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Shopify Inc. (SHOP - Free Report) ) is a leading global commerce platform that helps in starting, scaling, marketing, and running a business of any size. Shopify’s growth case remains supported by broad merchant gains, deeper payments adoption and expansion across online, offline and B2B channels. AI tools are becoming a larger part of merchant discovery and operations, while Catalog, Sidekick and agentic integrations extend Shopify into emerging commerce surfaces. International localization and enterprise wins add runway, and rising free cash flow margins show that investment is being funded with greater operating discipline. Management’s third-quarter outlook points to continued revenue growth and further expense leverage.Shopify continues to fund growth while generating free cash flow. While the historical EPS growth rate for Shopify is 41.4%, investors should actually focus on the projected growth. Analysts are expecting SHOP's earnings to grow 61.5% for the current fiscal year. While the overall earnings estimate revisions have made Shopify a Zacks Rank #1 stock, it has earned itself a Growth Score of B based on a number of factors. This combination positions Shopify well for outperformance, so growth investors may want to bet on it.
Penguin Solutions Inc. (PENG - Free Report) ) engages in the designing and development of enterprise solutions principally in the United States, China, Europe and internationally. Penguin Solutions(is a Zack Rank #1 (Strong Buy) that designs, builds, deploys and manages high-performance AI infrastructure for enterprises and NeoCloud providers. Penguin operates three segments: Advanced Computing, Integrated Memory and Optimized LED. Its AI Factory Platform pairs hardware with Clusterware software and long-term managed services, giving customers a single partner from design through 24/7 operations. PENG reported fiscal Q4 EPS of $1.00 on October 6, more than double the $0.43 posted a year ago. Revenue jumped 68% to $567 million from $338 million. The real story was the outlook as Penguin raised its fiscal 2027 view well above the preliminary 30% growth forecast it gave last quarter. The company now sees net sales up 40% plus or minus 10 points. EPS is guided up 55% at the midpoint, as profits grow faster than sales. Looking further out, the fiscal 2028 consensus to another 16% growth on top of this year’s jump. Analysts moved quickly, raising estimates. Every revision over the past 60 days has been higher.
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Top Stock Picks for Week of October 26, 2026
Shopify Inc. (SHOP - Free Report) ) is a leading global commerce platform that helps in starting, scaling, marketing, and running a business of any size. Shopify’s growth case remains supported by broad merchant gains, deeper payments adoption and expansion across online, offline and B2B channels. AI tools are becoming a larger part of merchant discovery and operations, while Catalog, Sidekick and agentic integrations extend Shopify into emerging commerce surfaces. International localization and enterprise wins add runway, and rising free cash flow margins show that investment is being funded with greater operating discipline. Management’s third-quarter outlook points to continued revenue growth and further expense leverage.Shopify continues to fund growth while generating free cash flow. While the historical EPS growth rate for Shopify is 41.4%, investors should actually focus on the projected growth. Analysts are expecting SHOP's earnings to grow 61.5% for the current fiscal year. While the overall earnings estimate revisions have made Shopify a Zacks Rank #1 stock, it has earned itself a Growth Score of B based on a number of factors. This combination positions Shopify well for outperformance, so growth investors may want to bet on it.
Penguin Solutions Inc. (PENG - Free Report) ) engages in the designing and development of enterprise solutions principally in the United States, China, Europe and internationally. Penguin Solutions(is a Zack Rank #1 (Strong Buy) that designs, builds, deploys and manages high-performance AI infrastructure for enterprises and NeoCloud providers. Penguin operates three segments: Advanced Computing, Integrated Memory and Optimized LED. Its AI Factory Platform pairs hardware with Clusterware software and long-term managed services, giving customers a single partner from design through 24/7 operations. PENG reported fiscal Q4 EPS of $1.00 on October 6, more than double the $0.43 posted a year ago. Revenue jumped 68% to $567 million from $338 million. The real story was the outlook as Penguin raised its fiscal 2027 view well above the preliminary 30% growth forecast it gave last quarter. The company now sees net sales up 40% plus or minus 10 points. EPS is guided up 55% at the midpoint, as profits grow faster than sales. Looking further out, the fiscal 2028 consensus to another 16% growth on top of this year’s jump. Analysts moved quickly, raising estimates. Every revision over the past 60 days has been higher.