ETF Inflow Alert: VEA, SHOP, GLXY, IAG
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 10 2025
0mins
Source: NASDAQ.COM
VEA Share Price Analysis: VEA's current share price is $61.92, with a 52-week low of $45.14 and a high of $62.315, indicating a strong performance near its high point.
Understanding ETFs: Exchange traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand, impacting the underlying assets.
Monitoring ETF Flows: Weekly analysis of shares outstanding helps identify ETFs with significant inflows or outflows, which can affect the individual components held within those ETFs.
Disclaimer: The opinions expressed in the article are those of the author and do not necessarily represent the views of Nasdaq, Inc.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy SHOP?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on SHOP
Wall Street analysts forecast SHOP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SHOP is 180.62 USD with a low forecast of 140.00 USD and a high forecast of 200.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
31 Analyst Rating
18 Buy
13 Hold
0 Sell
Moderate Buy
Current: 118.710
Low
140.00
Averages
180.62
High
200.00
Current: 118.710
Low
140.00
Averages
180.62
High
200.00
About SHOP
Shopify Inc. (Shopify) is a Canada-based global commerce company. The Company provides essential Internet infrastructure for commerce, offering tools to start, grow, market and manage a retail business of any size. It provides platforms and services that are engineered and delivers a shopping experience for consumers online, in store and everywhere in between. Its software enables merchants to run their business across all of their sales channels, including Web and mobile storefronts, physical retail locations, social media storefronts, and marketplaces. The Company's Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting, and access financing, all from one integrated back office. The Shopify's platform operates across 175 countries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Mizuho and TD Cowen Upgrade Shopify on AI Tailwinds
- Earnings Beat: Shopify's Q4 revenue reached $3.67 billion, exceeding FactSet's estimate of $3.59 billion, indicating strong performance in the e-commerce sector and likely driving stock price appreciation.
- Operating Income Growth: The company's operating income of $631 million rose 36% compared to $465 million a year ago, demonstrating effective strategies in cost control and revenue growth, which enhances market confidence.
- Strong Free Cash Flow: Shopify reported free cash flow of $715 million, surpassing FactSet's expectation of $685.4 million, showcasing solid cash management capabilities that provide funding for future investments and expansions.
- Analyst Rating Upgrade: Mizuho analyst upgraded Shopify from neutral to outperform with a price target of $150, implying a 26% upside, reflecting optimism about the company's future growth potential.
See More
Shopify Challenges Conventional Wisdom: The Benefits of AI Disruption
Shopify's Earnings Report: Shopify's Q4 2025 earnings report highlights the positive impact of AI disruption on businesses, showcasing a 30% growth rate and solid cash flow, supported by a new $2 billion buyback plan.
Revenue Growth and Market Performance: The company reported a 30.6% increase in net revenue to $3.67 billion, driven by strong performance across various regions and business sizes, with significant growth in subscriptions and merchant solutions.
Future Guidance and Market Sentiment: Shopify issued optimistic guidance for Q1 2026, projecting revenue growth above consensus estimates, while analysts maintain a bullish outlook on the stock, with price targets suggesting potential for new all-time highs.
Investment Opportunities: Analysts recommend five stocks for investors to consider now, emphasizing the potential for significant gains as the market evolves, particularly in light of AI-driven efficiencies and the company's strong financial position.
See More
Figma, Robinhood, and Shopify Stocks Plummet Amid Market Weakness
- Figma Stock Decline: Figma's shares fell 6% on Wednesday, now down 84% from their August peak, despite a net dollar retention rate of 131% indicating increased spending from major clients; however, market caution ahead of its upcoming earnings report suggests growth concerns may undermine investor confidence.
- Robinhood Earnings Miss: Robinhood's stock dropped 8.78% after reporting a 27% revenue increase to $1.28 billion in Q4, which fell short of analyst expectations, and concerns over capital expenditure guidance highlight a slowdown in cryptocurrency and stock trading activities.
- Shopify Performance Disappointment: Shopify reported a 31% revenue increase in Q4 and a 30% rise for the full year, yet its stock still declined by 6%, with analysts lowering price targets due to valuation compression affecting market sentiment despite strong performance metrics.
- Cathie Wood's Buying Spree: Amid widespread market sell-offs, Cathie Wood of Ark Invest increased her holdings in Figma, Robinhood, and Shopify on Wednesday, indicating confidence in these undervalued growth stocks and potentially signaling future rebound opportunities.
See More
SHOPIFY INC: UBS LOWERS TARGET PRICE FROM $165 TO $145
- Shopify Inc. Cuts Target Price: Shopify has reduced its target price from $165 to $145.
- Market Impact: This adjustment reflects changes in market conditions and expectations for the company's performance.
See More
Shopify Shares Listed in the U.S. Reach Lowest Point in Over Seven Months, Declining 10.4%
- Stock Performance: Shopify shares have experienced a significant decline, hitting a seven-month low.
- Percentage Drop: The last recorded drop in Shopify's stock was 10.4%.
See More
Major Wall Street Rating Updates
- Apple Siri Upgrade Delay: Evercore ISI reiterates Apple as outperform, suggesting that reports of delays in Siri upgrades are overstated, with expectations for a multi-phase rollout of AI features this year, emphasizing the importance of privacy protection and seamless integration.
