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Track Shopify in real time with a live news feed covering Shopify stock news, official press releases, company announcements, and an archive of historical Shopify news. ...more
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10:01 AM | Monday | Oct 19, 2026
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Recently, Zacks.com users have been paying close attention to Shopify (SHOP). This makes it worthwhile to examine what the stock has in store.
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Recently, Zacks.com users have been paying close attention to Shopify (SHOP). This makes it worthwhile to examine what the stock has in store.
Read full article
Shopify is rated 'Hold' as strong execution and AI-driven growth are offset by a premium valuation. Q2 2026 saw GMV up 32% and revenue up 34%, with robust international and B2B expansion, but gross margin declined to 47.7%. AI is proving a tailwind, driving higher traffic and orders, especially from niche merchants, and partnerships like Meta Muse are expanding agentic commerce.
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As earnings season kicks off, select tech companies have the opportunity to deliver big positive surprises for investors.
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National Health Investors trades at a discount after a perceived unfavorable lease resolution and SHOP segment underperformance, creating an attractive entry point. NHI's $560M sale of skilled nursing assets to NHC is being redeployed into higher growth, newer SHOP properties. Market concerns about SHOP underperformance are overstated; recent acquisitions differ materially from legacy assets and are poised for stronger growth.
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Shopify's revenue in the last 12 months was around $13.3 billion, near Amazon's $14.8 billion in 2007. Shopify's revenue is just around 3% of the value of the orders placed through its platform.
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Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
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Amazon and JPMorgan are blocking AI agents that can already pay with crypto, but a small Boston company thinks a protocol built on a forgotten HTTP error code can change their minds.
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In Q3 2026, the Portfolio returned 4.46% (net of fees) compared to 0.92% for the Index. Top relative contributors to the Portfolio's performance included ServiceNow, Shopify and Microsoft. By contrast, the largest relative detractors in the quarter were Nvidia, Apple (not owned) and Lam Research.
@Theotrade's Don Kaufman calls the September CPI a fuse to a "powder keg market" as breadth shows lasting weakness. He offers a trio of bearish example options trades in Kohl's (KSS), Shopify (SHOP), and Microsoft (MSFT) on expectations of pullbacks occurring in all three stocks.
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Digital wallets now account for 56% of global online shopping spend, while AI and instant payments are opening new doors. Four stocks stand out: MA, SHOP, PYPL and MQ.
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