Ultime notizie per Shopify (NASDAQ:SHOP) Azioni

Shopify

Shopify offers an e-commerce platform primarily to small and medium-size businesses. The firm has two segments. The subscription solutions segment allows Shopify merchants to conduct e-commerce on a variety of platforms, including the company's website, physical stores, pop-up stores, kiosks, social networks (Facebook), and Amazon. The merchant solutions segment offers add-on products for the platform that facilitate e-commerce and include Shopify Payments, Shopify Shipping, and Shopify Capital.

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Un&#39;analisi approfondita delle raccomandazioni del conduttore di &#39;Mad Money&#39; e delle possibili opportunità offerte dal mercato finanziario.

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Nella giornata di martedì, Ark Invest, guidata da Cathie Wood, ha effettuato importanti operazioni su Coinbase Global Inc. (NASDAQ:COIN) e Shopify Inc. (NYSE:SHOP).

Ark Invest riduce le partecipazioni in Coinbase e Shopify: i dettagli

Shopify Inc. - Class A Subordinate Voting Shares

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Shares of companies in the broader technology sector are trading lower as President Trump declares that reciprocal tariffs will target all countries.

Goldman Sachs analyst Eric Sheridan attended the 2025 Shoptalk Conference in Las Vegas from March 25 to March 27.
Based on his conversations with companies and industry participants, the analyst shared his key takeaways across <a href="https://www.benzinga.com/topic/e-commerce" target="_blank" rel="noreferrer noopener">eCommerce, digital advertising</a>, retail, and software:
Also Read: <a href="https://www.benzinga.com/25/02/43431559/amazon-temu-and-shein-under-eu-scrutiny-regulators-target-illegal-products-and-tougher-e-commerce-rules" target="_blank" rel="noreferrer noopener">Amazon, Temu, and Shein Under EU Scrutiny, Regulators Target Illegal Products and Tougher E-Commerce Rules</a>
<ul>
<li>Search is evolving to meet rising customer expectations.</li>
<li>The future of eCommerce is conversational and personalized.</li>
<li>Video content is becoming critical from awareness to conversion.</li>
<li>AI is enabling a better brand experience.</li>
<li>Retail media is increasingly a differentiator.</li>
<li>The in-store environment remains an opportunity for retail media dollars ahead.</li>
<li>There are signs of stable demand for digital transformation but less visibility into the second quarter.</li>
</ul>
Sheridan&#8217;s internet picks:
<ul>
<li>Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Buy with $255 price target</li>
<li>Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Buy with $220 price target</li>
<li>Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) Buy with $765 price target) and </li>
<li>Pinterest, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PINS#NYSE">PINS</a>) Buy with $47 price target</li>
</ul>
Retail top picks:
<ul>
<li>SharkNinja, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SN#NYSE">SN</a>) Buy, with a $133 price target</li>
<li>GAP Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>) Buy with a $34 price target and </li>
<li>Walmart Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) Buy with $106 1price target.</li>
</ul>
Software picks:
<ul>
<li>Shopify Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NASDAQ">SHOP</a>) Buy with a $150 price target and </li>
<li>Klaviyo, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KVYO#NYSE">KVYO</a>) Buy with a $51 price target.</li>
</ul>
Google continues to play an essential role in online commerce. Google and YouTube are present in 2/3rd of journeys where consumers discover new brands, products, or retailers.
Google was aligned with this vision of the future of multimodal search and spoke to their focus on Google Lens, which now serves over 20 billion monthly queries. Text-based search remains normative, and generative AI products augment the experience.
Amazon is also experimenting with visual search with Amazon Lens and is pleased with the various ways shoppers engage with the product, which suggests that users are deriving value from it.
Amazon launched its AI shopping assistant, Rufus, in 2024.
Google launched a more conversational version of Google Shopping last October. Over 1 billion people shop across Google every day, and the company sees Google Shopping as an essential part of its broader commerce strategy.
Walmart noted an opportunity to enhance the customer experience by cross-functionally driving its retail media stream. This collaboration across retail media, data, marketing, and other customer experiences will drive profit while enabling a frictionless customer experience.  
Sheridan expects Shopify to see traction in B2B due to the market&#8217;s legacy replacement cycle and relatively benign competitive backdrop.
Read Next:
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Image: Shutterstock

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Shares of companies in the broader technology sector are trading lower following greater-than-expected inflation data measured through the PCE price index for February, while personal spending missed estimates. Additionally, recent tariff announcements may be weighing on equities.

