Zacks.com users have recently been watching Shopify (SHOP) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Shopify's Merchant Solutions revenues surge 38.2% as GMV hits $92B, driven by B2B, Shop Pay and offline commerce strength.
In the most recent trading session, Shopify (SHOP) closed at $169.57, indicating a +1.66% shift from the previous trading day.
Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.
SHOP surges 41.6% in 12 months on accelerating growth in GMV and revenues, but valuation concerns temper the upside.
Shopify (SHOP) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Shopify Inc. (SHOP) Presents at 53rd Annual Nasdaq Investor Conference Transcript
Shopify is rated a 'Buy' with a $185 price target, implying 15% upside and continued market outperformance. Q3 2025 results showed 32% revenue growth and strong free cash flow, but a post-earnings sell-off reflected margin compression concerns. SHOP's merchant solutions segment drove 38% revenue growth, while subscription solutions also expanded, highlighting a diversified, resilient business model.
I am reiterating my “buy” rating on Shopify with an updated price target of $195 per share as revenue continues to beat management's guidance by a huge margin. During the quarter, Shopify continued to make robust progress across its strategic growth levers, while doubling down on their Agentic Commerce roadmap. While the stock is expensive on a 12-month forward PE ratio basis, along with potential short-term macro headwinds, the tailwind from Agentic Commerce is likely underestimated.
Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.
Shopify (SHOP) reported earnings 30 days ago. What's next for the stock?
Shopify (NASDAQ: SHOP) has silently evolved into one of the most compelling turnaround stories on Wall Street. The stock has increased by nearly 47% over the last six months and is currently priced close to $157 — more than double its 52-week low of around $70.