U.S. Online Retail and Ecommerce Stock News

NasdaqGS:SNPS
NasdaqGS:SNPSSoftware

Synopsys (SNPS) Valuation Check As AI Design Wins And Partnerships Gain Traction

Synopsys (SNPS) is back in focus after Lightmatter agreed to integrate its 224G SerDes and UCIe IP into Lightmatter’s Passage 3D co packaged optics platform for next generation AI infrastructure. See our latest analysis for Synopsys. Despite the Lightmatter agreement and other recent developments around AI driven design, Synopsys’ 7 day share price return of 18.06% and 30 day share price return of 15.22% contrast with a 1 year total shareholder return of 20.71% and 5 year total shareholder...
NasdaqGS:CRUS
NasdaqGS:CRUSSemiconductor

Cirrus Logic (CRUS) Margin Strength In Q3 2026 Reinforces Bullish Profitability Narratives

Cirrus Logic (CRUS) has reported another solid quarter, with Q3 2026 revenue of US$580.6 million and basic EPS of US$2.75 supported by net income of US$140.3 million, giving investors a clear snapshot of its recent profitability. The company’s quarterly revenue moved from US$555.7 million and EPS of US$2.19 in Q3 2025 to US$580.6 million and US$2.75 respectively in Q3 2026. Trailing 12 month EPS reached US$7.82 and net income was US$403.9 million, highlighting a margin profile that many...
NasdaqGS:FFBC
NasdaqGS:FFBCBanks

A Look At First Financial Bancorp (FFBC) Valuation After Earnings Update And New US$79.3m Shelf Registration

Earnings and New Shelf Registration Put First Financial Bancorp in Focus First Financial Bancorp (FFBC) has moved into the spotlight after releasing fourth quarter and full year 2025 results, alongside a new shelf registration for up to US$79.3 million in common shares. See our latest analysis for First Financial Bancorp. The recent earnings release, dividend affirmation and new US$79.3 million shelf registration appear to have coincided with a sharp pickup in interest, with a 7 day share...
NYSE:IR
NYSE:IRMachinery

Assessing Ingersoll Rand (IR) Valuation After Industrial And Life Sciences Momentum Spurs Optimism

Ingersoll Rand (IR) drew fresh attention after a 3.47% intraday climb on 3 February, as investors focused on momentum in its Industrial Technologies & Services and life sciences businesses, despite a recent trim to earnings estimates. See our latest analysis for Ingersoll Rand. At a share price of $97.41, Ingersoll Rand’s recent 1 day share price return of 3.94% caps a strong run, with a 30 day share price return of 18.49% and a 90 day share price return of 25.40%. Its 3 year total...
NasdaqGS:SIMO
NasdaqGS:SIMOSemiconductor

Silicon Motion Technology (SIMO) Earnings Growth And 13.8% Margin Challenge Long Term Bearish Narratives

Silicon Motion Technology's FY 2025 Results Set The Stage For The Next Chapter Silicon Motion Technology (NasdaqGS:SIMO) closed out FY 2025 with fourth quarter revenue of US$278.5 million and basic EPS of US$5.69, capping a year in which trailing twelve month revenue reached US$885.6 million and net income, excluding extra items, totaled US$122.6 million. Over the past six quarters, the company has seen quarterly revenue range from US$166.5 million to US$278.5 million while basic EPS moved...
NYSE:GWRE
NYSE:GWRESoftware

Guidewire Software (GWRE) Valuation Check After Sector Sell Off And Growing AI Focus

Market volatility and an AI focused reset Guidewire Software (GWRE) has been caught up in a wider software sell off, as investors reassess traditional SaaS names against companies more closely associated with artificial intelligence focused business models. At the same time, Guidewire continues to push its insurance cloud platform. This is underlined by Quantexa’s decision intelligence accelerator becoming available on Guidewire Marketplace, which highlights how partners can plug AI driven...
NYSE:GPI
NYSE:GPISpecialty Retail

A Look At Group 1 Automotive (GPI) Valuation After Record Revenue And Lower Net Income

Group 1 Automotive (GPI) just reported full year 2025 results, pairing record revenue of US$22.57b with lower net income of US$325.2m and continued heavy share repurchases that reduced its share count meaningfully. See our latest analysis for Group 1 Automotive. Despite record revenue and an active buyback program, the 1-year total shareholder return of 23.78% decline contrasts with a 3-year total shareholder return of 61.81% and a 5-year total shareholder return of 145.04%. This suggests...
NYSE:AME
NYSE:AMEElectrical

What AMETEK (AME)'s Record 2025 Results, 2026 Outlook and LKC Deal Mean For Shareholders

