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Shopify is rebuilding its mobile apps natively: iOS in Swift, Android in Kotlin. Advances in AI coding agents make it possible to automatically transfer features between platforms and reduce the need for React Native. Instead of a gradual migration, Shopify is creating entirely new versions; the buyer shop app was rebuilt in twelve weeks with AI assistance, and the more extensive merchant app with over 300 screens is expected to appear later in 2026. The internal system Helix breaks down tasks, checks quality and requires human approval to ensure maintainable code. » More on golem.de

Shopify shares climbed about 2.5% in premarket trading after Bernstein initiated coverage with an "Outperform" rating and a $160 price target, implying more than 20% upside versus the $126.60 close. Bernstein highlighted Shopify’s roughly 14% U.S. market share and its diversification, noting that international commerce, brick‑and‑mortar and B2B together account for over 60% of volume. Management comments at a Goldman Sachs conference emphasized that LLM‑initiated searches drive users to product pages 2.5 times more often and that AI‑driven discovery channels deliver about 80% higher conversion rates. The combination of the institutional recommendation and a positive AI narrative helps stabilize sentiment after a roughly 13% pullback last week. » More on de.investing.com

At the Goldman Sachs Communacopia + Technology Conference, Shopify said AI-powered search and agent-based commerce are still in early stages but are already driving more traffic and significantly higher conversion rates. Management emphasized that transactions continue to run on Shopify's infrastructure and that the integrated platform acts as a competitive advantage. Shopify acknowledged rising LLM costs but is addressing them with model distillation, caching and infrastructure improvements. Products like Sidekick and Catalog are intended to improve product discovery, make it easier for founders to enter the market and further drive merchant growth. » More on de.investing.com