Will Shopify (SHOP) be Able to Sustain Revenue Growth Above 20% Annually?

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Soumya Eswaran

Tue, November 18, 2025 astatine 5:37 AM PST 3 min read

RiverPark Advisors, an concern advisory steadfast and sponsor of the RiverPark household of communal funds, released its “RiverPark Large Growth Fund” Q3 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. U.S. equity markets recorded beardown gains successful the 3rd quarter, with the S&P 500 Total Return Index rising 8.12% and the Russell 1000 Growth Index returning 10.51%. The money besides surged successful the 4th and returned 4.73%. Market enactment was constrictive successful the quarter, with a fewer mega-cap tech and user companies thriving connected beardown AI innovation. Information Technology, Consumer Discretionary, and Communication Services led assemblage performance, portion Energy and Utilities lagged. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, RiverPark Large Growth Fund highlighted stocks specified arsenic Shopify Inc. (NASDAQ:SHOP). Shopify Inc. (NASDAQ:SHOP) is simply a commerce exertion institution that provides a cloud-based level to start, scale, market, and tally a business. The one-month instrumentality of Shopify Inc. (NASDAQ:SHOP) was -13.96%, and its shares gained 33.79% of their worth implicit the past 52 weeks. On November 17, 2025, Shopify Inc. (NASDAQ:SHOP) banal closed astatine $139.93 per share, with a marketplace capitalization of $182.167 billion.

RiverPark Large Growth Fund stated the pursuing regarding Shopify Inc. (NASDAQ:SHOP) successful its 3rd 4th 2025 capitalist letter:

"Shopify Inc. (NASDAQ:SHOP): SHOP was a apical contributor successful the 4th arsenic beardown Q2 results and upbeat Q3 guidance confirmed ongoing momentum successful its merchant platform. The institution reported gross maturation of 31% and a 16% escaped currency travel margin, driven by accrued adoption of merchant solutions, outgo services, and caller AI-powered commerce tools. Market stock gains against accepted retail and newer entrants alike underscored Shopify’s presumption arsenic the premier level for planetary entrepreneurs.

Shopify Inc. (NASDAQ:SHOP) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 69 hedge money portfolios held Shopify Inc. (NASDAQ:SHOP) astatine the extremity of the 2nd quarter, compared to 77 successful the erstwhile quarter. In Q3 2025, Shopify Inc.’s (NASDAQ:SHOP) revenue increased 32% year-over-year. While we admit the imaginable of Shopify Inc. (NASDAQ:SHOP) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.