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Find insight on software company stocks, cybersecurity services and more in the latest Market Talks covering technology, media and telecom.

PayPal’s board thinks the $53 billion takeover might be undervaluing the stock. Should you buy the stock here?

Shopify gets a downgrade, with an analyst writing that Meta Platforms could do serious damage to the e-commerce platform provider.

The bank named eight highest-conviction Overweights while starting Adobe and Workday at Underweight

Shopify (NasdaqGS:SHOP) is back in focus after DoorDash introduced a native integration that lets US brick-and-mortar Shopify merchants sell directly on the DoorDash marketplace, with synced inventory and streamlined onboarding. See our latest analysis for Shopify. Against this backdrop, Shopify’s 1 month share price return of 14.36% stands out compared with a year to date share price decline of 20.81%. At the same time, the 3 year total shareholder return of 88.12% contrasts with weaker 1...

Earlier this month, DoorDash announced that its marketplace is now a native sales channel within Shopify’s App Store, allowing US-based brick-and-mortar Shopify merchants to sync catalogs, inventory, and fulfillment directly without separate onboarding or workflow changes. This deeper DoorDash integration strengthens Shopify’s role as core infrastructure for omnichannel and on-demand retail, linking local merchants to new discovery and delivery routes while keeping operations centralized in...

Shopify (SHOP) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Investing.com -- Morgan Stanley has pushed back against negative investor sentiment toward the software sector, telling investors in a note on Tuesday that the market has become "too negative on the group" and naming eight Overweight-rated companies best positioned for the AI era.

DoorDash (DASH) is in focus after two commerce announcements: a native integration into Shopify’s sales channels for US brick and mortar merchants, and a broad digital ordering and loyalty partnership with Hungry Howie’s. See our latest analysis for DoorDash. These commerce announcements come as DoorDash’s share price trades at US$189.02, with a 30 day share price return of 8.97% but a year to date decline of 14%. The 3 year total shareholder return of 124.20% contrasts with a 1 year total...

Shopify (NasdaqGS:SHOP) has launched a direct integration with DoorDash for US brick-and-mortar retailers. The new connection allows merchants to list and sell their in-store products on the DoorDash marketplace through the Shopify platform. Retailers can sync product catalogs and inventory in real time with minimal setup through a self-serve workflow. Shopify has built its business around giving merchants tools to sell across multiple channels, from online stores to social platforms and...

Alphabet's Q2 2026 results may reflect Search ad momentum, AI-driven Cloud demand and rising subscriptions, with July 22 earnings in focus.

Amazon is burning through tens of billions in capex to own the AI backbone while Shopify spends almost nothing and still accelerates growth faster. Which strategy survives contact with a softening consumer and a skeptical market?

Jefferies upgraded Shopify to Buy with a $160 price target, citing its role in agentic commerce, ahead of an earnings report expected to show accelerating AI-driven orders.

With its stock trading at a deep discount, PayPal is betting a new CEO and a major overhaul can fix what's broken, forcing investors to weigh a potential bargain against a difficult transformation.

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

Despite its recent struggles, PayPal still has a massive 439 million consumer accounts while Stripe’s customers are mostly merchants.

In the latest trading session, Shopify (SHOP) closed at $123.55, marking a -1.69% move from the previous day.

The alleged scam, organized by a 24-year-old from Philadelphia, offered athletes ownership of bogus websites as a place to park cash from their lucrative careers.

DoorDash has synced its marketplace with the Shopify app to enable small retailers with stores to utilize its on-demand delivery network. The post DoorDash teams with Shopify on delivery for small retailers appeared first on FreightWaves.

The fintech looks expensive on paper, but its valuation shrinks sharply on future earnings, if you believe the growth story that gets it there.

According to DoorDash, the self-serve mechanism, embedded within the existing Shopify interface, cuts the time needed to go live from several weeks to a matter of days.

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

DoorDash has launched a native integration in the Shopify App Store that lets local retailers join the DoorDash Marketplace directly from their Shopify accounts. The integration automates catalog and inventory sync, aiming to let merchants start offering on demand delivery within days and without changing existing workflows. For investors watching NasdaqGS:DASH, this move fits with DoorDash’s push to serve more than restaurants by working more closely with local retailers. The stock last...

Shopify stock gains as Jefferies upgrades it to "Buy." Here’s how high it believes SHOP shares could realistically fly in 2026.

Shopify (SHOP) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

SHOP's 22.5% YTD slide reflects slowing growth and AI costs, but rising payments, AI commerce and global expansion may support a rebound.

Eric Glyman looks for "proof of work" over pedigree, an approach that echoes how Elon Musk staffs SpaceX and Tesla.

Wall Street is returning to Shopify Inc. (NASDAQ:SHOP). On July 13, Jefferies upgraded the stock from Hold to Buy and raised its target to $160 from $140. Three days earlier, Stifel made the same change and lifted its target to $150 from $110. Both see opportunity after Shopify’s roughly 23% year-to-date decline, but the deeper […]

Shopify is posting operating income growth near 90% and buying back billions in stock while its share price sits deep in the red for the year. Something has to give before the July earnings report.

A quiet but intense standoff is underway between a company buying its own shares and a market that keeps selling them.