Fideuram Intesa Sanpaolo Private Banking S.P.A. Acquires New Stake in Shopify Inc. $SHOP

Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new position in shares of Shopify Inc. (NASDAQ:SHOP) (TSE:SHOP) in the 4th quarter, HoldingsChannel.com reports. The firm bought 30,191 shares of the software maker’s stock, valued at approximately $4,860,000.

A number of other institutional investors have also added to or reduced their stakes in SHOP. Mowery & Schoenfeld Wealth Management LLC bought a new position in shares of Shopify in the fourth quarter worth approximately $29,000. Lodestone Wealth Management LLC purchased a new stake in Shopify in the fourth quarter valued at approximately $31,000. Sound Income Strategies LLC lifted its position in Shopify by 82.4% during the fourth quarter. Sound Income Strategies LLC now owns 197 shares of the software maker’s stock valued at $31,000 after purchasing an additional 89 shares during the last quarter. JPL Wealth Management LLC purchased a new position in Shopify in the 3rd quarter worth approximately $32,000. Finally, Navalign LLC purchased a new position in Shopify in the 4th quarter worth approximately $34,000. 69.27% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several research firms have recently weighed in on SHOP. UBS Group set a $130.00 price objective on shares of Shopify and gave the company a “neutral” rating in a research report on Wednesday, May 6th. Phillip Securities upgraded shares of Shopify from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, February 18th. Weiss Ratings cut Shopify from a “hold (c)” rating to a “hold (c-)” rating in a research note on Wednesday, May 6th. Barclays set a $126.00 price target on Shopify and gave the company an “equal weight” rating in a research report on Wednesday, May 6th. Finally, Piper Sandler reiterated an “overweight” rating and issued a $150.00 price objective (down from $165.00) on shares of Shopify in a report on Tuesday, May 5th. Two research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat, Shopify has a consensus rating of “Moderate Buy” and a consensus target price of $158.42.

Key Headlines Impacting Shopify

Here are the key news stories impacting Shopify this week:

• Positive Sentiment: Thrive Capital’s rare $100 million investment is drawing attention to Shopify’s AI initiatives and reinforcing the idea that the company may be using artificial intelligence to deepen its commerce platform and improve long-term growth. Thrive Capital’s AI Bet On Shopify (SHOP) Sparks Fresh Look At Valuation
• Positive Sentiment: Shopify’s Q1 earnings call was interpreted as signaling AI-fueled growth, which can support the view that the company is building new monetization opportunities beyond its core ecommerce tools. Shopify Earnings Call Signals AI-Fueled Growth
• Positive Sentiment: Analysts highlighted Shopify’s $67 billion in payments volume, 67% payments penetration, and 59% growth in Shop Pay, pointing to a strong monetization runway in Merchant Solutions. Can Shopify’s $67B Payments Volume Deepen Its Monetization Runway?
• Positive Sentiment: Several investor and commentary pieces continue to frame Shopify as a long-term winner, citing its market share gains, institutional interest, and durable growth profile. Is Shopify Inc. (SHOP) Among Stocks That Will Make You Rich Over the Next Decade?
• Neutral Sentiment: Loomis Sayles said it is sticking with Shopify in its global growth portfolio, but the note appears more like a portfolio update than a direct catalyst for the stock. Loomis Sayles Global Growth Fund Holds Firm on Shopify (SHOP) Beyond AI Narrative
• Neutral Sentiment: Freshworks named Shopify among winners of its customer awards, which is positive branding but unlikely to materially move the shares on its own. Freshworks Announces Winners of the 2026 Global Customer Awards
• Negative Sentiment: Despite the upbeat news flow, Shopify’s recent performance remains weak versus prior levels, with articles noting sizable month-to-date and year-to-date declines that may keep valuation concerns in focus. Thrive Capital’s AI Bet On Shopify (SHOP) Sparks Fresh Look At Valuation

Shopify Stock Performance

SHOP stock opened at $105.01 on Thursday. Shopify Inc. has a 52 week low of $94.00 and a 52 week high of $182.19. The firm’s fifty day moving average is $117.31 and its 200 day moving average is $136.58. The firm has a market cap of $136.27 billion, a P/E ratio of 103.97, a P/E/G ratio of 2.83 and a beta of 2.64.

Shopify (NASDAQ:SHOP) (TSE:SHOP) last posted its quarterly earnings results on Tuesday, May 5th. The software maker reported $999.00 earnings per share for the quarter, topping the consensus estimate of $0.22 by $998.78. Shopify had a net margin of 10.77% and a return on equity of 12.07%. The business had revenue of $3.17 billion during the quarter, compared to the consensus estimate of $3.08 billion. As a group, analysts forecast that Shopify Inc. will post 1.36 EPS for the current year.

Shopify Profile

Shopify is a Canadian commerce technology company that provides a cloud-based platform for businesses to create, manage and scale online and physical retail stores. Its core offering is a software-as-a-service e-commerce platform that enables merchants to build customizable storefronts, manage product catalogs, process orders, and handle inventory. Shopify also supports omnichannel selling through integrated point-of-sale (POS) systems for in-person transactions.

Beyond storefront software, Shopify offers a range of merchant services and tools designed to simplify commerce operations.