SHOP

Analyst Sentiment

Wall St. Consensus
Buy
37 analysts·High coverage
66
Score
26 Buy (70%)9 Hold (24%)2 Sell (6%)
Rating Breakdown
Strong Buy
00%
Buy
2670%
Hold
924%
Sell
25%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Bear
$115.00
-9.8%
Consensus
$162.50
+27.4%
Bull
$200.00
+56.8%
12-Month Target Range37 analysts
$115.00$162.50$200.00
Current $127.55Consensus
Current Price
$127.55
Upside to Consensus
$34.95

Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev+24.32%
EPS+29.97%
FY2028
Rev+28.94%
EPS+39.94%
FY2029
Rev+13.02%
EPS+16.97%

Earnings Surprises

Recent Analyst Actions

Mar 8, 2026Jefferies
Jefferies ups Shopify target, says OpenAI rollback strengthens position
Target:$150.00
+15.2%from $130.20
Feb 17, 2026Truist Financial
Shopify upgraded to Buy at Truist amid market dislocation
Target:$150.00
+33.1%from $112.70
Feb 16, 2026Jefferies
Shopify price target lowered to $125 from $160 at Jefferies
Target:$125.00
+10.9%from $112.70
Feb 12, 2026Deutsche Bank
Shopify (SHOP) PT Lowered to $175 at Deutsche Bank
Target:$175.00
+59.1%from $110.00
Feb 12, 2026CIBC
Shopify price target lowered to $185 from $200 at CIBC
Target:$185.00
+74.7%from $105.87
Feb 12, 2026RBC Capital
Shopify price target lowered to $170 from $200 at RBC Capital
Target:$170.00
+59.9%from $106.29
Feb 12, 2026Wedbush
Shopify price target lowered to $160 from $185 at Wedbush
Target:$160.00
+51.5%from $105.58
Feb 12, 2026Cantor Fitzgerald
Shopify price target lowered to $126 from $181 at Cantor Fitzgerald
Target:$126.00
+14.8%from $109.71
Feb 12, 2026BMO Capital
Shopify price target raised to $160 from $150 at BMO Capital
Target:$160.00
+43.4%from $111.55
Feb 12, 2026Robert W. Baird
Shopify price target lowered to $160 from $180 at Baird
Target:$160.00
+44.5%from $110.70
Feb 12, 2026Barclays
Shopify price target lowered to $130 from $140 at Barclays
Target:$130.00
+18.3%from $109.91
Feb 12, 2026Wells Fargo
Shopify price target lowered to $191 from $198 at Wells Fargo
Target:$191.00
+60.5%from $118.98
Feb 12, 2026Canaccord Genuity
Shopify price target lowered to $165 from $185 at Canaccord
Target:$165.00
+38.7%from $118.98
Feb 12, 2026Mizuho Securities
Shopify upgraded to Outperform from Neutral at Mizuho
Target:$150.00
+26.1%from $118.98
Feb 11, 2026Stifel Nicolaus
Shopify price target lowered to $115 from $175 at Stifel
Target:$115.00
-3.1%from $118.71
Feb 11, 2026Evercore ISI
Shopify price target lowered to $135 from $170 at Evercore ISI
Target:$135.00
+13.7%from $118.71
Feb 11, 2026KeyBanc
Shopify price target lowered to $160 from $200 at KeyBanc
Target:$160.00
+37.7%from $116.21
Feb 9, 2026MoffettNathanson
Shopify upgraded to Buy from Neutral at MoffettNathanson
Target:$150.00
+26.7%from $118.40
Feb 9, 2026BMO Capital
Shopify price target lowered to $150 from $190 at BMO Capital
Target:$150.00
+33.9%from $112.05
Feb 2, 2026Arete Research
Shopify upgraded to Buy after selloff at Arete
Target:$175.00
+33.4%from $131.23
Jan 8, 2026Scotiabank
Scotiabank Upgrades Shopify (SHOP) to Sector Outperform
Target:$200.00
+19.9%from $166.74
Jan 5, 2026Wolfe Research
Shopify downgraded to Peer Perform at Wolfe Research on high expectations
Target:$185.00
+11.3%from $166.21
Dec 17, 2025Wells Fargo
Shopify price target raised to $198 from $125 at Wells Fargo
Target:$198.00
+21.4%from $163.14
Dec 3, 2025UBS
Benchmark Reiterates Buy Rating on Shopify (SHOP)
Target:$195.00
+22.2%from $159.61
Nov 5, 2025CIBC
Shopify price target raised to $200 from $185 at CIBC
Target:$200.00
+21.2%from $165.06