Shopify (SHOP) reported $6.2 billion in Black Friday gross merchandise volume, up 25% year-over-year. Amid a big run-up in 2025, Shopify stock fell on Monday as analysts mulled the Black Friday e-commerce report. "We expect a slight negative reaction with the reported pace of sales tracking below consensus Q4 GMV growth expectations (28% yar-over-year," said Oppenheimer analyst Ken Wong in a report. But Truist analyst Terry Tillman had an upbeat view. "With the strong results on Friday alone and considering ...