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Rothschild Redburn Downgrades Shopify (SHOP) to Neutral

Tue, 21 Jul 2026 03:35:06 -0400

Rothschild Redburn analyst Dominic Ball downgraded Shopify (NASDAQ: SHOP) from Buy to Neutral with a price target of $130.00 (from $160.00).

The analyst comments: “With a heavy heart, we downgrade Shopify to Neutral. It has been one of our highest conviction internet names thanks to its forward-thinking management team, impressive founder-led culture, leading product and wide moat in a non-AI world.

The downgrade is predominantly due to the Meta threat. Shopify has three growth engines – enterprise, international and same-store sales – and the market tends to fixate on the first two while overlooking the third. Yet since September 2024, when we

Rothschild Redburn Downgrades Shopify (SHOP) to Neutral

Tue, 21 Jul 2026 03:35:06 -0400

Rothschild Redburn analyst Dominic Ball downgraded Shopify (NASDAQ: SHOP) from Buy to Neutral with a price target of $130.00 (from $160.00).

RBC Capital Reiterates Outperform Rating on Shopify (SHOP)

Mon, 20 Jul 2026 08:54:43 -0400

RBC Capital analyst Paul Treiber reiterated an Outperform rating and $170.00 price target on Shopify (NASDAQ: SHOP).

The analyst commented: "Data points suggest Shopify's robust momentum continues; Data from several third-party sources suggest Shopify's growth momentum remains robust and market share gains continued. As a result, we believe Q2 results and Q3 guidance may exceed consensus. While Shopify's shares may experience variability with sentiment on software stocks and interim data points, we expect Shopify's strong growth to drive shareholder returns over the long term. Maintain Outperform."

For an analyst ratings summary and ratings history on Shopify click here. For more ratings

Goldman sees buying opportunity in beaten-down software name

Mon, 20 Jul 2026 06:00:00 -0400

Goldman Sachs is urging investors to buy shares of a major enterprise software company heading into what it expects will be an acceleration in growth in the current quarter, after a roughly 35% pullback this year has left the stock trading at a more favorable valuation.

The Wall Street bank reiterated a Buy rating and the $242 price target on cloud computing firm Salesforce (NYSE: CRM) following meetings with the company's investor relations team in London earlier this month.

"We are buyers of the stock into a likely 3Q organic acceleration," the analysts led by Gabriela Borges wrote, underscoring improving new net

Goldman sees buying opportunity in beaten-down software name

Mon, 20 Jul 2026 06:00:00 -0400

"We are buyers of the stock into a likely 3Q organic acceleration," the analysts led by Gabriela Borges wrote, underscoring improving new net

Goldman sees buying opportunity in beaten-down software name

Mon, 20 Jul 2026 06:00:00 -0400

"We are buyers of the stock into a likely 3Q organic acceleration," the analysts led by Gabriela Borges wrote, underscoring improving new net

Goldman sees buying opportunity in beaten-down software name

Mon, 20 Jul 2026 06:00:00 -0400

"We are buyers of the stock into a likely 3Q organic acceleration," the analysts led by Gabriela Borges wrote, underscoring improving new net

4 internet stocks to consider into Q2 earnings: Wolfe

Tue, 14 Jul 2026 08:30:00 -0400

Heading into the second-quarter reporting season, analysts at Wolfe Research favor four large-cap names within the internet sector, citing favorable setups, attractive valuations and greater resilience against a potentially weakening consumer.

Valuation multiples across the sector have remained largely compressed heading into results, the analysts note, with mega-cap stocks trading 1.5 to 3 turns below their three-year historical medians on an EV/EBITDA and price-to-earnings (P/E) basis, and large caps sitting well below their own three-year median levels.