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 2026-10-16 1 bull 1 neutral converging

POC $114.21 · VWAP $132.75 · +27.7% 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+30.4% -4.8%1d -0.8%7d ONON+28.0% -1.3%1d -1.0%7d TJX+19.9% +1.9%1d +6.2%7d CASY+17.0% +2.3%1d +6.7%7d COST+10.7% +1.1%1d +4.5%7d AS+10.7% +0.3%1d +6.7%7d WMT+10.5% +0.8%1d +6.7%7d DECK+9.9% -1.0%1d +3.4%7d ANF+9.6% +0.8%1d +7.5%7d YUM+9.1% -0.2%1d +3.9%7d CROX+6.7% -1.3%1d +7.1%7d COKE+5.9% +2.8%1d +7.2%7d XRT+5.2% -0.9%1d +3.5%7d NKE+3.8% 0.0%1d +7.0%7d DPZ+2.4% +1.8%1d -0.2%7d HD+2.4% +0.5%1d +6.5%7d LOW+1.7% +0.8%1d +6.1%7d LULU+1.2% -2.0%1d +2.8%7d SBUX+0.2% +0.7%1d +7.5%7d TGT-0.3% -1.5%1d +0.4%7d MCD-2.3% +0.2%1d +3.3%7d CMG-11.3% -2.3%1d -5.4%7d
@watching
@focus
@insider-universe
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MRNA+49.7% -7.8%1d -3.1%7d SHOP+30.4% -4.8%1d -0.8%7d PINS+17.5% -3.5%1d +2.4%7d ISRGE+11.6% -0.3%1d +0.7%7d LLY+10.5% +0.4%1d +6.6%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d ESTC+7.9% -5.7%1d -6.6%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d TMO+6.4% -0.9%1d +4.9%7d META+5.3% -3.7%1d -1.3%7d UI+5.3% -2.8%1d -8.6%7d COIN+5.3% -5.8%1d -3.5%7d CEG+4.6% -1.3%1d -9.0%7d RBLX+4.5% -3.1%1d +3.0%7d ABNB+3.7% -0.3%1d +4.7%7d AFRM+3.4% -2.5%1d -8.3%7d AAPL+3.3% +0.4%1d +2.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d ZM+2.5% -4.4%1d -3.6%7d TWLO+2.3% -10.6%1d -15.6%7d ASAN+2.2% -5.4%1d -2.1%7d AMZN+1.6% -1.9%1d -4.7%7d NOW+1.5% -4.4%1d +0.8%7d HIMS+0.3% -4.5%1d -9.2%7d NVDA+0.1% -1.4%1d -6.6%7d NTLA-0.6% +0.7%1d -12.6%7d GOOGL-0.7% -2.5%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d UBER-0.9% -1.3%1d -1.6%7d TSLA-0.9% -2.1%1d -7.3%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d VRTX-2.6% -1.8%1d -2.0%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d U-4.1% -6.8%1d -13.8%7d FSLY-4.5% -10.4%1d -23.3%7d IBKR-4.7% -3.9%1d -5.9%7d CRSP-5.7% -4.4%1d -7.8%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d NFLXE-7.7% -2.9%1d +0.3%7d BNTX-8.5% -2.8%1d -9.5%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d FSLR-9.7% -3.5%1d -2.9%7d MDB-10.3% -7.9%1d -12.5%7d INTC-11.1% -5.8%1d -14.2%7d SOFI-13.6% -3.6%1d -7.9%7d ENPH-13.9% -0.7%1d -6.7%7d AKAM-16.0% -4.9%1d -17.9%7d BE-18.0% -6.3%1d -21.1%7d DOCN-20.3% -9.8%1d -26.8%7d EOSE-53.8% -15.7%1d -27.8%7d

Next earnings SHOP reports in 17 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. EPS only.

8 most recent of 11 quarters · newest report Aug 5 · projection Oct 16

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 1 day ago · Oct 16

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