Shopify (SHOP 4.76%) has been beaten down in 2026, and one of the main reasons is that investors are concerned about AI disrupting software platforms like the one Shopify operates. To put it mildly, I don't buy it. In this short video, I explain why.*Stock prices used were the morning prices of March 20, 2026. The video was published on March 21, 2026. ...

Group 1: Company Overview - Shopify is a cloud-based, multi-channel commerce platform that assists businesses in selling products and services, leveraging artificial intelligence to roll out new features [1] - The Shopify Dashboard supports merchants in managing products, inventory, orders, payments, customer relationships, and data analytics, available in over 20 languages [1] Group 2: Financial Performance - Shopify is expected to achieve revenue growth of over 30% in the first quarter, indicating confidence in the current operating environment, with results to be reported in May [2] - Analysts have raised fiscal 2026 earnings estimates for Shopify by 1.14% over the past 60 days, with the Zacks Consensus Estimate now at $1.78 per share, reflecting a 52.14% growth rate year-over-year [4] Group 3: Market Position and Strategy - Shopify shares have lagged the market this year but may see a turnaround as the Q1 earnings season approaches, with software stocks appearing to have bottomed out [3] - The company is currently positioned for a bullish call option spread strategy, supported by positive earnings estimate revisions, which are a significant factor influencing stock prices [11][20]

Core Insights - Stellar Projects, a certified Shopify and Shopify Plus Partner agency, has released a book titled "Créer sa marque à l'ère de l'IA," co-authored by its founders, which formalizes the STELLAR™ Method for brand building in the age of AI [1][2][21] Company Overview - Founded in 2018, Stellar Projects is headquartered in Paris and specializes in creating, redesigning, and migrating high-performance e-commerce stores [21][23] - The agency has successfully delivered over 100 Shopify projects, generating €58 million in revenue for clients across various sectors including fashion, beauty, and luxury [5][21] - The founders, Volkier Bentinck and Florian Pohl, are also practicing e-commerce operators, running their own brands alongside the agency [21][23] Book Details - The book "Créer sa marque à l'ère de l'IA" spans 280 pages and is rated 4.9/5 on Amazon, making it the only French-language guide that integrates Shopify development, brand strategy, and generative AI [2][5][21] - It aims to fill a gap in the market by providing a comprehensive approach to brand building that incorporates AI at every stage of the process [7][8] Methodology - The STELLAR™ Method is a proprietary framework developed through extensive experience in over 100 Shopify projects, designed to assist DTC founders and e-commerce managers [2][20] - It covers seven dimensions: System, Traction, Execution, Leverage, Learning, Adaptation, and Resilience, providing a structured approach to Shopify growth [20] Competitive Positioning - Stellar Projects differentiates itself from standard technical agencies by emphasizing commercial outcomes, having a lean team structure, and maintaining direct involvement from the founders in every key project [13][14] - The agency holds a Shopify Plus Partner certification, which is not universally held in the market, further enhancing its credibility [14] Services Offered - The agency provides a range of services including Shopify store creation, migration from other platforms, conversion rate optimization (CRO), and outsourced digital leadership [9][10][11][12] - Each service is tailored to ensure high performance and integration of essential business applications, with a focus on driving sales and improving conversion rates [9][11]

Core Thesis - Shopify Inc. is experiencing robust growth and profitability, with a strong bullish outlook supported by significant increases in gross merchandise volume and revenue [3][6][7] Financial Performance - In Q3 2025, Shopify's gross merchandise volume (GMV) reached $92 billion, reflecting a 32% year-over-year increase, while revenue also grew by 32% [3][4] - Operating income was reported at $343 million, representing a 12% margin, and free cash flow increased to $507 million, indicating an 18% margin [4] - The company ended the quarter with approximately $6 billion in cash and marketable securities and zero debt, providing flexibility for strategic investments [4] Growth Drivers - Merchant solutions grew by 38%, with Shopify Payments penetration reaching 65% of GMV, indicating strong momentum in this segment [3][4] - International GMV increased by 41%, offline GMV rose by 31%, and B2B GMV nearly doubled, showcasing diverse growth across different segments [5] - AI-driven traffic and AI-attributed orders have seen significant growth, increasing sevenfold and elevenfold respectively since January [5] Margin and Cost Dynamics - Gross margin declined to 48.9% due to a mix of payments and higher AI-related infrastructure costs, alongside elevated payments-related losses at 5% of revenue [4][6] - Despite these pressures, the company's scale, innovation, and cash generation capabilities support a positive outlook for future growth [6] Future Guidance - Q4 guidance anticipates mid- to high-20% revenue growth, with free cash flow margins expected to remain slightly above Q3 levels, indicating continued strength and long-term expansion potential [6]

