SHOP analyst scorecard
66 rating changes on SHOP in the last 12 months. 51% of bullish calls were right at 30 days. Street grade C on 56 scored calls. Consensus target $171, 28% above the last close.
Graded through 2026-09-14 · last close $133.63 (2026-09-14). Rebuilt every morning.
Holds on SHOP, read: 2 cut to or raised to Hold (graded as the change) · 10 Holds whose target leaned 10%+ one way (graded that way, 70.0% right) · 7 true Holds, not graded.
Firm by firm
| Firm | Calls | Scored | Right | Accuracy | Grade | Avg 30d | Avg 90d | Latest | Date | Target |
|---|---|---|---|---|---|---|---|---|---|---|
| Citigroup | 4 | 4 | 3 | 75.0% | A | +10.5% | +2.5% | Buy | 2026-07-24 | $150 |
| RBC Capital | 4 | 4 | 2 | 50.0% | C | -0.5% | +1.1% | Outperform | 2026-08-06 | $180 |
| Wells Fargo | 5 | 5 | 2 | 40.0% | D | -1.6% | -4.2% | Overweight | 2026-08-07 | $180 |
| UBS | 4 | 2 | 2 | — | — | +2.0% | -7.9% | Neutral | 2026-08-06 | $145 |
| Barclays | 4 | 3 | 3 | — | — | +2.0% | -7.9% | Equal-Weight | 2026-08-06 | $145 |
| Stifel | 1 | 1 | 1 | — | — | +26.6% | — | Buy | 2026-07-10 | $150 |
| Mizuho | 1 | 1 | 1 | — | — | +14.4% | -13.8% | Outperform | 2026-02-12 | $150 |
| Wolfe Research | 1 | 1 | 1 | — | — | -34.0% | -29.5% | Peer Perform | 2026-01-06 | — |
| Canaccord Genuity | 3 | 3 | 2 | — | — | -1.4% | -0.5% | Buy | 2026-08-06 | $180 |
| Citizens | 3 | 3 | 2 | — | — | +3.1% | +1.6% | Market Outperform | 2026-08-06 | $185 |
| Jefferies | 3 | 3 | 2 | — | — | +6.1% | -13.4% | Buy | 2026-07-13 | $160 |
| Needham | 3 | 3 | 2 | — | — | +7.0% | -10.6% | Buy | 2026-05-05 | $180 |
| BMO Capital | 3 | 3 | 2 | — | — | +7.5% | -18.0% | Outperform | 2026-02-12 | $160 |
| Truist Securities | 4 | 2 | 1 | — | — | +3.0% | -16.8% | Buy | 2026-08-06 | $180 |
| Cantor Fitzgerald | 3 | 2 | 1 | — | — | +1.4% | -20.3% | Neutral | 2026-08-06 | $145 |
| Wedbush | 2 | 2 | 1 | — | — | +2.7% | -13.8% | Outperform | 2026-08-06 | $176 |
| DA Davidson | 3 | 3 | 1 | — | — | -2.1% | -4.9% | Buy | 2026-08-06 | $200 |
| Benchmark | 2 | 2 | 0 | — | — | -5.0% | -19.4% | Buy | 2026-08-06 | $170 |
| Scotiabank | 2 | 1 | 0 | — | — | -15.4% | -27.7% | Sector Outperform | 2026-01-08 | $200 |
| Bernstein | 1 | 0 | 0 | — | — | — | — | Outperform | 2026-09-11 | $160 |
| Piper Sandler | 1 | 0 | 0 | — | — | — | — | Overweight | 2026-09-08 | $180 |
| Rosenblatt | 1 | 0 | 0 | — | — | — | — | Buy | 2026-08-20 | $175 |
| Evercore ISI Group | 1 | 1 | 0 | — | — | -9.1% | — | Outperform | 2026-08-06 | $175 |
| Goldman Sachs | 1 | 1 | 0 | — | — | -9.1% | — | Buy | 2026-08-06 | $194 |
| Rothschild & Co | 1 | 1 | 0 | — | — | +19.6% | — | Neutral | 2026-07-21 | $130 |
| JPMorgan | 1 | 1 | 0 | — | — | -1.1% | -26.8% | Overweight | 2025-11-05 | $180 |
| CIBC | 1 | 1 | 0 | — | — | -1.1% | -26.8% | Outperformer | 2025-11-05 | $200 |
| Morgan Stanley | 1 | 1 | 0 | — | — | -1.1% | -26.8% | Overweight | 2025-11-05 | $192 |
| KeyBanc | 1 | 1 | 0 | — | — | -14.0% | -20.0% | Overweight | 2025-10-30 | $200 |
| Oppenheimer | 1 | 1 | 0 | — | — | -11.3% | -23.8% | Outperform | 2025-10-28 | $200 |
Dimmed rows have fewer than 4 scored calls on SHOP — too few to grade.
