"Shopify's stock has seen a significant decline, down 33.14% year to date, trading at $107.37 after reaching $163.14 in December 2025. Despite this, the company is projected to have a price target of $114.78, indicating a 7.09% upside, supported by strong revenue growth and rising free cash flow."
"In Q4 2025, Shopify reported revenue of $3.67 billion, a 30.58% increase year-over-year, marking 11 consecutive quarters of over 25% revenue growth. The company also authorized a $2 billion share repurchase program, reflecting confidence in its financial health."
"Merchant Solutions revenue grew 35% YoY to $2.90 billion in Q4, while overall GMV increased by 31% to $123.84 billion. The introduction of AI commerce tools is expected to strengthen Shopify's market position, controlling over 14% of US ecommerce."
Shopify shares have dropped 33.14% in 2026, trading at $107.37 after a peak of $163.14. The price target is set at $114.78, indicating a 7.09% upside. Revenue growth remains strong, with Q4 2025 revenue at $3.67 billion, up 30.58% YoY. A $2 billion share repurchase program was authorized. Merchant Solutions revenue grew 35% YoY, and AI tools are enhancing competitiveness. Analysts are optimistic, with a bull-case scenario suggesting a potential rise to $179 within 12 months.
Read at 24/7 Wall St.
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