News
Market and company headlines
SHOPAll
Loading
17:00-19:00Yesterday2 Stories
Executives from Shopify, JLL and Groupe Dynamite Join WareMatch’s Advisory Board
Shopify’s former Global Head of Shipping & Fulfillment, Maia Benson, JLL’s current Global Logistics Growth Lead for EMEA and APAC, Guy Gueirard, and Groupe Dynamite’s former Chief Digital Officer, Max Boyer, will help drive WareMatch’s product development and digital growth while accelerating its global expansion. MONTREAL, Oct. 26, 2026 (GLOBE NEWSWIRE) -- WareMatch, a global 3PL marketplace and bidding platform, announced that Maia Benson, Guy Gueirard and Max Boyer have joined its advisory bo
Shopify (SHOP) Stock Could Trade At A Premium As Shopify Plus Wins Grow
Shopify has seen its share price move sharply at different points over the past few years, which puts a spotlight on whether the cash the business can generate really lines up with today's valuation. With the stock now reflecting a long run of enthusiasm around ecommerce and software, the question is how firmly that market value is rooted in the company’s underlying cash flows. Over the past 3 years, Shopify has delivered a share price return of about 260%, so a lot of future cash generation...
14:00Yesterday2 Stories
Shopify “Has Not Grown Into Its Multiple at All” as Investors Pay 112 Times Profits
Key TakeawaysShopify stock jumped 33% in a month on Meta’s Muse deal, and ATB Cormark downgraded it after the run. yOn the We Study Billionaires podcast, Daniel Mahncke argued that the stock rose because earnings roughly doubled, while the premium investors pay stayed the same.
Should You Buy Shopify Stock Before Nov. 3? History Has a Clear Answer.
Shopify's Q3 reports have typically been positive for Shopify -- if one does not count last year.
09:00-12:00Oct 232 Stories
Shopify Inc. (SHOP) Could Benefit From AI-Driven Agentic Commerce, Says Polen Focus Growth Strategy
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here. The fund outperformed the Russell 1000 Growth Index in the third quarter of 2026, as investors began distinguishing between businesses vulnerable to artificial intelligence disruption and those positioned to benefit […]
Oppenheimer Maintains Outperform on Shopify, Raises Price Target to $205
Oppenheimer analyst Ken Wong maintains Shopify (NASDAQ:SHOP) with a Outperform and raises the price target from $175 to $205.
17:00-19:00Oct 223 Stories
Shopify (SHOP) Could Be 17% Undervalued Following Its AI Checkout Push
Shopify (SHOP) is back in focus after the launch of Shop Pay checkout with Meta’s Muse AI agent, a move that has coincided with a 33% jump in the share price over the past month. Shopify’s recent AI headlines plug into a stronger run, with a 26.4% 1‑month share price return and a 55.6% gain over 90 days, while the 3‑year total shareholder return of about 2.6x signals that long-term holders have already seen substantial upside. Scan other AI commerce contenders moving on similar themes with...
e.l.f. Beauty (ELF) As Shopify App News Meets A Fully Valued Narrative
e.l.f. Beauty (ELF) has drawn attention after poq, which powers its native mobile apps, was recognized as a Shopify Certified Technology Partner. This development highlights a fresh angle on how investors might think about the stock. Recent headlines around e.l.f. Beauty span poq’s Shopify certification, a Kuromi collaboration on Roblox and an upcoming Q2 FY2027 earnings webcast. These touchpoints are landing against a strong backdrop of share price momentum. The stock’s 30-day share price...
11:00-17:00Oct 222 Stories
Shopify-Like IPO Successes Becoming Rare in Canada, Nowlan Says
Canada will struggle to find another stock-market success story like Shopify Inc. as the country grapples with a public-listing drought and a delisting trend, according to Daniel Nowlan at National Bank Capital Markets.
Shopify (SHOP) is an Incredible Growth Stock: 3 Reasons Why
Shopify (SHOP) possesses solid growth attributes, which could help it handily outperform the market.
