Two Real Estate Stocks You Might Consider Selling This Month
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 11 2025
0mins
Should l Buy SHOP?
Source: Benzinga
Opendoor Technologies Inc: The company recently appointed Kaz Nejatian as CEO and saw its stock rise 154% over the past month, but it closed down 4.1% at $5.86, with an RSI of 74 indicating it may be overbought.
Piedmont Realty Trust Inc: After posting mixed quarterly results, the stock gained 16% in the last month, closing at $8.70 with an RSI of 70.5, suggesting it is also nearing overbought territory.
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Analyst Views on SHOP
Wall Street analysts forecast SHOP stock price to rise
31 Analyst Rating
18 Buy
13 Hold
0 Sell
Moderate Buy
Current: 110.660
Low
140.00
Averages
180.62
High
200.00
Current: 110.660
Low
140.00
Averages
180.62
High
200.00
About SHOP
Shopify Inc. (Shopify) is a Canada-based global commerce company. The Company provides essential Internet infrastructure for commerce, offering tools to start, grow, market and manage a retail business of any size. It provides platforms and services that are engineered and delivers a shopping experience for consumers online, in store and everywhere in between. Its software enables merchants to run their business across all of their sales channels, including Web and mobile storefronts, physical retail locations, social media storefronts, and marketplaces. The Company's Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting, and access financing, all from one integrated back office. The Shopify's platform operates across 175 countries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Shopify Defended by Analysts After Strong Q4 Results Amid Market Sell-Off
- Significant Revenue Growth: Shopify reported approximately $3.7 billion in Q4 revenue, reflecting a 31% year-over-year increase, driven by robust GMV growth and the ongoing adoption of payment and merchant solutions, showcasing the company's strong competitive position in e-commerce.
- Solid Cash Flow Performance: The company achieved a free cash flow margin of 19% in Q4, marking ten consecutive quarters of double-digit free cash flow margins, which indicates its strong financial health and profitability.
- Future Growth Guidance: Shopify's management anticipates low 30% revenue growth for Q1 2026, emphasizing AI-driven commerce and platform enhancements as key growth engines, while also announcing a share repurchase authorization of up to $2 billion, which bolsters market confidence.
- Strong Analyst Support: Analysts from Bank of America and Morgan Stanley expressed optimism about Shopify, noting that its early AI partnerships with ChatGPT and Microsoft Copilot demonstrate enhanced merchant selling capabilities, and the company's strategy around agentic commerce aligns closely with its traditional focus, indicating potential for sustainable growth ahead.
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Latest Ratings and Outlook from Wall Street
- Nvidia Rating Reaffirmed: Citi reiterates Nvidia as a buy, anticipating the stock will outperform in the second half of 2026 as demand visibility extends into 2027, recommending investors add to their positions given attractive valuations.
- Toast Upgraded to Outperform: Bernstein upgrades Toast from market perform to outperform, noting that despite a 26% year-to-date decline, the restaurant tech company is positioned as an AI winner, suggesting a positive outlook.
- Carvana Maintains Overweight Rating: JPMorgan reiterates Carvana as overweight, asserting that fears surrounding AI are overblown, with the company's vertically integrated infrastructure providing a unique competitive moat to leverage AI effectively.
- Melco Upgraded to Buy: UBS upgrades Melco from neutral to buy, highlighting that despite a 27% year-to-date decline, enhancements at its City of Dreams in Macau are expected to offset margin pressures and branding fee increases in 2026.
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Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, reflecting varying market perspectives that could influence investor decisions and market sentiment.
- Investor Focus: When considering buying Micron Technology (MU) stock, analysts' opinions are particularly crucial, and investors should pay attention to these rating changes to make informed investment choices.
- Source of Updates: Comprehensive information on analyst rating changes, including upgrades and downgrades, can be found on our analyst ratings page, providing a thorough market insight.
