U.S. Online Retail and Ecommerce Stock News

NYSE:EFX
NYSE:EFXProfessional Services

Equifax’s AI Push, Cloud Shift And Buybacks Might Change The Case For Investing In EFX

In early February 2026, Equifax reported fourth-quarter 2025 results showing higher sales and earnings than a year earlier, issued full-year 2026 revenue guidance of US$6.66–US$6.78 billion, and confirmed substantial share repurchases under its US$3 billion buyback program. Management highlighted growing contributions from cloud- and AI-enabled products, including new fraud and income-verification tools, as central to its 2026 growth and margin ambitions despite an expected small decline in...
NYSE:PII
NYSE:PIILeisure

Is Polaris (PII) Pricing Looked At Differently After A 65% One Year Surge?

If you are wondering whether Polaris at around US$69.33 offers genuine value or is simply drawing attention after a strong run, this article is intended to help you weigh that up clearly and calmly. The stock has returned 8.6% over the last 7 days, 4.3% year to date and 64.9% over the last year, alongside 3 year and 5 year returns of 32.7% and 33.7% declines, which presents a mixed picture of momentum and risk. Recent share price moves sit against a backdrop of ongoing interest in outdoor...
NYSE:KNSL
NYSE:KNSLInsurance

Kinsale Capital Dividend Hike Highlights Earnings Power And Capital Discipline

Kinsale Capital Group (NYSE:KNSL) announced a higher cash dividend for shareholders. The increase comes alongside annual growth in net premiums. Book value per share also showed annual growth, supporting the dividend decision. The move reflects management confidence in the company’s earnings power and capital position. Kinsale Capital Group focuses on the excess and surplus lines insurance market, a segment that often serves risks standard insurers are less willing to cover. For readers...
NYSEAM:GENC
NYSEAM:GENCMachinery

Gencor Industries (GENC) Net Margin Improvement Tests Bullish Earnings Quality Narrative

Gencor Industries (GENC) opened fiscal Q1 2026 with revenue of US$23.6 million and basic EPS of US$0.23, setting a clear marker for its latest quarterly performance. The company reported quarterly revenue of US$31.4 million in Q1 2025, followed by US$38.2 million, US$27.0 million and US$18.8 million across the 2025 financial year, while EPS over that stretch ranged from a high of US$0.42 to a low of US$0.13. With trailing 12 month net income of US$15.3 million and EPS of US$1.04, the latest...
NYSE:CHD
NYSE:CHDHousehold Products

Church And Dwight 2026 Product Push Tests Growth And Margin Story

Church & Dwight (NYSE:CHD) announced a broad slate of new product launches planned for 2026 across several core brands. The lineup includes THERABREATH toothpaste, ARM & HAMMER Dual Defense cat litter and a new fresh laundry detergent, HERO acne cleansers and Mighty Shield, and a material change in TROJAN condoms. The 2026 portfolio expansion targets a range of consumer needs in oral care, household care, acne care, and sexual health products. Church & Dwight, the consumer products company...
NasdaqGM:TMDX
NasdaqGM:TMDXMedical Equipment

Should TransMedics’ Pivot to Full-Service Organ Logistics and Global OPO Programs Require Action From TMDX Investors?

TransMedics Group recently reported strong year-over-year revenue growth, expanded its dedicated organ transport aviation fleet, and moved further toward a recurring-revenue, full-service model built around its Organ Care System technology. An interesting angle is the company’s plan to launch its first international National OPO Program in Italy and pursue kidney applications, signaling a broadening role across global transplant workflows. We’ll now examine how TransMedics Group’s shift to a...
NYSE:CXM
NYSE:CXMSoftware

Is Sprinklr (CXM) Now Attractive After Recent Share Price Weakness?

If you are wondering whether Sprinklr's current share price reflects its true worth, you are not alone. Many investors are asking the same question before making their next move. The stock has recently been under pressure, with a 6.0% decline over the last week, a 21.4% decline over the last month, and a 30.9% decline over the past year. This weaker share price performance sits alongside ongoing attention on Sprinklr's position in customer experience software and how it stacks up against...
NYSE:AUB
NYSE:AUBBanks

A Look At Atlantic Union Bankshares (AUB) Valuation After Zacks Buy Rating Upgrade

Zacks recently upgraded Atlantic Union Bankshares (AUB) to a Buy rating after analysts raised their earnings estimates, a shift that has drawn fresh attention to the bank’s dividend profile and recent payout decisions. See our latest analysis for Atlantic Union Bankshares. Beyond the dividend news and analyst upgrade, Atlantic Union Bankshares has seen firm positive momentum, with a 30 day share price return of 11.59% and a 90 day share price return of 27.92% from a last close of $41.78. Over...
NYSE:GRC
NYSE:GRCMachinery

Gorman-Rupp (GRC) Margin Improvement To 7.8% Reinforces Bullish Earnings Narratives