On CNBC's &#8220;Mad Money Lightning Round,&#8221; Jim Cramer recommended buying Shopify Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NYSE">SHOP</a>).
As per recent news, Splitit announced the launch of its new, fully embedded Shopify App, Splitit Card Installments, on Tuesday<a href="https://www.benzinga.com/quote/SHOP">.</a>
Cramer said Plains All American Pipeline, L.P. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PAA#NASDAQ">PAA</a>) is a &#8220;terrific&#8221; stock.
Morgan Stanley analyst Robert Kad raised the price target on the stock from $19 to $23 on Tuesday, supporting his view.
Cramer recommended selling SoundHound AI, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>). &#8220;I regard SoundHound as a complete meme stock,&#8221; he added.
On Tuesday, SoundHound AI named Shawnna DelHierro as Senior Vice President and Chief Information Officer.
The Mad Money host recommended avoiding FMC Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMC#NYSE">FMC</a>).
On the earnings front, FMC Corporation is scheduled to release its first quarter 2025 earnings on Wednesday, April 30, 2025, after the closing bell.
When asked about Core Natural Resources, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNR#NYSE">CNR</a>), &#8220;There's just not much to these stocks. I wish they could find a bottom, but they can't.&#8221;
According to the recent earnings report, Core Natural Resources reported quarterly earnings of $1.04 per share on Feb. 20, which missed the analyst consensus estimate of $3.09 per share. The company reported quarterly sales of $595.291 million, which beat the analyst consensus estimate of $553.850 million.
Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) is a &#8220;winner,&#8221; Cramer said.
On Tuesday, Everfox disclosed a strategic partnership with Palantir to enhance joint command and control capabilities.
Cramer said, &#8220;You can own Rocket (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RKT#NYSE">RKT</a>).&#8221;
On March 10, Rocket Companies agreed to acquire Redfin Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RDFN#NASDAQ">RDFN</a>), a digital real estate platform, in an all-stock transaction valued at $12.50 per share, or approximately $1.75 billion in equity.
Price Action:
<ul>
<li>Shopify shares gained 0.5% to settle at $109.82 on Tuesday.</li>
<li>Plains All American Pipeline shares gained 0.1% to close at $20.18 during the session.</li>
<li>SoundHound shares fell 1.1% to settle at $10.20.</li>
<li>FMC shares fell 1.3% to close at $41.20.</li>
<li>Rocket Companies&#8217; shares fell 2.8% to close at $13.38  on Tuesday.</li>
<li>Core Natural Resources shares rose 2% to settle at $76.25 on Tuesday.</li>
<li>Palantir shares fell 0.3% to close at $96.50.</li>
</ul>
Read Next: 
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<li><a href="https://www.benzinga.com/25/03/44471817/top-2-health-care-stocks-that-are-ticking-portfolio-bombs-3">Top 2 Health Care Stocks That Are Ticking Portfolio Bombs</a></li>
</ul>
Photo: Shutterstock

Jim Cramer: Palantir Is A 'Winner,' Recommends Selling This Tech Stock

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Shares of companies in the broader tech sector are trading higher amid an overall market rebound on reports suggesting tariffs could be narrower and targeted.

