U.S. Online Retail and Ecommerce Stock News

NYSE:PHM
NYSE:PHMConsumer Durables

Assessing PulteGroup (PHM) Valuation After A Strong Multi Year Shareholder Return Run

What PulteGroup’s recent performance tells you PulteGroup (PHM) has caught investor attention after a strong run, with the stock showing double digit total returns over the past year and past 3 months, alongside modest annual revenue growth and essentially flat net income growth. See our latest analysis for PulteGroup. At a share price of $140.90, PulteGroup has seen a 12.58% 1 month share price return and an 18.33% year to date share price return, while the 1 year total shareholder return of...
NasdaqGS:NMRK
NasdaqGS:NMRKReal Estate

Newmark Expands Asia Pacific Research Leadership With Singapore Appointment

Newmark Group (NasdaqGS:NMRK) has appointed Shanting Wong as Head of Research in Singapore. The new role is focused on expanding research and analytics coverage across Asia Pacific markets. The appointment reflects the firm’s push to deepen its global research and advisory capabilities. Newmark Group is a global commercial real estate services firm, and research is a core part of how it supports investors, occupiers, and capital markets clients. By adding senior research leadership in...
NasdaqGS:AVPT
NasdaqGS:AVPTSoftware

Did Brown Capital’s AVPT Stake and AI Focus Just Shift AvePoint’s Investment Narrative?

In the fourth quarter of 2025, Brown Capital Management added AvePoint, Inc. to its Small Company Fund, highlighting the company's cloud-native data management software, AI-focused product expansion, GAAP profitability, and strong cash position with no debt. This fund inclusion underscores how AvePoint's combination of AI-enabled offerings, revenue growth ambitions, and balance sheet strength is drawing attention from institutional investors. Next, we'll examine how Brown Capital...
NasdaqGS:TRIN
NasdaqGS:TRINCapital Markets

A Look At Trinity Capital’s Valuation As Q4 Earnings And Upgraded EPS Estimates Draw Attention

Q4 earnings report puts Trinity Capital (TRIN) in focus Trinity Capital (TRIN) is drawing attention as it prepares to release its fourth quarter earnings before the market opens, with investors watching how expectations for revenue and earnings per share compare with reported results. See our latest analysis for Trinity Capital. At a share price of US$15.02, Trinity Capital has seen a 2.18% 1 day share price return and a softer 30 day share price return of 9.08% decline. The 1 year total...
NYSE:EE
NYSE:EEOil and Gas

Assessing Excelerate Energy (EE) Valuation After Strong Recent Share Price Momentum

Event context and recent share performance Excelerate Energy (EE) has attracted fresh attention after a sharp move in its share price, with the stock showing double digit returns over the past month and the past 3 months. Investors may be reassessing the company’s liquefied natural gas focused model and growth profile in light of this recent performance. See our latest analysis for Excelerate Energy. Beyond the recent surge, Excelerate Energy’s 30 day share price return of 17.69% and 90 day...
NYSE:MSA
NYSE:MSACommercial Services

MSA Safety Puts Acquisitions In Focus While Balancing Earnings And Buybacks

MSA Safety (NYSE:MSA) recently highlighted that it is actively pursuing acquisitions to drive inorganic growth. The company’s CEO has put mergers and acquisitions at the forefront, signaling a possible shift in capital allocation priorities. This focus on deal making comes on top of its regular earnings, dividend, and buyback updates. MSA Safety, known for its industrial and personal safety equipment, sits in a segment where scale, product breadth, and customer relationships can matter a...
NYSE:AGO
NYSE:AGOInsurance

Is Dividend Hike And Annuity Re Entry Altering The Investment Case For Assured Guaranty (AGO)?

Assured Guaranty Ltd. recently declared a higher quarterly dividend of US$0.38 per common share, up from US$0.34, payable on March 20, 2026 to shareholders of record on March 6, 2026. Alongside this dividend increase, the completed acquisition of Bermuda-based Warwick Re Limited, now Assured Life Reinsurance Ltd., marks Assured Guaranty’s move into the annuity reinsurance market and broadens its insurance footprint. Next, we’ll examine how the higher dividend signals capital flexibility and...
NYSE:AVB
NYSE:AVBResidential REITs

Will AvalonBay’s (AVB) New Developments and Buybacks Reshape Its Capital Allocation Narrative?

