SHOP

Shopify Inc. is set to release its financial results for the second quarter of 2026, with the announcement scheduled for August 5 before market open. A conference call hosted by Shopify's management will follow to discuss the results, available via webcast on the company's Investor Relations website. This announcement aligns with Shopify's ongoing role as a provider of essential internet infrastructure for commerce, supporting millions of businesses worldwide. The upcoming financial disclosure is expected to offer insights into the broader e-commerce landscape. Shopify last closed at $119.22 down 2.2%. Shopify's AI-driven expansion and diverse revenue growth demand timely consideration for informed decisions. Click to explore the full narrative on Shopify's strategic positioning. Elsewhere in the market, Kalyan Jewellers India was trading firmly up 18.4% and ending the day at ₹443.00. Adobe finished trading at $220.94 down 0.3%. Amazon.com closed at $243.62 down 1%. This week, Amazon completed several fixed-income offerings, raising significant capital through corporate bonds with varying maturity dates and interest rates. Salesforce ended the day at $166.58 down 1.7%. Salesforce's Missionforce National Security platform now supports the U.S. Air Force's vehicle fleet management, enhancing global mission readiness with real-time data access and predictive analytics, announced 1 day ago. Dive into all 249 of the E-Commerce Stocks we have identified, like ID Logistics Group, Williams-Sonoma and Shanghai Jinjiang Shipping (Group), right here. Searching for a Fresh Perspective? The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 16 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive compa...

Internet, Everywhere, July 08, 2026 (GLOBE NEWSWIRE) -- Shopify Inc. (NASDAQ, TSX: SHOP) plans to announce financial results for the quarter ended June 30, 2026 before markets open on Wednesday, August 5, 2026. Shopify’s management team will host a conference call to discuss second-quarter results at 8:30 a.m. ET on Wednesday, August 5, 2026. The conference call will be available via webcast on the Investor Relations section of Shopify’s website at https://www.shopify.com/investors/events. An archived replay of the webcast will be available following the conclusion of the call. About Shopify Shopify provides essential internet infrastructure for commerce. Shopify’s all-in-one platform makes it easier to start, run, and grow a business, powering sales online, in store, and everywhere in between. Millions of businesses in 175+ countries use Shopify—from entrepreneurs to brands like Aldo, BarkBox, Carrier, Meta, Vuori, SKIMS, and Supreme. For more information, visit www.shopify.com

Internet, Everywhere, June 16, 2026 (GLOBE NEWSWIRE) -- Shopify Inc. (NASDAQ, TSX: SHOP) announced today the results of its annual meeting of shareholders held on June 16, 2026. All director nominees were elected to the Board of Directors and PricewaterhouseCoopers LLP was reappointed as Shopify's auditors. Shareholders also accepted, on a non-binding advisory basis, Shopify's approach to executive compensation, as further described in Shopify's management information circular dated April 21, 2026. A shareholder proposal regarding an artificial intelligence policy was not approved. The detailed results of the meeting are as follows: 1. Election of Directors Each of the ten (10) nominees for director was elected to the Board of Directors. The votes cast for each nominee were as follows: Following the meeting, the Board of Directors intends to select Tobias Lütke to continue to serve as Chair of the Board of Directors and Joseph Natale to continue to serve as Lead Independent Director. 2. Appointment of Independent Registered Public Accounting Firm PricewaterhouseCoopers LLP was reappointed as Shopify's auditors, and the directors were authorized to fix the auditors' remuneration. The votes were cast as follows: 3. Non-binding Advisory Vote on Executive Compensation Shareholders accepted, on a non-binding advisory basis, the Company's approach to executive compensation. The votes were cast as follows: 4. Shareholder Proposal A shareholder proposal regarding an artificial intelligence policy was not approved. The votes were cast as follows: About Shopify Shopify provides essential internet infrastructure for commerce. Shopify's all-in-one platform makes it easier to start, run, and grow a business, powering sales online, in-store, and everywhere in between. Millions of businesses in 175+ countries use Shopify—from entrepreneurs to brands like Aldo, BarkBox, Carrier, Meta, Vuori, SKIMS, and Supreme. For more information, visit www.shopify.com.

