Shopify News
23 articles
Should You Buy Shopify Stock Ahead of Q3 Earnings Report?
Shopify, The Trade Desk, Wix, ZoomInfo, and Upstart Stocks Trade Up, What You Need To Know
The Zacks Analyst Blog Highlights Shopify, Amazon, Wix.com and Commerce.com
Shopify is experiencing a growth-positive impact due to its premium valuation and expanding merchant base. The companys shares are trading at a significant premium compared to its peers, with a forward 12-month price/sales ratio of 15.14X. Shopifys shares have appreciated 43.8% year-to-date, outperforming the broader sector and industry. This success is attributed to new merchant-friendly tools and solutions, such as Shop Minis and Shop Pay, which have increased merchant solutions revenues by 36.6% year-over-year. Shopifys international expansion, particularly in Europe, and the availability of Shopify Capital in Germany and the Netherlands, are also driving growth. The company is leveraging AI technology to enhance consumer shopping experiences.
CustomersExpand
Shop Pay One-Click Checkout Now Available on Global-e Platform
Global-e, a platform for global direct-to-consumer e-commerce, has announced a new partnership with Shopify, enabling Global-e merchants to offer Shop Pays one-click checkout option. This collaboration aims to enhance the checkout experience for international shoppers, driving conversion and customer loyalty. The partnership builds on a multi-year strategic agreement between Global-e and Shopify, signed in May 2025, which grants Global-e exclusive access to certain Shopify features to simplify international selling and logistics. The announcement is seen as a positive development for Global-e, as it enhances its suite of tools for optimizing international operations.
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Shopify's 15.14X P/S Suggests Premium Valuation: Buy the Stock?
Shopify is experiencing significant growth, driven by an expanding merchant base and innovative tools like Shop Minis and Shop Pay solutions. The companys shares have appreciated 43.8% YTD, outperforming the broader sector and peers. Shopifys international expansion, particularly in Europe, and the availability of Shopify Capital in Germany and the Netherlands, are key growth catalysts. The company is leveraging AI to enhance customer engagement and streamline operations, with AI-driven tools like AI store builder and Universal Cart. Shopifys rich partner ecosystem, including Microsoft, TikTok, and PayPal, is also contributing to its growth. The integration of Shopifys Checkout Kit into Microsofts AI platform and the partnership with Coinbase for on-chain payments are notable developments.
CustomersPartnersExpand
Five9, Shopify, Sprout Social, Veeva Systems, and Wix Stocks Trade Down, What You Need To Know
The article discusses the impact of President Donald Trumps threat to impose massive tariffs on Chinese products, which reignited fears of a trade war. This announcement led to a decline in major stock indices, including the Nasdaq Composite, S&P 500, and Dow Jones Industrial Average. Several companies, including Five9, Shopify, Sprout Social, Veeva Systems, and Wix, experienced significant stock price drops. The article highlights the volatility of Five9s shares, noting that the market views the news as significant but not fundamentally altering the business perception. Additionally, Oracles shares fell due to concerns about its cloud business margins, compounded by the ongoing U.S. government shutdown.
Global-E Online Ltd. (GLBE): A Bull Case Theory
Global-E Online Ltd. (GLBE) is positioned as a key player in cross-border e-commerce, leveraging its strategic partnership with Shopify to enhance its infrastructure capabilities. The company has demonstrated strong financial performance, with significant revenue and GMV growth in 2024, and is targeting further growth in 2025. The partnership with Shopify, which holds a 9.7% voting power, is a critical component of its strategy, providing a competitive edge in the market. The company is expanding into APAC and LATAM, with a focus on maintaining high growth rates and improving margins. The bullish outlook suggests potential for significant stock appreciation if Global-E becomes the standard for cross-border e-commerce.
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Companies are loudly calling themselves ‘AI-first.’ Are they helping or hurting their own brands?
Amazon, Netflix, These Other Stocks Bear Watching As They Approach Buy Points
The article discusses Amazon and Netflix as key stocks to watch as they approach buy points or early entries, indicating potential growth opportunities for investors. The focus is on the stock market performance of these companies, suggesting that they are in a favorable position for investment. The article highlights the importance of monitoring these stocks closely as they present actionable opportunities for investors looking to capitalize on market movements.
