Stocks / Software
SHOPSoftware
Shopify Inc.
$128.711d -1.2%5d +0.9%settled close · 2026-09-17
Mkt cap $154B (4/10)β 2.0052w $96–179Shares 1.23B (A)Ind. Services-Prepackaged SoftwareNasdaq since 2015Emp. 7,600HQ Ottawa, A6shopify.com
The tape, with the calls on it
Who said what, and what SHOP did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about SHOP
1 long1 shortlatest 2025-05-08
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-05-08 | Craig Fuller | Bearish | Forward Guidance | Shopify has enormous exposure to small e-commerce businesses that rely on Chinese supply chains and will… |
| 2025-02-21 | Brian Belski (BMO)Chief Investment Strategist, BMO | Bullish | The Compound | Shopify is the dominant e-commerce portal for small and mid-cap businesses and is among the Canadian stocks… |
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Earnings
Next report: 2 Nov 2026 before the open
Confirmed date · consensus EPS 0.47. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where SHOP’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 9 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-08 | ||||||
| 2026-08-05 | ||||||
| 2026-08-04 | ||||||
| 2026-07-28 | ||||||
| 2026-07-20 | ||||||
| 2026-05-13 | ||||||
| 2026-05-06 | ||||||
| 2026-05-05 | ||||||
| 2026-04-16 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
SHOP is in this morning’s Brief.
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