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Investing.com29d agobullish
Jefferies upgrades Shopify to Buy on AI commerce tailwinds, sees 30% upside

Investing.com -- Jefferies on Monday has upgraded Shopify to Buy from Hold and raised its price target to $160 from $140, saying the e-commerce platform is well positioned to benefit from the rise of agentic AI commerce while expecting stronger-than-consensus second-quarter results and additional growth catalysts over the next year.

Fiserv, service station operators including BP warn US stores on illegal vapes
Reuters39d agoneutral
Fiserv, service station operators including BP warn US stores on illegal vapes

Payments platform Fiserv and service station operators including BP have warned their U.S. partners and store owners not to deal ‌in illegal vapes or risk heavy fines as a consequence, notices seen by Reuters ‌show. Backed by attorneys general from states including California, Illinois and Arizona as well as authorities from the city of New York, the District of ‌Columbia and Puerto Rico, the ⁠crackdown has in recent weeks helped secure a ban on vapes by Shopify. "BP has learned that MasterCard has begun issuing... compliance violation ​notices to ​merchants throughout the industry for processing sales transactions ​for illegal electronic nicotine delivery system ‌products," BP wrote in an undated notice to its gas station operators.

Shopify vs Amazon. One Just Beat Earnings by 60% at a Third of the Multiple. The Choice Is Clear
24/7 Wall St.84d 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

Cathie Wood buys 33M of Canadian tech stock
TheStreet85d 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, ...

Riskified Q1 2026 Earnings Call Transcript
Benzinga90d agoneutral
Riskified Q1 2026 Earnings Call Transcript

Riskified (NYSE:RSKD) released first-quarter financial results and hosted an earnings call on Wednesday. Read the complete transcript below. This content is powered by Benzinga APIs. For comprehensive financial data and transcripts, visit https://www.benzinga.com/apis/. The full earnings call is available at https://edge.media-server.com/mmc/p/iwy265as/ Summary Riskified reported Q1 2026 revenue of $88.3 million, a 7% year-over-year increase, with non-GAAP gross profit of $46.3 million, up 13%.

Affirm Q3 Earnings Call Highlights
MarketBeat96d agoneutral
Affirm Q3 Earnings Call Highlights

Affirm (NASDAQ:AFRM) executives told investors on the company’s fiscal third-quarter 2026 earnings call that they are seeing stable credit performance and an unusually supportive funding environment, while continuing to push product initiatives such as the Affirm Card, app-based shopping features, a

Cathie Wood buys $32M of e-commerce goliath after strong earnings
TheStreet96d 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 ...

Lifevantage Q3 Earnings Call Highlights
MarketBeat97d agoneutral
Lifevantage Q3 Earnings Call Highlights

Lifevantage (NASDAQ:LFVN) reported fiscal third-quarter 2026 results that reflected a sharp year-over-year revenue decline, as management pointed to weaker demand for its MindBody GLP-1 System and fewer active accounts. On the call, the company also highlighted a leadership transition, ongoing techn

Shopify shares slide on Q1 loss and cautious guidance
Proactive98d agoneutral
Shopify shares slide on Q1 loss and cautious guidance

Shopify Inc (TSX:SH., NYSE:SHOP) shares fell sharply on Wednesday, dropping 13.5% after the company reported mixed first quarter 2026 results that paired strong revenue growth with a sizeable loss and guidance that largely met expectations rather than exceeding them. For the quarter ended...

Shopify Stock Slumps After Earnings. What Left the Market Wanting.
Barrons.com98d agobearish
Shopify Stock Slumps After Earnings. What Left the Market Wanting.

Shopify stock fell Tuesday after the e-commerce platform reported continued top-line growth but weak earnings in the first quarter. After including investment losses, Shopify swung to a loss of 45 cents a share in the quarter. Shopify stock fell 6.3% in premarket trading.