A month has gone by since the last earnings report for DoorDash, Inc. (DASH). Shares have lost about 6.6% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is DoorDash due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. DoorDash posted first-quarter 2026 earnings of 42 cents per share, beating the Zacks Consensus Estimate by 13.51%. The company had reported year-ago quarter’s earnings of 44 cents per share.Revenues rose 33.1% year over year to $4.04 billion but missed the consensus mark by 2.14%. While top-line growth remained strong, net revenue margin moved lower to 12.8% from 13.1% in the year-ago quarter. In the first quarter of 2026, total orders increased 27% year over year to 933 million. The figure missed the Zacks Consensus Estimate by 2.45%. Total orders were driven by growth in consumers, average consumer engagement, and the acquisition of Deliveroo.Marketplace GOV increased 37% year over year to $31.6 billion. The figure beat the consensus mark by 0.34%.The adjusted gross profit was $2.09 billion, up 33.1% year over year. The adjusted gross margin was flat on a year-over-year basis to 51.9%.The contribution margin was 34.2% compared with 33.6% reported in the year-ago quarter.Adjusted sales & marketing expenses rose 29.1% year over year to $715 million. Adjusted research & development expenses increased 50.5% year over year to $277 million. Adjusted general & administrative expenses surged 41.9% year over year to $349 million. Adjusted EBITDA was $754 million, up 27.8% year over year. Adjusted EBITDA margin contracted 80 bps year over year to 18.7%. As of March 31, 2026, DoorDash had $5.83 billion in cash, cash equivalents, and short-term marketable securities compared with $5.78 billion as of Dec. 31, 2025.Net cash provided by operating activities totaled $594 million in the first quarter, which was down from $635 million a year earlier. Free cash flow was $420 million, which declined from $494 million in the year-ago quarter. This reflects the interplay of working-capital movement and investment spending. For the second quarter of 2026, DoorDash expects Marketplace GOV in t...

A month has gone by since the last earnings report for Shopify (SHOP). Shares have added about 7.1% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Shopify due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for Shopify Inc. before we dive into how investors and analysts have reacted as of late. Shopify reported first-quarter 2026 adjusted earnings of 36 cents per share, beating the Zacks Consensus Estimate by 12.5%. Revenues of $3.17 billion surged 34.3% year over year and topped the consensus mark by 2.79%. Gross Merchandise Volume (GMV) in the quarter was $100.74 billion, up 35% year over year (30% on a constant-currency basis), marking Shopify’s second straight quarter above the $100-billion threshold.Management highlighted that growth was broad-based across geographies, merchant sizes and channels. Europe maintained strong momentum, while North America delivered its fastest quarterly growth rate in more than four years, signaling durability in SHOP’s largest market. Off-line GMV rose 33% year over year, with the fastest-growing slice tied to merchants operating more than 20 stores, where location growth reached 50%. Shopify continues to push deeper into unified commerce use cases, which tends to increase platform stickiness for larger merchants.B2B GMV increased 80% year over year, supported by growth across both new and established merchants. The company also expanded access to several B2B features across most standard subscription plans, allowing merchants to manage wholesale and direct-to-consumer operations in one place. Merchant Solutions revenues grew 39.1% year over year to $2.42 billion, reflecting GMV outperformance and increasing Payments penetration. Shopify emphasized accelerating AI adoption across the platform, with Sidekick usage rising sharply. Weekly active shops using Sidekick increased roughly fourfold year over year, and merchants built more than 12,000 custom apps in the quarter using the tool. Nearly half of Shopify Flow automations generated in the first quarter were built with Sidekick.Shopify also pointed to early traction from AI-driven commerce discovery. AI-driven traffic to Shopify stores increased eightfold yea...

