Shopify (SHOP) Shares Dip After Q4 Results, Analysts Cite Enterprise Growth and AI-Powered Commerce

Shopify Inc. (NASDAQ:SHOP) ranks among the best innovative stocks to buy according to Wall Street analysts. On February 11, Stifel lowered its price target for Shopify Inc. (NASDAQ:SHOP) to $115 from $175 while retaining a Hold rating on the company’s shares. The revision follows Shopify’s recent Q4 2025 quarterly report, which revealed solid performance and a positive top-line forecast, driven by enterprise and international growth and Payments adoption.

The firm highlighted Shopify’s strengthening position in agentic commerce, noting that orders from AI searches on Shopify stores have grown 15-fold since January of last year.

Meanwhile, DA Davidson maintained its Buy rating and $195 price target for Shopify Inc. (NASDAQ:SHOP), describing it as a category leader in e-commerce with significant global reach, bolstered by continuous use of agentic commerce features.

After opening 8% higher on results day, Shopify Inc. (NASDAQ:SHOP) shares fell around 12% by midday trading, which DA Davidson attributed to the continued “SaaS-Pocalypse” and lower-than-anticipated first-quarter 2026 free cash flow expectations. That said, the firm considers the pullback as a buying opportunity.

Shopify Inc. (NASDAQ:SHOP) is a global commerce company that provides tools and software for businesses to sell products online, in stores, and through social media or marketplaces.

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Disclosure: None. This article is originally published at Insider Monkey.