Scorecard › SHOP
SHOP analyst scorecard
71 rating actions on SHOP in the last 12 months. Of 103 price targets that resolved, 55 were reached while they stood, 47 were replaced by the same firm first, and 1 fell short at their deadline. Ratings: 73% Buy-type, 27% Hold-type, 0% Sell-type. Consensus target $177, 6% above the last close.
Checked through 2026-10-29 · last close $166.55 (2026-10-29). Rebuilt every morning.
Targets reached while they stood
53.4% 55 of 103
Replaced before the deadline
45.6%
Short at the deadline
1.0%
Ratings vs XLK
9 of 18
Buy / Hold / Sell, 12 mo
73 / 27 / 0%
Consensus target
$177 +6.1%
What the Holds say: 18 Hold-type ratings on SHOP in the last 12 months carried a median target +4% from the price on the day; 39% sat below it.
The 5 upgrades on SHOP came after an average -5.5% move in the 30 days before them.
Firm by firm
| Firm | Latest rating | Date | Latest target | Targets reached | Replaced early | Resolved | Ratings vs sector |
|---|---|---|---|---|---|---|---|
| Citigroup | Buy | 2026-10-28 | $216 | 1 | 5 | 6 | 0 of 1 |
| Wells Fargo | Overweight | 2026-08-07 | $180 | 3 | 4 | 7 | 1 of 1 |
| UBS | Neutral | 2026-08-06 | $145 | 2 | 1 | 3 | — |
| Barclays | Equal-Weight | 2026-08-06 | $145 | 4 | 2 | 6 | — |
| Bernstein | Outperform | 2026-09-11 | $160 | 1 | 0 | 1 | — |
| Piper Sandler | Overweight | 2026-09-08 | $180 | 1 | 1 | 2 | — |
| Stifel | Buy | 2026-07-10 | $150 | 1 | 0 | 1 | — |
| Mizuho | Outperform | 2026-02-12 | $150 | 2 | 0 | 2 | — |
| Wolfe Research | Peer Perform | 2026-01-06 | — | — | — | 0 | — |
| RBC Capital | Outperform | 2026-10-16 | $200 | 1 | 8 | 9 | 1 of 1 |
| Wedbush | Outperform | 2026-09-23 | $176 | 3 | 1 | 4 | 1 of 1 |
| Canaccord Genuity | Buy | 2026-08-06 | $180 | 3 | 2 | 5 | 1 of 1 |
| Citizens | Market Outperform | 2026-08-06 | $185 | 0 | 2 | 2 | — |
| Jefferies | Buy | 2026-07-13 | $160 | 3 | 1 | 4 | — |
| Needham | Buy | 2026-05-05 | $180 | 1 | 0 | 1 | 0 of 1 |
| BMO Capital | Outperform | 2026-02-12 | $160 | 2 | 2 | 4 | 0 of 1 |
| Cantor Fitzgerald | Neutral | 2026-10-12 | $158 | 1 | 2 | 3 | — |
| Truist Securities | Buy | 2026-08-06 | $180 | 1 | 1 | 2 | — |
| DA Davidson | Buy | 2026-08-06 | $200 | 2 | 2 | 4 | 0 of 1 |
| JPMorgan | Overweight | 2026-10-06 | $200 | 2 | 1 | 3 | 0 of 1 |
| Benchmark | Buy | 2026-08-06 | $170 | 4 | 1 | 5 | 0 of 1 |
| Scotiabank | Sector Outperform | 2026-01-08 | $200 | 0 | 1 | 1 | — |
| Oppenheimer | Outperform | 2026-10-23 | $205 | 2 | 4 | 6 | 1 of 1 |
| Baird | Outperform | 2026-10-14 | $190 | 1 | 0 | 1 | 1 of 1 |
| Rosenblatt | Buy | 2026-08-20 | $175 | 1 | 0 | 1 | — |
| Evercore ISI Group | Outperform | 2026-08-06 | $175 | 3 | 0 | 3 | 0 of 1 |
| Goldman Sachs | Buy | 2026-08-06 | $194 | 2 | 2 | 4 | 1 of 1 |
| Rothschild & Co | Neutral | 2026-07-21 | $130 | 1 | 0 | 1 | — |
| CIBC | Outperformer | 2025-11-05 | $200 | 1 | 0 | 1 | 0 of 1 |
| Morgan Stanley | Overweight | 2025-11-05 | $192 | 1 | 2 | 3 | 0 of 1 |
| KeyBanc | Overweight | 2025-10-30 | $200 | 3 | 1 | 4 | 1 of 1 |
Counts for one firm on one stock are small and move together; they are a record, not a grade. Neither the firms nor SHOP carry a letter here. Why →
Every call, last 12 months
| Date | Firm | Rating | Action | Price at call | Target | Target status | Move in the 30 days before |
|---|---|---|---|---|---|---|---|
| 2026-10-28 | Citigroup | Buy | maintained | $168.22 | $216 | running to 2027-10-28 | +16.8% |
| 2026-10-23 | Oppenheimer | Outperform | maintained | $168.68 | $205 | running to 2027-10-23 | +18.5% |
| 2026-10-16 | RBC Capital | Outperform | maintained | $169.52 | $200 | running to 2027-10-16 | +30.4% |
| 2026-10-14 | Baird | Outperform | maintained | $172.50 | $190 | running to 2027-10-14 | +28.8% |
| 2026-10-12 | Cantor Fitzgerald | Neutral | maintained | $179.22 | $158 | running to 2027-10-12 | +39.2% |
