Shopify Inc. (SHOP)'s ChatGPT Move Could Change the Game, Benchmark Thinks So

Shopify Inc. (NASDAQ:SHOP) is among the most profitable software stocks to invest in. On October 9, 2025, Benchmark reaffirmed its ‘Buy’ rating on Shopify Inc. (NASDAQ:SHOP) while raising the price target to $195.00 from $190.00, reflecting a potential upside of about 25%. This upward revision follows the company’s integration with OpenAI’s ChatGPT.

As per the integration framework, Shopify Inc. (NASDAQ:SHOP) merchants can now sell directly in ChatGPT through Instant Checkout. With more commerce platforms utilizing the AI service, the company benefits from an early advantage. The research firm highlights the company’s “unique agentic and fully composable commerce stack,” which employs versatile and scalable APIs.

The firm notes that Shopify Inc. (NASDAQ:SHOP) has the potential to expand its agentic backend architecture to enterprise merchants pursuing modular commerce solutions to power their AI-driven strategies. This ability differentiates the company from SaaS commerce peers and custom headless stacks.

Shopify Inc. (NASDAQ:SHOP) is a Canadian e-commerce technology company that offers various tools to different businesses. Incorporated in 2004, the company is committed to fostering a future of commerce.

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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