- Market Impact: Adjustments in analysts' ratings not only affect the performance of individual stocks but may also create fluctuations in overall market sentiment, prompting investors to closely monitor these changes to seize investment opportunities.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, including upgrades, downgrades, and initiations, reflecting varying market perspectives that could influence investor decisions.
- Market Reaction Expectations: Changes in analyst ratings may lead to price volatility in the respective stocks, prompting investors to monitor these shifts to assess potential investment opportunities and risks.
- Impact of Rating Changes: Upgrades typically boost investor confidence, potentially driving stock prices higher, while downgrades may trigger sell-offs, affecting the company's market performance.
- Comprehensive Rating View: For a complete overview of all analyst rating changes, investors can visit the analyst ratings page to gain deeper market insights and data support.
See More
Software Stock Slump Sparks Investment Trend
- Software Stock Performance: In 2026, the tech sector has faced significant declines, with the Nasdaq-100 index down approximately 3% year-to-date, while major SaaS stocks like Microsoft, Shopify, Adobe, and Salesforce have seen declines of 16%, 26%, 27%, and 30% respectively, reflecting market concerns about the software industry.
- AI Disruption Concerns: Investors are worried that artificial intelligence could disrupt the enterprise software business model, posing potential threats to software companies, especially if AI tools become advanced enough to replace existing software products.
- JP Morgan's Research Insights: Research from JP Morgan suggests that the market's reaction to the AI-driven software sell-off is exaggerated, labeling this reasoning as “broken logic,” and arguing that if AI is set to replace all software companies, then AI stocks should be more valuable.
- Emerging Investment Opportunities: JP Morgan encourages investors to consider “AI-resilient” software stocks, asserting that the specialized solutions and unique data stacks offered by software companies make them less susceptible to AI replacement in the short term, indicating that the current sell-off may present a favorable investment opportunity.
See More
In the Face of the "SaaS Apocalypse," These 3 Companies Are Increasing Share Buybacks
Market Performance: The software sector has seen a significant decline, with the iShares Expanded Tech-Software Sector ETF down nearly 22% in 2026, while some companies are taking action to boost confidence through share buyback authorizations.
Company Highlights: Dynatrace has performed better than many software names, with shares down only about 14% in 2026, partly due to strong earnings reports that exceeded sales estimates and adjusted earnings per share.
Investor Sentiment: Despite some companies announcing substantial share buyback programs, investor confidence remains shaky, with concerns about the software industry's growth potential amid the rise of artificial intelligence tools.
Stock Recommendations: Analysts are suggesting that investors should be selective when considering investments in software stocks, as the market is facing challenges and the emergence of AI tools could disrupt traditional software development.
See More
Shopify Defended by Analysts After Strong Q4 Results Amid Market Sell-Off
- Significant Revenue Growth: Shopify reported approximately $3.7 billion in Q4 revenue, reflecting a 31% year-over-year increase, driven by robust GMV growth and the ongoing adoption of payment and merchant solutions, showcasing the company's strong competitive position in e-commerce.
- Solid Cash Flow Performance: The company achieved a free cash flow margin of 19% in Q4, marking ten consecutive quarters of double-digit free cash flow margins, which indicates its strong financial health and profitability.
- Future Growth Guidance: Shopify's management anticipates low 30% revenue growth for Q1 2026, emphasizing AI-driven commerce and platform enhancements as key growth engines, while also announcing a share repurchase authorization of up to $2 billion, which bolsters market confidence.
- Strong Analyst Support: Analysts from Bank of America and Morgan Stanley expressed optimism about Shopify, noting that its early AI partnerships with ChatGPT and Microsoft Copilot demonstrate enhanced merchant selling capabilities, and the company's strategy around agentic commerce aligns closely with its traditional focus, indicating potential for sustainable growth ahead.
