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The Market Is Panicking About Shopify and AI -- Here's Why I'm Buying the Dip

The Motley FoolMar 23, 2026 11:53 AM

Shopify (NASDAQ: SHOP) has been beaten down in 2026, and one of the main reasons is that investors are concerned about AI disrupting software platforms like the one Shopify operates. To put it mildly, I don't buy it. In this short video, I explain why.

*Stock prices used were the morning prices of March 20, 2026. The video was published on March 21, 2026.

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Should you buy stock in Shopify right now?

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*Stock Advisor returns as of March 23, 2026.

Matt Frankel, CFP has positions in Shopify and has the following options: short January 2027 $170 calls on Shopify. The Motley Fool has positions in and recommends Shopify. The Motley Fool has a disclosure policy.

Matthew Frankel is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

Disclaimer: The information provided on this website is for educational and informational purposes only and should not be considered financial or investment advice.
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