Shopify Seen Topping 2Q on Positive Trends, Momentum

Dow Jones

Yesterday

11:04 ET -- Shopify's 2Q bar looks beatable, says CIBC's Todd Coupland, with positive trends across the board setting the stage for growth. The analyst says the ecommerce platform "should meet or beat consensus and guide constructively for 3Q," backed by momentum in its payments segment, new merchant additions, European growth and CIBC alternative data. Coupland also notes that Shopify Plus traffic was up 28% in 2Q versus just over 20% last quarter, "a positive read-through for gross merchandise volume versus FactSet's +28% Y/Y expectation." The stock might be down, trading 25% lower year-to-date, but "improving alt data, a beatable bar, and AI likely adding to upside rather than margin risk create a favorable risk/reward heading into the report." (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

July 08, 2026 11:04 ET (15:04 GMT)

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The analyst says the ecommerce platform \"should meet or beat consensus and guide constructively for 3Q,\" backed by momentum in its payments segment, new merchant additions, European growth and CIBC alternative data. Coupland also notes that Shopify Plus traffic was up 28% in 2Q versus just over 20% last quarter, \"a positive read-through for gross merchandise volume versus FactSet's +28% Y/Y expectation.\" The stock might be down, trading 25% lower year-to-date, but \"improving alt data, a beatable bar, and AI likely adding to upside rather than margin risk create a favorable risk/reward heading into the report.\" (adriano.marchese@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 08, 2026 11:04 ET (15:04 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shopify Seen Topping 2Q on Positive Trends, Momentum</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShopify Seen Topping 2Q on Positive Trends, Momentum\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-08 23:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  11:04 ET -- <a href=\"https://laohu8.com/S/SHOP\">Shopify</a>'s 2Q bar looks beatable, says CIBC's Todd Coupland, with positive trends across the board setting the stage for growth. The analyst says the ecommerce platform \"should meet or beat consensus and guide constructively for 3Q,\" backed by momentum in its payments segment, new merchant additions, European growth and CIBC alternative data. Coupland also notes that Shopify Plus traffic was up 28% in 2Q versus just over 20% last quarter, \"a positive read-through for gross merchandise volume versus FactSet's +28% Y/Y expectation.\" The stock might be down, trading 25% lower year-to-date, but \"improving alt data, a beatable bar, and AI likely adding to upside rather than margin risk create a favorable risk/reward heading into the report.\" (adriano.marchese@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 08, 2026 11:04 ET (15:04 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0823421333.USD","symbol_name":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2649992530","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2649992530","pubTimestamp":1783523040,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"11:04 ET -- Shopify's 2Q bar looks beatable, says CIBC's Todd Coupland, with positive trends across the board setting the stage for growth. The analyst says the ecommerce platform \"should meet or beat consensus and guide constructively for 3Q,\" backed by momentum in its payments segment, new merchant additions, European growth and CIBC alternative data. Coupland also notes that Shopify Plus traffic was up 28% in 2Q versus just over 20% last quarter, \"a positive read-through for gross merchandise volume versus FactSet's +28% Y/Y expectation.\" The stock might be down, trading 25% lower year-to-date, but \"improving alt data, a beatable bar, and AI likely adding to upside rather than margin risk create a favorable risk/reward heading into the report.\"  Dow Jones NewswiresJuly 08, 2026 11:04 ET Copyright  2026 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","SHPD":"Direxion Daily SHOP Bear 1X ETF","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BK4551":"寇图资本持仓","BK4524":"宅经济概念","SHPU":"2倍做多SHOP ETF-Direxion","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4532":"文艺复兴科技持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4116":"互联网服务与基础架构","BK4585":"ETF&股票定投概念","SHOP":"Shopify Inc","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4566":"资本集团","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","BK4528":"SaaS概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4613":"AI应用软件","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4588":"碎股"},"translate_title":"Shopify凭借积极的趋势和势头有望在第二季度名列前茅","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SHOP":1.5,"SHPU":0.6,"SHPD":0.6},"content_text":"11:04 ET -- Shopify's 2Q bar looks beatable, says CIBC's Todd Coupland, with positive trends across the board setting the stage for growth. The analyst says the ecommerce platform \"should meet or beat consensus and guide constructively for 3Q,\" backed by momentum in its payments segment, new merchant additions, European growth and CIBC alternative data. Coupland also notes that Shopify Plus traffic was up 28% in 2Q versus just over 20% last quarter, \"a positive read-through for gross merchandise volume versus FactSet's +28% Y/Y expectation.\" The stock might be down, trading 25% lower year-to-date, but \"improving alt data, a beatable bar, and AI likely adding to upside rather than margin risk create a favorable risk/reward heading into the report.\" (adriano.marchese@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 08, 2026 11:04 ET (15:04 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}