A feared disruption could become Shopify's next growth driver

Amazon and Alphabet are among the stocks positioned to benefit as the use of AI shopping accelerates. AI agents are increasingly capable of performing tasks like comparing prices.

Etsy upgraded, TJX downgraded: Wall Street's top analyst calls

Pre-Market Stock Futures: Futures are trading lower after a wild day on Wall Street, as stocks took off after Treasury Secretary Bessent announced the Treasury would double its current bond buyback, targeting 10- to 20-year and 20- to 30-year maturities. That sparked an initial big rally, which tapered by the close; still, all of the ... Here Are Thursday’s Top Wall Street Analyst Research Calls: Alphabet, Analog Devices, Crown Castle, ebay, EPR Properties, Etsy, Merck & Co., Shopify, TJX Compan

Its options price a wide dollar range for the year ahead, and still a calmer one than the stock has just delivered.

Zipline says its drones can deliver orders in as little as five to 10 minutes, compared with roughly 30 minutes for typical Uber deliveries.

Mark Mahaney sees growing signs that internet behemoths will get a return on their soaring capital expenditures.

Wall Street kicked off the week with a flurry of bold calls on some of the market's most closely watched names, and at least one stock just scored a target price hike of more than 50 percent from a major firm.

Shopify stock has delivered a powerful 190.4% return over the past three years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and the market multiple checks currently point to the shares trading at a premium rather than as a clear bargain. A 190.4% gain over three years puts Shopify among the stronger performers in ecommerce related software. This raises the bar for what future cash flows need to justify the current price. Investor optimism around Shopify's AI driven...

Earnings season continues to give strong results, but that doesn’t mean each stock is rising because of the news.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

This payment processor's stock is on a tear, fueled by real business success, but investors now face the classic question of whether the next leg of growth is already built into the price.

Joshua Kushner's Thrive Capital held Amazon shares worth about $215 million as of ‌the end of June, a regulatory filing showed ‌on Friday, adding to the venture capital firm's list of ​tech and AI investments. Known for its early investments in companies that have gone on to dominate their sectors, including OpenAI, SpaceX and Stripe, the venture capital firm has ‌been looking for ⁠opportunities in large technology companies to expand its public-market holdings. • Thrive held 904,038 Amazon ⁠shares valued at $215.5 million as of June 30, the filing showed.

The businesses that produced this recovery were named in the company's own reports well before the shares moved.

Joshua Kushner’s Thrive Capital has bought up roughly $215 million worth of shares in Amazon.com Inc., building on the venture firm’s push to invest in public companies.

The ARK Invest founder wasn’t deterred by a certain stock’s bumpy lift-off over the last few weeks.

Uber generates roughly four times Shopify's quarterly revenue, but Shopify's growth rate gap tells a different story about which business is scaling faster.

Shopify’s second quarter saw a significant positive market reaction, with results surpassing Wall Street’s revenue and adjusted profit expectations. Management attributed performance to broad-based growth across merchant sizes and geographies, as well as increasing adoption of new AI-powered tools like Sidekick and the Catalog API. President Harley Finkelstein highlighted that “AI searches powered by Catalog converted twice the rate of those using scraped data,” emphasizing the growing value of

SHOP's premium valuation, margin pressures and rising credit losses weigh on the stock despite strong growth, payments gains and AI opportunities.

SHOP's AI-driven commerce is gaining traction as AI traffic, orders and conversions rise, strengthening its growth prospects.

The rebound may have just begun for these two companies.

Shopify (NasdaqGS:SHOP) is centering its upcoming 2026 holiday push on the Shop app as a key channel for merchants and shoppers. The company is promoting new AI-powered features in Shop, aimed at tailoring product discovery and recommendations during peak season. Management is positioning the app as a primary hub for merchant engagement, rather than only a checkout extension on individual online stores. The holiday focus on Shop signals a broader effort to compete more directly in consumer...

The market is offering a Latin American e-commerce giant at a steep cash discount, but the price tag comes with a serious question about the cost of growth.

Software platforms faced selling pressure due to concerns that generative AI tools would replace traditional software architectures. However, Shopify Inc. (NASDAQ:SHOP) broke away from sector headwinds after second-quarter financial results showed AI tools driving business formation rather than displacing its e-commerce infrastructure. Because Shopify serves small and medium-sized businesses requiring turnkey checkout, payment processing, and […]

It's growing fast, it's poised to succeed, and the price is right.

Shopify is betting AI can drive growth without subscriptions

Sea Limited, Shopify, and MercadoLibre all reported surging revenues in the same week, yet their stocks are moving in wildly different directions. The gap between winners and losers reveals exactly what growth investors are rewarding right now.

Moby summary of The Beachbody Company, Inc.'s Q2 2026 earnings call

OpenAI has reportedly completed a deal to help employees sell nearly $7 billion worth of the company’s shares ahead of its potential IPO. The Sam Altman-led company repurchased shares from existing as well as former employees rather than relying on...

Wood added shares during both the 13.6% selloff and Friday's rebound.

AVAH, FDS and SHOP lead Zacks' recent standouts, with several picks posting strong gains versus the S&P 500.

Smaller merchants are benefiting disproportionately from AI agent-driven purchases.

Once deemed an AI loser, Shopify has a huge agentic commerce opportunity in front of it.

The market rides some bullish signals into the coming week, but sorting the signals required some careful detective work.

The technology that was supposed to replace this e-commerce platform is feeding it buyers instead.

The Week in Stocks: Where analysts see share prices going after energy earnings, why one analyst sees value in buying gold and more

The digital payments giant sent a fortune back to its owners, yet the stock fell far behind the market. Here is the accounting of what that cash really bought.

Shopify sits at the center of a wide valuation debate, with recent analyst price targets clustering between US$130 and US$192. Many of the higher targets in the US$175 to US$192 range lean on broad execution and rising AI usage, while more cautious calls around US$130 to US$150 point to competition and a mixed software spending backdrop. As you read on, you will see how to track these shifting targets and what they may signal about the evolving narrative around Shopify. Analyst Price Targets...

The S&P 500 and Dow Jones hit highs while the Nasdaq raced above key levels as oil prices and yields fell. Palantir, Cloudflare and SpaceX were big movers amid earings.

Shopify just posted its biggest single-day earnings pop in recent memory, and the rally may not be finished. Here is where the stock could land before December and what threatens to knock it off course.

A spiffy-pop is when a stock rises more in a single day than you paid for it.

The e-commerce giant is coming back with a vengeance.

Shopify shares gapped nearly 18% higher Wednesday

Shopify's Q2 earnings and revenues beat estimates as GMV surges, payments penetration widens and AI-driven commerce gains traction across channels.

ARK's latest rotation reveals where Wood sees greater upside

Shopify just posted its cleanest quarter in years and sent its stock surging, but the real question is whether that momentum carries into 2027 or runs out of road at today's prices.

SHOP's Q2 call highlights agentic commerce, AI-driven order growth and expanding payments, backed by broad GMV gains and operating leverage.

Platforms like ChatGPT and Gemini enable solopreneurs to thrive as AI reshapes how small businesses find customers.

The ARK Invest founder wasn’t deterred by a certain stock’s bumpy lift-off over the last few weeks.

ARK Invest added to Circle after the company missed Wall Street's earnings and revenue expectations, and sold Shopify after an earnings beat.