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 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'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.
Analysts upgrade Shopify to Buy, citing attractive entry point after selloff and long-term growth driven by AI-powered commerce trends.
Shopify stock slipped after the company reported login and POS access issues affecting some merchants on Cyber Monday, though online checkouts remain unaffected.
Shopify reported outstanding Q3 2025 financial results, featuring 32% revenue growth and strong profitability, driven by disciplined execution and the integration of new AI tools for merchants.
