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The Zacks Analyst Blog Highlights Shopify, Amazon, Wix.com and Commerce.com
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For Immediate Release
Chicago, IL – September 17 2026 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Shopify (SHOP - Free Report) , Amazon (AMZN - Free Report) , Wix.com (WIX - Free Report) and Commerce.com (CMRC - Free Report) .
Here are highlights from Thursday’s Analyst Blog:
Shopify Plunges -13% in a Month: Buy, Hold or Sell?
Shopify shares have declined 12.6% in a month in contrast to the broader Zacks Computer and Technology sector’s decline of 1.1%. The underperformance can be attributed to slowing forward growth expectations and concerns about the cost of sustaining its AI-led expansion.
However, Shopify’s prospects are expected to benefit from AI-driven commerce, strong merchant engagement, rising payments penetration, an expanding enterprise clientele and an international footprint. So, does the pullback offer a buying opportunity for investors? Let’s find out.
SHOP’s Q3 Guidance Implies Deceleration
Shopify’s second-quarter 2026 revenues increased 34% year over year to $3.58 billion and Gross Merchandise Volume (GMV) increased 32% to $115.6 billion. However, the company expects third-quarter 2026 revenue growth in the low-30% range, implying some moderation from the second quarter. Gross profit growth is expected to be slower at a mid-to-high-20% rate.
Merchant Solutions is growing substantially faster than Subscription Solutions. In the second quarter of 2026, Merchant Solutions revenues increased 37%, compared with 22% growth in Subscription Solutions. Shopify Payments, the largest component of Merchant Solutions, carries lower gross margins because of third-party processing costs. Shopify acknowledges that a continued revenue mix shift toward Merchant Solutions could reduce its overall gross-margin percentage.
Shopify is investing aggressively in agentic commerce and Sidekick, but AI commerce remains small relative to overall GMV. The company is currently monetizing agentic transactions through its existing economics rather than charging separate AI-related fees. Therefore, investors expecting faster direct monetization from Shopify's AI investments may need to wait for higher AI-driven GMV to materially influence revenues.
Shopify is suffering from stiff competition from the likes of Amazon, Wix.com and Commerce.com. Amazon’s services, such as Buy with Prime, Amazon Multi-Channel Fulfillment (MCF) and Amazon Pay, enable merchants to sell both on and off Amazon while leveraging its fulfillment network and checkout technology.
Wix competes with Shopify by providing an all-in-one platform that combines website creation, online stores, payments, booking, marketing and AI-powered business tools. Commerce.com offers cloud-based software for building online stores, managing product catalogs, processing payments, supporting omnichannel selling and serving both B2C and B2B merchants.
In terms of share price performance, Commerce.com and Wix.com have returned 73.8% and 12.1%, respectively, while Amazon has dropped 4.9%.
Moreover, SHOP’s premium valuation leaves limited room for execution missteps despite the recent share-price pullback. With earnings estimates remaining steady, investors may prefer to wait for a more attractive entry point. Therefore, holding Shopify stock appears appropriate for now.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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The Zacks Analyst Blog Highlights Shopify, Amazon, Wix.com and Commerce.com
For Immediate Release
Chicago, IL – September 17 2026 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Shopify (SHOP - Free Report) , Amazon (AMZN - Free Report) , Wix.com (WIX - Free Report) and Commerce.com (CMRC - Free Report) .
Here are highlights from Thursday’s Analyst Blog:
Shopify Plunges -13% in a Month: Buy, Hold or Sell?
Shopify shares have declined 12.6% in a month in contrast to the broader Zacks Computer and Technology sector’s decline of 1.1%. The underperformance can be attributed to slowing forward growth expectations and concerns about the cost of sustaining its AI-led expansion.
However, Shopify’s prospects are expected to benefit from AI-driven commerce, strong merchant engagement, rising payments penetration, an expanding enterprise clientele and an international footprint. So, does the pullback offer a buying opportunity for investors? Let’s find out.
SHOP’s Q3 Guidance Implies Deceleration
Shopify’s second-quarter 2026 revenues increased 34% year over year to $3.58 billion and Gross Merchandise Volume (GMV) increased 32% to $115.6 billion. However, the company expects third-quarter 2026 revenue growth in the low-30% range, implying some moderation from the second quarter. Gross profit growth is expected to be slower at a mid-to-high-20% rate.
Merchant Solutions is growing substantially faster than Subscription Solutions. In the second quarter of 2026, Merchant Solutions revenues increased 37%, compared with 22% growth in Subscription Solutions. Shopify Payments, the largest component of Merchant Solutions, carries lower gross margins because of third-party processing costs. Shopify acknowledges that a continued revenue mix shift toward Merchant Solutions could reduce its overall gross-margin percentage.
Shopify is investing aggressively in agentic commerce and Sidekick, but AI commerce remains small relative to overall GMV. The company is currently monetizing agentic transactions through its existing economics rather than charging separate AI-related fees. Therefore, investors expecting faster direct monetization from Shopify's AI investments may need to wait for higher AI-driven GMV to materially influence revenues.
Shopify is suffering from stiff competition from the likes of Amazon, Wix.com and Commerce.com. Amazon’s services, such as Buy with Prime, Amazon Multi-Channel Fulfillment (MCF) and Amazon Pay, enable merchants to sell both on and off Amazon while leveraging its fulfillment network and checkout technology.
Wix competes with Shopify by providing an all-in-one platform that combines website creation, online stores, payments, booking, marketing and AI-powered business tools. Commerce.com offers cloud-based software for building online stores, managing product catalogs, processing payments, supporting omnichannel selling and serving both B2C and B2B merchants.
In terms of share price performance, Commerce.com and Wix.com have returned 73.8% and 12.1%, respectively, while Amazon has dropped 4.9%.
Moreover, SHOP’s premium valuation leaves limited room for execution missteps despite the recent share-price pullback. With earnings estimates remaining steady, investors may prefer to wait for a more attractive entry point. Therefore, holding Shopify stock appears appropriate for now.
Shopify currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Free: Instant Access to Zacks' Market-Crushing Strategies
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Get all the details here >>
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.