SHOP

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...

Cathie Wood has spent weeks trimming some of the market’s hottest winners. Advanced Micro Devices (AMD) kept climbing, and it was one of the several that Wood sold. In my previous coverage, Cathie Wood sold another $15.6M of the semiconductor stock after it gained 93% this year. Other artificial intelligence names also surged. And yet, ARK Invest kept selling, raising a bigger question on Wall Street. Where exactly was that money going? Part of the answer to what Wood is buying with her newly freed-up cash arrived quietly in ARK’s latest daily trade disclosures. And it came just as one e-commerce company -- Shopify (SHOP) -- delivered the kind of earnings report growth investors have been desperately hunting for in 2026. “Shopify has entered the AI era with a clear edge,” Shopify President Harley Finkelstein said during earnings commentary. That comment alone may explain why Wood suddenly made one of her largest recent purchases. ARK Invest purchased roughly 255,804 shares of Shopify across its ARK Innovation ETF (ARKK), ARK Next Generation Internet ETF (ARKW), and ARK Blockchain & Fintech Innovation ETF (ARKF) exchange-traded funds on May 5, according to Investing.com. The total value of the purchase came to approximately $32.6 million. According to the filings, $20.7 million of the purchase came through the ARKK ETF, representing 7.8% of ARKK’s market value. The previous day, on May 4, 2026, ARKK ETF had also purchased $6.6M of the same Shopify shares. The May 5, 2026, purchase came immediately after Shopify posted stronger-than-expected first-quarter earnings. According to Shopify's first-quarter fiscal 2026, revenue surged to $3.17 billion, up 34.3% year-over-year, with a 15% free cash flow margin. Related: Cathie Wood sells another $15.6M of surging semiconductor stock The company also reported more than $100 billion in gross merchandise volume (GMV) in the first quarter for the first time, according to the earnings report. Meanwhile, Wood was simultaneously reducing exposure elsewhere. On May 5, 2026, ARK sold another 45,917 shares of Advanced Micro Devices, valued at roughly $15.6 million, across ARKK, ARKW, and ARKF, according to TheStreet. That followed broader AMD sales in recent weeks, loading up on Shopify, Meta, and a few others. The earnings beat alone likely wasn’t the only reason behind the aggressive buying. Shopify spent much of its earning...

Revenue fell sharply: LifeVantage reported Q3 net revenue of $43.7 million, down 25.2% year‑over‑year largely due to weaker MindBody GLP‑1 System sales and fewer active accounts, with adjusted EBITDA declining to $3.2 million (7.3% of revenue) from $6.4 million. Leadership and strategic shifts: The board appointed Terrence Moorehead as incoming CEO (joining in August) while interim CEO Michael Beindorff highlighted investments in e‑commerce (Shopify migration), consultant tools, and a new 12‑month VIP bonus to drive field engagement and product cadence. Solid liquidity and capital moves but cautious outlook: The company ended the quarter with $12.5 million cash, no debt, repurchased shares under a large buyback program (about $59 million remaining under authorization), raised its quarterly dividend 11% to $0.05, and now expects fiscal 2026 results near the lower end of prior guidance amid GLP‑1 competitive pressures. Interested in Lifevantage Corporation? Here are five stocks we like better. GLP-1 Alternatives: 2 Stocks Benefiting From Weight Loss Trends Lifevantage (NASDAQ:LFVN) reported fiscal third-quarter 2026 results that reflected a sharp year-over-year revenue decline, as management pointed to weaker demand for its MindBody GLP-1 System and fewer active accounts. On the call, the company also highlighted a leadership transition, ongoing technology investments, and new consultant incentive programs aimed at improving long-term growth. Interim CEO Michael Beindorff, a long-time board member who has served since 2012, opened the call by recognizing the retirement of former President and CEO Steve Fife, who stepped down April 30. Beindorff said Fife’s tenure was “transformational,” citing modernization efforts, improved financial positioning, and the groundwork laid for the company’s future. → The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches Beindorff also reiterated the company’s focus on its portfolio, including the Protandim family and newer offerings such as TrueScience Liquid Collagen, the MindBody GLP-1 System, and its Gut Activator product P84, which came with the October 2025 LoveBiome acquisition. He emphasized the role of the company’s consultant community and described the recent Momentum Academy event in Las Vegas as a showcase of field engagement. At the event, the company announced what Beindorff described as its “firs...

