{"id":754706,"date":"2026-07-10T13:28:09","date_gmt":"2026-07-10T13:28:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/754706\/"},"modified":"2026-07-10T13:28:09","modified_gmt":"2026-07-10T13:28:09","slug":"shopify-could-get-a-boost-from-the-agentic-ai-craze-stifel-says","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/754706\/","title":{"rendered":"Shopify could get a boost from the agentic AI craze, Stifel says"},"content":{"rendered":"<p>Shopify is poised to bounce back as a potential boom in autonomous shopping and other artificial intelligence-fueled technology bolsters its business, according to Stifel. The investment firm upgraded the e-commerce name to buy from hold. It also hiked its price target on shares to $150 from $110, suggesting nearly 22% upside from Thursday&#8217;s close. &#8220;Shopify&#8217;s outsized [gross merchandise value] growth is clear evidence of consistent share-gains, which we believe will accelerate as agentic commerce proliferates,&#8221; analyst J. Parker Lane wrote. &#8220;Management explicitly frames strength as broad-based across geographies, merchant sizes and channels, versus any single driver.&#8221; Agentic commerce refers to the use of artificial intelligence-powered bots to find and purchase goods on behalf of a consumer or business. The global agentic AI market is projected to grow to $24.5 billion by 2030, according to a recent report from market research firm Grand View Research. Despite those expectations of growth, monetization of AI in retail &#8220;is early,&#8221; Lane noted, suggesting that its impact on shares will likely take time to fully materialize. &#8220;Every client is exploring agentic commerce, and Shopify has made it easy to adopt, with a &#8216;flick of a button&#8217; to enable,&#8221; Lane wrote. &#8220;It&#8217;s an emerging new channel that merchants are still figuring out, with agent-driven traffic still challenging to measure, and certain products not being a good fit relative to more retail\/consumer goods.&#8221; Nevertheless, the analyst said &#8220;AI adoption is real,&#8221; and it could eventually soon drive considerable upside to Shopify&#8217;s shares. Stifel&#8217;s call falls in line with consensus on Wall Street. Of the 47 analysts covering Shopify, 36 have a buy or strong buy on the stock. Shares have fallen 23% in 2026.<\/p>\n","protected":false},"excerpt":{"rendered":"Shopify is poised to bounce back as a potential boom in autonomous shopping and other artificial intelligence-fueled technology&hellip;\n","protected":false},"author":2,"featured_media":754707,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[182,181,507,122,113,92327,114,74],"class_list":["post-754706","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-business-news","tag-investment-strategy","tag-shopify-inc","tag-stock-markets","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/754706","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=754706"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/754706\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/754707"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=754706"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=754706"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=754706"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}