Gorman-Rupp (GRC) FY 2025 earnings snapshot Gorman-Rupp (GRC) closed out FY 2025 with Q4 revenue of US$166.6 million and basic EPS of US$0.52, setting the tone for a year where trailing twelve month revenue reached US$682.4 million and EPS came in at US$2.02. Over the past several quarters, the company has seen revenue move from US$162.7 million in Q4 2024 to US$166.6 million in Q4 2025, while quarterly EPS shifted from US$0.42 to US$0.52. These results sit on top of earnings growth of 32.2%...
NYSE:YUM
NYSE:YUMHospitality

Yum! Brands Pizza Hut Review Puts Closures Valuation And Debt In Focus

Yum! Brands (NYSE:YUM) plans to close 250 underperforming Pizza Hut locations across the US as part of a broader business review. The company is evaluating options for Pizza Hut, including a potential sale of the brand. The review also covers technology upgrades and updated franchise agreements across the Pizza Hut system. Yum! Brands, the owner of KFC, Taco Bell and Pizza Hut, sits at the center of the global quick service restaurant market, where digital ordering, delivery and off premise...
NYSE:MTB
NYSE:MTBBanks

A Look At M&T Bank (MTB) Valuation As Jeff Carpenter Takes Massachusetts Leadership Role

M&T Bank (MTB) recently appointed Jeff Carpenter as Regional President of Massachusetts, a leadership change that puts fresh attention on how its Boston centered operations fit into the broader investment case for the stock. See our latest analysis for M&T Bank. The leadership change in Massachusetts comes as M&T Bank's share price has been firming, with a 12.44% 30 day share price return and a 26.43% 90 day share price return. Its 1 year total shareholder return of 22.38% sits alongside a...
NYSE:GPI
NYSE:GPISpecialty Retail

The Bull Case For Group 1 Automotive (GPI) Could Change Following Record Sales, Lower Earnings And Heavy Buybacks

Group 1 Automotive, Inc. reported its full-year 2025 results on January 29, 2026, with revenue rising to US$22.57 billion from US$19.93 billion, while net income eased to US$325.2 million and diluted EPS from continuing operations declined to US$25.13. Alongside integrating new dealership operations and restructuring its UK footprint, the company completed a substantial buyback program, retiring 6.98 million shares for US$1.65 billion since 2020. Next, we’ll examine how record revenue growth...
NYSE:MLM
NYSE:MLMBasic Materials

Is It Too Late To Consider Martin Marietta Materials (MLM) After Strong Multi‑Year Share Gains?

If you are wondering whether Martin Marietta Materials at around US$690 a share still offers value, this article will walk through what the current price really implies. The stock has recently recorded returns of 5.8% over 7 days, 3.5% over 30 days, 8.8% year to date, 28.8% over 1 year, 100.0% over 3 years and 115.2% over 5 years. This naturally raises questions about how much of the story is already reflected in the price. Recent attention on infrastructure and construction materials...
NasdaqGM:SHLS
NasdaqGM:SHLSElectrical

Does Shoals Technologies Group's (SHLS) Patent Win Reveal a Durable Competitive Moat in Solar Hardware?

Shoals Technologies Group recently received a favorable initial determination from the U.S. International Trade Commission, which found that Voltage, LLC infringed Shoals’ patented Big Lead Assembly solutions used in utility scale solar projects and, if the ruling is upheld, could block importation of the infringing products. This development underscores the commercial importance of Shoals’ intellectual property in solar energy infrastructure and highlights how patent enforcement can shape...
NYSE:FDS
NYSE:FDSCapital Markets

FactSet Research Systems (FDS) Valuation Reassessed After AI Doc Ingest Launch For Cobalt Platform

FactSet Research Systems (FDS) has rolled out the beta version of AI Doc Ingest for its Cobalt platform, an AI-driven tool aimed at automating portfolio company data collection for private capital managers. See our latest analysis for FactSet Research Systems. The AI Doc Ingest launch lands at a tricky time for the stock, with the latest share price at $207.32 after a 30 day share price return of 29.59% decline and a 1 year total shareholder return of 55.07% decline. This points to fading...
NasdaqGS:SEDG
NasdaqGS:SEDGSemiconductor

Is SolarEdge (SEDG) Using Single-SKU Exports to Quietly Redefine Its European Competitive Edge?

