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Get what investors say about SHOP next
2 investor calls on SHOP in the last 90 days (2 bullish, 0 bearish). Follow SHOP free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what SHOP did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about SHOP
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-23 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Global Money Talk | Shopify is the back-end fulfillment infrastructure for merchants across open-ecosystem AI agentic commerce… |
| 2026-10-21 | Tyler RadkeCo-head of software equity research, Citi | Bullish | Fox Business (uncut) | Shopify should benefit from consumer AI agents while continuing to gain share in an e-commerce market that… |
| 2025-05-08 | Craig FullerFounder & CEO, FreightWaves | Bearish | Forward Guidance | Shopify has enormous exposure to small e-commerce businesses that rely on Chinese supply chains and will… |
| 2025-02-21 | Brian Belski (BMO)Chief Investment Strategist, BMO | Bullish | The Compound | Shopify is the dominant e-commerce portal for small and mid-cap businesses and is among the Canadian stocks… |
| 2021-10-28 | Chris BloomstranPresident & CIO, Semper Augustus Investments | Bearish | The Business Brew | Shopify trades at 10-30x revenues with no demonstrated profit path, placing it in the same category as the… |
Next report: 3 Nov 2026 before the open
Notable options days
Sessions in the last 120 where SHOP’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 10 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-11-02 | ||||||
| 2026-09-23 | ||||||
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| 2026-08-05 | ||||||
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| 2026-07-28 | ||||||
| 2026-07-20 | ||||||
| 2026-05-13 |
SHOP on the Wheel
SHOP passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2017–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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