| 2026-10-06 | JPMorgan | Overweight | maintained | $164.44 | $200 | running to 2027-10-06 | +13.3% |
| 2026-09-23 | Wedbush | Outperform | reiterated | $142.34 | $176 | reached 2026-10-12 | -5.0% |
| 2026-09-11 | Bernstein | Outperform | initiated | $128.79 | $160 | reached 2026-10-05 | -14.4% |
| 2026-09-08 | Piper Sandler | Overweight | reiterated | $134.10 | $180 | running to 2027-09-08 | -11.5% |
| 2026-08-20 | Rosenblatt | Buy | initiated | $147.18 | $175 | reached 2026-10-12 | +19.6% |
| 2026-08-07 | Wells Fargo | Overweight | maintained | $151.57 | $180 | running to 2027-08-07 | +27.1% |
| 2026-08-06 | Canaccord Genuity | Buy | maintained | $147.44 | $180 | running to 2027-08-06 | +21.0% |
| 2026-08-06 | DA Davidson | Buy | maintained | $147.44 | $200 | running to 2027-08-06 | +21.0% |
| 2026-08-06 | UBS | Neutral | maintained | $147.44 | $145 | within 5% of price when set | +21.0% |
| 2026-08-06 | RBC Capital | Outperform | maintained | $147.44 | $180 | replaced 2026-10-16, new $200 | +21.0% |
| 2026-08-06 | Truist Securities | Buy | maintained | $147.44 | $180 | running to 2027-08-06 | +21.0% |
| 2026-08-06 | Wedbush | Outperform | maintained | $147.44 | $176 | reached 2026-10-12 | +21.0% |
| 2026-08-06 | Evercore ISI Group | Outperform | maintained | $147.44 | $175 | reached 2026-10-12 | +21.0% |
| 2026-08-06 | Benchmark | Buy | maintained | $147.44 | $170 | reached 2026-10-09 | +21.0% |
| 2026-08-06 | Barclays | Equal-Weight | maintained | $147.44 | $145 | within 5% of price when set | +21.0% |
| 2026-08-06 | Citizens | Market Outperform | maintained | $147.44 | $185 | running to 2027-08-06 | +21.0% |
| 2026-08-06 | Cantor Fitzgerald | Neutral | maintained | $147.44 | $145 | within 5% of price when set | +21.0% |
| 2026-08-06 | Goldman Sachs | Buy | maintained | $147.44 | $194 | running to 2027-08-06 | +21.0% |
| 2026-07-24 | Citigroup | Buy | maintained | $113.75 | $150 | reached 2026-08-07 | -0.4% |
| 2026-07-21 | Rothschild & Co | Buy → Neutral | downgrade | $123.03 | $130 | reached 2026-07-28 | +13.0% |
| 2026-07-13 | Jefferies | Hold → Buy | upgrade | $124.74 | $160 | reached 2026-10-05 | +15.2% |
| 2026-07-10 | Stifel | Hold → Buy | upgrade | $122.54 | $150 | reached 2026-08-07 | +13.2% |
| 2026-05-06 | Canaccord Genuity | Buy | maintained | $105.44 | $145 | reached 2026-08-06 | -11.2% |
| 2026-05-06 | UBS | Neutral | maintained | $105.44 | $130 | reached 2026-07-28 | -11.2% |
| 2026-05-06 | Citigroup | Buy | maintained | $105.44 | $156 | replaced 2026-07-24, new $150 | -11.2% |
| 2026-05-06 | RBC Capital | Outperform | reiterated | $105.44 | $170 | replaced 2026-08-06, new $180 | -11.2% |
| 2026-05-06 | Barclays | Equal-Weight | maintained | $105.44 | $126 | reached 2026-07-27 | -11.2% |
| 2026-05-06 | Citizens | Market Outperform | maintained | $105.44 | $150 | replaced 2026-08-06, new $185 | -11.2% |
| 2026-05-06 | Wells Fargo | Overweight | maintained | $105.44 | $144 | reached 2026-08-05 | -11.2% |
| 2026-05-06 | DA Davidson | Buy | maintained | $105.44 | $140 | reached 2026-08-05 | -11.2% |
| 2026-05-05 | Needham | Buy | reiterated | $107.63 | $180 | running to 2027-05-05 | -9.0% |
| 2026-04-28 | Citigroup | Buy | maintained | $122.05 | $163 | replaced 2026-05-06, new $156 | +9.1% |
| 2026-04-06 | Wells Fargo | Overweight | maintained | $118.80 | $166 | replaced 2026-05-06, new $144 | -8.8% |
| 2026-03-09 | Jefferies | Hold | maintained | $133.50 | $150 | replaced 2026-07-13, new $160 | +19.1% |
| 2026-02-17 | Jefferies | Hold | maintained | $113.54 | $125 | reached 2026-02-20 | -27.1% |
| 2026-02-17 | Truist Securities | Hold → Buy | upgrade | $113.54 | $150 | replaced 2026-08-06, new $180 | -27.1% |
| 2026-02-13 | Citigroup | Buy | maintained | $112.70 | $172 | replaced 2026-04-28, new $163 | -28.4% |
| 2026-02-12 | RBC Capital | Outperform | maintained | $110.66 | $170 | replaced 2026-08-06, new $180 | -33.9% |
