Shopify Inc. (NASDAQ:SHOP) stock jumped after the company reported fiscal fourth-quarter 2025 results on Wednesday.
The company’s quarterly revenue growth of 30.6% year-over-year to $3.67 billion beat the analyst consensus estimate of $3.59 billion.
The e-commerce platform company reported adjusted EPS of 48 cents, missing the analyst consensus estimate of 51 cents.
Despite pressure from President Donald Trump’s tariffs, higher living costs, and labor market concerns, U.S. consumers have continued spending steadily, led mainly by higher-income households.
The University of Michigan’s Surveys of Consumers showed sentiment climbing to a six-month high in early February, while spending rose solidly in October and November, supporting strong holiday-quarter sales for retailers, Reuters reported on Wednesday.
That resilience is helping Shopify, which earns much of its revenue by collecting payment processing fees on merchant sales and selling subscription plans to businesses.
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The adjusted net income was $594 million compared to $458 million …