Hantz Financial Services Inc. Sells 44,470 Shares of Shopify Inc. $SHOP

Hantz Financial Services Inc. trimmed its position in shares of Shopify Inc. (NASDAQ:SHOP) (TSE:SHOP) by 14.8% during the third quarter, HoldingsChannel reports. The institutional investor owned 256,973 shares of the software maker’s stock after selling 44,470 shares during the period. Hantz Financial Services Inc.’s holdings in Shopify were worth $38,189,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in SHOP. Financial Gravity Companies Inc. acquired a new stake in shares of Shopify during the 2nd quarter worth approximately $27,000. Rothschild Investment LLC lifted its stake in Shopify by 47.5% during the second quarter. Rothschild Investment LLC now owns 233 shares of the software maker’s stock worth $27,000 after purchasing an additional 75 shares during the last quarter. Heartwood Wealth Advisors LLC acquired a new stake in shares of Shopify in the 3rd quarter valued at $27,000. Tradewinds Capital Management LLC increased its stake in shares of Shopify by 71.4% in the 2nd quarter. Tradewinds Capital Management LLC now owns 240 shares of the software maker’s stock valued at $28,000 after purchasing an additional 100 shares during the last quarter. Finally, Estabrook Capital Management bought a new position in shares of Shopify in the 2nd quarter valued at $29,000. 69.27% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

SHOP has been the topic of several research analyst reports. Oppenheimer reaffirmed an “outperform” rating on shares of Shopify in a research note on Monday, December 1st. Jefferies Financial Group reissued a “hold” rating on shares of Shopify in a report on Tuesday. BNP Paribas Exane assumed coverage on shares of Shopify in a research note on Monday, November 24th. They issued a “neutral” rating on the stock. JPMorgan Chase & Co. upped their price objective on shares of Shopify from $179.00 to $180.00 and gave the stock an “overweight” rating in a research report on Wednesday, November 5th. Finally, Bank of America increased their price objective on shares of Shopify from $185.00 to $190.00 and gave the company a “buy” rating in a research note on Wednesday, December 17th. Twenty-five investment analysts have rated the stock with a Buy rating and nineteen have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $171.70.

Key Stories Impacting Shopify

Here are the key news stories impacting Shopify this week:

• Positive Sentiment: Analyst upgrades and bullish AI/agentic-commerce thesis — Arete Research upgraded SHOP from neutral to buy, and several bullish previews argue Shopify’s “agentic commerce” and AI strategy could re-accelerate revenue and expand the addressable market ahead of Q4 results. Upgrading Shopify On Agentic Commerce Inflection Point (Earnings Preview) Finviz (Arete upgrade)
• Positive Sentiment: Broker optimism on fundamentals and disciplined spending — Jefferies and other commentators expect Shopify to finish 2025 strongly, highlighting better margin visibility and controlled spending, which supports a constructive medium-term outlook. Shopify gears up for strong 2025 finish as analysts eye margins and AI strategy
• Neutral Sentiment: Bull case summaries and longer-term thesis circulate — Several write-ups (Compounding Your Wealth summary on InsiderMonkey) outline why long-term investors remain bullish on Shopify’s platform and AI opportunities, but these are forward-looking and depend on execution. Shopify Inc. (SHOP): A Bull Case Theory
• Neutral Sentiment: Technical/actionable trading notes — Some chart-focused commentary points to a bounce off recent trendlines after Shopify hit a multi-month low; this matters for short-term traders but doesn’t change fundamentals. Shopify Stock Could Extend a Bounce Off This Trendline
• Negative Sentiment: Recent steep decline and investor concern — Coverage notes a sharp drop from January highs and that Shopify is falling more than the broader market, increasing near-term downside risk and sparking momentum selling. Shopify (SHOP) Falls More Steeply Than Broader Market: What Investors Need to Know
• Negative Sentiment: Sell-side caution and valuation concerns — Some analysts and columnists argue the stock is overextended relative to near-term results (high trailing/forward P/E) and suggest trimming or selling around recent levels, highlighting the risk if AI-driven re-acceleration disappoints. Sell Shopify Stock At $130?

Shopify Price Performance

NASDAQ:SHOP opened at $119.29 on Wednesday. Shopify Inc. has a one year low of $69.84 and a one year high of $182.19. The company has a market cap of $155.30 billion, a PE ratio of 88.36, a P/E/G ratio of 3.89 and a beta of 2.83. The firm’s 50 day simple moving average is $157.15 and its 200 day simple moving average is $151.51.

Shopify (NASDAQ:SHOP) (TSE:SHOP) last released its quarterly earnings results on Tuesday, November 4th. The software maker reported $0.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.24 by $0.03. The firm had revenue of $2.84 billion during the quarter, compared to the consensus estimate of $2.75 billion. Shopify had a net margin of 16.65% and a return on equity of 11.72%. Equities research analysts expect that Shopify Inc. will post 1.12 EPS for the current year.

About Shopify

Shopify is a Canadian commerce technology company that provides a cloud-based platform for businesses to create, manage and scale online and physical retail stores. Its core offering is a software-as-a-service e-commerce platform that enables merchants to build customizable storefronts, manage product catalogs, process orders, and handle inventory. Shopify also supports omnichannel selling through integrated point-of-sale (POS) systems for in-person transactions.

Beyond storefront software, Shopify offers a range of merchant services and tools designed to simplify commerce operations.