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Aug 5, 2026

Shopify shares surge 33.8% on strong revenue outlook

Shopify shares rose as much as 33.8% in premarket trading after its third-quarter revenue outlook beat expectations, with executives citing AI search driving more traffic and sales.

Aug 5, 2026·2 sources

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Top claims

▪Traditional search accounts for approximately one-third of all storefront sessions on Shopify's platform
▪Shopify considers AI a complement to traditional search, not a substitute for it
▪In Q2, 75% of purchases attributed to AI on Shopify occurred outside the platform's top 100 product categories

Subtopics

AI search engines1 E-commerce1 Revenue growth1 Stock market1

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