Following a significant plunge in software valuations, Morgan Stanley sees a rare buy-the-dip opportunity in resilient leaders like Atlassian, Shopify, and Palo Alto Networks.
A number of stocks fell in the afternoon session after investors continued to distinguish between the winners and losers in the artificial intelligence boom, leading to a broad sell-off.
Salesforce signed a deal to acquire Cimulate, an AI-powered product discovery startup. The acquisition strengthens Agentforce Commerce with better search and personalized shopping.
E-commerce platform Shopify (NYSE:SHOP) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 30.6% year on year to $3.67 billion. Its GAAP profit of $0.57 per share was 33.4% above analysts’ consensus estimates.
Shares of e-commerce platform Shopify (NYSE:SHOP) fell 13.1% in the afternoon session after the company reported strong fourth quarter results, with the stock's reaction suggesting expectations were high ahead of the announcement.
On February 11, 2026, Shopify Inc. (NYSE: SHOP; TSX: SHOP) silenced skeptics and reaffirmed its status as the global operating system for commerce. Following the release of its Q4 2025 earnings report this morning, the company’s stock surged over 12% in early trading, fueled by a "double beat" on revenue and earnings, optimistic 2026 guidance, [...]
The latest earnings reports highlight Shopify's strong growth, Vertiv's challenges, and Hilton's robust performance, offering insights into their respective industries.
E-commerce platform Shopify (NYSE:SHOP) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 30.6% year on year to $3.67 billion. Its GAAP profit of $0.57 per share was 33.9% above analysts’ consensus estimates.
