2026-11-03 8-K filing
8-K: Item 2.02, Item 9.01 D1 -8.7% · +5d +2.8%
2026-10-29 → 11-03 Earnings
Shopify to Report Q3 Earnings Before Open on Nov 3 Multiple sources confirm timing; focus on GMV growth and AI momentum
D1 -0.8% · +5d -13.9%
› 4 waves of this story2026-10-29 Multiple outlets preview Q3; 97% retention among top merchants underpins growth narrative2026-10-30 Multiple independent sources confirm next week's earnings schedule; focus on AI and merchant retention2026-11-01 Multiple sources confirm earnings date; market watches results after CEO's AI server room investment2026-11-03 Multiple sources confirm timing; focus on GMV growth and AI momentum2026-11-03 Earnings
Earnings report Q3 GMV 同比增长 29.5% 至 $119 billion，收入同比增长 32% 至 $3.7 billion，自由现金流利润率为 22%。
D1 -8.7% · +5d +2.8%
2026-10-29 Company
Shopify CEO Turns Wine Cellar into AI Server Room for Meeting Prep CEO's AI assistant pulls calendar & Fitbit data, underscoring AI commitment
D1 -0.8% · +5d -13.9%
2026-10-19 → 10-20 Analyst Bull
Shopify Gets Zacks Strong Buy, Revenue Expected to Jump 31.5% Zacks reiterates bullish view, projecting 31.5% revenue growth this year, boosting sentiment
D1 +0.9% · +5d -1.7%
› 2 waves of this story2026-10-19 Upgrade reflects optimism on earnings prospects, may drive stock higher near term2026-10-20 Zacks reiterates bullish view, projecting 31.5% revenue growth this year, boosting sentiment2026-10-16 Other Bull
Shopify Draws Multiple Market Watchers on Relative Strength and Agentic Commerce Potential Multiple independent X users flag SHOP as a relatively strong software name; employee interview highlights need to adapt to agent traffic
D1 -4.8% · +5d -0.5%
2026-10-12 → 10-14 Analyst Bull
Shopify Hits Record High Then Pulls Back; Stifel Raises PT to $210 Record high followed by pullback; analyst PT raise signals institutional optimism
D1 +4.9% · +5d -4.6%
› 3 waves of this story2026-10-12 Deutsche Bank sees Shopify as long-term winner in agentic commerce, though impact may take time.2026-10-14 Multiple sources confirm AI agents benefit Shopify as settlement layer, stock breaks prior highs2026-10-14 Record high followed by pullback; analyst PT raise signals institutional optimism2026-10-07 Product
Croissant Pay Expands to Shopify Checkout and POS Luxury fashion app Croissant's payment service is now live in Shopify Checkout and POS, with SIMKHAI among first brands
D1 +1.0% · +5d +3.9%
2026-10-05 → 10-06 Analyst Bull
Piper Sandler Reiterates Overweight on Shopify, PT $190 Analyst cites booming agentic AI business, reinforcing prior stance
D1 +5.8% · +5d +11.9%
› 2 waves of this story2026-10-05 Analyst sees agentic shopping driving materially stronger migration demand and share-gain opportunity2026-10-06 Analyst cites booming agentic AI business, reinforcing prior stance2026-10-01 Product Bull
Shopify Launches AI-Powered Site Builder Canvas New AI chat-based builder lowers barrier for merchants to set up stores
D1 +0.5% · +5d +10.4%
2026-09-28 → 10-01 Product Bull
Shopify Strengthens AI & Payments Ecosystem, Growth Momentum Strong Merchant Solutions revenue up 37%, payments penetration 68%, AI tools expanding
D1 +1.2% · +5d +11.2%
› 2 waves of this story2026-09-28 Contrasting with Amazon/Adidas blocking AI agents, Shopify's move may expand AI-driven orders2026-10-01 Merchant Solutions revenue up 37%, payments penetration 68%, AI tools expanding2026-09-22 → 09-27 Product Bull
Shopify Deepens Muse Partnership with Meta, Full Shop Pay Integration Meta exec confirms Muse can agentically access Shopify catalog and complete purchases via Shop Pay, solidifying partnership
D1 +7.1% · +5d +0.4%
› 5 waves of this story2026-09-22 Shop Pay integration enables in-assistant purchases, expanding AI commerce reach2026-09-23 Shop Pay integration enables in-Muse purchases, advancing agentic checkout2026-09-24 Muse emerges as a new order channel for Shopify, driving a sharp rally and subsequent pullback2026-09-24 Agent-driven orders carry same economics as ordinary orders; Shopify gets paid on every checkout2026-09-27 Meta exec confirms Muse can agentically access Shopify catalog and complete purchases via Shop Pay, solidifying partnership2026-09-25 Product
Shopify Gets B2B E-commerce Upgrades for Bulk Ordering and Pricing Optimum7 launches specialized B2B e-commerce features for Shopify and BigCommerce to streamline bulk ordering and technical search
D1 -2.0% · +5d +6.4%
2026-09-24 Other
Shopify Stock Fell 3.66% on Sept 23, Underperforming Market Despite expected EPS growth of 29.41% and revenue growth of 31.22%, valuation remains premium
D1 +2.0% · +5d +2.7%
2026-09-16 Company Bear
Shopify Falls 13% in a Month Amid Valuation and Growth Concerns Stock down 12.6% in a month as rich valuation and growth worries weigh, while AI commerce supports prospects
D1 +0.1% · +5d +9.5%
2026-09-09 → 09-16 Product Bull
Meta AI Shopping Agent Goes Live, Shopify Merchants Can Get Orders Without Site Visits Meta's new AI shopping agent can place orders directly, positioning Shopify at the core of the transaction flow
D1 -5.5% · +5d +2.5%
› 3 waves of this story2026-09-09 Meta's AI agent Muse partners with Shopify, advancing agentic commerce and potentially boosting merchant conversion2026-09-11 Muse AI agent raises market concerns about e-commerce disruption, pressuring Shopify shares2026-09-16 Meta's new AI shopping agent can place orders directly, positioning Shopify at the core of the transaction flow2026-09-02 Capital Bear
ARK Sells Shopify, Rotates into Block and Circle Cathie Wood's funds sold Shopify shares over two days, rotating capital into other names, drawing market attention.
