Analyst Price Targets — SHOP
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| September 10, 2026 8:12 pm | Mark Shmulik | Bernstein | $160.00 | $126.60 | TheFly | Shopify initiated with an Outperform at Bernstein |
| September 8, 2026 11:21 am | James Callahan | Piper Sandler | $180.00 | $145.09 | TheFly | Shopify price target raised to $180 from $172 at Piper Sandler |
| August 17, 2026 1:48 pm | — | Seaport Global | $175.00 | $150.25 | TheFly | Shopify price target raised to $175 from $160 at Seaport Research |
| August 7, 2026 11:29 am | — | Wells Fargo | $180.00 | $147.44 | TheFly | Shopify price target raised to $180 from $144 at Wells Fargo |
| August 6, 2026 1:27 pm | — | D.A. Davidson | $200.00 | $145.67 | TheFly | Shopify price target raised to $200 from $140 at DA Davidson |
| August 6, 2026 11:10 am | Deepak Mathivanan | Cantor Fitzgerald | $145.00 | $144.24 | StreetInsider | Shopify (SHOP) PT Raised to $145 at Cantor Fitzgerald |
| August 6, 2026 11:09 am | Paul Treiber | RBC Capital | $180.00 | $144.24 | TheFly | Shopify price target raised to $180 from $170 at RBC Capital |
| August 6, 2026 10:29 am | — | UBS | $145.00 | $144.24 | TheFly | Shopify price target raised to $145 from $130 at UBS |
| August 6, 2026 10:15 am | Gabriela Borges | Goldman Sachs | $194.00 | $144.24 | TheFly | Shopify price target raised to $194 from $170 at Goldman Sachs |
| August 6, 2026 9:41 am | — | Barclays | $145.00 | $144.24 | TheFly | Shopify price target raised to $145 from $126 at Barclays |
Latest News for SHOP
Shopify's revenue grew from about $389 million in 2016 to $11.6 billion in 2025, an almost 30-fold rise. Gross merchandise volume across the platform hit $378 billion last year, up from $15.4 billion in 2016.
Chris Wang offers his perspective on the state of the AI trade and how he believes AI regulation will shift given warnings from top brass at Anthropic and OpenAI. Amid the concerns, Chris sees plenty of opportunities across the AI trade, particularly on the software side.
Tobias Lütke, Shopify's CEO, says he hates "slop grenades." They're poorly vetted, AI-generated material that forces coworkers to review, fix, or summarize.
One of these companies earns more than 40% of its annual operating profit in the holiday quarter. But it's not the stock I'd buy first.
SHOP slides 12.6% in a month as growth concerns and a rich valuation weigh, while AI commerce, payments and enterprise expansion support prospects.
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