Core Insights - Shopify is focusing on global expansion as a key driver for its growth, with international markets significantly contributing to its scaling trajectory [1] - The company's strategy includes replicating its North American model in other regions through localized payments and expanded merchant services [1] International Revenue Growth - In fiscal 2025, international revenues increased by 36% year over year, surpassing the overall revenue growth of 30% [2] - Nearly 50% of the incremental gross merchandise volume in Q4 2025 came from outside North America, indicating strong merchant engagement in international markets [2] Support for Global Expansion - Shopify Payments has been made available in 60 new countries, enhancing cross-border merchant adoption [9] - The integration of localized payment methods and cross-border solutions aims to reduce friction for merchants entering new markets [3] Future Revenue Estimates - The Zacks Consensus Estimate for Shopify's Q1 2026 revenues is projected at $3.08 billion, reflecting a year-over-year growth of 30.59% [4] - This suggests that international expansion is a sustainable contributor to the company's revenue growth [4] Competitive Landscape - Shopify's global expansion strategy faces competition from Amazon and Wix.com, both of which have strong e-commerce capabilities [5] - Amazon's extensive fulfillment network provides a structural advantage, while Wix.com is enhancing its platform to attract small and medium-sized merchants [5] Stock Performance and Valuation - Shopify shares have declined by 21.3% over the past six months, underperforming the broader Zacks Computer and Technology sector [6] - The stock is trading at a forward price/sales ratio of 10.6X, compared to the sector's 6.12X [10] Earnings Estimates - The Zacks Consensus Estimate for Shopify's 2026 EPS is $1.76 per share, indicating a year-over-year growth of 50.43% [12]

Klaviyo Inc. (NYSE:KVYO) is one of the best growth stocks to buy right now. On March 9, Klaviyo and Shopify (NASDAQ:SHOP) announced a deepened product integration designed to streamline global expansion for enterprise retailers. This collaboration centers on the launch of Locale Aware Catalogs, a feature that natively synchronizes Shopify Markets’ localized data (including translated content, regional pricing, and currency) directly into Klaviyo’s CRM. By unifying these data foundations, the partnership ...

Core Insights - The integration of stablecoins into eCommerce is gaining traction, with platforms embedding crypto into mainstream commerce without requiring users to engage with the complexities of cryptocurrency [1][10] Group 1: Shopify's Integration of Stablecoins - Shopify is integrating the stablecoin USD Coin (USDC) into its core payments system, allowing merchants to accept digital dollars at checkout seamlessly [2] - Merchants can choose to receive payments in either traditional fiat or USDC, providing flexibility in transaction processing [3][12] - The integration supports USDC settlement across various EVM networks, including Ethereum and Polygon, enhancing the usability of stablecoins in digital commerce [3] Group 2: Infrastructure and Operational Benefits - Shopify's stablecoin payment functionality is supported by partnerships with Stripe and Coinbase, which facilitate wallet connectivity and transaction processing [4] - The use of stablecoins can reduce costs and improve transaction speeds, particularly for international payments that typically involve currency conversions and intermediary banks [9] - By embedding USDC into its primary payments product, Shopify normalizes crypto transactions for a global merchant base, making it easier for consumers to spend crypto in familiar interfaces [10] Group 3: Incentives and Market Trends - Shopify has updated its USDC rewards program, allowing merchants and users to earn benefits tied to holding or transacting in USDC [13] - A report indicates that among middle market firms using stablecoins, bank-integrated solutions are the most popular, with only a small percentage using payments or treasury FinTechs [14]

Shopify Inc. (NASDAQ:SHOP) is one of the Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. E-commerce platform company Shopify Inc (NASDAQ:SHOP) ranks second on the list of the best stocks to buy for 2026 according to Cathie Wood. ARK has a $640.5 million stake in the company, down 18% from the previous quarter. A total of 101 funds in Insider Monkey’s database had stakes in Shopify Inc (NASDAQ:SHOP) as of the end of the December quarter, up from 91 funds in the previous quarter. Shopify Inc (NASDAQ:SH ...

Core Insights - Shopify is making a significant push towards agentic shopping, which utilizes agentic artificial intelligence (AI) as a new entry point for eCommerce merchants [2][9] - Agentic personal shoppers are seen as the next evolution in shopping, providing a more effective way to find, compare, and purchase products for customers [3][9] - The rise of agentic commerce is notable as it is emerging from the retail industry's center of gravity, with major players like Walmart and Target forming partnerships to legitimize this model [9][11] Group 1 - Harley Finkelstein, Shopify's president, emphasized that agentic applications will act as personal shoppers, enhancing the shopping experience [2] - Agentic shopping is described as merit-based, contrasting with traditional search engines that prioritize specific retailers [3][8] - The agentic shopper will tailor options based on individual preferences, improving the relevance of product suggestions [8] Group 2 - Finkelstein expressed excitement about the opportunities agentic shopping will create for both large and smaller merchants [9] - The partnership between Walmart and Google's Gemini app indicates a shift towards agent-mediated checkout as an inevitable trend in retail [10] - Target's collaboration with OpenAI further highlights the rapid legitimization of the agentic model in the industry [11]

Shopify is preparing for AI shopping agents to change everything, exec says https://t.co/lABm5rrshv ...