SHOP Shopify Inc. Loading... : Bullish and Bearish Analyst Opinions
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19:22
Sep 01
Sep 01
Shopify tiny model beats GPT, 36x throughput
Details Shopify fine-tuning Alibaba’s Qwen3.5 0.8B model for buyer profiles, scoring 84.6 vs GPT 5.6 Sol at 83.0 with 36x throughput; no directional view.
LOW
20:30
Aug 27
Aug 27
In its first quarter, the TikTok Shop initiative has generated over 100 million impressions, and the success has led to interest from brands, signaling that social commerce is more than just a test for Ulta and providing a new growth vector. — The rapid traction indicates TikTok Live shopping is becoming a viable new sales channel, which could fuel incremental sales and brand engagement, and it signals Ulta's willingness to innovate.
MED
14:46
Aug 20
Aug 20
Author provides a comprehensive bullish framework of the AI trade across enablers.
Author provides a comprehensive bullish framework of the AI trade across enablers, beneficiaries, distributors, and bottlenecks, but frames all tickers as thematic research categories rather than explicit current positions, so they are indexed as watch.
12:30
Aug 19
Aug 19
Estee Lauder is migrating its direct-to-consumer e-commerce platform to Shopify, representing a significant new enterprise client for Shopify and a major shift in the beauty company's tech stack.
HIGH
22:03
Aug 17
Aug 17
Shopify best positioned for agentic commerce
Shopify is one of the best-positioned software companies for AI and agentic commerce because it has invested aggressively, gained market share from Salesforce/Adobe/Oracle, has a catalog and payment system, and its pace of innovation far exceeds peers.
HIGH
17:04
Aug 17
Aug 17
Shopify shows strong performance with blowout earnings.
Added to Shopify, which has had blowout earnings over the last couple of quarters and finally rallied after its most recent good earnings report.
MED
12:10
Aug 17
Aug 17
US pre-market movers show mixed index futures with notable single-stock moves including Alibaba.
US pre-market movers show mixed index futures with notable single-stock moves including Alibaba selling its gaming unit for AI funding, Genco rejecting DSX's acquisition offer, Nvidia nearing a data center deal with OpenAI, UNH facing an IRS investigation, and RTX winning a Navy contract.
12:09
Aug 17
Aug 17
Pre-market movers include Alibaba selling its gaming unit for at least 1.5 billion dollars.
Pre-market movers include Alibaba selling its gaming unit for at least 1.5 billion dollars to fund AI, Genco rejecting DSX's acquisition offer, Nvidia nearing a data center financing deal with OpenAI, UNH under IRS investigation, and RTX winning a 22.9 billion dollar Navy contract.
11:26
Aug 17
Aug 17
HSBC upgrades YPF to Buy with a raised price target.
HSBC upgrades YPF to Buy with a raised price target, while multiple banks issue upgrades and downgrades across a broad range of stocks including Apple, Okta, and Shopify.
11:27
Aug 15
Aug 15
The author compiles a thread of user-recommended non-AI tickers as a research watchlist.
The author compiles a thread of user-recommended non-AI tickers as a research watchlist, explicitly noting he cannot guarantee they are all non-AI, so these are indexed as watch rather than trade ideas.
LOW
16:54
Aug 14
Aug 14
Thrive Capital's Q2 filing shows new positions in SpaceX and Amazon while exiting Carvana.
Thrive Capital's Q2 filing shows new positions in SpaceX and Amazon while exiting Carvana and StubHub, with major holdings in SpaceX, Amazon, Oscar Health, Shopify, and Figma.
16:05
Aug 12
Aug 12
Author still long SHOP from lows
Author discloses an ongoing long position in SHOP entered near recent lows, within a broader software sector exposure they remain committed to.
MED
04:36
Aug 11
Aug 11
Author shares detailed earnings reviews and portfolio access for HIMS, APP, SHOP.
Author shares detailed earnings reviews and portfolio access for HIMS, APP, SHOP, and SE but expresses no explicit directional position or trade call.
LOW
18:50
Aug 10
Aug 10
AI sustainably accelerates Shopify's growth engine.
Believes the company is successfully utilizing AI to sustainably accelerate its growth engine, acting as a powerful amplifier for the business.