D1 +1.5% · +5d -10.8%
2026-08-31 Other
Shopify Falls 4% on Profit Taking, Golden Cross Nears Profit taking pulls stock down, but bullish technical signal strengthens
D1 -3.6% · +5d -9.0%
2026-08-31 Company Bull
Shopify B2B GMV Surges 76% in Q2 2026 Strong B2B growth, sustainability in question
D1 -3.6% · +5d -9.0%
2026-08-24 Other
Shopify relative strength rises, multiple traders flag technical setup Multiple independent traders highlight SHOP's relative strength and monthly base ahead of Jackson Hole, drawing technical attention
D1 +0.4% · +5d -1.6%
2026-08-05 → 08-18 Earnings
Shopify at highs draws analyst and trader attention on momentum Multiple mentions; Phillip trims rating but raises PT; trader eyes 9-EMA support
D1 +17.0% · +5d +4.3%
› 7 waves of this story2026-08-05 Revenue, GMV, gross profit and FCF all grew 30%+; subscriptions and merchant services drove beat and upbeat outlook.2026-08-06 Q2 revenue +34% beat, AI traffic/orders tripled, strong Q3 guide, first buyback2026-08-06 Goldman raises PT to $194, analysts lift forecasts on AI commerce strength2026-08-08 AI-referred traffic and AI-search orders tripled YoY; 75% of gains benefit long-tail merchants2026-08-10 AI-driven growth confirmed by multiple sources; company positioned as protocol layer for agentic AI commerce2026-08-10 Q2 revenue +34%, GMV +32%, AI traffic tripled, multiple analysts bullish2026-08-18 Multiple mentions; Phillip trims rating but raises PT; trader eyes 9-EMA support2026-08-15 → 08-17 Capital
Phillip Securities downgrades Shopify to Accumulate, raises PT to $170 Firm cites robust growth and GMV, trims rating on recent price move, PT up $10
D1 -3.7% · +5d +0.8%
› 2 waves of this story2026-08-15 Prominent VC Thrive Capital initiated a Shopify position in Q2, signaling institutional confidence2026-08-17 Firm cites robust growth and GMV, trims rating on recent price move, PT up $102026-08-08 Product Bull
Shopify AI-referred traffic triples YoY in Q2, AI-initiated orders triple AI-referred traffic and AI-initiated orders both tripled YoY, validating AI commerce traction
D1 +2.4% · +5d -4.2%
› 3 waves of this story2026-08-08 Orders initiated via AI search also tripled, indicating AI's tangible impact on e-commerce2026-08-08 AI-referred traffic and AI-initiated orders both tripled YoY, reinforcing AI commerce leadership2026-08-08 AI-referred traffic and AI-initiated orders both tripled YoY, validating AI commerce traction2026-08-05 8-K filing
8-K: Item 2.02, Item 9.01 D1 +17.0% · +5d +4.3%
2026-08-05 Earnings
Earnings report 营收同比增长34%至36亿美元，自由现金流利润率为18%。
D1 +17.0% · +5d +4.3%
2026-07-31 → 08-03 Earnings
Shopify to Report Q2 Earnings on Aug 5, Multiple Sources Highlight Multiple independent sources confirm Shopify's Aug 5 (Wed) Q2 earnings, consistent with prior event; no new facts today.
D1 -4.3% · +5d +29.4%
› 3 waves of this story2026-07-31 Multiple independent sources confirm earnings date, market watches performance2026-08-02 Multiple independent sources confirm Aug 5 earnings date, consistent with prior event; no new facts.2026-08-03 Multiple independent sources confirm Shopify's Aug 5 (Wed) Q2 earnings, consistent with prior event; no new facts today.2026-07-30 Capital Bull
Ashton Thomas Initiates $1.55M Shopify Stake in Q1 New institutional position adds to recent capital movement
D1 -5.2% · +5d +20.5%
2026-07-28 → 07-29 Company Bull
Shopify Subscription Revenue Up 21%, AI Commerce Leadership Draws Analyst Praise Zacks cites SHOP's full-stack AI tools vs Meta; earnings expected to grow
D1 +2.7% · +5d -5.4%
› 3 waves of this story2026-07-28 Subscription revenue accelerates with Plus adoption and enterprise wins; AI tools deepen engagement; analyst sees 150% upside2026-07-28 Two independent sources (Fool, Zacks) cite AI commerce leadership; stock outperformed market2026-07-29 Zacks cites SHOP's full-stack AI tools vs Meta; earnings expected to grow