These ten large-cap stocks were the best performers in the last week. Are they in your portfolio?
<ol>
<li>Alnylam Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALNY#NASDAQ">ALNY</a>) shares upped 17.20% after the company secured FDA approval of sNDA for its RNAi therapeutic, AMVUTTRA, <a href="https://www.benzinga.com//node/44436749" target="_blank" rel="noreferrer noopener">for the treatment of ATTR-CM in adults</a>.</li>
<li>Roku Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) stock surged 15.51% after the announcement that Trump Media &amp; Technology Group Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DJT#NASDAQ">DJT</a>) launched its Truth+ <a href="https://www.benzinga.com//node/44405898" target="_blank" rel="noreferrer noopener">streaming app on the Roku platform</a>.</li>
<li>Robinhood Markets, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) stock upped 13.05% after Compass Point initiated coverage with a Buy rating and<a href="https://www.benzinga.com/quote/hood/analyst-ratings" target="_blank" rel="noreferrer noopener"> announced a price forecast of $61</a>.</li>
<li>Elbit Systems Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ESLT#NASDAQ">ESLT</a>) shares increased 11.72% after the company reported better-than-expected fourth-quarter 2024 results and raised the <a href="https://www.benzinga.com//node/44376371" target="_blank" rel="noreferrer noopener">quarterly dividend to $0.60/share</a>.</li>
<li>Boeing Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) shares grew 10.07% after President Trump awarded the company a next-generation fighter jet contract.</li>
<li>AngloGold Ashanti PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AU#NYSE">AU</a>) shares upped 10.05%, probably due to strength in gold and silver. Gold reached an all-time high.</li>
<li>Shopify Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NYSE">SHOP</a>) shares were up 9.87%, driven by overall market strength following the Federal Reserve's <a href="https://www.benzinga.com//node/44406912" target="_blank" rel="noreferrer noopener">decision to hold interest rates steady</a>.</li>
<li>Southwest Airlines Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>) stock was up 9.77%. Several analysts <a href="https://www.benzinga.com//node/44417227" target="_blank" rel="noreferrer noopener">raised the price forecast</a>.</li>
<li>Mitsubishi UFJ Financial Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MUFG#NYSE">MUFG</a>) stock rose 9.66%, probably due to sympathy with the overall market sentiment after the Fed policy decision to keep rates unchanged.</li>
<li>Duolingo, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DUOL#NASDAQ">DUOL</a>) stock gained 9.09% last week. Citizens Capital Markets <a href="https://www.benzinga.com/quote/DUOL/analyst-ratings" target="_blank" rel="noreferrer noopener">upgraded the stock</a> to Market Outperform with a $400 price forecast.</li>
</ol>
Image via Shutterstock

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Robinhood, Roku And Shopify Are Among Top 10 Large-Cap Gainers Last Week (Mar 17-Mar 21): Are The Others In Your Portfolio?

U.S. stocks closed higher as the S&amp;P 500 and Nasdaq responded to the Federal Reserve&#8217;s <a href="https://in.benzinga.com/economics/macro-economic-events/25/03/44403637/fed-holds-rates-while-growth-forecasts-slip-inflation-projections-rise">decision to keep interest rates at 4.25%-4.50%</a>. The move comes amid downward revisions to 2025 growth projections and rising inflation expectations. The Fed&#8217;s statement pointed to increased economic uncertainty and future risks.
The S&amp;P 500 gained nearly 1.1% to 5,675.29, while the Nasdaq climbed 1.4% to 17,750.79. The Dow Jones Industrial Average added 0.9%, closing at 41,964.63.
These are the top stocks that gained the attention of retail traders and investors throughout the day.
Strategy, Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>)
Strategy&#8217;s shares surged 7.43% to close at $304.23, reaching an intraday high of $309.08 and a low of $287.12. The stock&#8217;s 52-week range is $542.99 to $101. In the after-hours session, the shares of the Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>)-focused company rose 2.49%. This rise was in line with other crypto-linked stocks, buoyed by the Federal Reserve&#8217;s decision to maintain steady interest rates. Strategy <a href="https://in.benzinga.com/trading-ideas/movers/25/03/44406619/whats-going-on-with-strategy-stock-wednesday">benefited</a> from the overall positive sentiment in the market.
Nike Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>)
Nike&#8217;s stock dipped 0.44% to end at $72.99, with a high of $73.43 and a low of $72.29 during the day. The 52-week range stands at $101.92 to $68.62. In the after-hours session, the stock rose 0.49%. Analysts are closely watching Nike&#8217;s <a href="https://in.benzinga.com/analyst-ratings/analyst-color/25/03/44402295/nike-q3-earnings-preview-analyst-says-new-ceo-can-right-the-ship-but-it-could-take-longer-than-expected">upcoming third-quarter earnings report</a>, which could shed light on the impact of tariffs and the progress under its new CEO. Nike is expected to discuss a recent brand partnership.
Shopify Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NYSE">SHOP</a>)
Shopify shares climbed 8.01%, closing at $101.54, with an intraday high of $103.17 and a low of $97.65. The stock&#8217;s 52-week range is $129.38 to $48.56. The company&#8217;s stock rose on the back of the Federal Reserve&#8217;s decision to keep interest rates unchanged, which was seen as a <a href="https://in.benzinga.com/trading-ideas/movers/25/03/44406912/shopify-shares-climbed-8-wednesday-what-happened">positive signal</a> for the economy. Shopify benefited from this overall market strength.
Boeing Co.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)
Boeing&#8217;s stock rose 6.84% to $172.62, with a high of $174.20 and a low of $165. The 52-week range is $196.95 to $137.03. The increase followed an <a href="https://www.benzinga.com/news/events/25/03/44401019/boeing-stock-is-rising-wednesday-heres-why">optimistic outlook</a> from Boeing&#8217;s CFO at an investor conference, where he highlighted easing cash burn and an increase in plane deliveries. Boeing is on track to exceed previous delivery expectations.
Tesla Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)
Tesla shares gained 4.68%, closing at $235.86, with a high of $241.41 and a low of $229.20. The stock&#8217;s 52-week range is $488.54 to $138.80. The company <a href="https://in.benzinga.com/25/03/44392619/elon-musks-tesla-secures-first-approval-towards-rolling-out-robotaxi-in-california">secured its first permit</a> in California for a robotaxi service, marking a significant step forward in its autonomous vehicle ambitions. Tesla received approval from the California Public Utilities Commission.
Image via Shutterstock
Prepare for the day&#8217;s trading <a href="https://editorial.benzinga.com/wp-admin/Premarket%20Movers%20&amp;%20News">with top premarket movers and news</a> by Benzinga.
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This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>

