - 3.08B - 31% YoY EPS EST. - 0.32 - 28% YoY FY 2025 revenue - 11.6B - 30% YoY - Record! Full year GMV - 378B - 29 YoY Consistency = Tremendeous potential ahead! Entry - 127.27$ Target - 145$ As always my friends - Happpy Trading!