SolarEdge Technologies, Inc. recently reached a new phase in its international manufacturing and export strategy by shipping U.S.-made single-phase residential inverters from its Austin, Texas facility to Italy, France and the Netherlands, while preparing Florida-made commercial products for export in early 2026. A key feature of this expansion is SolarEdge’s “single SKU” or MultiRange inverter concept, which simplifies logistics, inventory and installation for partners by consolidating...
NasdaqGS:VFS
NasdaqGS:VFSAuto

VinFast Auto (NasdaqGS:VFS) Valuation Check As Shares Trade Below Popular Fair Value Estimate

VinFast Auto stock at a glance VinFast Auto (NasdaqGS:VFS) has drawn attention recently as investors weigh its current share price of $3.33 against the company’s rapid expansion in electric vehicles and its ongoing financial losses. Over the past month the stock shows a return of roughly a 3% decline, with a negative return over the past 3 months and year. Year-to-date performance is also slightly negative. That backdrop sits alongside annual revenue of about $67,512,279 and a net loss of...
NasdaqGS:CRNC
NasdaqGS:CRNCSoftware

Do Cerence’s (CRNC) Fixed License Deals Quietly Reshape Its Longer-Term Revenue Quality Story?

Cerence Inc. recently reported first-quarter 2026 results, with revenue rising to US$115.08 million and net loss narrowing to US$5.24 million, while also issuing guidance for the second quarter and reaffirming its full-year 2026 outlook. An interesting angle is management’s expectation of US$5 million in fixed license contracts within second-quarter revenue, highlighting the role of contractual deals in its near-term performance mix. Next, we’ll examine how Cerence’s reaffirmed full-year...
NasdaqGS:ROIV
NasdaqGS:ROIVBiotechs

Roivant Sciences (ROIV) Q3 Loss Of US$265.9 Million Tests Bullish Profitability Narrative

Roivant Sciences (ROIV) just posted its Q3 2026 numbers with total revenue of about US$2.0 million and a basic EPS loss of US$0.38, alongside a net income loss, excluding extra items, of US$265.9 million. The company has seen quarterly revenue move from US$9.0 million in Q3 2025 to US$2.0 million in Q3 2026, while basic EPS shifted from a loss of US$0.22 to a loss of US$0.38 over the same period. This sets the scene for investors to weigh near term revenue scale against the size of ongoing...
NYSE:MTD
NYSE:MTDLife Sciences

Mettler Toledo (MTD) Q4 EPS Strength Reinforces Premium Valuation Narratives

Mettler Toledo International (MTD) has wrapped up FY 2025 with fourth quarter revenue of US$1.1b and basic EPS of US$14.02, alongside trailing twelve month revenue of US$4.0b and EPS of US$42.17 that frame the latest numbers in a fuller yearlong context. Over recent quarters the company has seen revenue move from US$954.5m in Q3 2024 to US$1.0b in Q3 2025 and US$1.1b in Q4 2025, while quarterly EPS has tracked from US$10.01 to US$10.60 and then US$14.02. This sets up a picture where investors...
NYSE:DT
NYSE:DTSoftware

Is There Now An Opportunity In Dynatrace (DT) After The Recent Share Price Slump

If you are wondering whether Dynatrace is attractively priced after a rough stretch, this article will walk you through what the current share price might be implying about the company. The stock closed at US$33.71, with returns of an 11.5% decline over the last 7 days, a 20.3% decline over the last 30 days, a 20.4% decline year to date and a 43.7% decline over the last year, as well as a 22.2% decline over 3 years and a 37% decline over 5 years. These moves have kept Dynatrace on many...
NasdaqGS:PECO
NasdaqGS:PECORetail REITs

A Look At Phillips Edison (PECO) Valuation After Strong 2025 Results And Upbeat 2026 Guidance

Phillips Edison (PECO) just paired strong fourth quarter and full year 2025 results with new 2026 guidance, giving investors fresh numbers on revenue, earnings, and expected same center NOI growth. See our latest analysis for Phillips Edison. The latest earnings and guidance come after a period where momentum has been building, with a 30 day share price return of 7.78%, a 90 day share price return of 7.41%, and a 3 year total shareholder return of 23.28%. If strong cash flow stories like...
NYSE:SNOW
NYSE:SNOWIT

Snowflake (SNOW) Deepens OpenAI Ties: A Turning Point For Its AI Moat Or Just Table Stakes?

Earlier this month, Snowflake announced a multi-year, US$200 million collaboration with OpenAI that will make OpenAI’s models, including GPT-5.2, natively accessible to Snowflake’s 12,600 customers through the Cortex AI platform and Snowflake Intelligence. The deal effectively embeds OpenAI’s technology into Snowflake’s AI data cloud as a first-party offering, aiming to let enterprises build governed AI agents that work directly on their proprietary data without moving it to external AI...
NYSE:GWRE
NYSE:GWRESoftware

Is Guidewire Software (GWRE) Pricing Look Attractive After Recent Share Price Slide

If you are wondering whether Guidewire Software is starting to look interesting at today's price, you are not alone. Many investors are asking if the current level lines up with the company’s underlying value. The stock last closed at US$128.19, after a 7 day return of 8.9% decline, a 30 day return of 30.8% decline and a year to date return of 31.7% decline, while the 1 year return sits at 40.0% decline and the 3 year return at 73.6%. Recent news coverage has largely focused on Guidewire’s...