There is a certain type of investment opportunity that looks terrible on the surface, and that is precisely the point. True value is almost always hidden behind a wall of intense market pessimism. PayPal Holdings (NASDAQ: PYPL) offers that exact asymmetric profile right now. From a historic peak north of $300 per share, a relentless multi-year sell-off has stripped over 80% of its equity value, leaving the stock to linger in the low-$40s. While the market's margin anxieties are legitimate, this severe price collapse has pushed the stock into single-digit valuation territory. You rarely get a deeply discounted entry point and macroeconomic certainty at the same time, making this an ultimate asymmetric risk/reward profile. Photo by CopyrightFreePictures on Pixabay PayPal’s decline reflects a changing market narrative rather than a product failure. The stock was once priced for perfection as a dominant e-commerce network, trading at a premium that left no room for error. Current skepticism stems primarily from a shift in product mix. PayPal's unbranded processing segment, Braintree, handles back-end infrastructure for platforms like Uber (UBER) and Airbnb (ABNB). Because this white-label volume is growing much faster than the high-margin branded checkout button, consolidated transaction margins compressed from 47.7% to 45.6% year-over-year in Q1 2026. This downward pressure is visible across the digital payments landscape, where legacy networks face scale-heavy, tech-first competition. Consequently, even though PayPal’s immense volume grew raw transaction margin dollars by 3% to $3.81 billion during the quarter, Wall Street interprets the lower unit profitability as permanent erosion of the core moat. Compounding this pressure is competition from native mobile operating systems and alternative unbranded processors. Apple (AAPL)'s Apple Pay and Alphabet's (GOOGL) Google Pay leverage hardware-integrated checkout to chip away at PayPal’s mobile dominance, while platforms like Stripe and Adyen bid aggressively for high-volume merchant relationships. Ultimately, institutional funds exited the stock when active user growth flattened at 439 million accounts, leaving the company temporarily unloved by growth and value investors alike. Better than the multi-year stock chart suggests. In its Q1 2026 financial results, PayPal demonstrated that its transactional footprint...

