SHOP Shopify Inc.

SHOP Shopify Inc.

Technology · Software - Application

Desk view

Watchingmedium conviction
Basis Logged decision
Updated

Market read

Scan convergence 2 scans as of 2026-10-23 2 neutral converging

POC $114.21 · VWAP $132.91 · +26.9% vs 12m avg buyer

uptrend vol: normalchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Coverage

1 related campaign

SHOP Price Structure

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Peers

Every watchlist SHOP belongs to, members best 30-day change first — SHOP highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@retail
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SHOP+18.5% -0.1%1d -0.5%7d ANF+17.8% -3.5%1d +1.7%7d CASY+17.1% -2.0%1d +1.5%7d COST+10.9% -1.5%1d +1.4%7d TJX+10.2% -1.6%1d -1.5%7d WMT+8.5% -1.0%1d +0.9%7d COKE+8.4% -5.4%1d -3.3%7d HD+7.8% -2.4%1d +3.3%7d ONON+7.8% -4.4%1d -6.5%7d SBUX+7.1% -1.1%1d +3.4%7d XRT+6.8% -1.6%1d +0.7%7d YUM+6.5% -3.1%1d -0.5%7d DPZ+5.8% -1.3%1d +1.6%7d AS+5.0% -2.5%1d -5.9%7d MCD+4.3% -1.6%1d +2.3%7d LOW+3.8% -2.8%1d +0.7%7d NKE+3.5% -2.7%1d +0.5%7d DECK+3.2% -4.9%1d -5.4%7d TGT-2.2% -3.4%1d -1.0%7d LULU-3.2% -4.8%1d +2.0%7d CROX-4.3% -1.4%1d -3.2%7d CMG-15.9% -2.2%1d -7.9%7d
@watching
@focus
@insider-universe
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ASAN+26.9% +4.5%1d +21.9%7d PINS+21.0% -2.7%1d +1.9%7d ZS+19.0% +7.3%1d +23.0%7d SHOP+18.5% -0.1%1d -0.5%7d ABNB+15.0% -2.1%1d -1.0%7d ISRG+13.6% +1.9%1d +6.0%7d NOW+12.9% +1.3%1d +12.0%7d ESTC+12.2% +4.3%1d +11.7%7d LLY+10.6% -2.5%1d +1.3%7d MRNA+9.9% -1.3%1d -8.2%7d RBLX+8.0% -2.0%1d +6.7%7d DDOG+7.2% +4.6%1d +9.1%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d ZM+4.2% -0.5%1d +1.7%7d AAPL+3.2% -0.1%1d +1.2%7d AFRM+2.9% -3.2%1d -5.3%7d PLTR+2.6% +0.3%1d +5.8%7d UI+2.5% -1.4%1d -2.2%7d VRTX+1.5% -2.1%1d +4.8%7d TMO+1.3% -0.4%1d -2.3%7d FTNT+0.7% +4.0%1d +6.4%7d AMZN-0.5% -0.9%1d -0.8%7d CRWD-1.9% +8.3%1d +13.3%7d TSLA-2.1% -0.6%1d +4.9%7d HIMS-2.4% -4.9%1d -1.3%7d SNOW-2.8% +3.6%1d +6.1%7d PANW-3.2% +7.2%1d +11.3%7d UBER-3.9% -3.4%1d -5.2%7d CEG-4.0% -0.7%1d -6.6%7d ENPH-4.5% +0.8%1d +3.2%7d GOOGL-5.2% -1.2%1d -6.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d U-7.5% +1.3%1d +1.0%7d NET-7.5% +7.3%1d +9.9%7d NFLX-7.7% -1.8%1d -6.6%7d NTLA-9.1% +0.5%1d -1.8%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d TWLO-9.9% +3.2%1d +7.1%7d FSLR-10.4% +0.4%1d -0.4%7d BNTX-10.5% -1.7%1d +0.5%7d QCOM-10.8% +1.8%1d +2.2%7d CRSP-11.4% -1.2%1d +0.3%7d SOFI-11.7% -1.0%1d +0.5%7d IBKR-12.3% -2.4%1d -2.9%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d META-13.6% -1.0%1d -9.4%7d AMD-15.9% +1.7%1d -2.3%7d COIN-17.0% -2.7%1d -5.0%7d FSLY-17.7% +8.7%1d +8.6%7d AKAM-21.0% +2.6%1d +6.5%7d INTC-29.1% +1.7%1d -3.2%7d BE-29.8% -11.2%1d -12.7%7d DOCN-34.0% +1.3%1d -5.5%7d ARM-36.8% +0.1%1d -7.7%7d EOSE-51.7% +1.2%1d -5.0%7d

Next earnings SHOP reports in 11 days Nov 3

Last report Aug 5

News coverage shows Shopify's second-quarter report had already landed by the time of tonight's pull. MarketBeat (August 4) reported that shares increased sharply after the company delivered a strong second-quarter report and issued an upbeat outlook, easing concerns that AI tools could disrupt its e-commerce platform.

full note →

Against street estimates

How SHOP's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 11 quarters · newest report Aug 5 · projection Oct 23

Result
Aug 5 0.400.42 GAAP ≠ +5.0%Beat
May 5 0.330.36 GAAP ≠ +8.6%Beat
Feb 11 0.510.48-5.7%Miss
Nov 4 '25 0.340.34 GAAP ≠ +0.6%In line
Aug 6 '25 0.290.35 GAAP ≠ +22.1%Beat
May 8 '25 0.260.25 GAAP ≠ -4.5%Miss
Feb 11 '25 0.430.44+1.8%In line
Nov 12 '24 0.180.64+254.9%Beat

Recent news

Headlines about SHOP from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 23

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

Types
Aug 27 Deep Dive SHOP
Aug 5 Catalyst SHOP earnings
May 5 Catalyst SHOP earnings
Mar 24 Article Daily Actions
Mar 10 Article Daily Actions
Feb 16 Article Daily Actions
Feb 11 Article Daily Actions
Feb 5 Update Retail
Feb 4 Update Retail