Stock Market Week Ahead: OPEC, iPhone17 Launch And Communacopia
The article discusses several key events impacting the stock market in the upcoming week, including an OPEC vote, inflation data, and Apples launch of the new iPhone 17. Additionally, a Goldman Sachs tech conference and various earnings reports are highlighted. The launch of Apples iPhone 17 is expected to have a positive impact on the company, contributing to growth. The article also mentions other companies like Synopsys, Shopify, and Amazon in the context of the broader market outlook.
SHOP's Subscriptions Solutions Gain Momentum: A Sign of More Upside?
Shopify is experiencing growth in its Subscription solutions segment, with revenues reaching $656 million in Q2 2025, accounting for 24.5% of total revenues. This growth is driven by higher-priced plans and increased platform fees. Shopifys strategy of extending its paid trial period to three months is attracting more merchants, including enterprise clients like Canada Goose and Starbucks. Monthly Recurring Revenue (MRR) increased by 9.5% year-over-year to $185 million, with Shopify Plus contributing significantly. Despite facing competition from Commerce.com and Wix.com, Shopifys ability to cater to diverse markets and business sizes is enhancing its business model.
Customers
Starbucks upgraded, Shopify downgraded: Wall Street's top analyst calls
The article discusses various research calls on Wall Street, highlighting upgrades and downgrades of several companies. Union Pacific (UNP) was downgraded by Argus to Hold from Buy due to its recent merger announcement with Norfolk Southern (NSC), which is expected to negatively impact profitability if approved. The article also mentions upgrades for companies like Starbucks, Five Below, Chipotle, Palo Alto Networks, and Monday.com, citing reasons such as turnaround strategies, improved risk/reward, and valuation. Downgrades include Shopify, Cogent, Lantheus, and Installed Building Products, with reasons ranging from recent rallies to slower progress and valuation concerns.
Acquired-by
Stocks to watch next week: BP, Diageo, Disney, Uber and WPP
BP is set to release its second-quarter results amid declining oil and gas prices, with analysts expecting earnings of $1.35 per share and $60 billion in revenue. The company is under pressure due to weak cash flow, rising net debt, and challenges in its transition to cleaner energy sources. Activist investor Elliott has raised concerns over BPs performance, particularly its lagging shareholder returns. Analysts predict a pre-tax profit of $4.6 billion, up from $4.2 billion in Q1, but still below past levels. BPs cash flow and net debt, forecasted to be $24.9 billion by Q1 2025, remain key issues.
Rivian downgraded, PayPal upgraded: Wall Street's top analyst calls
Barclays upgraded SolarEdge (SEDG) to Equal Weight from Underweight with a price target of $29, up from $12. The firm believes the One Big Beautiful Bill creates an uneven playing field for loans and cash in solar versus leases, and now expects SolarEdge to see 20% sales growth. This upgrade is part of a broader set of research calls that include both upgrades and downgrades for various companies, reflecting market analysts expectations and strategic insights. The article highlights the potential for SolarEdge to experience significant sales growth, driven by favorable market conditions.
Dow Jones Futures Tumble, Pare Losses As Israel Hits Iran's Nuclear Sites; Oil Spikes
The article discusses the impact of Israeli airstrikes on Irans nuclear sites, which led to a tumble in Dow Jones futures. However, the futures managed to pare some of the losses. The geopolitical tensions have caused a spike in crude oil prices. President Trump has urged Iran to make a deal amidst the rising tensions. The situation has created a growth-negative impact on Dow Jones due to the uncertainty and potential economic repercussions of the conflict.
Wix (WIX) Reports Earnings Tomorrow: What To Expect
Wix.com, a website design and e-commerce platform provider, is set to announce its earnings results. The company reported a 14% year-on-year revenue increase last quarter, meeting analysts expectations. For the upcoming quarter, analysts expect a 12.4% revenue growth, with adjusted earnings projected at $1.66 per share. Wix has a strong track record, having only missed Wall Streets revenue estimates once in the past two years. The e-commerce software segment shows positive investor sentiment, with Wixs share price up 24.8% over the last month. Analysts have set an average price target of $231.48 for Wix, indicating growth potential.