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Bitcoin Whale Strategy Along With Nike, Shopify, Boeing, Tesla: Why These 5 Stocks Are On Investors' Radars Today

Shopify Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NYSE">SHOP</a>) shares traded higher on Wednesday driven by overall market strength following the Federal Reserve&#8217;s decision to <a href="https://www.benzinga.com/economics/macro-economic-events/25/03/44403637/fed-holds-rates-while-growth-forecasts-slip-inflation-projections-rise">hold interest rates steady</a>.
What To Know: The Fed opted to hold the federal funds rate at a range of 4.25% to 4.50% at its Wednesday meeting, suggesting that the economy remains healthy enough to leave rates unchanged. 
The central bank's March statement highlighted that the economy continues to grow at a strong pace and the labor market remains solid, but inflation pressures are still present. The Fed also acknowledged increased uncertainty around the economic outlook, but took a less hawkish stance overall, which appears to have boosted broader markets.
The Fed&#8217;s latest economic projections were also a key factor contributing to market movement. GDP growth forecasts for 2025 were revised downward to 1.7%, from an earlier projection of 2.1%. 
At the same time, inflation expectations were raised. The core Personal Consumption Expenditures (PCE) price index, which excludes volatile food and energy prices, was adjusted up to 2.7% for 2025, from the previous forecast of 2.5%. This shift in projections pointed to rising concerns about stagflation, which occurs when the economy experiences slow growth combined with high inflation.
Despite the inflation concerns, the Fed's outlook also included expectations for two interest rate cuts in both 2025 and 2026. Fed Chair Jerome Powell also downplayed recent surveys that have pointed to rising uncertainty among households and businesses. 
"We think our policy is in a good place," Powell said in a press conference Wednesday.
Shopify announced this week that it will voluntarily transfer its U.S. stock exchange listing from the New York Stock Exchange to the Nasdaq. The company&#8217;s shares will commence trading on the Nasdaq on March 31.
Price Action: Shopify shares closed Wednesday up 8.19% at $101.71, according to <a href="http://www.benzinga.com/pro/register/?utm_source=BZprocontent072624&amp;t=be2bearmibe3na1">Benzinga Pro.</a>
<figure class="wp-block-image size-large is-resized"><a href="http://www.benzinga.com/pro/register/?utm_source=BZprocontent071824&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="1024" height="555" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/19160704/Screenshot-2025-03-19-at-16.06.39-1024x555.png" alt="" class="wp-image-832381" style="width:404px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/19160704/Screenshot-2025-03-19-at-16.06.39-1024x555.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/19160704/Screenshot-2025-03-19-at-16.06.39-300x162.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/19160704/Screenshot-2025-03-19-at-16.06.39-768x416.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/19160704/Screenshot-2025-03-19-at-16.06.39.png 1106w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Read Next:
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<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/03/44405112/tariff-inflation-may-be-transitory-powell-says-stocks-rally-bitcoin-clears-85000-as-bulls-return">Tariff Inflation May Be &#8216;Transitory,&#8217; Powell Says: Stocks Rally, Bitcoin Clears $85,000 As Bulls Return</a>&#8216;</li>
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Image via Shutterstock.