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Shopify Inc. (SHOP) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Shopify Inc. (NASDAQ:SHOP) is one of the 12 Best Revenue Growth Stocks to Buy According to Wall Street Analysts. On May 7, Barclays reduced its price target on Shopify Inc. (NASDAQ:SHOP) from $130 to $126 and maintained an Equal Weight rating on the stock. On the same day, Citi also cut its price target on Shopify Inc. (NASDAQ:SHOP) from $163 to $156 and maintained its Buy rating on the stock. The research firm noted that the company’s sales momentum continued in the first quarter. These updates came after the company reported its first-quarter results. Shopify Inc. (NASDAQ:SHOP) reported revenue growth of 34% year-over-year and 15% free cash flow margins. The company said the quarter showed broad-based growth across geographies, merchant sizes, and channels. In the first quarter alone, Shopify Inc. (NASDAQ:SHOP) reported more than $100 billion in gross merchandise volume (GMV). Harley Finkelstein, President of Shopify Inc. (NASDAQ:SHOP), said the company has “entered the AI era with a clear edge: strong, durable growth and two decades of commerce intelligence.” He pointed out that this puts the company in a “category of one,” and that this advantage will “compound throughout 2026.” Looking ahead, Shopify Inc. (NASDAQ:SHOP) expects second-quarter 2026 revenue to grow at a high-twenties percentage rate on a year-over-year basis. Shopify Inc. (NASDAQ:SHOP) is a Canadian multinational commerce and financial technology company that offers an all-in-one e-commerce platform and a wide range of financial tools and services. While we acknowledge the potential of SHOP as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 AI Stocks That Are About to Explode and 10 Best Aggressive Growth Stocks to Buy According to Wall Street Analysts. Disclosure: None. Follow Insider Monkey on Google News.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Shopify (NASDAQ:SHOP) and the rest of the e-commerce software stocks fared in Q1. While e-commerce has been around for over two decades and enjoyed meaningful growth, its overall penetration of retail still remains low. Only around $1 in every $5 spent on retail purchases comes from digital orders, leaving over 80% of the retail market still ripe for online disruption. It is these large swathes of the retail where e-commerce has not yet taken hold that drives the demand for various e-commerce software solutions. The 4 e-commerce software stocks we track reported a mixed Q1. As a group, revenues beat analysts’ consensus estimates by 1.7% while next quarter’s revenue guidance was in line. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 10.3% since the latest earnings results. Starting with just three people selling snowboards online in 2004, Shopify (NASDAQ:SHOP) provides a comprehensive platform that enables merchants of all sizes to create, manage and grow their businesses across multiple sales channels. Shopify reported revenues of $3.17 billion, up 34.3% year on year. This print exceeded analysts’ expectations by 2.5%. Overall, it was a strong quarter for the company with an impressive beat of analysts’ EBITDA and gross merchandise volume estimates. Shopify achieved the fastest revenue growth of the whole group. Investor expectations, however, were likely higher than Wall Street’s published projections, leaving some wishing for even better results (analysts’ consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 19.7% since reporting and currently trades at $102.44. Read why we think that Shopify is one of the best e-commerce software stocks, our full report is free. As a founding member of the MACH Alliance advocating for modern tech standards, Commerce (NASDAQ:CMRC) provides a SaaS platform that enables businesses to build and manage online stores, connect with marketplaces, and integrate with point-of-sale systems. Commerce reported revenues of $86.84 million, up 5.4% year on year, outperforming analysts’ expectations by 4.6%. The business had a str...

Shopify’s first quarter results for 2026 drew a negative reaction from the market, despite delivering revenue above Wall Street’s expectations. Management attributed the top-line strength to rapid merchant adoption of AI-driven products, significant growth in international sales, and continued momentum among larger enterprise clients. President Harley Finkelstein emphasized that AI is now “Shopify’s native language,” highlighting the company’s broad integration of artificial intelligence across its product suite and internal operations. However, cautious commentary around the company’s widening GAAP loss and the cost structure surrounding AI investments set a more measured tone for investors. Is now the time to buy SHOP? Find out in our full research report (it’s free). Revenue: $3.17 billion vs analyst estimates of $3.09 billion (34.3% year-on-year growth, 2.5% beat) Adjusted EPS: $0.36 vs analyst estimates of $0.33 (8.6% beat) Adjusted Operating Income: $523 million vs analyst estimates of $470 million (16.5% margin, 11.3% beat) Revenue Guidance for Q2 CY2026 is $3.42 billion at the midpoint, roughly in line with what analysts were expecting Operating Margin: 12.1%, up from 8.6% in the same quarter last year Billings: $3.18 billion at quarter end, up 34.7% year on year Market Capitalization: $133.1 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Justin Patterson (KeyBanc): Asked about the compounding impact of AI on product velocity and merchant engagement. President Harley Finkelstein emphasized Sidekick’s rapid adoption and its growing role as a daily operational partner for merchants, describing it as a "merchant's co-founder." Bhavin Shah (Deutsche Bank): Inquired about Shopify’s build-versus-partner approach for expanding product capabilities, particularly in fintech. Finkelstein responded that Shopify builds internally when external solutions are lacking and leverages partnerships where significant leverage exists, especially for global payments and AI integrations. Nicholas Jones (BNP): Sought clarity on AI investments as structural advantages versus table stakes for platforms. Finkelstein argued th...

