---
title: "Shopify rises as Thrive and ARK back AI strategy"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286542182.md"
description: "Shopify's stock rises as Thrive Capital and ARK Invest boost their stakes, betting on AI for e-commerce growth. The company reported a 34% revenue increase to $3.2B in Q1 2026, with an 88% rise in operating income year-over-year, despite a net loss from equity investments. Analysts maintain a 'Buy' rating with an average price target of $159.66, indicating strong growth potential."
datetime: "2026-05-15T09:53:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286542182.md)
  - [en](https://longbridge.com/en/news/286542182.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286542182.md)
---

# Shopify rises as Thrive and ARK back AI strategy

Investor confidence spike: Thrive Capital and ARK Invest increased stakes in Shopify, betting on AI to drive e-commerce growth. Strong quarterly results: Q1 2026 revenue jumped 34% to $3.2B, with operating income up 88% year-over-year despite a net loss from equity investments. Analysts see upside: Consensus 'Buy' rating with a $159.66 average price target suggests notable growth potential.

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