SHOP Shopify Inc. Loading... : Bullish and Bearish Analyst Opinions
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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
23:46
Apr 20
Apr 20
The author's algorithm took a long position in SHOP. The algo's signal system identified a potential upward move, triggering an entry. The trade is actionable only if one trusts the author's unspecified algorithm. The rationale is entirely opaque. The complete lack of provided reasoning means the trade could be based on noise. Market movement invalidates the signal.
LOW
18:27
Apr 14
Apr 14
Short $SHOP — got short software names ~1.0-1.5% higher than current price. Software weakness expected with VIX perking up.
HIGH
23:58
Apr 13
Apr 13
Shopify poised for a seasonal rally.
Shopify is not a victim of AI displacement because its tools are for small/medium businesses that lack engineering talent to build replacements. Fundamentals are strong with 30%+ revenue growth, and technical analysis from Larry Williams indicates a seasonal rally pattern from April into August, with the stock currently in an undervalued zone and showing institutional accumulation.
HIGH
20:04
Apr 13
Apr 13
Added to $SHOP short into the close as market hit huge volume resistance.
HIGH
14:01
Apr 10
Apr 10
Alex stated, "I don't think anyone in e-commerce is going to be ripping out Shopify to save a few dollars," identifying it as a mission-critical system a business runs on. AI disruption primarily threatens non-essential software. Mission-critical applications that touch core operations, money, or regulation have high reliability requirements and switching costs, making them resilient to replacement. LONG because its position as essential infrastructure makes it defensible against AI-driven cost-cutting or displacement in the near to medium term. A fundamental AI breakthrough that allows for easy, reliable, and secure replication of its core e-commerce platform functionality could erode this moat.
20:00
Mar 27
Mar 27
Short hedge $SHOP — currently in short book providing immense relative strength offset.
HIGH
14:24
Mar 25
Mar 25
Short position at $121 average; ADDED to short today in portfolio update.
HIGH
About SHOP Analyst Coverage
Buzzberg tracks SHOP (Shopify Inc.) across 18 sources. 11 bullish vs 14 bearish calls from 20 analysts. Sentiment: mixed to bearish. 43 total trade ideas tracked.