StreetInsider.com News Articles

RBC raises Shopify price target to $200 on sustained growth outlook

Fri, 16 Oct 2026 12:32:22 -0400

Investing.com -- RBC Capital Markets raised its price target on Shopify to $200 from $180, citing strong growth momentum and the potential for the e-commerce platform to exceed market expectations for third-quarter results and fourth-quarter guidance.

The revised target reflects confidence in Shopify’s ability to sustain growth above 30%, supported by resilient merchant sales, pricing increases and opportunities to expand its role in AI-driven commerce.

Shopify has been pushing to position its commerce infrastructure at the centre of AI-powered shopping. Earlier this week, the company expanded access to its product catalogue to more AI agents, allowing

RBC raises Shopify price target to $200 on sustained growth outlook

Fri, 16 Oct 2026 12:32:22 -0400

Shopify (SHOP) PT Raised to $200 at RBC Capital

Fri, 16 Oct 2026 09:25:42 -0400

RBC Capital analyst Paul Treiber raised the price target on Shopify (NASDAQ: SHOP) to $200.00 (from $180.00) while maintaining a Outperform rating.

The analyst commented: "Data points + pricing increase = visibility to sustained >30% growth; Third-party data suggest Shopify's growth momentum remains robust, increasing the likelihood that Q3 results and Q4 guidance exceed consensus. Additionally, Shopify's recent price increase equates to an incremental 110 bps uplift to annualized growth. We expect Shopify's valuation to continue re-rating higher on sustained strong growth and growing recognition as an AI winner. Maintain Outperform, increasing price target from $180 to $200."

Shopify (SHOP) PT Raised to $200 at RBC Capital

Fri, 16 Oct 2026 09:25:42 -0400

RBC Capital analyst Paul Treiber raised the price target on Shopify (NASDAQ: SHOP) to $200.00 (from $180.00) while maintaining a Outperform rating.

Shopify (SHOP) PT Raised to $190 at Baird

Wed, 14 Oct 2026 07:40:47 -0400

Baird analyst Colin Sebastian raised the price target on Shopify (NASDAQ: SHOP) to $190.00 (from $160.00) while maintaining a Outperform rating.

Shopify (SHOP) PT Raised to $210 at Stifel

Wed, 14 Oct 2026 04:55:25 -0400

Stifel analyst J. Parker Lane raised the price target on Shopify (NASDAQ: SHOP) to $210.00 (from $180.00) while maintaining a Buy rating.

The analyst comments "Our survey results (n=30) give us confidence in another clean beat, with growth accelerating to ~35% versus a "low-thirties" guide. For 4Q, we expect another low-thirties revenue growth guide, which would leave room for upside while signaling sustained momentum through the holiday period. Agentic commerce and the rise of consumer agents remains a key focus, with the recently announced Meta Muse partnership extending Shopify into another AI shopping channel. Given the limited contribution indicated by our

Shopify (SHOP) PT Raised to $210 at Stifel

Wed, 14 Oct 2026 04:55:25 -0400

Stifel analyst J. Parker Lane raised the price target on Shopify (NASDAQ: SHOP) to $210.00 (from $180.00) while maintaining a Buy rating.

Shopify gains as Cantor Fitzgerald hikes price target

Mon, 12 Oct 2026 10:34:57 -0400

Shopify Inc shares rose 3.6% in morning trading Monday after Cantor Fitzgerald raised its price target on the stock to $158 from $145 while maintaining a Neutral rating.

The stock climbed as high as $179.49 during the session, nearing its 52-week high of $182.19.

Piper Sandler also reaffirmed its positive stance on the stock, pointing to growth in artificial intelligence demand. The firm's channel checks showed that merchant migrations to Shopify's platform have picked up speed as autonomous shopping tools become more common.

Agentic commerce transactions are growing at about twice the rate of standard large language model traffic and producing higher average

Shopify (SHOP) PT Raised to $200 at JPMorgan

Tue, 06 Oct 2026 08:51:55 -0400

JPMorgan analyst Bryan Smilek raised the price target on Shopify (NASDAQ: SHOP) to $200.00 (from $185.00) while maintaining a Overweight rating.

Piper Sandler on Shopify (SHOP): 'Agentic Expert Call: Business is Booming'

Mon, 05 Oct 2026 08:44:06 -0400

Piper Sandler analyst James Callahan reiterated an Overweight rating and $180.00 price target on Shopify (NASDAQ: SHOP).

