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Affirm Holdings, Inc. (NASDAQ:AFRM) has underperformed the broader market year to date, but the tide is slowly turning. Robust growth in interest-bearing loans, a strategic partnership with Shopify in Australia, and accelerating volumes at Amazon provide multiple avenues for continued growth. On September 12, Goldman Sachs raised its price target to $115 from $106, citing […]
PayPal (PYPL) has gained 27% over the past three months while the S&P 500 returned 0.7%. Over the trailing twelve months, the stock is still down 18.7%, so the whole gain is recent. A gain that recent still needs an operating reason to hold, and management points to what PayPal lends, not to the checkout button.
One of these companies earns more than 40% of its annual operating profit in the holiday quarter. But it's not the stock I'd buy first.
Shopify leads in its niche, but it may not necessarily compare well to all the tech giants.
Shopify (NASDAQ:SHOP) shares rose 2. 5% in premarket trading after Bernstein SocGen Group initiated coverage of the e-commerce platform company with an Outperform rating and a $160 price target.
Investing.com -- Bernstein initiated coverage of Shopify at Outperform with a price target of $160, implying over 26% upside from the stock’s Thursday closing price.
Meta has acquired Swedish AI startup Stilla.ai to accelerate development of Meta Business Agent, Axios reports.
Alibaba trades at a fraction of Shopify's valuation, but one company is burning cash while the other is generating it.
Airbnb generates stronger cash flow and trades at a lower valuation, while Shopify's revenue growth outpaces it by three times, a classic tension between profitability and expansion.
PayPal (PYPL) trades at 9.8 times earnings while the S&P 500 trades at 23.2. The profitability underneath is ordinary: an 18.4% operating margin against 18.5% for the market. The discount is not about whether the company makes money. It is about what each dollar it moves is worth.
Shopify posted strong second-quarter results, but its high valuation has prompted caution.
Amazon trades at a 3.8x discount on price-to-sales, but Shopify's 30% revenue growth and zero debt tell a different growth story.
SHOP's B2B GMV surges 76% in Q2 2026 as expanded tools, cross-selling and large retailers support its growth prospects.
In recent days, Shopify reported quarterly revenue growth of 33.7% year on year, beating analyst expectations on revenue, billings and gross merchandise volume, while also highlighting a net cash position of US$4.77 billion. At the same time, Affirm announced an expanded partnership with Shopify to launch Shop Pay Installments in Australia, underlining how Shopify’s AI tools and financial services are becoming more embedded in merchants’ checkout and financing options globally. Now we’ll...
Stripe and Advent International just walked away from a potential $50 billion PayPal takeover, and the BNPL challengers are celebrating loudly. Here is what the Friday moves actually signal about who wins and who is still exposed.
A collapsed $50 billion buyout sent shockwaves through the buy-now-pay-later sector Friday morning, splitting two of digital payments' biggest names into opposite directions while the broader financials market barely flinched.
By Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they
Shopify stock nears a new buy point as rising Sidekick usage bolsters views that the e-commerce firm is an artificial intelligence winner.
The rebound may have just begun for these two companies.
Software platforms faced selling pressure due to concerns that generative AI tools would replace traditional software architectures. However, Shopify Inc. (NASDAQ:SHOP) broke away from sector headwinds after second-quarter financial results showed AI tools driving business formation rather than displacing its e-commerce infrastructure. Because Shopify serves small and medium-sized businesses requiring turnkey checkout, payment processing, and […]
It's growing fast, it's poised to succeed, and the price is right.
Shares of Sea Limited (NYSE:SE) are up 13.81% at midday Tuesday, trading near $130.65, after fresh quarterly results reignited investor enthusiasm for the Southeast Asia e-commerce, fintech, and gaming platform. The rally comes on top of a 3.28% gain over the prior week and pulls the stock well off its 10.01% year-to-date decline. Segment Strength ... Sea Limited and Shopify Both Soar After Earings. Is E-Commerce Set a Massive Rebound?
OpenAI has reportedly completed a deal to help employees sell nearly $7 billion worth of the company’s shares ahead of its potential IPO. The Sam Altman-led company repurchased shares from existing as well as former employees rather than relying on...
AVAH, FDS and SHOP lead Zacks' recent standouts, with several picks posting strong gains versus the S&P 500.
Smaller merchants are benefiting disproportionately from AI agent-driven purchases.
The Week in Stocks: Where analysts see share prices going after energy earnings, why one analyst sees value in buying gold and more
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