Shopify Shares Climbed 8% Wednesday: What Happened?

Shopify shares are trading higher amid overall market strength following the Fed's rate decision.

Investors with a lot of money to spend have taken a bearish stance on Shopify (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NYSE">SHOP</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with SHOP, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 38 uncommon options trades for Shopify.
This isn't normal.
The overall sentiment of these big-money traders is split between 34% bullish and 52%, bearish.
Out of all of the special options we uncovered, 19 are puts, for a total amount of $3,229,375, and 19 are calls, for a total amount of $1,617,192.
<h3>Expected Price Movements</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $45.0 and $115.0 for Shopify, spanning the last three months.
<h3>Analyzing Volume &amp; Open Interest</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Shopify's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Shopify's whale trades within a strike price range from $45.0 to $115.0 in the last 30 days. 
<h3>Shopify Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1742407241_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>SHOP</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$16.25</td>
<td>$15.9</td>
<td>$15.9</td>
<td>$110.00</td>
<td>$2.0M</td>
<td>3.6K</td>
<td>1.3K</td>
</tr>
<tr>
<td>SHOP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$33.2</td>
<td>$32.8</td>
<td>$32.8</td>
<td>$95.00</td>
<td>$492.0K</td>
<td>125</td>
<td>157</td>
</tr>
<tr>
<td>SHOP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$13.65</td>
<td>$13.5</td>
<td>$13.62</td>
<td>$100.00</td>
<td>$176.2K</td>
<td>304</td>
<td>147</td>
</tr>
<tr>
<td>SHOP</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$22.45</td>
<td>$22.3</td>
<td>$22.45</td>
<td>$110.00</td>
<td>$166.1K</td>
<td>1.9K</td>
<td>74</td>
</tr>
<tr>
<td>SHOP</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/17/25</td>
<td>$1.95</td>
<td>$1.87</td>
<td>$1.95</td>
<td>$60.00</td>
<td>$164.7K</td>
<td>11</td>
<td>850</td>
</tr>
</tbody>
</table>

<h3>About Shopify</h3>
Shopify offers an e-commerce platform primarily to small and medium-size businesses. The firm has two segments. The subscription solutions segment allows Shopify merchants to conduct e-commerce on a variety of platforms, including the company's website, physical stores, pop-up stores, kiosks, social networks (Facebook), and Amazon. The merchant solutions segment offers add-on products for the platform that facilitate e-commerce and include Shopify Payments, Shopify Shipping, and Shopify Capital.
After a thorough review of the options trading surrounding Shopify, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Where Is Shopify Standing Right Now?</h3>
<ul>
<li>With a volume of 11,008,931, the price of SHOP is up 7.52% at $101.08. </li>
<li>RSI indicators hint that the underlying stock may be approaching oversold.</li>
<li>Next earnings are expected to be released in 49 days.</li>
</ul>
<h3>Expert Opinions on Shopify</h3>
In the last month, 1 experts released ratings on this stock with an average target price of $130.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Consistent in their evaluation, an analyst from Jefferies keeps a Hold rating on Shopify with a target price of $130. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Shopify options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

Options

Looking At Shopify's Recent Unusual Options Activity

Shopify expects that its Class A Subordinate Voting Shares will cease trading on the NYSE at market close on Friday, March 28, 2025 and that its Class A Subordinate Voting Shares will commence trading on the Nasdaq on Monday, March 31, 2025.

Shopify To Voluntarily Transfer Its US Stock Exchange Listing To Nasdaq From NYSE

LIDR

Shares of companies in the broader technology sector are trading higher. The sector may be rising amid an overall rebound after investor uncertainty and several risk factors led to markets entering correction territory last week.

