U.S. Online Retail and Ecommerce Stock News

NasdaqGS:CALM
NasdaqGS:CALMFood

3 Consumer Staples Dividend Stocks With Strong Balance Sheets

With the Federal Reserve, inflation data, jobs reports, and earnings headlines all shaping expectations, many investors are looking at quality dividend stocks as a potential anchor for their portfolios. The Quality Dividend Stocks screener focuses on established companies with relatively strong dividend scores and solid balance sheets, which some investors see as helpful when conditions feel uncertain. This article explains how the latest macro and corporate catalysts may interact with that...
NasdaqGS:INDV
NasdaqGS:INDVPharmaceuticals

Indivior Pharmaceuticals (INDV) Pushes Cost Cuts And Growth, Is It Still 17% Undervalued?

Indivior Pharmaceuticals (INDV) continues to attract attention after its recent share price move, with the stock last closing at $41.29. See our latest analysis for Indivior Pharmaceuticals. Over the past year, Indivior Pharmaceuticals has shifted from short-term volatility to stronger momentum, with a 90-day share price return of 42.53% and a 1-year total shareholder return of 201.61% pointing to a significantly improved market perception of its prospects and risks. If this kind of momentum...
NYSE:W
NYSE:WSpecialty Retail

Is Wayfair (W) Using New Princeton Store To Prove Its Omnichannel Strategy Can Scale?

Wayfair Inc. recently announced plans to open a new approximately 135,000-square-foot large-format retail store in 2027 at Nassau Park Pavilion in Princeton, New Jersey, expanding its omnichannel presence across New Jersey, New York and Pennsylvania with same-day take-home options, fast delivery for larger items and free design services. This move extends Wayfair’s growing physical-store network alongside locations in Illinois, Georgia and Ohio, highlighting how the company is pairing...
NYSE:KMX
NYSE:KMXSpecialty Retail

CarMax (KMX) Stock Faces Rich Valuation As 0.8% Net Margin Tests Bullish Narrative

CarMax (KMX) has opened its 2027 financial year with Q1 revenue of about US$8.5b and basic EPS of US$1.31, setting a clear benchmark for how the rest of the year might unfold. Over the past year, the company has seen quarterly revenue move from about US$8.0b in Q1 2026 to US$8.5b in Q1 2027, while basic EPS shifted from US$1.38 to US$1.31. This gives investors a clean year-on-year read on top line scale and per share earnings. With net income of US$185.6m and trailing 12 month EPS of US$1.54,...
NasdaqGM:NNOX
NasdaqGM:NNOXHealthcare

Nano X Imaging (NNOX) Stock Q1 Losses Reinforce Concerns Over Heavy Quarterly Cash Burn

Nano-X Imaging (NNOX) has opened Q1 2026 with total revenue of US$4.3 million and a basic EPS loss of US$0.20, setting the tone for another period where investors are weighing growth against ongoing losses. Over the past year, the company has seen quarterly revenue move from US$2.8 million in Q1 2025 to US$4.3 million in Q1 2026. During the same period, basic EPS has ranged from a loss of US$0.50 in Q4 2025 to a loss of roughly US$0.20 in the latest quarter, keeping the focus squarely on how...
NYSE:LW
NYSE:LWFood

Lamb Weston Holdings (LW) Could Be 4% Below Fair Value Following Mixed Share Performance

Recent Share Performance Context for Lamb Weston Holdings Lamb Weston Holdings (LW) has drawn attention after a period where the stock declined about 13% over the past year, even as returns over the past month and past 3 months have been positive. This mixed performance profile has some investors reassessing how the frozen potato producer’s current valuation aligns with its recent financial results, including its reported revenue of about $6.5b and net income of roughly $300.3m. See our...
NasdaqGS:ARM
NasdaqGS:ARMSemiconductor

Arm (ARM) Eyes AI Data Centers As Son Sees 10x Value In CPU Push

SoftBank CEO Masayoshi Son has outlined a long term vision for Arm Holdings, suggesting its value could rise significantly as it becomes a core supplier for AI infrastructure. Arm is shifting its business model from primarily licensing chip designs to selling complete CPUs, a move that echoes the approach used by some large GPU suppliers in AI. New analyst work from several banks points to Arm potentially gaining meaningful share in CPUs for agentic AI data centers by 2030, which would...
NYSE:GME
NYSE:GMESpecialty Retail

GameStop (GME) Drops $35 Billion CEO Award To Chase eBay Deal

GameStop (NYSE:GME) CEO Ryan Cohen has asked the board to cancel a US$35b performance award. The decision is tied to Cohen’s plan to pursue an acquisition of eBay, marking a shift beyond GameStop’s core retail focus. eBay’s board has rejected the initial proposal, and Cohen has signaled an intention to take the offer directly to eBay shareholders. GameStop, long associated with video game retail, is now at the center of a much broader story. By linking the withdrawal of a US$35b performance...
NYSE:KR
NYSE:KRConsumer Retailing