Q1 2025 Global-E Online Ltd Earnings Call
Global-E Online Ltd held its first quarter 2025 earnings call, where key executives, including CEO Amir Schlachet, discussed the companys business and financial results. The call highlighted the companys outlook for the second quarter and the full year 2025. The discussion included forward-looking statements, which are subject to risks and uncertainties. The company emphasized the use of non-GAAP financial measures to provide a clearer understanding of its performance. The call was attended by several analysts from major financial institutions, indicating strong interest in the companys performance.
Global E Online Ltd (GLBE) Q1 2025 Earnings Call Highlights: Strong Growth Amid Strategic ...
Global E Online Ltd reported strong financial results for Q1 2025, with significant year-over-year growth in GMV and revenue. The company signed a new strategic partnership with Shopify, maintaining its position as the exclusive provider of merchant of record services for Shopifys branded solution. Despite a net loss due to Shopify warrant amortization expenses, Global E is expected to achieve GAAP profitability in Q2 2025. The company launched a new 3B2C offering and expanded its merchant base with notable brands like Adidas Hong Kong and Bally Shoes. However, it faces challenges from US import tariffs and increased competition as Shopify transitions Global E from an exclusive to a preferred provider status.
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Tech CEOs: Show why AI can’t do the job or we won’t hire more people
The article discusses memos from Shopify CEO Tobi Lutke and Fiverr CEO Micha Kaufman, emphasizing the integration of AI tools in their companies. Lutkes memo highlights the expectation for employees to utilize AI before requesting additional resources, marking a shift in people management and performance evaluations. Kaufmans memo warns of the career changes AI may bring, urging employees to enhance efficiency with AI tools. Both memos reflect broader industry trends, including the high cost of AI talent, uncertainty in the talent market, and the impact of AI on job cuts. Reports indicate a need for reskilling, though few organizations prioritize AI training. The article suggests a growth-negative impact due to the challenges in adapting to AI and the associated layoffs.
Layoffs
Shopify acquires Threads (no, not that one) | TechCrunch
Shopify has acquired Threads.com, a Sequoia-backed Slack alternative. The terms of the deal were not disclosed, but the Threads.com team will join Shopify. Threads.com had the opportunity to sell its domain name after the launch of Meta’s social network with the same name last year. The startup launched its product from stealth in 2019 with $10.5 million in funding. It was thrown into the limelight after Meta launched Threads, its Twitter-like social network. Threads.com’s team said that while Meta’s social network was on the rise, a few companies approached the startup to acquire it. Eventually, it chose Shopify for the opportunity “to tinker at scale.”
Acquisition
The Top Stock Funds Over the Past Year Had One Thing in Common: Nvidia
Shopify launches eCommerce payments tool with help from Israeli fintech Melio - AltFi
Melio Payments has partnered with Shopify to launch Shopify Bill Pay, a tool that allows merchants to pay customers and manage expenses within Shopifys eCommerce platform. This partnership marks the first time Melio will embed its software with a commerce platform. The new product aims to help merchants manage their cash flow and inventories more effectively. Melio Payments has previously partnered with Xerox and has been backed by investors such as American Express Ventures, General Catalyst, and Thrive Capital. The offering, Shopify Bill Pay, is free and includes Quickbooks syncing.
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Shopify invests in Israeli e-commerce marketing firm Yotpo
Shopify has invested an undisclosed amount in Yotpo, an Israeli e-commerce marketing firm, and will embark on a multi-year platform partnership. The partnership aims to drive Yotpos growth and product development trajectory and provide merchants with innovative marketing tools and solutions. Shopify, a leading global commerce company, works with over 1.7 million merchants and generated close to $3 billion in revenue in 2020. Yotpo specializes in driving customer engagement and retention and raised $230 million in Series F funding earlier this year at a valuation of $1.4 billion. The partnership will allow Shopify merchants to access five cutting-edge products developed by Yotpo.
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