ARK Invest CEO Cathie Wood <a href="https://www.benzinga.com/etfs/specialty-etfs/24/06/39294523/cathie-wood-ark-invest-set-new-2-600-price-target-for-tesla-every-car-becomes-an-ai-powered-c">maintains her ambitious $2,600 price target</a> for Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) by 2029—valuing the company at over $9 trillion—despite the stock&#8217;s near 41% decline since the beginning of the year.
&#8220;It&#8217;s winner take most,&#8221; Wood said of Tesla&#8217;s position in the autonomous vehicle race during <a href="https://www.bloomberg.com/news/audio/2025-03-11/cathie-wood-on-what-s-next-for-ai-tesla-big-tech-tsla?srnd=phx-markets">Bloomberg&#8217;s "Odd Lots" podcast</a>. &#8220;And we do believe that Tesla will be and is in the pole position here in the United States.&#8221;
Wood sees robotaxis as an $8 trillion to $10 trillion opportunity that could transform Tesla from an auto manufacturer to a software company. She predicts autonomous vehicles will boost Tesla&#8217;s gross margins from the current 16% to up to 90%, according to <a href="https://fortune.com/2025/03/04/elon-musk-inventor-of-our-age-doge-distracted-cathie-wood-tesla-stock/">Fortune</a>.
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Wood's bullish outlook hasn&#8217;t translated into strong performance for her flagship $6 billion ARK Innovation ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ARKK#NYSE">ARKK</a>), where Tesla <a href="https://www.ark-funds.com/funds/arkk">represents the largest holding at 10.74%</a>. The fund has gained just 2% over the past five years while the S&amp;P 500 has nearly doubled.&nbsp;
ARKK is down more than 16% year-to-date.
However, retail investors added nearly $300 million to ARKK on Monday—its largest single-day inflow in two years, <a href="https://www.bloomberg.com/news/articles/2025-03-11/arkk-fans-plow-300-million-into-battered-etf-despite-big-losses?embedded-checkout=true">according to Bloomberg</a>. It came despite the fund tumbling about 9% that day amid a broader market selloff.
Matt Maley, chief market strategist at Miller Tabak + Co., told Bloomberg that retail investors are buying tech stocks as the sector has taken a beating this year. The &#8220;buy-the-dip&#8221; mentality is strong, according to Bloomberg, particularly among those seeking Tesla exposure.
See Also: <a href="https://www.benzinga.com/money/elon-musk-told-the-u-n-if-they-could-show-a-plan-for-ending-world-hunger-hed-donate-6-billion-i-will-sell-tesla-stock-right-now-and-do-it">Elon Musk Told The U.N. If They Could Show A Plan For Ending World Hunger He'd Donate $6 Billion – ‘I Will Sell Tesla Stock Right Now And Do It'</a>
Wood called Musk &#8220;the inventor of our age&#8221; and dismissed concerns that his role heading the Department of Government Efficiency would distract from Tesla. &#8220;He&#8217;s surrounded himself by businesspeople and engineers who want to work on the hardest projects in the world,&#8221; she said.
Beyond Tesla, Wood anticipates an &#8220;R&amp;D explosion in health care,&#8221; with CRISPR Therapeutics AG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRSP#NASDAQ">CRSP</a>) representing <a href="https://www.ark-funds.com/funds/arkk">nearly 6% of ARKK&#8217;s portfolio</a>. She compared President Donald Trump&#8217;s second term to the &#8220;Reagan revolution,&#8221; calling that era &#8220;the heyday, golden age of active management.&#8221;
Despite Monday&#8217;s inflow, ARKK hasn&#8217;t seen a monthly net positive since December 2023, according to Bloomberg.&nbsp;
Bloomberg noted that many of ARKK&#8217;s top holdings from November 2021 remain unchanged, including Tesla, Roku (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>), Coinbase Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>), and Shopify (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NYSE">SHOP</a>)—none of which have kept pace with the broader market since then.
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ARKK

CRSP

Cathie Wood Stands By Tesla's $2,600 Price Target Despite 40% Stock Drop: 'It's Winner Take Most