Riskified (NYSE:RSKD) released first-quarter financial results and hosted an earnings call on Wednesday. Read the complete transcript below. This content is powered by Benzinga APIs. For comprehensive financial data and transcripts, visit https://www.benzinga.com/apis/. The full earnings call is available at https://edge.media-server.com/mmc/p/iwy265as/ Riskified reported Q1 2026 revenue of $88.3 million, a 7% year-over-year increase, with non-GAAP gross profit of $46.3 million, up 13%. Adjusted EBITDA rose significantly to $6.2 million, a 370% increase from the previous year. The company highlighted strong pipeline growth, particularly in the U.S. and international markets, and a high competitive win rate of over 75%. Key strategic partnerships, such as with Outpace from Amadeus and Shopify, were announced to deepen market reach. Riskified introduced new product enhancements, including a standalone identity data product and Riskified Aria, an AI risk intelligence analyst. These innovations are expected to drive multi-product adoption and expand the addressable market. The company raised the low end of its full-year revenue and EBITDA guidance, indicating confidence in continued growth. Gross profit is expected to grow between 8% to 12% for the full year. Management emphasized ongoing market share gains and broad-based growth across geographies, with strong performance in Tickets and Travel, and Money Transfer and Payments categories. OPERATOR Ladies and gentlemen, thank you for standing by and welcome to Riskified first quarter 2026 earnings call. this time all participants are in a listen only mode. After the speaker's presentation there will be a question and answer session and to ask a question during the session you would need to press star 11 on your telephone. You would then hear an automated message advising your hand is raised and to withdraw your question please press star 11 again. Please be advised that today's conference is being recorded. I would like now to turn the conference over to Cody Slatch, Investor Relations for Riskified. Please go ahead Cody Slatch (Investor Relations) Good morning and thank you for joining us today. We are hosting Today's call to discuss Riskified's financial results for the first quarter of 2026. Participating on today's call are Ido Gall, Riskified's co founder and chief executive officer, and Augie Doceva, Riskif...

Interested in Affirm Holdings, Inc.? Here are five stocks we like better. Management reported stable credit performance among borrowers it underwrites and an “exceptionally constructive” funding market, with funding costs down roughly 125 basis points year‑over‑year and multiple ABS transactions oversubscribed by large investors. The Affirm Card is the fastest‑growing and most profitable product as app engagement shifts toward discovery and shopping, while Adaptive Checkout and bundled AI tools (AdaptAI/BoostAI) are being scaled to simplify merchant adoption. 0% APR and Pay‑in‑X offerings are expanding (including a large program and Shopify growth), modestly lightening RLTC but bringing lower credit costs, and management says AI developer tools are materially boosting development velocity with no planned AI‑related layoffs. Affirm: A Solid Footing or More Volatility Ahead? Affirm (NASDAQ:AFRM) executives told investors on the company’s fiscal third-quarter 2026 earnings call that they are seeing stable credit performance and an unusually supportive funding environment, while continuing to push product initiatives such as the Affirm Card, app-based shopping features, and AI-driven development tools. The company kept formal prepared remarks brief, with founder and CEO Max Levchin calling fiscal Q3 “another one for the record books” and emphasizing that results are the product of execution rather than ease. Management repeatedly pointed analysts to additional detail expected at the company’s Investor Forum scheduled for May 12. → Berkshire Hathaway’s Record Cash Hoard: Why and What's Next? Affirm Earnings Beat Highlights Growth and Credit Concerns On credit, Levchin said the company is not seeing deterioration among borrowers it chooses to underwrite. “We are not seeing deterioration,” he said, adding that Affirm’s view is specific to its own consumer base rather than the broader economy. COO Michael Linford characterized the funding environment as “exceptionally constructive,” citing sustained demand from investors, “reducing spreads,” and “significant oversubscription” in transactions. Linford also said forward-flow partners continue to seek larger allocations of Affirm’s portfolio. → A Prada Payday: Is AMC Back in Style? MarketBeat Week in Review – 01/26 - 01/30 Asked about asset-backed securities (ABS) execution, Linford said Affirm has completed three deal...