Every call, last 12 months
| Date | Firm | Change | Action | Graded as | Price at call | Run before | +30d | +60d | +90d | Target · 90d check | Hit |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-09-11 | Bernstein | Outperform | initiated | Bullish | $128.79 | -14.4% | — | — | — | $160 | pending |
| 2026-09-08 | Piper Sandler | Overweight → Overweight | reiterated | Bullish | $134.10 | -11.5% | — | — | — | $180 | pending |
| 2026-08-20 | Rosenblatt | Buy | initiated | Bullish | $147.18 | +19.6% | — | — | — | $175 | pending |
| 2026-08-07 | Wells Fargo | Overweight → Overweight | maintained | Bullish | $151.57 | +27.1% | -11.5% | — | — | $180 | ✗ |
| 2026-08-06 | Canaccord Genuity | Buy → Buy | maintained | Bullish | $147.44 | +21.0% | -9.1% | — | — | $180 | ✗ |
| 2026-08-06 | DA Davidson | Buy → Buy | maintained | Bullish | $147.44 | +21.0% | -9.1% | — | — | $200 | ✗ |
| 2026-08-06 | UBS | Neutral → Neutral | maintained | True hold · target -1% | $147.44 | +21.0% | -9.1% | — | — | $145 | not graded |
| 2026-08-06 | RBC Capital | Outperform → Outperform | maintained | Bullish | $147.44 | +21.0% | -9.1% | — | — | $180 | ✗ |
| 2026-08-06 | Truist Securities | Buy → Buy | maintained | Bullish | $147.44 | +21.0% | -9.1% | — | — | $180 | ✗ |
| 2026-08-06 | Wedbush | Outperform → Outperform | maintained | Bullish | $147.44 | +21.0% | -9.1% | — | — | $176 | ✗ |
| 2026-08-06 | Evercore ISI Group | Outperform → Outperform | maintained | Bullish | $147.44 | +21.0% | -9.1% | — | — | $175 | ✗ |
| 2026-08-06 | Benchmark | Buy → Buy | maintained | Bullish | $147.44 | +21.0% | -9.1% | — | — | $170 | ✗ |
| 2026-08-06 | Barclays | Equal-Weight → Equal-Weight | maintained | True hold · target -1% | $147.44 | +21.0% | -9.1% | — | — | $145 | not graded |
| 2026-08-06 | Citizens | Market Outperform → Market Outperform | maintained | Bullish | $147.44 | +21.0% | -9.1% | — | — | $185 | ✗ |
| 2026-08-06 | Cantor Fitzgerald | Neutral → Neutral | maintained | True hold · target -1% | $147.44 | +21.0% | -9.1% | — | — | $145 | not graded |
| 2026-08-06 | Goldman Sachs | Buy → Buy | maintained | Bullish | $147.44 | +21.0% | -9.1% | — | — | $194 | ✗ |
| 2026-07-24 | Citigroup | Buy → Buy | maintained | Bullish | $113.75 | -0.4% | +31.7% | — | — | $150 | ✓ |
| 2026-07-21 | Rothschild & Co | Buy → Neutral | downgrade | Bearish · cut to Neutral | $123.03 | +13.0% | +19.6% | — | — | $130 | ✗ |
| 2026-07-13 | Jefferies | Hold → Buy | upgrade | Bullish | $124.74 | +15.2% | +20.6% | +3.2% | — | $160 | ✓ |
| 2026-07-10 | Stifel | Hold → Buy | upgrade | Bullish | $122.54 | +13.2% | +26.6% | +9.4% | — | $150 | ✓ |
| 2026-05-06 | Canaccord Genuity | Buy → Buy | maintained | Bullish | $105.44 | -11.2% | +3.9% | +13.9% | +16.9% | $145 missed | ✓ |
| 2026-05-06 | UBS | Neutral → Neutral | maintained | Leans bullish · Neutral, target +23% | $105.44 | -11.2% | +3.9% | +13.9% | +16.9% | $130 close | ✓ |
| 2026-05-06 | Citigroup | Buy → Buy | maintained | Bullish | $105.44 | -11.2% | +3.9% | +13.9% | +16.9% | $156 missed | ✓ |
| 2026-05-06 | RBC Capital | Outperform → Outperform | reiterated | Bullish | $105.44 | -11.2% | +3.9% | +13.9% | +16.9% | $170 missed | ✓ |
| 2026-05-06 | Barclays | Equal-Weight → Equal-Weight | maintained | Leans bullish · Equal-Weight, target +19% | $105.44 | -11.2% | +3.9% | +13.9% | +16.9% | $126 hit | ✓ |
| 2026-05-06 | Citizens | Market Outperform → Market Outperform | maintained | Bullish | $105.44 | -11.2% | +3.9% | +13.9% | +16.9% | $150 missed | ✓ |
