Three Resilient Stocks to Invest In Now
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: Fool
- Shopify's Performance Recovery: Despite Shopify's stock dropping over 20% since late last year, its quarterly revenue grew by 30% year-over-year, and operating income improved by 35%, indicating resilience in the e-commerce sector, with future AI search orders increasing 15-fold likely to further boost performance.
- American Express Spending Strength: American Express shares have declined since December, yet customer spending at luxury retailers rose 15% and restaurant spending increased by 20% year-over-year, reflecting the financial resilience of its affluent customer base, suggesting a positive outlook for future earnings.
- Arm Holdings' Future Potential: Although Arm Holdings' stock is nearly 30% below its October peak, its business model as a chip designer positions it well for long-term growth in the AI chip market, which is projected to grow at an average annual rate of 28% through 2035.
- Optimistic AI Market Outlook: Despite skepticism about the value of AI investments, the demand for efficient processing chips continues to rise, with Arm's future royalty and licensing revenues already established over the past few years, poised to generate significant income for the company.
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Analyst Views on SHOP
Wall Street analysts forecast SHOP stock price to rise
31 Analyst Rating
18 Buy
13 Hold
0 Sell
Moderate Buy
Current: 117.280
Low
140.00
Averages
180.62
High
200.00
Current: 117.280
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.
Three Resilient Stocks to Invest In Now
- Shopify's Performance Recovery: Despite Shopify's stock dropping over 20% since late last year, its quarterly revenue grew by 30% year-over-year, and operating income improved by 35%, indicating resilience in the e-commerce sector, with future AI search orders increasing 15-fold likely to further boost performance.
- American Express Spending Strength: American Express shares have declined since December, yet customer spending at luxury retailers rose 15% and restaurant spending increased by 20% year-over-year, reflecting the financial resilience of its affluent customer base, suggesting a positive outlook for future earnings.
- Arm Holdings' Future Potential: Although Arm Holdings' stock is nearly 30% below its October peak, its business model as a chip designer positions it well for long-term growth in the AI chip market, which is projected to grow at an average annual rate of 28% through 2035.
- Optimistic AI Market Outlook: Despite skepticism about the value of AI investments, the demand for efficient processing chips continues to rise, with Arm's future royalty and licensing revenues already established over the past few years, poised to generate significant income for the company.
See More
ARK Invest's 2025 Performance Review Highlights Key Stocks
- Robinhood's Market Performance: Robinhood Markets, Inc. (NASDAQ:HOOD) achieved a 204% gain in 2025, successfully transitioning into a full-service financial hub, with the launch of international brokerage services and a credit card product diversifying its revenue streams and strengthening its asset base.
- AMD's Market Position: Advanced Micro Devices, Inc. (NASDAQ:AMD) delivered a solid 77% return in 2025, and despite intense competition, its partnerships with major hyperscalers for AI accelerators helped sustain market share gains in the x86 server CPU market, bolstering its valuation.
- Shopify's Operational Efficiency: Shopify maintained its dominant market position amid a complex consumer spending environment, with ARK highlighting that its focus on operational efficiency allowed it to navigate market challenges and secure a competitive edge.
- Recursion's Challenges: Recursion Pharmaceuticals (NASDAQ:RXRX) fell 40% in 2025 as it rationalized its portfolio and discontinued several low-activity clinical programs; however, ARK remains confident in the company's long-term objectives despite short-term market scrutiny.
See More
Hillsdale Increases Centerra Gold Holdings Significantly
- Share Increase: On February 10, 2026, Hillsdale Investment Management disclosed a purchase of 1,356,660 shares of Centerra Gold, representing an estimated $16.98 million trade, indicating strong confidence in the gold market.
- Value Growth: By the end of 2025, the value of Centerra Gold's stake reached $50.68 million, a $27.57 million increase from the previous period, reflecting both share purchases and stock price gains.
- Outstanding Market Performance: As of February 9, 2026, Centerra Gold shares were priced at $18.59, up 175.4% over the past year, significantly outperforming the S&P 500 by 165.7 percentage points, showcasing the company's strong performance amid the gold rush.
- Optimistic Investment Outlook: Analysts predict gold prices could reach $5,400 by the end of 2026, making Hillsdale's investment strategy particularly relevant in the current macroeconomic uncertainty, with Centerra Gold's stock providing excellent diversification for portfolios.
