Shopify implements merchant updates amid stock rally

Shopify is implementing significant technical changes for its merchants. The company is ending the ‘Delivered Duty Unpaid’ (DDU) option for Managed Markets, moving to a model where duties are collected directly during the checkout process. Additionally, a mandatory update for basic subscription users is scheduled, which includes automatic updates to order statuses and the removal of certain script functionalities in additional fields.

Financially, Shopify's stock has experienced a 24 percent rally over the last 30 days. While some analysts, such as Helena Wang from Phillip Securities, have downgraded the stock from ‘Buy’ to ‘Accumulate’ due to its recent valuation, others remain optimistic. The company continues to invest heavily in research and development, with a Q2 2026 R&D rate of approximately 10 percent of quarterly revenue, focusing on AI-driven commerce solutions like the Sidekick tool.

Shopify is traded on the NASDAQ in the US, as well as on European exchanges including the Frankfurt Stock Exchange and Tradegate.