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Stock impact report

Jefferies Raises PT on Shopify (SHOP) Following OpenAI Decision [Yahoo! Finance]

Shopify Inc. - Class A Subordinate Voting Shares (SHOP) 
Last shopify inc. - class a subordinate voting shares earnings: 2/12 07:00 am Check Earnings Report
US:NYSE Investor Relations: investors.shopify.com/home/default.aspx
Company Research Source: Yahoo! Finance
On March 9, 2026, Shopify Inc. (NASDAQ:SHOP) received analyst confidence following OpenAI's decision not to proceed with its plans to enable users to complete purchases directly inside ChatGPT. Analysts at Jefferies revisited the stock following the decision, viewing the ChatGPT-maker's decision as a reflection of Shopify Inc.'s (NASDAQ:SHOP) competitive position within the agentic commerce ecosystem and expressing confidence in the company's e-commerce infrastructure. With the company's robust platform and continued investment in AI, the firm believes Shopify Inc. (NASDAQ:SHOP) is well-positioned within the agentic commerce setting and could become the go-to agent-enablement toolkit for merchants. Raising the firm's price target on Shopify Inc. (NASDAQ:SHOP) from $125 to $150, analysts at Jefferies reiterated a “Hold” rating. Meanwhile, the company's strong recent accelerating growth drew attention from analysts at Truist amid softness in the software industry. The firm rema Show less Read more
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