Analysts on Wall Street project that Shopify (SHOP) will announce quarterly earnings of $0.50 per share in its forthcoming report, representing an increase of 13.6% year over year. Revenues are projected to reach $3.58 billion, increasing 27.3% from the same quarter last year.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Prior to a c ...

Next Tuesday features major reports from AstraZeneca PLC (pre-market), Coca-Cola Company (The), and S&P Global Inc., with a strong focus on healthcare and technology throughout the day. Wednesday is dense with earnings, including McDonald's Corporation, T-Mobile US Inc., and Shopify Inc. pre-market, followed by Cisco Systems Inc. after close. The week concludes next Friday with key energy reports from Enbridge Inc and TC Energy Corporation. Disclaimer: This article is for informational purposes only and doe ...

这一变革意味着，卖家过去依赖的关键词竞价排名逻辑，正在向以商品信息完整性、内容价值为核心的新流量规则迁移。 同样，Shopify在2025年通过约150项更新强化其AI助手Sidekick，使其能深度理解业务问题、直接生成可执行方案，甚至完成图像生成等创意工作，极大缩 短了从分析到行动的路径。 而TikTok Shop推出的AIGC短视频工具，则让卖家能以极低成本自动生成并发布带货视频，显著降低了内容创作与获客门槛。 2026年，人工智能已不再仅仅是科技热点，而是深度重构跨境电商行业规则的核心力量。从平台方到消费者端，"AI+"已成为不可逆的趋势，尤其在2025年 两会提出探索"AI+跨境电商"新模式后，整个行业正步入一个由智能技术驱动的新阶段。 在这场深刻的变革中，以亚马逊、TikTok、Shopify为代表的平台巨头正通过AI重塑流量分配、内容创作与运营模式。 在运营端，各大平台已全面拥抱AI，并以此重新定义竞争规则。亚马逊在2025年跨境峰会上强调AI为"下一代跨境链"提供全链路支持，其标志性动作是将对 话式AI购物助手Rufus深度嵌入搜索框，彻底改变用户从"关键词搜索"到"需求描述"的购物路径。 这 ...

Core Viewpoint - The software industry is experiencing significant stock declines due to fears that AI will disrupt traditional software, although some industry leaders believe this concern is exaggerated [1][2][3]. Group 1: Software Industry Overview - Software stocks have dropped sharply, with the iShares Expanded Tech-Software ETF down 21% year-to-date, primarily in the last week [2]. - Nvidia CEO Jensen Huang argues that AI will enhance rather than replace existing software, suggesting that the software industry is not in decline [3]. Group 2: Company Analysis Microsoft - Microsoft has a strong presence in enterprise software and its Azure cloud infrastructure is growing rapidly, with a 39% revenue increase in the latest quarter [5]. - Despite its financial strength, Microsoft stock has fallen 25% from its peak in the last three months due to concerns over rising capital expenditures for AI initiatives [6][8]. - The stock is currently trading at a price-to-earnings discount compared to the S&P 500, presenting a potential buying opportunity [8]. Shopify - Shopify has seen a 38% decline from its peak at the end of October, but it remains a leader in e-commerce software [9]. - The company reported a 32% revenue increase to $2.8 billion in its most recent quarter, indicating strong growth potential [12]. - Shopify is integrating AI into its platform, which may help it maintain its competitive edge [10]. Figma - Figma's stock has dropped about 85% from its peak, despite being a leader in design software and having a history of GAAP profitability [13][15]. - The company is actively incorporating AI into its product offerings, which may enhance its market position [15]. - Figma's skills are in high demand, indicating a competitive advantage in the job market [15].

Core Viewpoint - AI application software stocks experienced a significant decline following the announcement of Google's "Project Genie," which allows users to create and interact with virtual worlds [1] Group 1: Stock Performance - Shopify (SHOP.US), Cloudflare (NET.US), and ServiceNow (NOW.US) all fell over 7% [1] - SAP SE (SAP.US) and Salesforce (CRM.US) dropped more than 5% [1] - Applovin (APP.US) decreased by over 3% [1] Group 2: Google's Announcement - Google introduced "Project Genie," a product that supports the creation and interaction of virtual worlds [1] - The company stated that even in its early version, trusted testers can create diverse and engaging virtual worlds and experiences [1] - Google has launched a prototype version of "Project Genie" for AI Ultra paid subscribers in the U.S. [1]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for being a forward-looking technology adopter, utilizing decades of expertise and experience among its content creators [4] - The company employs automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]

It's barely a full month into 2026, but there have already been significant price movements for some notable stocks on equity markets. Take Shopify (NASDAQ: SHOP), an e-commerce leader that crushed the market last year. Things aren't starting so well this time around, with the company's shares already down 16%. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Despite this poor performa ...

Core Viewpoint - AI application software stocks experienced a significant decline following the announcement of Google's "Project Genie," a product that allows users to create and interact with virtual worlds [1] Group 1: Stock Performance - Shopify (SHOP.US), Cloudflare (NET.US), and ServiceNow (NOW.US) all fell over 7% [1] - SAP SE (SAP.US) and Salesforce (CRM.US) dropped more than 5% [1] - Applovin (APP.US) decreased by over 3% [1] Group 2: Project Announcement - Google introduced "Project Genie," which is currently in an early version stage and allows users to create diverse and engaging virtual worlds [1] - The company stated that even in this early phase, trusted testers can explore new ways to use the product [1] - A prototype version of "Project Genie" has been launched for AI Ultra paid subscribers in the United States [1]

Jefferies updates Shopify's rating to "Hold" with a stock price of $132.20.Shopify's focus on agentic commerce and AI strategy drives positive outlook ahead of Q4 2025 earnings report.Company guidance suggests year-over-year sales growth of 25-29% and gross profit growth of 20-25% for the fourth quarter.Shopify Inc. (NASDAQ:SHOP) is a leading e-commerce platform that enables businesses to create online stores. It offers a range of services, including payment processing, marketing, and shipping solutions. Sh ...

EMERGING TECH RESEARCH Enterprise SaaS Public Comp Sheet and Valuation Guide Q4 2025 Institutional Research Group Derek Hernandez Senior Research Analyst, Enterprise SaaS and Infrastructure SaaS derek.hernandez@pitchbook.com pbinstitutionalresearch@pitchbook.com Published on January 22, 2025 Contents Key takeaways 2 Stock returns 5 Revenue 6 EBITDA 8 3 ENTERPRISE SAAS PUBLIC COMP SHEET AND VALUATION GUIDE PitchBook clients can access the full Excel data pack for this report via the Research Center on the Pi ...