See More
Hillsdale Increases Stake in Centerra Gold
- Share Acquisition: On February 10, 2026, Hillsdale disclosed the purchase of 1,356,660 shares of Centerra Gold, with an estimated trade value of $16.98 million based on average fourth-quarter 2025 pricing, indicating strong confidence in the gold market.
- Value Appreciation: By quarter-end, the value of Centerra Gold holdings reached $50.68 million, reflecting a $27.57 million increase from the previous period due to both share purchases and stock price appreciation, further solidifying Hillsdale's position in gold investments.
- Asset Allocation: Centerra Gold now represents 0.47% of Hillsdale's reportable AUM and accounts for 1.4% of fund assets, indicating its potential as a portfolio diversifier despite not being among the top five holdings.
- Gold Market Outlook: With gold prices rising approximately 65% in 2025 and continuing to surge 21% in 2026, analysts predict gold could reach $5,400 by the end of 2026, making Hillsdale's investment strategy particularly relevant amid current macroeconomic uncertainties.
See More
MercadoLibre and Shopify: Growth Stocks to Buy Now
- MercadoLibre Market Dominance: MercadoLibre's unique buyers in Argentina, Mexico, and Brazil increased by 26% year-over-year to 76 million, indicating strong growth potential in the Latin American e-commerce market, with expectations for further market share expansion.
- Fintech User Growth: The number of fintech users at MercadoLibre grew by 29% year-over-year to over 72 million, demonstrating its leadership in digital financial services, which is expected to enhance profitability through a diversified product portfolio.
- Shopify's AI Shopping Prospects: Shopify's partnership with Google on the Universal Commerce Protocol has led to a 15-fold increase in orders from AI search since January, showcasing AI's positive impact on customer product discovery and enhancing its market competitiveness.
- Long-term E-commerce Outlook: Despite Shopify's stock price falling 38% from recent highs, the global e-commerce market is projected to reach $4 trillion, and with strong growth and innovative customer engagement strategies, Shopify remains a top growth stock to invest in.
See More
Opendoor Technologies Shows Profitability Progress, Stock Rises
- Stock Surge: Opendoor Technologies' shares rose over 7% on Friday, peaking at a 20% increase, reflecting market optimism regarding its profitability outlook and boosting investor confidence.
- Strategic Transformation Plan: New CEO Kaz Nejatian outlined a four-step plan aiming for breakeven adjusted net income by the end of 2026, enhancing transaction velocity and unit economics, indicating the company's proactive approach to transformation.
- Significant Increase in Home Purchases: Opendoor's home purchases surged 46% in Q4 compared to the previous quarter, while the percentage of homes on the market for over 120 days dropped from 51% to 33%, showcasing a rebound in market demand and improved operational efficiency.
- Cost Structure Improvement: Fixed operating expenses decreased from $37 million in Q3 to $35 million, down from $43 million a year ago, demonstrating significant progress in cost control and operational efficiency.
See More
Three Resilient Stocks to Invest In Now
- Shopify's Performance Recovery: Despite Shopify's stock dropping over 20% since late last year, its quarterly revenue grew by 30% year-over-year, and operating income improved by 35%, indicating resilience in the e-commerce sector, with future AI search orders increasing 15-fold likely to further boost performance.
- American Express Spending Strength: American Express shares have declined since December, yet customer spending at luxury retailers rose 15% and restaurant spending increased by 20% year-over-year, reflecting the financial resilience of its affluent customer base, suggesting a positive outlook for future earnings.
- Arm Holdings' Future Potential: Although Arm Holdings' stock is nearly 30% below its October peak, its business model as a chip designer positions it well for long-term growth in the AI chip market, which is projected to grow at an average annual rate of 28% through 2035.
- Optimistic AI Market Outlook: Despite skepticism about the value of AI investments, the demand for efficient processing chips continues to rise, with Arm's future royalty and licensing revenues already established over the past few years, poised to generate significant income for the company.
See More
ARK Invest's 2025 Performance Review Highlights Key Stocks
- Robinhood's Market Performance: Robinhood Markets, Inc. (NASDAQ:HOOD) achieved a 204% gain in 2025, successfully transitioning into a full-service financial hub, with the launch of international brokerage services and a credit card product diversifying its revenue streams and strengthening its asset base.
- AMD's Market Position: Advanced Micro Devices, Inc. (NASDAQ:AMD) delivered a solid 77% return in 2025, and despite intense competition, its partnerships with major hyperscalers for AI accelerators helped sustain market share gains in the x86 server CPU market, bolstering its valuation.
