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24/7 Wall St.1d agobullish

Shopify vs Amazon. One Just Beat Earnings by 60% at a Third of the Multiple. The Choice Is Clear

Shopify (NASDAQ: SHOP) and Amazon (NASDAQ: AMZN) just reported earnings that frame two opposite philosophies in commerce. Shopify arms independent merchants with payments, software, and AI tools. Amazon owns the marketplace, the warehouses, the ad network, and increasingly, the chips powering generative AI. Both quarters were strong. The question is which model converts that strength ... Shopify vs Amazon. One Just Beat Earnings by 60% at a Third of the Multiple. The Choice Is Clear

TheStreet2d agobullish

Cathie Wood buys 33M of Canadian tech stock

Cathie Wood has never been shy about placing big bets on disruptive technology. And when Shopify reported a blockbuster first quarter on May 5, 2026, ARK Invest did not wait around. The firm loaded up on the Canadian e-commerce giant in a move that signals Wood still sees enormous upside ahead, ...

TheStreet13d agobullish

Cathie Wood buys $32M of e-commerce goliath after strong earnings

Cathie Wood has spent weeks trimming some of the market’s hottest winners. Advanced Micro Devices (AMD) kept climbing, and it was one of the several that Wood sold. In my previous coverage, Cathie Wood sold another $15.6M of the semiconductor stock after it gained 93% this year. Other artificial ...

AMD SHOP

GuruFocus.com15d agobullish

Shopify Stock Tanks After Earnings Beat. Weak Outlook in Focus

Shopify Drops After Strong Results: Guidance Clouds Growth Story

SHOP

Quartz15d agobullish

Shopify Q1 2026 earnings beat overshadowed by slow growth outlook

The commerce software company posted 34% revenue growth in Q1, but its outlook for high-twenties growth in Q2 rattled investors

SHOP

Zacks15d agobullish

Shopify (SHOP) Tops Q1 Earnings and Revenue Estimates

Shopify (SHOP) delivered earnings and revenue surprises of +12.78% and +2.79%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

SHOP

The Wall Street Journal15d agobullish

Shopify Loss Narrows as Revenue Climbs on Subscription

Shopify posted a narrowed loss as rising subscription revenue and stronger merchant activity lifted sales.

SHOP

Zacks16d agobullish

Shopify Stock Before Q1 Earnings: Smart Buy or Risky Move?

SHOP reports Q1'26 earnings on May 5, eyeing low-30% revenue growth as Shop Pay and AI momentum run into margin headwinds.

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