| 2026-05-06 | Wells Fargo | Overweight → Overweight | maintained | Bullish | $105.44 | -11.2% | +3.9% | +13.9% | +16.9% | $144 missed | ✓ |
| 2026-05-06 | DA Davidson | Buy → Buy | maintained | Bullish | $105.44 | -11.2% | +3.9% | +13.9% | +16.9% | $140 close | ✓ |
| 2026-05-05 | Needham | Buy → Buy | reiterated | Bullish | $107.63 | -9.0% | +7.8% | +11.6% | +8.7% | $180 missed | ✓ |
| 2026-04-28 | Citigroup | Buy → Buy | maintained | Bullish | $122.05 | +9.1% | -5.8% | -6.4% | +4.0% | $163 missed | ✗ |
| 2026-04-06 | Wells Fargo | Overweight → Overweight | maintained | Bullish | $118.80 | -8.8% | -11.2% | -7.8% | +1.1% | $166 missed | ✗ |
| 2026-03-09 | Jefferies | Hold → Hold | maintained | Leans bullish · Hold, target +12% | $133.50 | +19.1% | -10.0% | -17.3% | -17.0% | $150 missed | ✗ |
| 2026-02-17 | Jefferies | Hold → Hold | maintained | Leans bullish · Hold, target +10% | $113.54 | -27.1% | +7.8% | +19.0% | -9.8% | $125 missed | ✓ |
| 2026-02-17 | Truist Securities | Hold → Buy | upgrade | Bullish | $113.54 | -27.1% | +7.8% | +19.0% | -9.8% | $150 missed | ✓ |
| 2026-02-13 | Citigroup | Buy → Buy | maintained | Bullish | $112.70 | -28.4% | +12.3% | +4.4% | -13.6% | $172 missed | ✓ |
| 2026-02-12 | RBC Capital | Outperform → Outperform | maintained | Bullish | $110.66 | -33.9% | +14.4% | +3.9% | -13.8% | $170 missed | ✓ |
| 2026-02-12 | UBS | Neutral → Neutral | maintained | Leans bullish · Neutral, target +31% | $110.66 | -33.9% | +14.4% | +3.9% | -13.8% | $145 missed | ✓ |
| 2026-02-12 | BMO Capital | Outperform → Outperform | maintained | Bullish | $110.66 | -33.9% | +14.4% | +3.9% | -13.8% | $160 missed | ✓ |
| 2026-02-12 | Citizens | Market Outperform → Market Outperform | maintained | Bullish | $110.66 | -33.9% | +14.4% | +3.9% | -13.8% | $160 missed | ✓ |
| 2026-02-12 | Cantor Fitzgerald | Neutral → Neutral | maintained | Leans bullish · Neutral, target +13% | $110.66 | -33.9% | +14.4% | +3.9% | -13.8% | $126 missed | ✓ |
| 2026-02-12 | Barclays | Equal-Weight → Equal-Weight | maintained | Leans bullish · Equal-Weight, target +17% | $110.66 | -33.9% | +14.4% | +3.9% | -13.8% | $130 missed | ✓ |
| 2026-02-12 | Wedbush | Outperform → Outperform | maintained | Bullish | $110.66 | -33.9% | +14.4% | +3.9% | -13.8% | $160 missed | ✓ |
| 2026-02-12 | Wells Fargo | Overweight → Overweight | maintained | Bullish | $110.66 | -33.9% | +14.4% | +3.9% | -13.8% | $191 missed | ✓ |
| 2026-02-12 | Truist Securities | Hold → Hold | maintained | True hold · target +0% | $110.66 | -33.9% | +14.4% | +3.9% | -13.8% | $110 missed | not graded |
| 2026-02-12 | Mizuho | Neutral → Outperform | upgrade | Bullish | $110.66 | -33.9% | +14.4% | +3.9% | -13.8% | $150 missed | ✓ |
| 2026-02-12 | Needham | Buy → Buy | reiterated | Bullish | $110.66 | -33.9% | +14.4% | +3.9% | -13.8% | $180 missed | ✓ |
| 2026-02-10 | Benchmark | Buy → Buy | maintained | Bullish | $127.24 | -22.6% | -0.8% | -9.6% | -19.4% | $145 missed | ✗ |
| 2026-02-09 | BMO Capital | Outperform → Outperform | maintained | Bullish | $118.40 | -28.0% | +9.4% | -6.4% | -13.4% | $150 missed | ✓ |
| 2026-01-08 | Scotiabank | Sector Perform → Sector Outperform | upgrade | Bullish | $168.28 | +5.2% | -29.6% | -20.7% | -28.6% | $200 missed | ✗ |
| 2026-01-06 | Wolfe Research | Outperform → Peer Perform | downgrade | Bearish · cut to Peer Perform | $168.45 | +4.6% | -34.0% | -20.8% | -29.5% | — | ✓ |
| 2025-12-17 | Wells Fargo | Overweight → Overweight | maintained | Bullish | $161.73 | +15.6% | -3.7% | -29.8% | -21.0% | $198 missed | ✗ |