- Shopify's Operational Efficiency: Shopify maintained its dominant market position amid a complex consumer spending environment, with ARK highlighting that its focus on operational efficiency allowed it to navigate market challenges and secure a competitive edge.
- Recursion's Challenges: Recursion Pharmaceuticals (NASDAQ:RXRX) fell 40% in 2025 as it rationalized its portfolio and discontinued several low-activity clinical programs; however, ARK remains confident in the company's long-term objectives despite short-term market scrutiny.
See More
Hillsdale Increases Centerra Gold Holdings Significantly
- Share Increase: On February 10, 2026, Hillsdale Investment Management disclosed a purchase of 1,356,660 shares of Centerra Gold, representing an estimated $16.98 million trade, indicating strong confidence in the gold market.
- Value Growth: By the end of 2025, the value of Centerra Gold's stake reached $50.68 million, a $27.57 million increase from the previous period, reflecting both share purchases and stock price gains.
- Outstanding Market Performance: As of February 9, 2026, Centerra Gold shares were priced at $18.59, up 175.4% over the past year, significantly outperforming the S&P 500 by 165.7 percentage points, showcasing the company's strong performance amid the gold rush.
- Optimistic Investment Outlook: Analysts predict gold prices could reach $5,400 by the end of 2026, making Hillsdale's investment strategy particularly relevant in the current macroeconomic uncertainty, with Centerra Gold's stock providing excellent diversification for portfolios.
See More
Hillsdale Increases Stake in Centerra Gold
- Share Acquisition: On February 10, 2026, Hillsdale disclosed the purchase of 1,356,660 shares of Centerra Gold, with an estimated trade value of $16.98 million based on average fourth-quarter 2025 pricing, indicating strong confidence in the gold market.
- Value Appreciation: By quarter-end, the value of Centerra Gold holdings reached $50.68 million, reflecting a $27.57 million increase from the previous period due to both share purchases and stock price appreciation, further solidifying Hillsdale's position in gold investments.
- Asset Allocation: Centerra Gold now represents 0.47% of Hillsdale's reportable AUM and accounts for 1.4% of fund assets, indicating its potential as a portfolio diversifier despite not being among the top five holdings.
- Gold Market Outlook: With gold prices rising approximately 65% in 2025 and continuing to surge 21% in 2026, analysts predict gold could reach $5,400 by the end of 2026, making Hillsdale's investment strategy particularly relevant amid current macroeconomic uncertainties.
See More
MercadoLibre and Shopify: Growth Stocks to Buy Now
- MercadoLibre Market Dominance: MercadoLibre's unique buyers in Argentina, Mexico, and Brazil increased by 26% year-over-year to 76 million, indicating strong growth potential in the Latin American e-commerce market, with expectations for further market share expansion.
- Fintech User Growth: The number of fintech users at MercadoLibre grew by 29% year-over-year to over 72 million, demonstrating its leadership in digital financial services, which is expected to enhance profitability through a diversified product portfolio.
- Shopify's AI Shopping Prospects: Shopify's partnership with Google on the Universal Commerce Protocol has led to a 15-fold increase in orders from AI search since January, showcasing AI's positive impact on customer product discovery and enhancing its market competitiveness.
- Long-term E-commerce Outlook: Despite Shopify's stock price falling 38% from recent highs, the global e-commerce market is projected to reach $4 trillion, and with strong growth and innovative customer engagement strategies, Shopify remains a top growth stock to invest in.
See More
Opendoor Technologies Shows Profitability Progress, Stock Rises
- Stock Surge: Opendoor Technologies' shares rose over 7% on Friday, peaking at a 20% increase, reflecting market optimism regarding its profitability outlook and boosting investor confidence.
- Strategic Transformation Plan: New CEO Kaz Nejatian outlined a four-step plan aiming for breakeven adjusted net income by the end of 2026, enhancing transaction velocity and unit economics, indicating the company's proactive approach to transformation.
- Significant Increase in Home Purchases: Opendoor's home purchases surged 46% in Q4 compared to the previous quarter, while the percentage of homes on the market for over 120 days dropped from 51% to 33%, showcasing a rebound in market demand and improved operational efficiency.
- Cost Structure Improvement: Fixed operating expenses decreased from $37 million in Q3 to $35 million, down from $43 million a year ago, demonstrating significant progress in cost control and operational efficiency.
See More
