For Shopify's Q4 2025 earnings report, scheduled for February 11, 2026, analysts are primarily focused on the company's "agentic commerce" strategy and its continued international expansion as key drivers for long-term growth. Despite a 24% stock pullback since Q3 2025, market sentiment remains generally bullish, with Wall Street expecting $3.59 billion in revenue—a 28% year-over-year increase—and an adjusted EPS of $0.51.