Shopify Shares Surge After Strong Q2 Results and Upbeat Outlook
Shopify reports strong Q2 with $1.5B net income and $3.58B revenue, beating estimates. GMV reaches $115.57B; upbeat Q3 outlook issued.
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Stifel Highlights Shopify’s ‘Expanding Moat’ and Agentic Commerce Leadership in Buy Upgrade
The firm sees the 23% YTD decline as a buying opportunity for this high-growth e-commerce leader.
BofA Sees AI Winners and Losers: Buy Figma & Shopify, Downgrade Adobe
BofA sees Adobe hurt by AI, while Figma and Shopify could benefit as AI boosts creativity, collaboration, and online commerce.
Q1 Beat for Shopify, But Softer Guidance and Macroeconomic Concerns Weigh on Shares
Despite a record Q1, Shopify forecasts high-20% revenue growth for Q2 2026, below consensus expectations. Operating expenses are set to rise as the company ramps up AI investments.
Mizuho Ditches Airbnb for Booking Holdings as OpenAI Drops ChatGPT Checkout Plans
Mizuho upgrades Booking Holdings as its new top Internet stock pick over Airbnb, seeing a big relief rally after OpenAI drops direct shopping checkout in ChatGPT.
Shopify Beats Expectations: Strong Growth Amid Economic Challenges
Shopify's Q4 2025 earnings show 31% revenue growth to $3.67B, beating estimates. Shares surge 11% on buyback plan and optimistic Q1 outlook despite tariffs.