Look, I know we’re all constantly trying to find the next moonshot stock before the masses catch on. But while everyone’s hitting the sell button due to the new trade war between America and China, there could be a sweet opportunity hiding in plain sight.

Maybe you’ve heard of it? Shopify (of course you’ve heard of it), the Canadian company that powers roughly a bajillion online stores (over 1.75 million businesses across 175 countries, to be exact) and just so happens to be on the verge of a massive breakout… at least according to Deutsche Bank’s Bhavin Shah. This guy just doubled down on his buy rating for Shopify and initiated a $150 price target on it. If you’re playing along at home, that’s a 55% upside from where it’s sitting right now.

While everyone’s worried about the geopolitical issues, Shopify looked at the chaos, shrugged, and started making adjustments faster than my kids cycle through YouTube videos. While other tech companies were spiraling, Shopify quietly diversified its supply chains, actually armed its merchants with tools to navigate the new reality (smart idea), and kept the revenue train chugging along.

Shah recently attended the ShopTalk Spring 2025 conference (where e-commerce giants meet to talk about world domination), and from the way he’s talking about Shopify, you’d think he just saw the second coming of Amazon. He came back raving about “clear opportunities” for Shopify to dominate unified commerce and personalization. In plain English… Shopify is making sure merchants can sell seamlessly across every platform, from their own websites to TikTok, Instagram, and whatever the next hot shopping app turns out to be.

I know everybody and their grandma is name-dropping AI like it’s the cheat code to infinite stock gains (even though the lastest chip crash might be changing minds). But Shopify isn’t all bark and no bite. Shah highlighted Shopify’s AI-driven tools… like Shopify Magic and Sidekick… which are helping merchants enhance the shopping experience, increase customer retention, and optimize operations. 

Shopify also has receipts. They’ve posted SEVEN straight quarters of 25%+ revenue growth, maintain a 22% free cash flow margin… which basically means Shopify is a cash-printing machine… saw GMV (Gross Merchandise Volume) jump 24% YoY, its highest in three years. For Q1 2025, Shopify is projecting mid-20% revenue growth and low-20% gross profit growth.

I get it… Shopify isn’t making humanoid robots like Tesla or promising to plug your brain into the internet like Neuralink. But what it is doing is powering the entire e-commerce ecosystem behind the scenes. It’s the ultimate pick-and-shovel play… while everyone argues over which flashy online retailer will win, Shopify sits back and collects fees from all of them. Oh, and 16 billionaires are backing this stock.

I’m not saying to mortgage your house and go all-in on Shopify (please don’t… my lawyers would have a field day). But when a stock has double-digit growth (during a bear market), a 55% upside call from a top analyst, and a business model that continues to suck in money… it’s worth a deeper look.

Stocks.News has positions in Shopify, Deutsche Bank, Tesla, Instagram, and Amazon mentioned in article.