- Shopify Attractiveness Upgrade: TD Cowen upgrades Shopify from hold to buy, citing its strong quarterly performance and continued growth momentum as compelling reasons for investors to consider the stock, especially given its recent price decline.
- Fastly's Stellar Performance: William Blair upgrades Fastly from market perform to outperform following impressive earnings, driven by a significant increase in AI traffic contributions, indicating substantial growth potential in this emerging sector.
- MercadoLibre's Improved Competitive Landscape: JPMorgan upgrades MercadoLibre from neutral to overweight, noting a reduction in competitive pressures in the Latin American online marketplace, with expectations for sustained growth in the coming quarters.
See More
Mizuho and TD Cowen Upgrade Shopify on AI Tailwinds
- Earnings Beat: Shopify's Q4 revenue reached $3.67 billion, exceeding FactSet's estimate of $3.59 billion, indicating strong performance in the e-commerce sector and likely driving stock price appreciation.
- Operating Income Growth: The company's operating income of $631 million rose 36% compared to $465 million a year ago, demonstrating effective strategies in cost control and revenue growth, which enhances market confidence.
- Strong Free Cash Flow: Shopify reported free cash flow of $715 million, surpassing FactSet's expectation of $685.4 million, showcasing solid cash management capabilities that provide funding for future investments and expansions.
- Analyst Rating Upgrade: Mizuho analyst upgraded Shopify from neutral to outperform with a price target of $150, implying a 26% upside, reflecting optimism about the company's future growth potential.
See More
Shopify Challenges Conventional Wisdom: The Benefits of AI Disruption
Shopify's Earnings Report: Shopify's Q4 2025 earnings report highlights the positive impact of AI disruption on businesses, showcasing a 30% growth rate and solid cash flow, supported by a new $2 billion buyback plan.
Revenue Growth and Market Performance: The company reported a 30.6% increase in net revenue to $3.67 billion, driven by strong performance across various regions and business sizes, with significant growth in subscriptions and merchant solutions.
Future Guidance and Market Sentiment: Shopify issued optimistic guidance for Q1 2026, projecting revenue growth above consensus estimates, while analysts maintain a bullish outlook on the stock, with price targets suggesting potential for new all-time highs.
Investment Opportunities: Analysts recommend five stocks for investors to consider now, emphasizing the potential for significant gains as the market evolves, particularly in light of AI-driven efficiencies and the company's strong financial position.
See More
Figma, Robinhood, and Shopify Stocks Plummet Amid Market Weakness
- Figma Stock Decline: Figma's shares fell 6% on Wednesday, now down 84% from their August peak, despite a net dollar retention rate of 131% indicating increased spending from major clients; however, market caution ahead of its upcoming earnings report suggests growth concerns may undermine investor confidence.
- Robinhood Earnings Miss: Robinhood's stock dropped 8.78% after reporting a 27% revenue increase to $1.28 billion in Q4, which fell short of analyst expectations, and concerns over capital expenditure guidance highlight a slowdown in cryptocurrency and stock trading activities.
- Shopify Performance Disappointment: Shopify reported a 31% revenue increase in Q4 and a 30% rise for the full year, yet its stock still declined by 6%, with analysts lowering price targets due to valuation compression affecting market sentiment despite strong performance metrics.
- Cathie Wood's Buying Spree: Amid widespread market sell-offs, Cathie Wood of Ark Invest increased her holdings in Figma, Robinhood, and Shopify on Wednesday, indicating confidence in these undervalued growth stocks and potentially signaling future rebound opportunities.
See More
SHOPIFY INC: UBS LOWERS TARGET PRICE FROM $165 TO $145
- Shopify Inc. Cuts Target Price: Shopify has reduced its target price from $165 to $145.
- Market Impact: This adjustment reflects changes in market conditions and expectations for the company's performance.
See More
Shopify Shares Listed in the U.S. Reach Lowest Point in Over Seven Months, Declining 10.4%
- Stock Performance: Shopify shares have experienced a significant decline, hitting a seven-month low.
- Percentage Drop: The last recorded drop in Shopify's stock was 10.4%.
See More
Major Wall Street Rating Updates
- Apple Siri Upgrade Delay: Evercore ISI reiterates Apple as outperform, suggesting that reports of delays in Siri upgrades are overstated, with expectations for a multi-phase rollout of AI features this year, emphasizing the importance of privacy protection and seamless integration.
- Shopify Attractiveness Upgrade: TD Cowen upgrades Shopify from hold to buy, citing its strong quarterly performance and continued growth momentum as compelling reasons for investors to consider the stock, especially given its recent price decline.
- Fastly's Stellar Performance: William Blair upgrades Fastly from market perform to outperform following impressive earnings, driven by a significant increase in AI traffic contributions, indicating substantial growth potential in this emerging sector.
- MercadoLibre's Improved Competitive Landscape: JPMorgan upgrades MercadoLibre from neutral to overweight, noting a reduction in competitive pressures in the Latin American online marketplace, with expectations for sustained growth in the coming quarters.
See More