04:00Oct 221 Story
16:00-18:00Oct 202 Stories
Shopify Soars 33% in a Month on Meta’s Muse Deal: “Partnering Deeply”
Key TakeawaysShopify stock is up 33% in the past month (through Monday’s close), and about half of that came in the two sessions after it brought Shop Pay checkout to Meta’s Muse AI agent. Amazon had blocked Muse from its site the day before, and Shopify says an order placed by an AI agent earns it the same as an order on a merchant’s own store.
Shopify (SHOP) Exceeds Market Returns: Some Facts to Consider
Shopify (SHOP) concluded the recent trading session at $173.48, signifying a +1.41% move from its prior day's close.
14:00Oct 202 Stories
Shopify Just Rallied 35% in a Month: Take Profits, or Buy More?
Shopify stock has left every rival and sector ETF in the dust over the past month, and shareholders now face a choice that cuts two ways: lock in a rare gain or trust that the run still has legs.
Analyst Upgrades Could Shift The Case For Shopify Stock (SHOP)
Shopify recently drew fresh attention as analysts highlighted rising earnings estimates, strong revenue expectations, expanding enterprise relationships such as Dior and Clinique, and growing use of AI across its commerce platform. Beyond forecasts, Shopify’s deeper integration of AI tools and its Platinum membership in the PyTorch Foundation underscore a push to improve merchant efficiency and reduce operating friction at scale. We will look at how Shopify’s investment narrative is shaped...
10:00-14:00Oct 202 Stories
Shopify (SHOP) Launches Open Source Next.js Integration For AI Storefronts
Shopify (NasdaqGS:SHOP) is now supported by Vercel Shop's open-source Next.js integration for AI-focused storefronts. The integration delivers a production-grade template that lets merchants deploy custom front-ends on Vercel's infrastructure. Vercel Shop's toolkit includes support for AI shopping agents that can assist customers during product discovery and checkout. The new Vercel Shop integration with Shopify tells only part of the story about what could shape this platform's future. Our...
BEKE or SHOP: Which Is the Better Value Stock Right Now?
BEKE vs. SHOP: Which Stock Is the Better Value Option?
05:00-09:00Oct 202 Stories
Shopify and Cardinal Infrastructure have been highlighted as Zacks Bull and Bear of the Day
Shopify's AI-driven growth and rising earnings estimates put it in focus, while Cardinal Infrastructure faces estimate cuts despite a $357.5 million acquisition.
Bull of the Day: Shopify (SHOP)
Revenue is expected to jump 31.5% this year.
08:00-12:00Oct 192 Stories
All You Need to Know About Shopify (SHOP) Rating Upgrade to Strong Buy
Shopify (SHOP) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Here is What to Know Beyond Why Shopify Inc. (SHOP) is a Trending Stock
Recently, Zacks.com users have been paying close attention to Shopify (SHOP). This makes it worthwhile to examine what the stock has in store.
02:00Oct 191 Story
10:00-13:00Oct 162 Stories
RBC raises Shopify price target to $200 on sustained growth outlook
Investing.com -- RBC Capital Markets raised its price target on Shopify to $200 from $180, citing strong growth momentum and the potential for the e-commerce platform to exceed market expectations for third-quarter results and fourth-quarter guidance.
Shopify Price Hikes Signal Pricing Power as JPMorgan Keeps $200 Bullish Target
Shopify raises Grow and Advanced prices, potentially adding $40M in annual revenue; analysts remain bullish despite AI cost headwinds.
04:00-07:00Oct 162 Stories
RBC Capital Maintains Outperform on Shopify, Raises Price Target to $200
RBC Capital analyst Paul Treiber maintains Shopify (NASDAQ:SHOP) with a Outperform and raises the price target from $180 to $200.
Shopify: Its Market Cap Is Already A Quarter Of Its $849 Billion TAM
Shopify demonstrates outstanding fundamentals, rapid growth, and a robust competitive moat in global e-commerce infrastructure. But I rate SHOP stock as Hold. Read why.
14:00-17:00Oct 152 Stories
Is Shopify (SHOP) Becoming A Real Gateway For AI Driven Commerce?
