Shopify (SHOP) shares are surging ahead of Q4 earnings, with analysts forecasting $0.41 EPS, over 20% YoY growth. Despite a 25% drop from December highs, options traders anticipate a 9.68% move post-earnings. Long-term options signal potential 20% upside. Analysts believe AI integration could drive revenue growth and margin expansion.

MoffettNathanson upgraded Shopify to “Buy” with a $150 price target, citing a rare discount in share price. AI chatbots are boosting merchant traffic, with SHOP’s AI integration seen as a strong acquisition tool. Direct commerce is gaining market share. Consensus rating is “Moderate Buy” with a $175 mean price target.

Read more at Yahoo Finance: What Options Traders Expect from SHOP Stock When Shopify Reports Earnings on February 11