Shopify Inc. (NASDAQ:SHOP) is among the 12 Best Tech Stocks that Beat Earnings Estimates.
On February 17, 2026, Truist upgraded Shopify Inc. (NASDAQ:SHOP) to Buy from Hold and raised its price target to $150 from $110. Truist said Shopify is one of the few software companies showing strong, accelerating growth and views the recent large drawdown in software valuations tied to AI fears as an attractive entry point for long-term investors. Truist added that Shopify can benefit from agentic commerce and continue expanding beyond its current 14%-plus share of U.S. e-commerce.
On February 16, 2026, Jefferies analyst Samad Samana lowered his price target to $125 from $160 and maintained a Hold rating after what he described as strong Q4 results and encouraging Q1 guidance. Samad Samana said the model was updated to reflect revised forecasts and multiple compressions across the software space.
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On February 11, 2026, Shopify reported Q4 revenue of $3.67B versus consensus of $3.59B. President Harley Finkelstein said “2025 was Shopify at full throttle,” highlighting compounding growth while positioning for AI commerce. CFO Jeff Hoffmeister said the company closed Q4 with revenue up 31% year-over-year and a 19% free cash flow margin, bringing full-year revenue growth to 30% and a 17% free cash flow margin. He added that the company invested in Catalog, Sidekick, Universal Commerce Protocol, and its broader commerce platform while delivering strong margins.
Shopify Inc. (NASDAQ:SHOP) provides commerce technology tools that enable businesses of various sizes to start, scale, market, and operate across multiple regions globally.
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.
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