AvalonBay Communities recently reported its Q4 2025 results, highlighting strong resident retention, the launch of US$1.65 billion in new development projects with an initial stabilized yield of 6.2%, and nearly US$490 million in share repurchases. These moves underscore management’s confidence in AvalonBay’s long-term outlook, with fresh development commitments and buybacks signaling a firm focus on growth and capital returns. Next, we’ll examine how AvalonBay’s US$1.65 billion development...
NYSE:FDS
NYSE:FDSCapital Markets

FactSet Anthropic AI Partnership Sparks Questions On Valuation And Adoption

FactSet Research Systems (NYSE:FDS) has partnered with Anthropic to integrate FactSet’s financial data into the Claude AI model. The collaboration introduces a new AI tool that gives Claude users direct access to FactSet’s financial content inside Anthropic’s platform. This move is intended to broaden the use of FactSet data across the financial industry and support AI driven research workflows. FactSet is best known for its financial data, analytics, and workflow tools used by asset...
NasdaqGS:HLIT
NasdaqGS:HLITCommunications

Harmonic Refocuses On Broadband As Partnerships Test Valuation Gap

Harmonic has agreed to sell its Video business to MediaKind, repositioning itself as a pure-play broadband company. The company is integrating its broadband technology with ATX Networks to support cable operators upgrading their networks. A multi-year agreement with izzi in Mexico targets large scale fiber expansion using Harmonic solutions. Harmonic, ticker NasdaqGS:HLIT, is refocusing around broadband at a time when its shares trade at $10.44. The stock shows mixed longer term...
NYSE:ECL
NYSE:ECLChemicals

Is It Too Late To Consider Ecolab (ECL) After Its Strong Share Price Run?

If you are wondering whether Ecolab's share price still offers value after a strong run, it helps to step back and look closely at what the current market price may already be factoring in. At a last close of US$308.16, the stock has returned 1.4% over the past week, 9.3% over the past month, 17.3% year to date, 17.2% over 1 year and 53.9% over 5 years. This raises fair questions about how much upside or risk is now priced in. Those moves are set against a backdrop of ongoing interest in...
NasdaqGS:BUSE
NasdaqGS:BUSEBanks

A Look At First Busey (BUSE) Valuation As Profitability And Credit Concerns Resurface

Why recent profitability concerns are drawing attention to First Busey Recent commentary around First Busey (BUSE) has focused on a weaker net interest margin and expectations for lower tangible book value per share, raising fresh questions about the bank's profitability and credit quality profile. See our latest analysis for First Busey. At a share price of US$25.48, First Busey has a 30 day share price return of 3.54% and a 1 year total shareholder return of 11.25%. This suggests some...
NasdaqGS:NFLX
NasdaqGS:NFLXEntertainment

Netflix Faces Bidding Battle And Antitrust Risks In Warner Bros. Pursuit

Netflix, ticker NasdaqGS:NFLX, is facing an escalating bidding battle for Warner Bros. Discovery after Paramount Skydance submitted a higher offer. Warner Bros. Discovery's board has indicated that the Paramount Skydance bid may be superior to Netflix's existing agreement. Netflix has a limited time window to respond before Warner Bros. Discovery can move ahead with the rival proposal. The US Department of Justice has opened a formal antitrust investigation into Netflix's proposed...
NYSE:WAB
NYSE:WABMachinery

How Investors May Respond To Westinghouse Air Brake Technologies (WAB) Acquisition Of Dellner Couplers And Mixed Q4 Results

In February 2026, Westinghouse Air Brake Technologies Corporation reported fourth-quarter 2025 results showing sales rising to US$2,965 million from US$2,583 million a year earlier, while net income eased to US$202 million from US$212 million and earnings per share ticked down despite the company continuing its share repurchase program. Alongside these results, Wabtec completed its acquisition of Dellner Couplers and issued 2026 sales guidance of US$12.19–US$12.49 billion, underlining a push...
NasdaqGM:MDB
NasdaqGM:MDBIT

Why MongoDB (MDB) Is Down 11.8% After Rising AI Expectations Ahead of Earnings And What's Next

In recent weeks, analysts and institutional investors have highlighted MongoDB’s role in powering AI-driven and GenAI applications, while channel checks and prior results pointed to solid demand for its Atlas cloud platform and raised full-year outlook. At the same time, broad macro headlines, including tariff proposals and sector-wide AI-related volatility, have sharpened attention on how MongoDB’s AI positioning and new CEO-led go-to-market changes could influence its longer-term business...
NYSE:THG
NYSE:THGInsurance

Evaluating Hanover Insurance Group (THG) Valuation After Mixed Short And Long Term Shareholder Returns

Context for Hanover Insurance Group stock Hanover Insurance Group (THG) has drawn investor attention after recent share price moves, with the stock showing mixed short term performance alongside a positive total return over the past year and over a multi year period. See our latest analysis for Hanover Insurance Group. Recent trading has been softer, with a 30 day share price return of 2.4% contrasted against a 90 day share price decline of 6.6%. However, the 1 year total shareholder return...
NYSE:GVA
NYSE:GVAConstruction

Granite Construction (GVA) Is Up 5.9% After Strong 2025 Results And Higher 2026 Outlook - Has The Bull Case Changed?