Duke Energy Stock Stands Out As CPI And Energy Prices Climb

Inflation is front and center again, with the latest CPI report showing a 4.2% annual rise and energy costs jumping sharply. That mix can squeeze some companies while giving others more pricing power or demand resilience. For investors, the key question is which stocks are directly exposed to these moves in consumer prices and energy, and how that exposure could shape earnings risk or opportunity. This article pulls out three stocks tied to the recent CPI and energy spike, highlighting one...
NasdaqGS:BCPC
NasdaqGS:BCPCChemicals

Balchem (BCPC) Could Be 11% Undervalued As Growth Expectations Build

Balchem stock performance snapshot and recent returns Balchem (BCPC) has drawn fresh attention after recent price moves, with the stock last closing at $169.23 and showing gains over the past week, month and past 3 months. For context, Balchem reports annual revenue of $1.06b and net income of $158.08m, reflecting its role across human and animal nutrition and specialty products, primarily in the United States. See our latest analysis for Balchem. Zooming out, Balchem’s share price return of...
NasdaqGS:FRMI
NasdaqGS:FRMISpecialized REITs

Fermi (FRMI) Advances Project Matador, Is The Stock Still A Bargain?

Fermi (FRMI) is back in focus after a 7 day stock rally coinciding with fresh progress on Project Matador, including a new gas turbine agreement and recent testimony on its data center water use plans. See our latest analysis for Fermi. Against a backdrop of heated governance disputes and fresh Project Matador milestones, Fermi’s share price has seen a 1-day share price return of 10.14% and a 30-day share price return of 36.86%. The year to date share price return is broadly flat. If the...
NasdaqGS:CG
NasdaqGS:CGCapital Markets

Carlyle Group (CG) Climate Push Puts Long Term Value Back In Focus

Carlyle Group (CG) has introduced a new climate risk framework during London Climate Action Week, tying asset valuations to resilience against severe weather and using insurance partnerships to reward portfolio companies that invest in protective upgrades. See our latest analysis for Carlyle Group. Despite the climate framework announcement, Carlyle Group’s recent share price momentum has been weak, with the stock at US$41.90 and the year to date share price return down 31.15%. However, the 3...
NasdaqGS:TSCO
NasdaqGS:TSCOSpecialty Retail

How Patriot Promotions and Petcare Expansion At Tractor Supply (TSCO) Has Changed Its Investment Story

Tractor Supply Company recently marked America’s 250th birthday with in-store events, special outdoor offers, and an extra 10% discount for verified military service members, veterans, their families, and first responders, while pledging donations to veteran and first responder organizations. At the same time, the company’s long-term expansion plans, pet health push, and an analyst rating upgrade highlight how Tractor Supply is trying to strengthen its position despite sector...
NYSE:MCK
NYSE:MCKHealthcare

McKesson (MCK) Is Building An Automated Oklahoma Hub To Expand Drug Distribution

McKesson is investing in a new highly automated regional pharmaceutical distribution facility in Moore, Oklahoma. The project is intended to expand capacity and modernize the company’s distribution network across Oklahoma, Texas, and nearby states. The move is aimed at improving supply chain reliability and efficiency for pharmacies, hospitals, and health systems in the region. For investors tracking McKesson (NYSE:MCK), this new facility comes as the stock trades around $763.81, with a...
NYSE:EW
NYSE:EWMedical Equipment

Edwards Lifesciences (EW) Stock Weighs DCF Fair Value Against High P/E Multiple

If you are wondering whether Edwards Lifesciences stock offers good value at its current price, the key question is how that price compares with what the business may reasonably be worth. The stock most recently closed at US$89.72, with returns of 2.7% over the past week, 2.5% over the last month, 5.1% year to date, and 16.3% over the past year. However, 3 year and 5 year returns are lower, at a decline of 2.5% and 14.4% respectively. Recent coverage around Edwards Lifesciences has focused...
NasdaqGS:NBIX
NasdaqGS:NBIXBiotechs

Costco Stock And 2 Low Risk Picks Built For Volatile Markets

With inflation trends, central bank decisions and bond yields all pulling markets in different directions, many investors are looking for a steadier core for their portfolios. The Low-Risk Leaders screener focuses on companies with strong balance sheets and some of the lowest risk scores in the model, offering a way to stay invested while aiming to keep overall volatility in check. As growth signals, oil prices and housing data continue to shape sentiment, this kind of resilient foundation...
NYSE:DE
NYSE:DEMachinery

