15 AI Stocks That Could Break the Trillion Dollar Barrier

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13. Shopify Inc. (NASDAQ:SHOP)    

Market Capitalization as of April 20: $166 Billion

Next Year Revenue Growth: 27%

Next Year EBITDA Growth: 33%

Shopify Inc. (NASDAQ:SHOP) stock is a darling of Wall Street. This is because these elite investors are betting that the firm will lead the next phase of e-commerce, which management has dubbed Agentic Commerce. In early 2026, Shopify introduced over 150 new features with a heavy focus on AI agents. These tools allow merchants to automate complex tasks, from storefront content generation to autonomous customer support. The company has also expanded its checkout logic into popular AI interfaces like ChatGPT, Google Gemini, and Microsoft Copilot. Investors view this as a critical move to capture conversational shopping revenue that occurs outside traditional search engines.

READ ALSO: 15 Best Stocks to Buy According to Billionaire Seth Klarman.

In the past few years, Shopify Inc. (NASDAQ:SHOP) has established a reputation for an ability to maintain high growth even at a massive scale. In Q4 2025, it reported its highest quarterly revenue in history – $3.67 billion – representing 31% year-over-year growth. Gross Merchandise Volume (GMV) hit $124 billion in a single quarter, driven by strong performance in apparel and home goods. For the full year 2026, the consensus expects revenue to hit $14.55 billion, maintaining a mid-to-high 20% growth trajectory. Shopify generated over $2 billion in free cash flow (FCF) in 2025, with margins consistently in the high teens. This marks ten consecutive quarters of double-digit FCF margins. In February 2026, Shopify’s board authorized a $2 billion share buyback program.

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