In February 2026, Granite Construction reported fourth-quarter and full-year 2025 results showing higher sales and net income, affirmed a US$0.13 quarterly dividend, completed a US$185.61 million share repurchase program totaling 10.4% of shares, and was selected by the Nevada Department of Transportation for US$19 million in preconstruction services on the future I-80 East Widening Project. Together with new 2026 revenue guidance of US$4.9 billion to US$5.1 billion, these updates highlight...
NYSE:PBF
NYSE:PBFOil and Gas

Insider Sale And Martinez Recovery Shape PBF Energy Outlook

Major stakeholder Carso De-C Inmobiliaria recently sold 90,000 shares of PBF Energy, trimming its position in NYSE:PBF. The company is reporting strong Q4 operational performance, supported by cash flow and insurance recoveries tied to the Martinez incident. These developments arrive as PBF Energy trades at $35.09 and continues to work through the operational impact of the Martinez disruption. PBF Energy, trading at $35.09 under ticker NYSE:PBF, is drawing fresh attention as investors weigh...
NYSE:HWM
NYSE:HWMAerospace & Defense

A Look At Howmet Aerospace’s (HWM) Valuation After Earnings Beat And Higher 2026 Revenue Guidance

Howmet Aerospace (HWM) is back in focus after a fresh earnings update and higher 2026 revenue guidance put its recent share price strength and premium valuation under a brighter spotlight for investors. See our latest analysis for Howmet Aerospace. Those earnings and guidance updates sit alongside a very strong run in the stock, with a 30 day share price return of 21.43% and a 1 year total shareholder return of 100.87%. This suggests momentum has been building as buybacks, debt funded...
NasdaqGS:KSPI
NasdaqGS:KSPIConsumer Finance

Kaspi.kz (NasdaqGS:KSPI) Valuation Check As Analyst Ratings Shift And 2025 Becomes An Investment Year

Analyst moves and Kaspi.kz’s 2025 “investment year” Kaspi.kz (NasdaqGS:KSPI) is back in focus after one firm shifted its rating to Neutral, while another kept a Buy call, as management flagged 2025 as an investment year with ongoing cash returns to shareholders. See our latest analysis for Kaspi.kz. Kaspi.kz’s share price has eased in recent months, with a 30 day share price return of 8.58% and a year to date share price return of a 7.16% decline. Its 1 year total shareholder return of a...
NYSE:CPNG
NYSE:CPNGMultiline Retail

Is Coupang's (CPNG) U.S. Export Push Quietly Redefining Its Cross-Border Moat?

Coupang recently announced that it helped Pennsylvania-based Kate’s Real Food and Healthy Origins expand into South Korea and Taiwan, providing logistics, fulfillment, and customer access to support their overseas growth. This highlights Coupang’s growing role as a cross-border e-commerce enabler for U.S. brands, strengthening its position in international logistics and marketplace services. We’ll now examine how Coupang’s support for U.S. exporters through streamlined cross-border logistics...
NasdaqGS:PANW
NasdaqGS:PANWSoftware

A Look At Palo Alto Networks (PANW) Valuation After Earnings Beat But Softer Guidance Spurs Volatility

Palo Alto Networks (PANW) is in focus after its latest quarterly earnings beat on revenue but fell short on guidance, a combination that hit the share price hard and pushed volatility sharply higher. See our latest analysis for Palo Alto Networks. Those earnings and guidance comments landed in a stock that was already under pressure, with a 7 day share price return of a 13.35% decline and a 30 day share price return of a 21.37% decline, feeding into a year to date share price return of a...
NYSE:ONTO
NYSE:ONTOSemiconductor

The Bull Case For Onto Innovation (ONTO) Could Change Following Major Dragonfly Deal And AI Packaging Momentum - Learn Why

Onto Innovation Inc. reported past fourth-quarter 2025 sales of US$266.87 million with net income of US$10.53 million, alongside full-year 2025 sales of US$1.01 billion and net income of US$136.76 million, while issuing first-quarter 2026 guidance calling for higher revenue and earnings. Despite pressure on recent profitability, Onto Innovation highlighted record revenue tied to AI-related advanced packaging and secured a multi-year Dragonfly metrology purchase agreement exceeding US$240...
NasdaqCM:WSC
NasdaqCM:WSCConstruction

WillScot (WSC) Is Up 10.0% After Guiding 2026 Revenue And Announcing Network Optimization Plan – Has The Bull Case Changed?

In February 2026, WillScot Holdings Corporation reported past fourth-quarter 2025 sales of US$437.49 million and revenue of US$565.97 million, reversing from prior-year profit to a net loss of US$187.32 million and a basic loss per share of US$1.03 from continuing operations. Alongside these weaker results, the company issued 2026 revenue guidance of about US$2.18 billion, launched a network optimization plan targeting US$25–30 million in real estate cost savings over four years, and...