AMETEK, Inc. recently reported record fourth-quarter and full-year 2025 results, with sales rising to US$1,998.45 million for the quarter and US$7.40 billion for the year, alongside higher net income and earnings per share versus 2024. Alongside these results, AMETEK issued 2026 guidance calling for mid to high single-digit sales growth and acquired LKC Technologies, expanding its presence in ophthalmic and broader medical technology markets. Next, we’ll explore what these record results and...
NYSE:IFF
NYSE:IFFChemicals

A Look At International Flavors & Fragrances (IFF) Valuation As Analyst Optimism Builds Ahead Earnings

Why International Flavors & Fragrances Stock Is Back on Investors’ Radar Analysts have turned more optimistic on International Flavors & Fragrances (IFF), with the most accurate earnings estimate now above the broader consensus as the company heads into its upcoming earnings announcement. See our latest analysis for International Flavors & Fragrances. That growing optimism has been reflected in the recent share price, with International Flavors & Fragrances posting a 1 day share price return...
NYSE:BA
NYSE:BAAerospace & Defense

Boeing (BA) Valuation Check After Recent Financial Results And Share Price Momentum

Boeing (BA) is back in focus for investors after fresh financial data highlighted its scale, with revenue of US$89.5b and net income of US$1.9b, alongside mixed recent share price returns. See our latest analysis for Boeing. Recent trading reflects a mixed picture, with a 1 day share price return of 1.2% and a 90 day share price return of 20.1%. The 1 year total shareholder return of 29.8% points to momentum that has been building over a longer period. If Boeing has you watching the skies, it...
NYSE:WNC
NYSE:WNCMachinery

Wabash National Q4 Loss And EPS Volatility Challenge Bullish Low P/E Narrative

Wabash National (WNC) closed out FY 2025 with Q4 revenue of US$321.5 million and basic EPS of a US$1.23 loss, compared with Q4 FY 2024 revenue of US$416.8 million and a basic EPS of a US$0.02 loss. Over recent periods, revenue has moved from US$464.0 million in Q3 2024 to US$380.9 million in Q1 2025, then to US$458.8 million in Q2 2025 and US$381.6 million in Q3 2025. EPS has swung sharply from a US$7.53 loss in Q3 2024 to US$5.41 in Q1 2025 before settling at US$0.98 in Q3 2025. For...
NasdaqGS:VCTR
NasdaqGS:VCTRCapital Markets

Will Strong Q4 2025 Results and Softer Full-Year EPS Shift Victory Capital Holdings' (VCTR) Narrative

Victory Capital Holdings, Inc. reported past fourth-quarter 2025 results with revenue rising to US$374.12 million and net income to US$112.81 million, alongside higher quarterly earnings per share than a year earlier. For full-year 2025, the company grew revenue to US$1.31 billions and net income to US$330.06 million, even as full-year earnings per share edged lower compared with 2024. With higher fourth-quarter earnings per share standing out, we’ll now consider what these results mean for...
NYSE:SUI
NYSE:SUIResidential REITs

How Sun Communities' (SUI) Interim CFO Shift Ahead of Q4 Results Has Changed Its Investment Story

Sun Communities, Inc. recently announced that former Treasurer and Senior Vice President of Capital Markets, Fernando Castro-Caratini, has assumed the role of interim Chief Financial Officer following the mutual departure of Mark E. Patten, a move the board says is unrelated to any disagreements over financial policies or disclosures. The company is pairing this leadership transition with preparations to report its fourth-quarter 2025 operating results later this month, putting extra...
NasdaqGS:PAX
NasdaqGS:PAXCapital Markets

Assessing Patria Investments (PAX) Valuation After Recent Share Price Weakness

Event context and recent return profile Patria Investments (PAX) has been drawing attention after a period of mixed share performance, with the stock showing a 1 day return of about a 2% decline and a 7 day move of roughly a 9% decline. Over the past month the stock has returned about a 16% decline, while the past 3 months show roughly a 7% decline, set against a 1 year total return of about 25% and a 3 year total return near 8%. See our latest analysis for Patria Investments. At a share...
NYSE:UE
NYSE:UERetail REITs

Urban Edge Properties (UE) Valuation After US$950 Million Credit Facilities Refresh

Why Urban Edge Properties just refreshed its credit profile Urban Edge Properties (UE) is back on investors’ radar after the company lined up US$950 million in unsecured credit facilities, reshaping its revolving credit line and adding new delayed draw term loans. See our latest analysis for Urban Edge Properties. That refreshed credit profile has arrived alongside firm share price momentum, with a 9.7% 90 day share price return and a 60.9% five year total shareholder return suggesting...
NYSE:OBK
NYSE:OBKBanks

