Cramer Backs Meta and Shopify After 24% and 46% Slides

5 articles · Updated · The Motley Fool · May 15

Meta and Shopify have fallen 24% and 46% from their highs, but Jim Cramer says the selloff has created attractive entry points for both AI-linked stocks.
Wall Street broadly shares that view: Meta’s median analyst target is $817.50, implying 36% upside from about $600, while Shopify’s $150 median target implies 55% upside from roughly $97.
Meta’s decline reflects investor unease over up to $145 billion in 2026 capital spending on AI, even after first-quarter revenue rose 33% to $56.3 billion and GAAP EPS jumped 62% to $10.44.
Shopify’s weakness followed soft full-year guidance, though first-quarter revenue still climbed 34% to $3.1 billion and adjusted net income rose 44% to $0.36 per share as AI-driven traffic and orders surged.

As tech giants adopt the AI commerce standard, can Shopify avoid being marginalized in the new economy it helped create?

Is Meta’s $145 billion AI investment a visionary move or another costly gamble reminiscent of its metaverse project?

When AI agents autonomously shop for us, what becomes of brand loyalty and the future of online advertising?