Shopify (NasdaqGS:SHOP) merchants have started adopting DeepLumen's Agentic Page app as a new AI-powered sales channel on the platform. DeepLumen reports that nearly 2,000 Shopify stores now use Agentic Page to support AI-based product discovery and ordering by external agents. The Agentic Page integration enables third-party AI agents to attribute orders back to specific Shopify merchants through a dedicated tracking layer. The rise of Agentic Page as an AI sales gateway is important, but...
Would You Have Held Shopify Through an 86.6% Crash? Here’s What Happened Next
Shopify turned a $1,000 bet into a life-changing fortune over ten years, but the path ran straight through a collapse that sent most investors sprinting for the exit. Whether today's entry point repeats that story or ends differently depends on a few critical variables.
05:00-10:00Oct 152 Stories
Shopify Marketing Agency Advisory: October API Update Changes How Shipping, Inventory and Order Apps Work
Shopify’s 2026-10 API version, stable since Oct. 1, removes the incomplete-checkout field from the Customer Account API, and the Admin API now returns errors for metafield filters it cannot apply.*Newly registered carrier services no longer add rates to Shopify’s General shipping profile, and shipping-address changes made through the Admin API on unfulfilled orders now recalculate taxes.*Optimum7 is advising merchants to map which API version each custom app and connected system calls before ado
Shopify (NASDAQ:SHOP) Shows High-Growth Leadership and Momentum in CAN SLIM Screen
Shopify matches CAN SLIM with strong growth, high relative strength and zero debt, but rich valuation and a volatile setup call for investor caution.
03:00Oct 151 Story
07:00-09:00Oct 22 Stories
The Zacks Analyst Blog Highlights Cisco Systems, Shopify, Starbucks and Smith-Midland
Cisco, Shopify and Starbucks show growth from AI, merchant expansion and stronger traffic, while Smith-Midland builds backlog and recurring revenue.
I've Covered Shopify for 5 Years. Here's Whether the Stock Is Overvalued Right Now.
Shopify remains a great stock to hold, but should you add more shares at these levels?
15:00-18:00Oct 13 Stories
Chewy vs. Shopify: Which Consumer Stock Is a Better Buy in 2026?
Chewy trades at a steep discount on valuation metrics, while Shopify commands a premium tied to its 30% revenue growth and superior profitability.
$100 Invested In Shopify 10 Years Ago Would Be Worth This Much Today
Shopify (NASDAQ:SHOP) has outperformed the market over the past 10 years by 28.82% on an annualized basis producing an average annual return of 42.31%. Currently, Shopify has a market capitalization of $191.52 billion.
13:00-15:00Sep 302 Stories
Shopify's money transmitter licences could lift 2028 operating income, Jefferies says
Shopify Inc (TSX:SH., NYSE:SHOP)'s pursuit of nationwide money transmitter licensure could add roughly 2% to gross profit and 5% to operating income in 2028, according to an analysis from Jefferies. In a research note, the firm called the licences a “logical next step” in the evolution of...
Shopify vs. DoorDash: Which E-Commerce Stock Has an Edge Now?
SHOP's diversified merchant ecosystem, enterprise adoption, AI-driven commerce, and stronger earnings growth outlook give it an edge over DASH.
09:00Sep 301 Story
15:00-17:00Sep 292 Stories
Why the Market Dipped But Shopify (SHOP) Gained Today
Shopify (SHOP) closed at $148.26 in the latest trading session, marking a +2.95% move from the prior day.
Uber's Total Revenue Trounces Shopify's, but Shopify Is Delivering Blistering Growth. Here's the Next Catalyst to Watch.
Shopify's revenue growth rate outpaces Uber's, yet their absolute scale gap has held steady over eight quarters.
11:00-20:00Sep 282 Stories
Is Shopify (SHOP)’s AI Opportunity Bigger Than it Looks?
On September 23, Mizuho reiterated an Outperform rating and $180 price target on Shopify Inc. (NASDAQ:SHOP), viewing a recent stock pullback as a compelling buying opportunity. The weakness occurred after reports surfaced that Meta Platforms is planning a Meta Pay wallet for its new Muse AI assistant, causing investors to fear potential disintermediation. However, Mizuho […]
Market America completes sale of SHOP.COM domain name, ushering in a new era for the global entrepreneurship company
Market America Worldwide today announced the completion of the sale of the SHOP.COM domain name to Shopify, marking a significant milestone in the company's digital evolution and the beginning of a new chapter for the 34-year-old global business.