The analyst commented: "Agentic Expert Call: Business is Booming; We hosted multiple investor calls with a Shopify agency owner and member of the Partner Network to discuss all things AI & agentic shopping. Keeping incremental GMV aside, demand for SHOP migrations has stepped up materially as a result of agentic tools gaining popularity. Agentic transactions are being adopted materially faster than LLMs were at ~2x higher AOVs. Our expert estimates sub-2% of GMV is driven by agents, vs 3-5% for LLM traffic. We continue

Open Standard issues dollar stablecoin backed by Visa, Stripe, and Mastercard

Wed, 30 Sep 2026 13:08:53 -0400

Investing.com -- A consortium backed by payment giants including Visa Inc (NYSE:V), Stripe Inc., and Mastercard Inc (NYSE:MA) has officially launched a new US dollar-pegged stablecoin, marking one of the most concerted traditional finance pushes to date into digital currency infrastructure.

The token, dubbed Open USD (OUSD) and developed by the Open Standard initiative, is now live for enterprise developers and businesses building internet-native financial services across banking, settlement, and cross-border transactions. Initial deployment is being anchored by Visa, Stripe, Coinbase Global Inc., and Mastercard-owned BVNK, with Shopify Inc. joining the group in committing to mint roughly $1 billion

Open Standard issues dollar stablecoin backed by Visa, Stripe, and Mastercard

Wed, 30 Sep 2026 13:08:53 -0400

Open Standard issues dollar stablecoin backed by Visa, Stripe, and Mastercard

Wed, 30 Sep 2026 13:08:53 -0400

Form 144 SHOPIFY INC. Filed by: Hoffmeister Jeff

Fri, 25 Sep 2026 16:11:00 -0400

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Weakness in this e-commerce stock is a buying opportunity: Mizuho

Fri, 25 Sep 2026 16:00:00 -0400

Mizuho believes a drop in the shares of one key e-commerce name following reports that Meta is planning a Meta Pay wallet for its Muse AI agent is a buying opportunity.

In a note on Friday, the firm kept its Outperform rating and $180 price target on Shopify (NASDAQ: SHOP).

Shopify shares gave back part of this week's gains after the reports. Analyst Siti Panigrahi said the reaction repeats the same misunderstanding that hit the stock two weeks ago over Stripe Link.

Panigrahi explained that consumer wallets such as Stripe Link, PayPal, Meta Pay and Shop Pay are just the payment method a

Weakness in this e-commerce stock is a buying opportunity: Mizuho

Fri, 25 Sep 2026 16:00:00 -0400

Mizuho believes a drop in the shares of one key e-commerce name following reports that Meta is planning a Meta Pay wallet for its Muse AI agent is a buying opportunity.

In a note on Friday, the firm kept its Outperform rating and $180 price target on Shopify (NASDAQ: SHOP).

Shopify shares gave back part of this week's gains after the reports. Analyst Siti Panigrahi said the reaction repeats the same misunderstanding that hit the stock two weeks ago over Stripe Link.

Panigrahi explained that consumer wallets such as Stripe Link, PayPal, Meta Pay and Shop Pay are just the payment method a

Mizuho Reiterates Outperform Rating on Shopify (SHOP)

Thu, 24 Sep 2026 06:39:52 -0400

Mizuho analyst Siti Panigrahi reiterated an Outperform rating and $180.00 price target on Shopify (NASDAQ: SHOP).

The analyst commented: "Shopify shares are giving back part of this week's rally today following reports that Meta is planning a Meta Pay wallet for Muse. We believe this is a repeat of the same misunderstanding that hit the stock two weeks ago around Stripe Link, and it does not change Shopify's payment economics. A consumer-facing wallet (Stripe Link, Meta Pay or Shop Pay) is simply the payment method a shopper or agent uses at checkout. Shopify Payments is the merchant-side infrastructure that processes the

Mizuho Defending Shopify (SHOP) Amid Heavy Selling Day: 'Muse Headlines Offer Buying Opportunity'

Wed, 23 Sep 2026 16:10:55 -0400

Mizuho analyst Siti Panigrahi reiterated an Outperform rating and $180.00 price target on Shopify (NASDAQ: SHOP).

The analyst comments "Shopify shares are giving back part of this week's rally today following reports that Meta is planning a Meta Pay wallet for Muse. We believe this is a repeat of the same misunderstanding that hit the stock two weeks ago around Stripe Link, and it does not change Shopify's payment economics. A consumer-facing wallet (Stripe Link, Meta Pay or Shop Pay) is simply the payment method a shopper or agent uses at checkout. Shopify Payments is the merchant-side infrastructure that processes the

Mizuho Defending Shopify (SHOP) Amid Heavy Selling Day: 'Muse Headlines Offer Buying Opportunity'

Wed, 23 Sep 2026 16:10:55 -0400

Mizuho analyst Siti Panigrahi reiterated an Outperform rating and $180.00 price target on Shopify (NASDAQ: SHOP).

Meta Muse is a long-term positive for these 2 application software stocks: Stifel

Wed, 23 Sep 2026 09:00:00 -0400