Deere (DE) Raises Full Year Guidance And Unveils A New Buyback

Deere (NYSE:DE) has raised its full-year net income guidance. The company has also announced a new share repurchase program. Management is addressing margin pressures through operational efficiencies. Deere is benefiting from reduced tariffs alongside the adoption of new technologies. Deere, the farm and construction equipment maker, is updating its outlook at a time when the sector is working through margin pressures and changing demand patterns. The company operates across agriculture,...
NYSE:AI
NYSE:AISoftware

C3.ai (AI) Files ESOP Shelf As Dilution Concerns Meet A Pricey Valuation

ESOP linked shelf registration puts potential dilution in focus C3.ai (AI) has filed a shelf registration to offer up to US$114.85 million of Class A common stock tied to an employee stock ownership plan, putting potential future dilution and incentive alignment on investor radar. See our latest analysis for C3.ai. The shelf registration arrives after a sharp 1 day share price decline of 6.12% and a 7 day share price return down 15.05%, while the 90 day share price return is up 12.76% but the...
NYSE:JEF
NYSE:JEFCapital Markets

Jefferies Financial Group (JEF) Stock Faces Q2 Margin Strength That Tests Cautious Growth Narratives

Jefferies Financial Group (JEF) has put solid numbers on the board for Q2 2026, reporting revenue of US$2.2 billion and basic EPS of US$1.02, with trailing twelve month EPS at US$3.58. Over recent quarters, revenue has moved from US$1,634.4 million in Q2 2025 to US$2,206.5 million in Q2 2026. Quarterly EPS has ranged from US$0.41 in Q2 2025 to US$1.04 in Q3 2025 and US$1.02 this quarter, providing a picture of improving profitability for investors to weigh against Jefferies’ 9.6% net margin...
NasdaqGS:ADUS
NasdaqGS:ADUSHealthcare

Addus HomeCare (ADUS) Could Be 4% Undervalued On Medicaid Funding Risk

Recent Share Performance and Business Snapshot Addus HomeCare (ADUS) has drawn fresh attention after recent trading, with the stock last closing at $96.86. Investors are weighing this price move against the company’s latest financial figures and return profile. Over the past week, the stock gained 2.79%, with an increase of 3.95% over the past month and 1.75% over the past 3 months. Year to date, the share price is down 9.12%, and the 1 year total return has declined 16.24%. Over a longer...
NYSE:WGO
NYSE:WGOAuto

Winnebago Industries (WGO) Stock Faces Profit Rebound Test As 21x P/E Challenges Bullish Narratives

Winnebago Industries (WGO) just posted Q3 2026 results with revenue of US$698.7 million and basic EPS of US$0.51, alongside trailing twelve month revenue of US$2.8 billion and EPS of US$1.37 that reflect the company’s return to profitability over the past year. Over recent quarters the company has seen revenue move between US$620.2 million and US$777.3 million, while quarterly EPS ranged from a small loss to US$0.63 per share. This sets the stage for investors to focus on how improving...
NasdaqCM:MBIN
NasdaqCM:MBINDiversified Financial

Merchants Bancorp (MBIN) Could Be 63% Below Fair Value Following Capital Ratio Concerns

Recent analysis of Merchants Bancorp (MBIN) has drawn attention to slowing revenue growth and a Tier 1 capital ratio viewed as vulnerable in stressed conditions, prompting investors to reassess the stock’s risk profile. See our latest analysis for Merchants Bancorp. Despite concerns about Merchants Bancorp’s fundamentals, the stock’s momentum has been strong, with the share price up 50.69% year to date and supported by a 1 year total shareholder return of 50.40% and a 3 year total shareholder...
NYSE:CHE
NYSE:CHEHealthcare

Chemed (CHE) Beat Expectations, Is The Stock Already Fully Valued?

Chemed’s earnings beat puts fresh attention on the stock Chemed (CHE) is back on investors’ radar after its latest quarterly report, where revenue of $657.5 million and an earnings beat exceeded analysts’ expectations and coincided with the stock moving higher. See our latest analysis for Chemed. Chemed’s recent earnings beat has coincided with a strong 90 day share price return of 22.94%. However, the 1 year total shareholder return is still down 18.04%, so recent momentum contrasts with a...
NYSE:FLS
NYSE:FLSMachinery

Flowserve (FLS) Is Down 8.2% After TD Cowen Downgrade On Iran Disruption Risks - What's Changed

Earlier this week, TD Cowen downgraded Flowserve to Hold from Buy, citing geopolitical and operational disruptions linked to the Iran conflict that could force a recalibration of the company’s near-term outlook. The broker also suggested that a potential guidance reset, while unsettling in the short term, might ultimately support investor confidence by better aligning expectations with current operating realities. We’ll now examine how TD Cowen’s downgrade and the risk of lower guidance may...