Shopify's Stock Drop Puts Spotlight on AI Monetization Potential -- Market Talk

Dow Jones03:09

1409 ET - Shopify's next catalyst is greater transparency around artificial intelligence-monetization, says TD Cowen's John Shao, pointing to a 31% decline year-to-date in the stock. He notes that the stock is down "largely due to a negative sentiment against the broader software space," rather than a shift in fundamentals. Shao says that the company could benefit if "management [were] more open to discussing AI monetization," since the company already sits in a unique position under the agentic commerce backdrop. The analyst points to the growing ecosystem around Shopify's AI-driven commerce, pointing to Google's Universal Commerce Protocol and the Agentic Plan, which "allows users to instantly syndicate products to AI chats…with no need for a Shopify online store." (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

February 04, 2026 14:09 ET (19:09 GMT)

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He notes that the stock is down \"largely due to a negative sentiment against the broader software space,\" rather than a shift in fundamentals. Shao says that the company could benefit if \"management [were] more open to discussing AI monetization,\" since the company already sits in a unique position under the agentic commerce backdrop. 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