Last Trading Date: New York Friday, February 13, 2026
Shares of Shopify Inc. (NASDAQ: SHOP) climbed modestly in the latest trading session on Friday, February 13, 2026, extending a recovery after a rough run earlier in the week following the company’s latest quarterly earnings report. The stock closed the regular session at $112.70, up approximately +1.84% from its prior close, according to official market data. In after-hours trading, SHOP sagged slightly, changing by around -0.23% to about $112.44, reflecting a muted sentiment as traders digested mixed cues on the company’s near-term prospects.(Yahoo Finance)
The move on Friday came in the context of fresh corporate developments, including the kickoff of Shopify’s $2 billion share buyback program scheduled to begin on February 17 — a strategic effort by management to support the stock after recent volatility. Analysts and investors have been balancing this repurchase plan against ongoing concerns around margin guidance and broader tech sector dynamics.
Earlier in the week, the company’s Q4 2025 earnings report delivered a revenue beat but slightly missed earnings-per-share expectations, and guidance on free cash flow margins disappointed some market participants. This spurred a sell-off that saw the stock trading sharply lower mid-week before Friday’s bounce.(Barrons)
Wall Street’s analysts have been reacting to these developments with a mix of cautious adjustments and reaffirmations. Benchmark recently trimmed its price target on Shopify to $145 from $195 while maintaining a Buy rating, citing a higher weighted average cost of capital in its valuation model but still seeing upside potential from operational execution and margin improvements. UBS also held a Neutral rating but lowered its price target from $165 to $145, underscoring some near-term pressure on earnings multiple and growth expectations.(gurufocus)
In contrast, other observers — including Royal Bank of Canada analysts — have maintained more bullish long-term forecasts, with RBC setting a ~$200 price target, reflecting broader confidence in Shopify’s marketplace and commerce ecosystem growth. Additionally, MoffettNathanson upgraded Shopify to Buy and raised its target to $150 recently, emphasizing the company’s strategic positioning in AI-enabled commerce and the perceived value-entry point after the pullback.(investing)
Friday’s session also saw broader market context weighing on high-valuation tech stocks: major U.S. indices were relatively flat following a stronger-than-expected jobs report that dampened expectations for near-term Federal Reserve rate cuts, which in turn pressured growth sectors.(Kiplinger)