Shopify Inc. (NASDAQ:SHOP) is one of the Cathie Wood Portfolio 2026: 10 Best Stocks to Buy.
E-commerce platform company Shopify Inc (NASDAQ:SHOP) ranks second on the list of best stocks to buy for 2026, according to Cathie Wood. ARK has a $640.5 million stake in the company, down 18% from the previous quarter. A total of 101 funds in Insider Monkey’s database had holdings in Shopify Inc (NASDAQ:SHOP) at the end of the December quarter, up from 91 funds in the previous quarter.
Shopify Inc (NASDAQ:SHOP) is rapidly shifting to AI with AI-powered integrations and storefronts to drive efficiency and engagement. In the fourth quarter, its gross merchandise value increased 31% year over year despite a weak consumer environment. For the first quarter, Shopify Inc (NASDAQ:SHOP) expects revenue growth of more than 30%. SHOP bulls believe that the company will benefit from the rise in agent trading as demand for AI-powered e-commerce solutions would increase in the future.
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Patient Opportunity Equity Strategy stated the following regarding Shopify Inc. (NASDAQ:SHOP) in its Q4 2025 investor letter:
“Shopify Inc. (NASDAQ:SHOP) is a provider of cloud-based software for omnichannel commerce. Shares rose 8.3% in the fourth quarter, ending 2025 up 51.1% thanks to strong financial results that exceeded Street expectations. The company is demonstrating rapid growth at scale with gross merchandise value (GMV) and revenue each growing more than 30% year over year. Business fundamentals are strong across geographies, customer types, verticals, channels and business categories. In Q3, Shopify increased international GMV by 41%, offline by 31%, and B2B by 98% (all year over year). They signed Estee Lauder for Shopify Plus, a significant win for their business strategy, providing further proof of the scalability of their platform. The company continues to advance its total addressable market (TAM) vertical expansion as well as deepen the solutions it offers merchants, including continued success with its accelerated checkout (Shop Pay), growing adoption of Shopify Payments, the expansion of Shopify Capital, and other newer solutions, such as its advertising solution, Shopify Campaigns, which is off to a strong start, with a 9x increase in merchant budget commitments year over year. Shopify has also become a leading enabler in the nascent AI commerce category (shopping within large language model (LLM) chatbots like ChatGPT). “We continue to own the stock and believe Shopify is a rare business platform that has plenty of buying options in future growth verticals, as the company culture and merchant obsession drives rapid product innovation, helping to sustain growth for years to come.”