Shopify (MAĞAZA), 2. Çeyrek için "Yüksek Yirmili" Gelir Artışı Umutlarında % 11,5 ’e Yükseldi

Shopify (SHOP) Jumps 11.5% on ‘High-Twenties’ Revenue Growth Hopes for Q2

Angelica Ballesteros

Tue, July 28, 2026 at 4:35 AM GMT+3 2 min read

• SHOP +2.68%

Shopify climbed by 11.54 percent on Monday to end at $126.88 apiece, as investors began positioning portfolios ahead of the results of its earnings performance in the second quarter of the year.

According to the company, it is scheduled to announce its financial and operating highlights before market open on August 5. It will host a conference call to elaborate on the results.

High-20s Revenue Growth

For the period, Shopify Inc. (NASDAQ:SHOP) is expected to grow its revenues by "high-twenties," encouraged by the strong 34 percent revenue growth in the first quarter of the year.

Gross profit is also expected increase by mid-twenties, having grown by 32 percent quarter-on-quarter.

For illustration purposes only. Photo by Sora Shimazaki on Pexels

Analyst Ratings Mixed

Last week, Shopify Inc. (NASDAQ:SHOP) received a pessimistic coverage from investment firm Rothschild & Co., with the latter downgrading the stock to neutral from buy, alongside its price target by 18.75 percent to $130 from $160.

"With a heavy heart, we downgrade Shopify to Neutral. It has been one of our highest conviction internet names. The downgrade is predominantly due to the Meta threat," the investment firm said.

According to Rothschild, the rapidly growing AI, as well as Meta Platforms, pose an "existential threat" to the company as it provides small businesses with AI tools needed to build storefronts, run ads, handle payments, and manage customer relationships, similar to what Shopify Inc. (NASDAQ:SHOP) is offering at present.

Prior to Rothschild's coverage, the e-commerce operator earned a buy recommendation and a $160 price target from Jefferies, as well as an upgrade to buy from hold from Stifel.

Hedge Fund Participation Dwindles

Looking into the hedge fund sentiment, Shopify Inc. (NASDAQ:SHOP) saw lower participation and conviction among institutional investors, signaling caution over its growth prospects.

Data from Insider Monkey showed that 88 hedge funds held positions in the company, a sharp drop from 101 in the fourth quarter of 2025.

Collectively, their combined holdings also fell by 36 percent to $4.38 billion from $6.9 billion quarter-on-quarter.

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 thebest short-term AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.

Disclosure: None. Follow Insider Monkey on Google News.