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5 Must-Read Analyst Questions From Shopify’s Q4 Earnings Call
Shopify’s fourth quarter results exceeded Wall Street’s expectations for both revenue and profitability, but the market responded negatively to the report. Management attributed the quarter’s revenue growth to increased adoption of value-added merchant services and continued momentum in Shopify Payments. However, leadership acknowledged that elevated investment in AI-driven enhancements and expanding international infrastructure contributed to stable operating margins despite higher sales. Presi Feb 18, 2026 - $SHOP
Tech Stocks Rose For a Second-Straight Day
Stock indexes rose, led by the Nasdaq composite, while global benchmarks also gained. Several major Asian markets were closed for Lunar New Year holidays. Feb 18, 2026 - $SHOP
Citigroup, DraftKings, Shopify: Top Analyst Calls
Yahoo Finance Senior Reporter Brooke DiPalma keeps track of several Wall Street analyst calls on top trending stocks, including calls around shares of Citigroup (C), DraftKings (DKNG), and Shopify (SHOP). To watch more expert insights and analysis on the latest market action, check out more Market Catalysts. Feb 17, 2026 - $SHOP
Vanquish Brings the 1 Trillion USD Shopify Playbook to Wall Street
Shopify proved you don't need inventory to run a store. Vanquish proves you don't need your own quants to run a fund Vanquish Leadership Founding Team of Vanquish - Ryan Kelly (Left), Alex Foster, Antonio Guidi (Right) DOUGLAS, Isle of Man, Feb. 17, 2026 (GLOBE NEWSWIRE) -- "The playbooks are already written," says Alexander Foster, 26, co-founder of Vanquish and Vertus — a quantitative AI firm that returned 51% in 2025. "Shopify, Uber, Stripe — they didn't invent new business models. They took Feb 17, 2026 - $SHOP
Truist raises Shopify to Buy as AI-driven software reset creates buy opportunity
Investing.com -- Truist Securities on Tuesday upgraded Shopify (NASDAQ:SHOP) to Buy from Hold and raised its price target to $150 from $110, arguing that a broad software selloff tied to AI concerns has created an attractive entry point for long-term (l-t) investors. Feb 17, 2026 - $SHOP
Shopify Leans Into Agentic AI As Shop Pay Scales And Valuation Debated
Shopify (NasdaqGS:SHOP) is expanding its agentic AI driven commerce tools, giving merchants automated support across the shopping journey. The company’s Shop Pay checkout is gaining share against established digital wallets in small business transactions. Shop Pay is estimated to process about US$110b in payment volume in 2025. Brands such as Swanson Health are migrating to Shopify’s AI powered platform, highlighting interest in AI assisted personalization. For investors watching commerce... Feb 17, 2026 - $SHOP
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