Recent chatter on X about Shopify (SHOP) has been notably active, particularly in the wake of the company's Q2 earnings report, which surpassed Wall Street expectations. Many users are highlighting the impressive stock surge of nearly 20% in a single day, fueled by a reported 31% year-over-year revenue growth. The enthusiasm centers around Shopify's strategic moves into AI-driven tools and international markets, sparking lively debates.
While the predominant tone on X reflects optimism about Shopify's growth trajectory, there are scattered voices of caution regarding potential challenges ahead, such as market competition and economic headwinds. Some discussions point to the stock's strong year-to-date performance as a sign of sustained momentum, though a few remain skeptical about maintaining such rapid gains. This blend of excitement and caution keeps the conversation dynamic and engaging.
Note: This discussion summary was generated from an AI condensation of post data.
Shopify Congressional Stock Trading
Members of Congress have traded $SHOP stock 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $SHOP stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 06/09.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 04/03.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 03/19.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Shopify Hedge Fund Activity
We have seen 787 institutional investors add shares of Shopify stock to their portfolio, and 730 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAILLIE GIFFORD & CO removed 18,129,676 shares (-32.4%) from their portfolio in Q2 2025, for an estimated $2,091,258,126
- CAPITAL RESEARCH GLOBAL INVESTORS removed 13,434,719 shares (-57.7%) from their portfolio in Q2 2025, for an estimated $1,549,694,836
- JENNISON ASSOCIATES LLC added 6,238,829 shares (+118.1%) to their portfolio in Q2 2025, for an estimated $719,648,925
- INVESCO LTD. added 5,927,567 shares (+146.7%) to their portfolio in Q2 2025, for an estimated $683,744,853
- CAPITAL WORLD INVESTORS added 5,875,563 shares (+11.3%) to their portfolio in Q2 2025, for an estimated $677,746,192
- CAPITAL INTERNATIONAL INVESTORS added 4,738,141 shares (+13.4%) to their portfolio in Q2 2025, for an estimated $546,544,564
- SANDS CAPITAL MANAGEMENT, LLC removed 4,653,206 shares (-38.3%) from their portfolio in Q2 2025, for an estimated $536,747,312
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Shopify Analyst Ratings
Wall Street analysts have issued reports on $SHOP in the last several months. We have seen 17 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 08/08/2025
- Evercore ISI Group issued a "Outperform" rating on 08/08/2025
- RBC Capital issued a "Outperform" rating on 08/07/2025
- Benchmark issued a "Buy" rating on 08/07/2025
- Goldman Sachs issued a "Buy" rating on 08/07/2025
- Oppenheimer issued a "Outperform" rating on 08/07/2025
- JMP Securities issued a "Market Outperform" rating on 08/07/2025
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 28 analysts offer price targets for $SHOP in the last 6 months, with a median target of $147.5.
Here are some recent targets:
- Mark Mahaney from Evercore ISI Group set a target price of $170.0 on 08/08/2025
- Tyler Radke from Citigroup set a target price of $195.0 on 08/08/2025
- Justin Patterson from Keybanc set a target price of $175.0 on 08/07/2025
- Mark Zgutowicz from Benchmark set a target price of $190.0 on 08/07/2025
- Kevin Krishnaratne from Scotiabank set a target price of $150.0 on 08/07/2025
- Terry Tillman from Truist Securities set a target price of $150.0 on 08/07/2025
- Andrew Boone from JMP Securities set a target price of $185.0 on 08/07/2025
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.