10:00Sep 281 Story
00:00Sep 271 Story
13:00-23:00Sep 262 Stories
Shopify (SHOP) Is Up 10.7% After New Meta AI Pact And Tailwind Labs Deal - Has The Bull Case Changed?
In recent days, Shopify has accelerated its push into AI-powered commerce, signing an AI sales partnership with Meta’s Muse agent, completing the acquisition of Tailwind Labs (creator of Tailwind CSS), and highlighting strong growth in AI-driven traffic and orders alongside profitability. This cluster of AI initiatives and developer tools enhances Shopify’s ambition to be the interface layer for global, high-margin, software-based commerce infrastructure, even as investors weigh higher...
Shopify Just Signed an AI Deal With Meta, but I Wouldn’t Rush to Buy SHOP Stock
SHOP's competitors are also using AI to a large extent.
00:00-10:00Sep 262 Stories
MercadoLibre vs. Shopify: Which Stock Is a Better Buy in 2026?
Shopify is delivering growth and profitability simultaneously. MercadoLibre is trading profit for market share across Latin America.
Coupang vs. Shopify: Which Stock Is a Better Buy in 2026?
Coupang offers better value, but Shopify is seeing accelerating growth from AI-driven traffic.
08:00-17:00Sep 252 Stories
Shopify’s Tailwind Acquisition Feeds the Agentic Commerce Story, But the Market Is Already Nervous About the Bill
Shopify Inc. (NASDAQ:SHOP) is bringing Tailwind Labs into its platform through an acquisition of the widely used open-source design tool. The deal adds another piece to the company’s vision of becoming the interface layer for “agentic commerce.” The transaction appears small and strategically logical at first glance. However, it comes as Shopify shares have been […]
Shopify Inc. (SHOP) Is a Trending Stock: Facts to Know Before Betting on It
Zacks.com users have recently been watching Shopify (SHOP) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
16:00Sep 241 Story
14:00-16:00Sep 222 Stories
PayPal Announces Meta Muse Partnership. It’s a Lifeline for the Stock.
PayPal customers can now use Meta’s Muse artificial-intelligence consumer agent to shop and check out, PayPal said Tuesday. Shares of PayPal rose 0.5% to $52.90 after the announcement. Meta Platforms stock fell 0.4% to $738.53.
Shopify Just Gave Meta's AI Agent a Major Boost
Amazon has blocked Muse and other third-party AI shopping agents from its platform.
13:00Sep 222 Stories
Why Shopify Stock Rocketed Higher Today
The e-commerce tools provider is leaning into AI agent shopping.
Shopify (SHOP) Brings Shop Pay Checkout To AI Shopping Agents
Shopify (NasdaqGS:SHOP) is partnering with Meta to plug Shop Pay into Meta's AI assistant, Muse, for in-chat shopping. The integration allows Meta users to browse products, receive AI-driven suggestions and complete purchases using Shop Pay inside Muse. Merchants on Shopify gain another distribution channel as Muse connects AI driven product discovery directly to Shop Pay checkout. The Muse and Shop Pay tie up is important, but investors need to weigh it against Shopify's broader risks and...
09:00-11:00Sep 222 Stories
Fast Simon Streamlines Cross-Border Merchandising Within Shopify Markets
Brands now have the ability to merchandise and analyze stores across global markets from a single applicationWith Merchandising for Shopify Markets, global brands can simultaneously merchandise for opposite seasons, such as summer in Australia and winter in the U.S., and account for individualized country regulations, from one point of control.Per-market performance analysis within the Merchandising dashboard empowers brands with the “why” behind trends to confidently take action that drives sal
Meta, Shopify, AutoZone lead stocks on the move for Sept. 22
"The 8:30" hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss stocks to watch on for Sept. 22, including Meta (META), Shopify (SHOP), and AutoZone (AZO).