Trump Tariffs Could Claim First Casualty. Canada’s Trudeau on Verge of Resigning.
Written by Emily J. Thompson, Senior Investment Analyst
0mins
Should l Buy SHOP?
Source: Newsfilter
Trudeau's Expected Resignation: Canadian Prime Minister Justin Trudeau is anticipated to resign from his position as leader of the Liberal Party due to pressure from opposition and challenges posed by U.S. President-elect Donald Trump's proposed tariffs on imports, which could significantly impact Canada's economy.
Economic Context: Despite a reasonably strong economic growth last year, Canada faces issues such as a declining GDP per capita and a depreciating currency, prompting concerns about the country's financial stability ahead of upcoming elections.
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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: 105.440
Low
140.00
Averages
180.62
High
200.00
Current: 105.440
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.
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- Growth Drivers: Although Shopify's shares have dipped over 21% year-to-date, it has beaten EPS estimates 100% of the time over the past year, and revenue estimates have seen 32 upward revisions, indicating strong growth potential.
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- Management Changes Impact: The return of co-founders Keith Rabois and Eric Wu to the board, along with Kaz Nejatian as the new CEO, initially sparked investor enthusiasm; however, the ongoing high-interest-rate environment continues to hinder a recovery in the housing market, limiting Opendoor's growth potential.
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- Transaction Volume Milestone: The platform's gross merchandise volume (GMV) reached $100.7 billion, up 35% year-over-year, reflecting Shopify's success in attracting merchants and consumers, yet future growth expectations have softened.
- Profitability Gains: Operating income nearly doubled to $382 million from $203 million year-over-year, with free cash flow at $476 million maintaining a 15% margin, showcasing a robust foundation in profitability.
- Uncertain Market Outlook: Despite a strong Q1, management's guidance for Q2 revenue growth at a
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See More
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- Earnings Expectations: Shopify is expected to report Q1 EPS of $0.33 and revenue of $3.09 billion, with market analysts optimistic about a low 30% year-over-year growth despite geopolitical uncertainties and weakening consumer confidence.
- Market Analysis: KeyBanc Capital Markets has rated Shopify as Overweight with a price target of $160, implying over 25% upside from last Friday's close of $127.67, reflecting confidence in the company's agentic commerce and AI strategies.
- Growth Drivers: Although Shopify's shares have dipped over 21% year-to-date, it has beaten EPS estimates 100% of the time over the past year, and revenue estimates have seen 32 upward revisions, indicating strong growth potential.
- Risk Factors: Analysts warn that risks such as delayed monetization of agentic commerce, gross margin compression from payments, and slower enterprise execution could impact future performance, yet AI-driven initiatives and partnerships with Google are seen as potential upside catalysts.
See More
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- Stock Price Volatility: Opendoor's shares surged from under $1 to $10.87 in 2025, currently trading just above $5, indicating a cautious market outlook on its future performance.
- Management Changes: The return of co-founders Keith Rabois and Eric Wu to the board, along with the appointment of former Shopify COO Kaz Nejatian as CEO, has positively influenced investor sentiment, suggesting potential for a successful turnaround strategy.
- Profitability Challenges: Despite Opendoor's efforts to utilize generative AI to cut costs, analysts project a narrowing of losses from negative EPS of $0.25 to $0.15 in 2026, highlighting ongoing difficulties in achieving profitability.
- Market Environment Impact: High interest rates have stifled housing market recovery, and shareholder dilution risks may hinder Opendoor's stock from surpassing $10 in the near term, prompting investors to approach future investments with caution.
See More
Opendoor Stock Volatility and Challenges Ahead
- Stock Price Fluctuations: Opendoor Technologies saw its shares soar last fall due to investor Eric Jackson's $82 price target, rising from $5 to $10.87, but has since retreated to just above $5, indicating waning market confidence in its future prospects.
- Management Changes Impact: The return of co-founders Keith Rabois and Eric Wu to the board, along with Kaz Nejatian as the new CEO, initially sparked investor enthusiasm; however, the ongoing high-interest-rate environment continues to hinder a recovery in the housing market, limiting Opendoor's growth potential.
- Profitability Challenges: While Opendoor is leveraging AI to optimize its cost structure, analysts project a narrowing of per-share losses from $0.25 to $0.15 in 2026, yet achieving profitability remains elusive, highlighting the ongoing challenges the company faces.
- Shareholder Dilution Risks: A complex series of transactions last year, including warrant distributions and convertible note redemptions, may lead to future shareholder dilution, further constraining Opendoor's stock price upside, prompting investors to carefully assess its investment value.
See More
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- Significant Revenue Growth: Shopify's Q1 revenue surged 34% year-over-year to approximately $3.2 billion, accelerating from 31% growth in Q4 2025, indicating strong performance in the e-commerce sector despite a tepid market reaction.
- Transaction Volume Milestone: The platform's gross merchandise volume (GMV) reached $100.7 billion, up 35% year-over-year, reflecting Shopify's success in attracting merchants and consumers, yet future growth expectations have softened.
- Profitability Gains: Operating income nearly doubled to $382 million from $203 million year-over-year, with free cash flow at $476 million maintaining a 15% margin, showcasing a robust foundation in profitability.
- Uncertain Market Outlook: Despite a strong Q1, management's guidance for Q2 revenue growth at a
See More
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- Shopify Earnings Performance: Shopify reported a 34% revenue increase to $102.3 million in Q1, driven by a 35% rise in GMV, but a cautious outlook led to a 16% stock drop, indicating market concerns over its high valuation.
- Intellia's Positive Outlook: Intellia Therapeutics saw only a 4% decline, with Canaccord raising its price target from $48 to $58, reflecting confidence in positive clinical data for its CRISPR-based therapies, highlighting ongoing interest in gene editing.
- GeneDX's Disappointing Results: GeneDX's stock plummeted 49% after Q1 revenue grew only 17% to $102.3 million, falling short of the expected 30% growth, and the company lowered its 2026 revenue forecast to $475 million-$490 million, indicating significant business challenges ahead.
- Cathie Wood's Buying Strategy: Despite the negative market sentiment, Cathie Wood's Ark Invest increased its positions in Shopify, Intellia, and GeneDX during the downturn, suggesting her optimism about their long-term potential, which may attract other investors' attention.
See More
SHOPIFY INC: OPPENHEIMER LOWERS TARGET PRICE FROM $200 TO $175
- Company Update: Shopify Inc. has made a significant adjustment to its stock target price.
- Target Price Change: The new target price is set at $175, down from the previous $200.
See More
