Trustpilot Partnership: Social media users highlighted Shopify's new integration with Trustpilot, set to launch June 29, as a strategic move to embed verified customer reviews directly into merchant stores. This feature aims to enhance buyer trust and boost conversion rates amid rising concerns over fake reviews in e-commerce.
Stock Performance Views: Discussions noted Shopify's recent share price pullback, with some attributing it to elevated valuations around 61 times forward earnings rather than any fundamental weakness. Others pointed to strong revenue growth of over 30 percent and GMV surpassing $100 billion in Q1 as reasons for long-term confidence, alongside ongoing AI investments.
Note: This discussion summary was generated from an AI condensation of post data.
Shopify Revenue
Shopify had revenues of $3.2B in Q1 2026. This is an increase of 34.32% from the same period in the prior year.
You can track SHOP financials on Quiver Quantitative's SHOP stock page.
You can access data on SHOP stock through the Quiver Quantitative API.
Shopify Congressional Stock Trading
Members of Congress have traded $SHOP stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $SHOP stock by members of Congress over the last 6 months:
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $115,000 on 02/03, 01/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Shopify Hedge Fund Activity
We have seen 838 institutional investors add shares of Shopify stock to their portfolio, and 984 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS removed 14,125,861 shares (-29.5%) from their portfolio in Q1 2026, for an estimated $1,622,284,506
- CAPITAL INTERNATIONAL INVESTORS added 11,716,933 shares (+30.6%) to their portfolio in Q1 2026, for an estimated $1,345,631,170
- CAPITAL RESEARCH GLOBAL INVESTORS added 9,723,990 shares (+507.0%) to their portfolio in Q1 2026, for an estimated $1,116,751,631
- ROCKEFELLER CAPITAL MANAGEMENT L.P. removed 6,000,846 shares (-91.3%) from their portfolio in Q1 2026, for an estimated $689,167,158
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 5,073,528 shares (-83.5%) from their portfolio in Q1 2026, for an estimated $582,669,323
- BAILLIE GIFFORD & CO removed 4,237,555 shares (-12.0%) from their portfolio in Q4 2025, for an estimated $682,119,228
- GOLDMAN SACHS GROUP INC removed 4,033,730 shares (-30.6%) from their portfolio in Q1 2026, for an estimated $463,253,721
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Shopify Analyst Ratings
Wall Street analysts have issued reports on $SHOP in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 02/12/2026
- Mizuho issued a "Outperform" rating on 02/12/2026
- Scotiabank issued a "Sector Outperform" rating on 01/08/2026
To track analyst ratings and price targets for Shopify, check out Quiver Quantitative's $SHOP forecast page.
Shopify Price Targets
Multiple analysts have issued price targets for $SHOP recently. We have seen 18 analysts offer price targets for $SHOP in the last 6 months, with a median target of $150.0.
Here are some recent targets:
- David Hynes from Canaccord Genuity set a target price of $145.0 on 05/06/2026
- Timothy Chiodo from UBS set a target price of $130.0 on 05/06/2026
- Tyler Radke from Citigroup set a target price of $156.0 on 05/06/2026
- Ken Gawrelski from Wells Fargo set a target price of $144.0 on 05/06/2026
- Andrew Boone from Citizens set a target price of $150.0 on 05/06/2026
- Trevor Young from Barclays set a target price of $126.0 on 05/06/2026
- Paul Treiber from RBC Capital set a target price of $170.0 on 05/06/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