Performance was significantly impacted by a decline in sales of the MINDBODY GLP-1 system, which management attributed to intense competitive dynamics within the GLP-1 market. The company is undergoing a major leadership transition with Michael Beindorff serving as Interim CEO following the retirement of Steve Fife, until Terrence Moorhead assumes the role in August. Management is prioritizing a 'foundational approach' to consultant growth, moving away from temporary sales spikes toward sustainable leadership development and authentic product advocacy. A significant multi-period investment in technology is underway, centered on migrating to Shopify and revamping back-office systems to modernize the end-to-end e-commerce experience. The acquisition of LoveBiome in October 2025 served as a strategic offset to revenue declines, integrating gut health as a core pillar of the product portfolio. Operational focus is shifting toward the 'VIP bonus' program, a 12-month incentive designed to identify and reward consultants demonstrating long-term leadership behaviors. Despite revenue contraction, the company maintains a debt-free balance sheet and cash reserves, providing the flexibility needed to fund strategic pivots and technology upgrades. Fiscal 2026 guidance has been narrowed to the lower end of previous ranges for revenue, adjusted EBITDA, and adjusted EPS due to current business trends and market competition. The Shopify platform rollout is expected to begin later this year with a staggered international approach, targeting full implementation starting in Q1 of the next fiscal year. Management anticipates a major 'hero product' launch at the annual convention in October 2024, following their typical 18-to-24-month innovation cadence. Full-year fiscal 2026 commissions and incentive expenses are projected to be approximately 42.5% of revenue, reflecting changes in customer mix and promotional timing. The company expects a full-year effective tax rate between 18% and 20% for fiscal 2026. Gross profit margin compressed to 79% from 81%, driven by increased shipping costs, warehouse expenses, and inventory obsolescence related to the MINDBODY system. The Board approved a new $60 million share repurchase authorization in January, with $59 million remaining as of the end of the third quarter. A quarterly cash dividend of $0.05 per share was announced, representing an...

Paypal (NASDAQ: PYPL) came into Q1 2026 as a company in the middle of a reset and still managed to beat across the board. Revenue landed at $8.35 billion versus expectations of $8.05 billion. Adjusted EPS came in at $1.34, comfortably ahead of the $1.27 estimate. Total payment volume hit $464 billion, up 11% year over year, the highest in its history. And yet, the stock fell almost 9% before the market even opened. That kind of reaction usually means the headline numbers are not the real story. In this case, it comes down to guidance and how you interpret it. What Actually Worried Investors For Q2 2026, PayPal expects non-GAAP EPS to fall about 9% compared to last year. For the full year, it is guiding to flat or slightly lower earnings versus $5.31 in 2025. On the surface, that is not great. A company that just beat expectations is basically saying the next stretch could look worse. But there is an important detail that did not get much attention. PayPal is intentionally loading most of its costs into 2026. It is reorganizing teams, shifting roles, and rolling out AI across the business. All of that hits profits now. The payoff is supposed to come later, mainly from 2027 onward. So this is less about weakness and more about timing. They are choosing to take the hit upfront. Check out Buy or Sell PYPL Stock and see how PYPL's key metrics compare with peers such as Block (XYZ) and Affirm (AFRM) A New CEO, Very Early Days Enrique Lores took over as CEO on March 1, 2026, after running HP for six years. He is not from the payments world. He is known for restructuring large, complex businesses. His first big move was to split PayPal into three focused units: Checkout and core PayPal Consumer financial services and Venmo Payment services and crypto The idea is simple. Different businesses need different strategies. Keeping everything under one structure was slowing things down. Breaking it up creates clearer ownership and accountability. He is also targeting at least $1.5 billion in cost savings over the next two to three years and plans to cut about 20% of the workforce. That sounds aggressive, but this is a company generating $6.8 billion in free cash flow. It is not a survival move. It is about improving margins. See also, What GameStop’s $55B Bid For eBay Means For Investors The Buyback Story People Are Missing While everyone is focused on guidance, PayPal is...

Shopify stock took a steep drop on Tuesday after the e-commerce platform reported top-line growth but weak earnings in the first quarter. Shares fell 17% and are now off 34% for the year after a fourth-quarter earnings miss in February. Fears about the impact of artificial intelligence on software haven’t helped.

US equity futures were trending higher on Tuesday as traders await a fresh batch of corporate earnin

Earnings season revs up the next few days as investors will hear from big companies including Advanced Micro Devices, CoreWeave, Pfizer and McDonald's. Data on the U.S. jobs market will also be watched closely, culminating in April nonfarm payroll numbers Friday.