Investors with a lot of money to spend have taken a bullish stance on Shopify (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NYSE">SHOP</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with SHOP, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 25 uncommon options trades for Shopify.
This isn't normal.
The overall sentiment of these big-money traders is split between 48% bullish and 40%, bearish.
Out of all of the special options we uncovered, 13 are puts, for a total amount of $942,793, and 12 are calls, for a total amount of $560,752.
<h3>Expected Price Movements</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $65.0 to $175.0 for Shopify over the last 3 months. 
<h3>Analyzing Volume &amp; Open Interest</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Shopify's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Shopify's whale activity within a strike price range from $65.0 to $175.0 in the last 30 days. 
<h3>Shopify 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741982444_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>SHOP</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$5.05</td>
<td>$4.85</td>
<td>$5.01</td>
<td>$80.00</td>
<td>$250.5K</td>
<td>3.8K</td>
<td align="right">500</td>
</tr>
<tr>
<td>SHOP</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$9.0</td>
<td>$8.95</td>
<td>$9.0</td>
<td>$100.00</td>
<td>$163.7K</td>
<td>2.5K</td>
<td align="right">533</td>
</tr>
<tr>
<td>SHOP</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$6.4</td>
<td>$6.25</td>
<td>$6.4</td>
<td>$70.00</td>
<td>$128.6K</td>
<td>4.4K</td>
<td align="right">202</td>
</tr>
<tr>
<td>SHOP</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$14.35</td>
<td>$14.15</td>
<td>$14.26</td>
<td>$90.00</td>
<td>$92.6K</td>
<td>3.0K</td>
<td align="right">151</td>
</tr>
<tr>
<td>SHOP</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$6.65</td>
<td>$6.55</td>
<td>$6.65</td>
<td>$95.00</td>
<td>$76.4K</td>
<td>1.2K</td>
<td align="right">163</td>
</tr>
</tbody>
</table>

<h3>About Shopify</h3>
Shopify offers an e-commerce platform primarily to small and medium-size businesses. The firm has two segments. The subscription solutions segment allows Shopify merchants to conduct e-commerce on a variety of platforms, including the company's website, physical stores, pop-up stores, kiosks, social networks (Facebook), and Amazon. The merchant solutions segment offers add-on products for the platform that facilitate e-commerce and include Shopify Payments, Shopify Shipping, and Shopify Capital.
<h3>Where Is Shopify Standing Right Now?</h3>
<ul>
<li>With a volume of 6,063,476, the price of SHOP is up 4.34% at $94.52. </li>
<li>RSI indicators hint that the underlying stock may be oversold.</li>
<li>Next earnings are expected to be released in 54 days.</li>
</ul>
<h3>Expert Opinions on Shopify</h3>
In the last month, 1 experts released ratings on this stock with an average target price of $130.0.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Jefferies has decided to maintain their Hold rating on Shopify, which currently sits at a price target of $130. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Shopify, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Shopify's Options: A Look at What the Big Money is Thinking

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Shares of companies in the broader software sector are trading higher. The sector may be rising as the overall market rebounds after falling recently on tariff concerns.

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Shares of companies within the broader technology sector are trading higher amid a rebound from weakness earlier this week. The sector may be seeing a boost following softer-than-expected February inflation figures.