MED
04:34
Aug 06
Aug 06
Shopify earnings beat, no position held
Reports Shopify Q2 beat—revenue $3.58B vs $3.44B est., GMV $115B, and Q3 guidance above consensus; author explicitly holds no position.
LOW
03:23
Aug 06
Aug 06
Shopify is successfully monetizing AI applications.
Shopify's stock surged after the company reported that AI-driven traffic continues to increase. This is a clear example of a software company successfully leveraging and monetizing AI, and the market is rewarding these companies with a premium. It validates the thesis that capital is rotating towards AI application and software layers.
MED
02:25
Aug 06
Aug 06
SHOP gaps up on higher guidance
SHOP guided higher and gapped up, cited as evidence of a rotation from semis into non-semis names; no personal directional commitment from author.
LOW
23:52
Aug 05
Aug 05
AI tailwind powers Shopify new highs.
Shopify crushed earnings and gave strong guidance, proving AI is a tailwind—boosting business formation, enabling Sidekick AI assistant for merchants, and tripling AI-driven orders; the company is the commerce infrastructure of the future, benefiting both large and small brands.
HIGH
17:54
Aug 05
Aug 05
Shopify's strong Q2 revenue growth and guidance are balanced against valuation concerns.
Shopify's strong Q2 revenue growth and guidance are balanced against valuation concerns, resulting in a neutral Hold rating from Seeking Alpha's Quant system.
16:59
Aug 05
Aug 05
Notes strong earnings guidance for SHOP
Notes strong earnings guidance driving pre-market gains and proving consumer resilience.
MED
15:23
Aug 05
Aug 05
The author is promoting a research report covering multiple tickers without stating any.
The author is promoting a research report covering multiple tickers without stating any personal positions or directional calls, so all are indexed as watch.
LOW
14:10
Aug 05
Aug 05
Shopify shares surged as much as 33.8% in premarket trading after its third-quarter revenue.
Shopify shares surged as much as 33.8% in premarket trading after its third-quarter revenue outlook exceeded analyst expectations.
12:37
Aug 05
Aug 05
Pre-market movers show mixed reactions to earnings.
Pre-market movers show mixed reactions to earnings, with Shopify surging over 21% on strong growth while AMD and SPCX fall on higher-than-expected AI capital spending.
11:58
Aug 05
Aug 05
Premarket movers report shows Nvidia leading Mag 7 higher on SpaceX AI partnership while Tesla.
Premarket movers report shows Nvidia leading Mag 7 higher on SpaceX AI partnership while Tesla lags, with mixed earnings-driven moves across AMD, Arista, Booking, CVS, Digital Turbine, Elanco, Everus, Flutter, Kratos, Match, NYT, Pinterest, Shopify, and SpaceX.
11:51
Aug 05
Aug 05
Buy SHOP on AI growth and leverage.
Buy SHOP as an AI app-layer winner; growth is accelerating at scale, with operating and cash-flow leverage supporting continued upside.
MED
11:22
Aug 05
Aug 05
SHOP had a strong quarter, no view
SHOP reported a strong quarter according to the posted snapshot; speaker expresses no explicit trade direction.
LOW
11:12
Aug 05
Aug 05
Shopify reports strong second quarter earnings with revenue of 3.58 billion dollars and GMV.
Shopify reports strong second quarter earnings with revenue of 3.58 billion dollars and GMV of 115 billion, with executives highlighting broad-based growth and 18 percent free cash flow margins.
11:12
Aug 05
Aug 05
Shopify shares surge 34 percent after second quarter revenue exceeds analyst estimates.
11:11
Aug 05
Aug 05
Shopify shares surge 34 percent after the company reports second quarter revenue that beats.
Shopify shares surge 34 percent after the company reports second quarter revenue that beats analyst estimates.
11:05
Aug 05
Aug 05
Shopify beats Q2 revenue and gross merchandise volume estimates and guides Q3 revenue growth.
Shopify beats Q2 revenue and gross merchandise volume estimates and guides Q3 revenue growth to a low-thirties percentage rate.
About SHOP Analyst Coverage
Buzzberg tracks SHOP (Shopify Inc.) across 36 sources. 27 bullish vs 14 bearish calls from 51 analysts. Sentiment: predominantly bullish (12%). 111 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: the_ai_investor, Kecia Steelman, __con_.