SHOP Shopify Inc. Loading... : Bullish and Bearish Analyst Opinions
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03:16
Jul 14
Jul 14
Shopify will benefit from Agent AI.
Based on a positive analyst report from Jefferies, Shopify is well-positioned to capitalize on the growth of 'Agent AI' in e-commerce. The company can provide the essential infrastructure layer for this new paradigm, creating a significant growth opportunity.
LOW
21:31
Jul 13
Jul 13
Jefferies upgraded Shopify to buy with a $140 target citing agentic commerce and AI monetization, but Seeking Alpha's quant model holds at neutral HOLD.
14:15
Jul 13
Jul 13
Long SHOP as a software laggard with negative correlation to AI trade; author holds current position expecting sector to find a low and outperform when AI names rotate down.
MED
12:25
Jul 13
Jul 13
SK Hynix ADRs drop 8% on overstretched AI concerns, Agenus surges 46% on private placement, American Express rises after JPMorgan upgrade, Shopify gains on Jefferies upgrade, TriCo Bancshares rises on acquisition deal while First Hawaiian slips.
12:24
Jul 13
Jul 13
Mag 7 stocks are mixed in premarket trading while Agenus surges on a private placement, American Express rises on a JPMorgan upgrade, Shopify gains on a Jefferies upgrade, SK Hynix drops on AI-fueled concerns, and TriCo Bancshares jumps on acquisition news.
12:16
Jul 13
Jul 13
US pre-market movers show mixed performance with Microsoft and Apple up while Tesla and Nvidia decline, alongside notable moves in SK Hynix, MGM, and Shopify.
14:06
Jul 10
Jul 10
The author dismisses the ARKK portfolio as an avoid list without taking a directional position on any individual ticker.
12:33
Jul 10
Jul 10
US pre-market movers show Meta up 3.6% on AI model news, Delta down despite earnings beat, and several stocks moving on corporate actions and analyst upgrades.
23:13
Jul 09
Jul 09
Buy SHOP following Stifel's upgrade citing market share gains and agentic commerce traction, with revenue growth expected to beat consensus this year and through 2027-2028.
MED
22:12
Jul 07
Jul 07
Shopify key AI commerce beneficiary
Shopify is seen as a key beneficiary of the transition to AI-based agent commerce, leading Bank of America to initiate coverage with a positive view.
MED
14:00
Jul 01
Jul 01
Reports Goldman Sachs reducing position in $SHOP as part of dumping China exposure.
MED
13:39
Jun 17
Jun 17
An Amazon employee discusses Google's durable agentic advantage in commerce due to existing user data and seamless integration, while noting Stripe's superior positioning over Shopify for the agentic payment layer.
16:57
May 31
May 31
The author expresses a long-term bullish thesis on software companies benefiting from AI but does not state an explicit position or forward call, so all tickers are watch.
20:50
May 29
May 29
Author explicitly states they have a very big position in F since following option flow, covering losses from photonics names, and calls F way better than FLNC for the battery play.
LOW
19:00
May 29
May 29
Long Shopify; entrenched commerce infrastructure with high switching costs, and AI integration into its merchant solutions should drive margin expansion and revenue growth.
MED
01:28
May 27
May 27
Bullish on Reddit and Shopify.
Reddit and Shopify are both massive compounders with accelerating growth, down 40% year-to-date due to not being semiconductors. Valuation concerns for Reddit are resolved, and the street underestimates Shopify's role in Agentic Commerce. Both are founder-run, and dips are welcome. Thread Guy sold puts on both, indicating a bullish outlook.
HIGH
19:16
May 26
May 26
Speaker tentatively flags SHOP as potentially undervalued in the context of AI beneficiary companies, no specific catalyst or data point provided.
LOW
15:48
May 19
May 19
Jim Cramer calls a Shopify merchant's positive experience a "good story," but offers no forward-looking view on the stock.
HIGH
23:56
May 12
May 12
Shopify is a buying opportunity now.
Shopify has strong underlying business with 35% GMV growth, 34% revenue growth, and 88% operating income growth. AI displacement fears are overblown; the stock at below $100 is a steal and likely to rebound.
HIGH
18:39
May 07
May 07
Strong beat & raise from Shopify; speaker bullishly catalogs 6 software names with 'upbeat forward-looking backlog & retention'.
MED
11:41
May 07
May 07
Reports SHOP flagged rising LLM/inference costs as margin headwind in earnings commentary.
HIGH
00:18
May 07
May 07
Shopify's pullback offers a great entry.
Shopify reported 34% revenue growth and remains the go-to e-commerce platform for small businesses and Gen Z entrepreneurs. The stock has fallen from $182 to $105, de-risking the story. The business is still excellent, and this pullback is a buying opportunity for a durable winner.
HIGH
13:54
May 06
May 06
JPMorgan warns that AI token costs are "eating internet profits alive," signaling potential margin pressure on companies like Shopify, Spotify, Meta, and Pinterest.
HIGH
16:25
May 05
May 05
Shopify is an AI-powered growth leader
Shopify is at the epicenter of the AI era with built infrastructure powering AI-driven shopping inside ChatGPT, Copilot, and Google, and orders from AI searches up 13x YoY. Combined with strong Q1 results (30%+ revenue/GMV growth for four straight quarters, 15% FCF margin) and AI tools like Sidekick, the company's growth and AI leadership are being underestimated by the market.
HIGH
18:37
Apr 30
Apr 30
Short $SHOP (small) — disclosed as a portfolio short alongside $OKTA, used as a beta hedge against the long book.
HIGH
14:12
Apr 30
Apr 30
Short $SHOP at $121 — opened today as a beta hedge against the long book.
HIGH
13:16
Apr 30
Apr 30
The tweet highlights successful SaaS founders and their companies' common traits without expressing a forward-looking directional view or trade idea.
LOW
19:27
Apr 29
Apr 29
Reports Shopify surpassing Salesforce in market cap milestone, no directional stance from speaker.
LOW
19:27
Apr 29
Apr 29
Jared Sleeper notes Shopify surpassed Salesforce as the largest cloud-native SaaS company by market cap, reflecting on its growth journey without expressing a forward-looking view.
LOW
About SHOP Analyst Coverage
Buzzberg tracks SHOP (Shopify Inc.) across 26 sources. 16 bullish vs 14 bearish calls from 28 analysts. Sentiment: predominantly bullish (4%). 56 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Park Myung-seok, SeekingAlpha, asklivermore.