Under normal circumstances, e-commerce platform Shopify Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NYSE">SHOP</a>) would probably be a decisively net bullish idea. Fundamentally, the company has become one of the top avenues for retail transactions, particularly among younger customers. Unfortunately, <a href="https://www.benzinga.com/news/25/02/43667632/inflation-rises-in-january-housing-costs-up-adding-to-consumers-2025-concerns">consumer spending faces significant challenges</a> in the form of inflation and the <a href="https://www.benzinga.com/25/03/44221690/china-slaps-tariffs-on-us-soybeans-and-agricultural-products-canadas-pm-in-waiting-mark-carney-vows-trade-war-win-against-trump-tesla-falls-over-3-premarket-on-weak-deliveries-brand-concerns-top-headlines-while-the-us-slept">trade war</a>. With these realities in mind, investors may want to rethink the upside narrative of SHOP stock.
Primarily, one of the biggest (if not the biggest) headwind slamming against Shopify is the <a href="https://www.benzinga.com/content/44139359/consumer-spending-is-slowing-but-these-stocks-will-still-thrive">erosion of consumer spending</a>. After nearly a two-year period, the U.S. economy posted a contraction in the consumer spending rate for the first time. Inherently, this datapoint impacts the cyclical retail sector, which in turn clouds Shopify's core business.
Investors seeking relief have realized that they probably can't rely on the Trump administration, at least for near-term solutions. Earlier on Tuesday, President Donald Trump announced plans to <a href="https://www.benzinga.com/news/25/03/44253100/trump-slaps-50-tariff-on-canadian-steel-aluminum-threatens-auto-industry">impose an additional 25% tariff</a> on steel and aluminum imports from Canada, driving up the total levy to 50%.
It's not so much that the tariffs directly impact SHOP stock. Rather, it's that the White House appears willing to engage in an economic stare down, irrespective of certain consequences.
Nevertheless, <a href="https://www.benzinga.com/personal-finance/25/02/43748849/food-prices-are-expected-to-keep-rising-in-2025-ramsey-solutions-explains-why-grocery-prices-are-so-high-offers-tips-for-saving">not everything centers on the tariffs</a>. Households who have been struggling with high grocery bills can point the finger to a bird flu outbreak, extreme weather events and labor shortages. With these headwinds, some experts believe food prices will continue rising. If so, this dynamic will likely crimp discretionary spending further, thus weighing on SHOP stock.
<h2 class="wp-block-heading">Dip-Buying Sentiment Has Its Limits for SHOP Stock</h2>
Despite the troubles impacting Shopify's revenue streams, the market's discount certainly appears tempting. On a year-to-date basis, SHOP stock is down about 13.5%. In the trailing month, it has slipped roughly 26%. Nevertheless, investors historically have had a nuanced approach to dip-buying sentiments.
As a baseline, it's fair to say that SHOP stock enjoys an upward bias. Using pricing data since January 2019, any given eight-week long position has a 58.86% chance of being profitable. During this period, the median positive return clocks in at 20.22% while the median negative return lands at 10.79%. Assuming a starting price of $92, the projected range over eight weeks would be $82.08 to around $110.61.
When SHOP stock incurs sizable volatility up to 10% over a one-week period, there is evidence that investors buy such dips. Combined with the fundamentals of a normal economic cycle — that is, without trade wars, rising food inflation and other negative catalysts — SHOP would likely be a strong bullish candidate.
That's not what's happening here. Last week, SHOP stock lost 11.3% of equity value. Under this dynamic condition where SHOP loses between 10% and 20% in a one-week period, the risk-reward worsens considerably.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="576" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/11143355/SHOP-stock-probability-gambit-1024x576.jpg" alt="" class="wp-image-819358" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/11143355/SHOP-stock-probability-gambit-1024x576.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/11143355/SHOP-stock-probability-gambit-300x169.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/11143355/SHOP-stock-probability-gambit-768x432.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/11143355/SHOP-stock-probability-gambit.jpg 1280w" sizes="(max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">Image by author</figcaption></figure>
Over an eight-week period, the chances of a long position being profitable following the aforementioned extreme-fear event is only 35.29%. Interestingly, the median positive return during this period is similar to the baseline at 25.72%. However, the median negative return falls to 23.8%.
In other words, from a statistical standpoint, uncertainty rises following extreme volatility, expanding the range of likely price outcomes. In addition, it's far less probable for the bulls to win out in the near term.
<h2 class="wp-block-heading">Two Trades on Tap for Shopify</h2>
Understanding the possibility of both an expanded price range and bearish activity, traders have two main approaches available with SHOP stock. First, they can buy a long iron condor, which anticipates rising volatility over time.
Specifically, the most aggressive long iron condor is the 75P &#x7C; 80P &#x7C;&#x7C; 95C &#x7C; 100C — or the combination of the 70/75 bear put spread and 95/100 bull call spread — for the options chain expiring April 17. Based on similar circumstances, SHOP stock could drop to either $72.47 or rise to $101.18, enough to trigger either short strike price ($75 or $100) at expiration. This would allow the speculator to collect the maximum reward.
However, one of the long iron condor's disadvantages is the expense: the trader is paying for two premiums. Instead, the most aggressive traders could choose to go directional with just a bear put spread.
For the same April 17 expiration date, a tempting trade would be the 90/85 bear put spread. This transaction involves buying the $90 put (at a $615 ask) and simultaneously selling the $85 put (at a $400 bid).
The proceeds from the short put partially offsets the debit paid for the long put, resulting in a cash outlay of $215. Should SHOP stock fall to or below the $85 short put strike at expiration, the trader can collect the maximum reward of $285, or a payout of about 132.6%.
Photo: Shutterstock

Short Ideas

Options Corner: Fading Consumer Spending Warrants Cautious Take On Shopify

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Next Technology Holding Inc. - Ordinary Shares

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Shares of software stocks are trading lower amid recession worries due to uncertainty regarding tariffs and trade policy. President Trump said there is a "period of transition." Economic uncertainty could drive a rotation out of growth sectors.

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