| 2026-02-12 | UBS | Neutral | maintained | $110.66 | $145 | replaced 2026-05-06, new $130 | -33.9% |
| 2026-02-12 | BMO Capital | Outperform | maintained | $110.66 | $160 | reached 2026-10-05 | -33.9% |
| 2026-02-12 | Citizens | Market Outperform | maintained | $110.66 | $160 | replaced 2026-05-06, new $150 | -33.9% |
| 2026-02-12 | Cantor Fitzgerald | Neutral | maintained | $110.66 | $126 | reached 2026-02-20 | -33.9% |
| 2026-02-12 | Barclays | Equal-Weight | maintained | $110.66 | $130 | reached 2026-03-05 | -33.9% |
| 2026-02-12 | Wedbush | Outperform | maintained | $110.66 | $160 | replaced 2026-08-06, new $176 | -33.9% |
| 2026-02-12 | Wells Fargo | Overweight | maintained | $110.66 | $191 | replaced 2026-04-06, new $166 | -33.9% |
| 2026-02-12 | Truist Securities | Hold | maintained | $110.66 | $110 | within 5% of price when set | -33.9% |
| 2026-02-12 | Mizuho | Neutral → Outperform | upgrade | $110.66 | $150 | reached 2026-08-07 | -33.9% |
| 2026-02-12 | Needham | Buy | reiterated | $110.66 | $180 | running to 2027-02-12 | -33.9% |
| 2026-02-10 | Benchmark | Buy | maintained | $127.24 | $145 | reached 2026-08-06 | -22.6% |
| 2026-02-09 | BMO Capital | Outperform | maintained | $118.40 | $150 | replaced 2026-02-12, new $160 | -28.0% |
| 2026-01-08 | Scotiabank | Sector Perform → Sector Outperform | upgrade | $168.28 | $200 | running to 2027-01-08 | +5.2% |
| 2026-01-06 | Wolfe Research | Outperform → Peer Perform | downgrade | $168.45 | — | no target | +4.6% |
| 2025-12-17 | Wells Fargo | Overweight | maintained | $161.73 | $198 | replaced 2026-02-12, new $191 | +15.6% |
| 2025-11-05 | UBS | Neutral | maintained | $162.92 | $165 | within 5% of price when set | — |
| 2025-11-05 | JPMorgan | Overweight | maintained | $162.92 | $180 | replaced 2026-10-06, new $200 | — |
| 2025-11-05 | CIBC | Outperformer | maintained | $162.92 | $200 | running to 2026-11-05 | — |
| 2025-11-05 | Barclays | Equal-Weight | maintained | $162.92 | $140 | reached 2025-11-17 | — |
| 2025-11-05 | Truist Securities | Hold | maintained | $162.92 | $155 | within 5% of price when set | — |
| 2025-11-05 | Cantor Fitzgerald | Neutral | maintained | $162.92 | $181 | replaced 2026-02-12, new $126 | — |
| 2025-11-05 | DA Davidson | Buy | maintained | $162.92 | $195 | replaced 2026-05-06, new $140 | — |
| 2025-11-05 | Scotiabank | Sector Perform | maintained | $162.92 | $165 | within 5% of price when set | — |
| 2025-11-05 | Morgan Stanley | Overweight | maintained | $162.92 | $192 | running to 2027-05-05 | — |
| 2025-11-05 | BMO Capital | Outperform | maintained | $162.92 | $190 | replaced 2026-02-09, new $150 | — |
| 2025-11-05 | Needham | Buy | reiterated | $162.92 | $180 | running to 2026-11-05 | — |
| 2025-11-04 | Canaccord Genuity | Buy | maintained | $160.94 | $185 | replaced 2026-05-06, new $145 | — |
| 2025-10-30 | KeyBanc | Overweight | maintained | $173.61 | $200 | running to 2026-10-30 | — |
Interactive version with the price chart and target overlay: Scorecard tab on the dashboard. All covered names: index.
How calls are checked
Every call is checked on the firm's own terms. A price target is followed until its own deadline (12 months unless the firm publishes a different horizon) and ends as reached (the stock closed at or beyond it while it stood), replaced (the same firm set a new target first) or short at deadline. A rating is compared with the stock's sector SPDR ETF on total return over the rating's life, because most big-firm ratings are relative: Overweight means "beat its peers", not "go up". Hold-type ratings are tracked, not graded. A firm is numbered only with 30+ resolved targets, and a letter prints only for a firm's whole record where an exact test separates it from a coin flip. None of this is a verdict on anyone's skill, and one day is never a grade. The full method →
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