Shopify (SHOP) shares rose 55.6% over the past three months, ahead of the 4.9% return of the broader Zacks Computer and Technology sector. The article credits the gain to accelerating e-commerce growth, expanding AI capabilities, rising payments penetration and improving profitability. It says AI-driven traffic and orders to Shopify stores tripled year over year in Q2 2026, and its Catalog covers more than one billion products. Merchant Solutions revenue rose 37% to $2.78 billion, Shopify Payments penetration reached 68% of global GMV, and GMV grew 32% to about $116 billion, its fifth straight quarter of growth above 30%. Over the same three months, competitors Wix, Commerce.com and Amazon returned 61.3%, 39% and 12.3%, respectively.
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