Baird Raises Price Target on Shopify to $120

  • Analyst: Colin Sebastian (Baird)
  • Rating: Outperform (reaffirmed)
  • Price Target: Raised from $110 → $120
  • Key Reasons:
    • Stronger merchant trends and platform usage
    • Confidence in Shopify’s long-term e-commerce leadership
    • Continued growth in fulfillment and payment solutions
  • SHOP last traded at $116.74, up +4.57%