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Shopify rallied after a checkout partnership with Meta Muse and 24/7 Wall St. set a $154.30 price target, below the $172.77 Wall Street consensus. Q2 revenue grew 33.7% to $3.58 billion, GMV rose 32% and operating income jumped 67.7%, while free cash flow reached $654 million. Risks include a rich valuation (53x forward earnings), rising transaction and loan losses ($141 million) and a beta of 2.62 that increases volatility if macro conditions or the AI narrative weaken. Bull and bear scenarios put targets between $133 and $190 depending on operating leverage and loss trends. » Altro su finance.yahoo.com

Shopify shares fell about 5–6% as investors pared back gains from the Muse agentic checkout partnership with Meta, while Meta held modestly higher. Amazon blocked Muse from its storefront, citing credential scraping and harm to its personalized merchandising, which limits how broadly agentic checkout can roll out. The deal does not change Shopify’s merchant economics or payment rates, suggesting profit-taking and broader tech softness drove the pullback. Market watchers will monitor whether other large storefronts follow Amazon and whether Meta names additional retail partners. » Altro su finance.yahoo.com

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. » Altro su golem.de