| 2025-11-05 | UBS | Neutral → Neutral | maintained | True hold · target +1% | $162.92 | -1.0% | -1.1% | +2.0% | -26.8% | $165 missed | not graded |
| 2025-11-05 | JPMorgan | Overweight → Overweight | maintained | Bullish | $162.92 | -1.0% | -1.1% | +2.0% | -26.8% | $180 missed | ✗ |
| 2025-11-05 | CIBC | Outperformer → Outperformer | maintained | Leans bullish · Outperformer, target +22% | $162.92 | -1.0% | -1.1% | +2.0% | -26.8% | $200 missed | ✗ |
| 2025-11-05 | Barclays | Equal-Weight → Equal-Weight | maintained | Leans bearish · Equal-Weight, target -14% | $162.92 | -1.0% | -1.1% | +2.0% | -26.8% | $140 hit | ✓ |
| 2025-11-05 | Truist Securities | Hold → Hold | maintained | True hold · target -4% | $162.92 | -1.0% | -1.1% | +2.0% | -26.8% | $155 hit | not graded |
| 2025-11-05 | Cantor Fitzgerald | Neutral → Neutral | maintained | Leans bullish · Neutral, target +11% | $162.92 | -1.0% | -1.1% | +2.0% | -26.8% | $181 missed | ✗ |
| 2025-11-05 | DA Davidson | Buy → Buy | maintained | Bullish | $162.92 | -1.0% | -1.1% | +2.0% | -26.8% | $195 missed | ✗ |
| 2025-11-05 | Scotiabank | Sector Perform → Sector Perform | maintained | True hold · target +1% | $162.92 | -1.0% | -1.1% | +2.0% | -26.8% | $165 missed | not graded |
| 2025-11-05 | Morgan Stanley | Overweight → Overweight | maintained | Bullish | $162.92 | -1.0% | -1.1% | +2.0% | -26.8% | $192 missed | ✗ |
| 2025-11-05 | BMO Capital | Outperform → Outperform | maintained | Bullish | $162.92 | -1.0% | -1.1% | +2.0% | -26.8% | $190 missed | ✗ |
| 2025-11-05 | Needham | Buy → Buy | reiterated | Bullish | $162.92 | -1.0% | -1.1% | +2.0% | -26.8% | $180 missed | ✗ |
| 2025-11-04 | Canaccord Genuity | Buy → Buy | maintained | Bullish | $160.94 | -0.1% | +0.8% | +3.3% | -17.9% | $185 missed | ✓ |
| 2025-10-30 | KeyBanc | Overweight → Overweight | maintained | Bullish | $173.61 | +16.8% | -14.0% | -3.3% | -20.0% | $200 missed | ✗ |
| 2025-10-28 | Oppenheimer | Outperform → Outperform | maintained | Bullish | $178.96 | +27.6% | -11.3% | -6.2% | -23.8% | $200 missed | ✗ |
| 2025-10-17 | RBC Capital | Outperform → Outperform | maintained | Bullish | $157.76 | +6.7% | -11.3% | +3.4% | +0.1% | $200 missed | ✗ |
Interactive version with the price chart and target overlay: Scorecard tab on the dashboard. All covered names: index.
How the grading works
Every sell-side rating change from the last 365 days is priced the day it lands and checked again 30, 60 and 90 days later. A call is a hit when the stock moved in the called direction at 30 days. Buy- and Sell-side ratings call their own direction. A Hold is read, not waved through: a downgrade to Hold is graded as a bearish call and an upgrade to Hold as a bullish one, and a maintained Hold whose price target sits 10%+ above the price leans bullish (10%+ below, leans bearish) and is graded that way. A Hold with a target close to the price is a true Hold and is not graded at all. Every call with a price target also gets a target check 90 days later: hit (reached it or within 5%), close (covered at least half the distance) or missed. A firm's accuracy on a single name prints only after 4 scored calls, and a firm gets its own page only after 10 scored calls across every covered name — below that a percentage is noise. "Run before the call" is the stock's move over the 30 calendar days before the rating landed. Data: Yahoo Finance rating history and daily closes, rebuilt each morning. Nothing on this page is advice.
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