Shopify's Bear Case Is Fading As AI Commerce Accelerates (Rating Upgrade) [Seeking Alpha]
Shopify Inc. - Class A Subordinate Voting Shares (SHOP)
Last shopify inc. - class a subordinate voting shares earnings: 2/12 07:00 am
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US:NYSE Investor Relations:
investors.shopify.com/home/default.aspx
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Source: Seeking Alpha
SHOP's merchant solutions now account for 75% of revenue, with AI integration driving both internal efficiencies and merchant sales growth. Partnerships like Google Gemini help SHOP mitigate AI-related pricing pressures, though long-term power dynamics with AI platforms remain uncertain. Despite posting a 25% pullback and a forward P/E 82x, I view Shopify's bull case as strengthening as agentic commerce takes off. With the $130 support level coming into direct view, it's time for me to upgrade SHOP to a Buy. Looking for a helping hand in the market? Members of Ultimate Growth Investing get exclusive ideas and guidance to navigate any climate. Learn More » JHVEPhoto/iStock Editorial via Getty Images Can Shopify Continue to Be a Disruptor in the Agentic Commerce Era Shopify Inc. ( SHOP ). Two decades of Shopify building have transformed the company into one of the most respected and vaunted platforms More on my IG service A Growth Investing Service To Help You Outperf
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High impacting Shopify Inc. - Class A Subordinate Voting Shares news events
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SHOP
News
- Shopify (NASDAQ:SHOP) (TSE:SHOP) had its "hold" rating reaffirmed by analysts at Jefferies Financial Group Inc..MarketBeat
- Shopify (NASDAQ:SHOP) (TSE:SHOP) was given a new $175.00 price target on by analysts at Arete Research.MarketBeat
- Upgrading Shopify On Agentic Commerce Inflection Point (Earnings Preview) [Seeking Alpha]Seeking Alpha
- Shopify (NASDAQ:SHOP) (TSE:SHOP) was upgraded by analysts at Arete Research from a "neutral" rating to a "buy" rating.MarketBeat
- 'Companies Cocoon Them,' Shopify Co-Founder Tobi Lütke Says—Why Ex-Entrepreneurs Get Pushed To The 'Outskirts' Instead Of Promoted [Yahoo! Finance]Yahoo! Finance
SHOP
Earnings
- 11/4/25 - Miss
SHOP
Sec Filings
- 2/5/26 - Form 144
- 1/5/26 - Form 144
- 12/19/25 - Form 144
- SHOP's page on the SEC website