See More
Latest Ratings and Outlook from Wall Street
- Nvidia Rating Reaffirmed: Citi reiterates Nvidia as a buy, anticipating the stock will outperform in the second half of 2026 as demand visibility extends into 2027, recommending investors add to their positions given attractive valuations.
- Toast Upgraded to Outperform: Bernstein upgrades Toast from market perform to outperform, noting that despite a 26% year-to-date decline, the restaurant tech company is positioned as an AI winner, suggesting a positive outlook.
- Carvana Maintains Overweight Rating: JPMorgan reiterates Carvana as overweight, asserting that fears surrounding AI are overblown, with the company's vertically integrated infrastructure providing a unique competitive moat to leverage AI effectively.
- Melco Upgraded to Buy: UBS upgrades Melco from neutral to buy, highlighting that despite a 27% year-to-date decline, enhancements at its City of Dreams in Macau are expected to offset margin pressures and branding fee increases in 2026.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, reflecting varying market perspectives that could influence investor decisions and market sentiment.
- Investor Focus: When considering buying Micron Technology (MU) stock, analysts' opinions are particularly crucial, and investors should pay attention to these rating changes to make informed investment choices.
- Source of Updates: Comprehensive information on analyst rating changes, including upgrades and downgrades, can be found on our analyst ratings page, providing a thorough market insight.
- Market Impact: Adjustments in analysts' ratings not only affect the performance of individual stocks but may also create fluctuations in overall market sentiment, prompting investors to closely monitor these changes to seize investment opportunities.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, including upgrades, downgrades, and initiations, reflecting varying market perspectives that could influence investor decisions.
- Market Reaction Expectations: Changes in analyst ratings may lead to price volatility in the respective stocks, prompting investors to monitor these shifts to assess potential investment opportunities and risks.
- Impact of Rating Changes: Upgrades typically boost investor confidence, potentially driving stock prices higher, while downgrades may trigger sell-offs, affecting the company's market performance.
- Comprehensive Rating View: For a complete overview of all analyst rating changes, investors can visit the analyst ratings page to gain deeper market insights and data support.
See More
Software Stock Slump Sparks Investment Trend
- Software Stock Performance: In 2026, the tech sector has faced significant declines, with the Nasdaq-100 index down approximately 3% year-to-date, while major SaaS stocks like Microsoft, Shopify, Adobe, and Salesforce have seen declines of 16%, 26%, 27%, and 30% respectively, reflecting market concerns about the software industry.
- AI Disruption Concerns: Investors are worried that artificial intelligence could disrupt the enterprise software business model, posing potential threats to software companies, especially if AI tools become advanced enough to replace existing software products.
- JP Morgan's Research Insights: Research from JP Morgan suggests that the market's reaction to the AI-driven software sell-off is exaggerated, labeling this reasoning as “broken logic,” and arguing that if AI is set to replace all software companies, then AI stocks should be more valuable.
- Emerging Investment Opportunities: JP Morgan encourages investors to consider “AI-resilient” software stocks, asserting that the specialized solutions and unique data stacks offered by software companies make them less susceptible to AI replacement in the short term, indicating that the current sell-off may present a favorable investment opportunity.
See More
In the Face of the "SaaS Apocalypse," These 3 Companies Are Increasing Share Buybacks
Market Performance: The software sector has seen a significant decline, with the iShares Expanded Tech-Software Sector ETF down nearly 22% in 2026, while some companies are taking action to boost confidence through share buyback authorizations.
Company Highlights: Dynatrace has performed better than many software names, with shares down only about 14% in 2026, partly due to strong earnings reports that exceeded sales estimates and adjusted earnings per share.
Investor Sentiment: Despite some companies announcing substantial share buyback programs, investor confidence remains shaky, with concerns about the software industry's growth potential amid the rise of artificial intelligence tools.
Stock Recommendations: Analysts are suggesting that investors should be selective when considering investments in software stocks, as the market is facing challenges and the emergence of AI tools could disrupt traditional software development.
See More