A Look At Origin Bancorp (OBK) Valuation After Q4 Outperformance And Optimize Origin Progress

Origin Bancorp (OBK) has drawn fresh investor attention after a fourth quarter marked by lower net charge-offs, stronger earnings, active share repurchases, and a reaffirmed dividend, alongside management’s Optimize Origin efficiency push. See our latest analysis for Origin Bancorp. The recent results and Optimize Origin push appear to be feeding into sentiment, with the share price at US$45.19 and a 30 day share price return of 17.56% adding to a 12 month total shareholder return of 16.59%...
NasdaqGS:PWP
NasdaqGS:PWPCapital Markets

Is PWP’s New AI Hire a Subtle Shift in How Perella Weinberg Competes for Tech Deals?

Perella Weinberg Partners recently announced that Daniel Avrutsky has joined as a Partner in its New York-based Technology business, where he will advise software clients focused on human capital management, the future of work, and AI, following prior senior advisory roles at Jefferies. The hire underlines Perella Weinberg Partners’ push to deepen its presence at the intersection of software and AI, an area where clients are seeking specialized advice on fast-evolving business models and...
NasdaqGS:AAON
NasdaqGS:AAONBuilding

AAON (AAON) Valuation Check As Cash Flow Strains Meet Earnings And Leadership Changes

AAON (AAON) is heading into its February 26, 2026 earnings report with several moving pieces, including margin pressure, higher capital needs, new leadership and fresh credit capacity for potential investment. See our latest analysis for AAON. At a share price of $95.24, AAON has seen a 16.89% 1 month share price return and a 20.27% year to date share price return. Its 1 year total shareholder return of 16.73% contrasts with much stronger 3 and 5 year total shareholder returns, suggesting...
NasdaqGS:STEP
NasdaqGS:STEPCapital Markets

Is StepStone Group (STEP) Using S-Core to Recast Its Real Estate Differentiation Strategy?

StepStone Real Estate has launched S-Core, a customizable Core/Core+ real estate platform structured initially as separate accounts and guided by its House Views, while appointing industry veteran Jennifer Jones as Partner to oversee the global rollout from San Francisco. By combining a tailored account structure with leadership experienced in managing tens of billions in real estate transactions, StepStone is expanding how institutional investors can access its Core/Core+ real estate...
NYSE:MRSH
NYSE:MRSHInsurance

Marsh Expands Specialty Insurance Offerings As Valuation Signals Possible Upside

Marsh launched a Digital Infrastructure Practice focused on AI driven data centers and related risks. The company expanded bespoke insurance solutions for commercial space clients and agreed to acquire maritime broker Robinson & Son. Marsh appointed Lisa Quest as UK CEO and its MMA unit introduced Secure Harbor for senior living insurance needs. For investors tracking Marsh & McLennan Companies (NYSE:MRSH), the new initiatives come with the share price at $189.75. The stock is up 6.5% over...
NasdaqGS:CME
NasdaqGS:CMECapital Markets

CME Group (CME) Net Margin Strengthens To 61.7% Reinforcing Bullish Profitability Narratives

CME Group (CME) closed FY 2025 with fourth quarter revenue of US$1,658.1 million and basic EPS of US$3.25, while trailing twelve month EPS sat at US$11.18 on revenue of US$6.5 billion, supported by a reported 15.5% earnings growth rate and a trailing net margin of 61.7% versus 56.9% a year earlier. Over the past few quarters, the company has seen quarterly revenue range from US$1,534.4 million to US$1,688.7 million and basic EPS move between US$2.49 and US$3.25, with trailing net income...
NYSE:STZ
NYSE:STZBeverage

Why Constellation Brands (STZ) Is Up 5.7% After Mapping Post-2028 Free Cash Flow Surge Potential - And What's Next

Constellation Brands has reported that its multi-year Mexican brewery expansion is entering the final stages, with about US$2.00 billion planned for fiscal 2026–2028 to add 7 million hectoliters of capacity. A key implication is that, once the Veracruz and other projects finish after 2028, sharply lower capital spending could unlock an extra US$750–950 million in annual free cash flow, reshaping how the company allocates capital over time. Next, we’ll examine how the anticipated post-2028...
NasdaqGS:FIVE
NasdaqGS:FIVESpecialty Retail

Five Below Redefines Price Point Under New Leadership And Execution Focus

Five Below (NasdaqGS:FIVE) is broadening its pricing model to feature more products above the traditional $5 level. The change comes as new CEO Winnie Park and an updated management team roll out a refreshed approach to running the business. Early indications suggest management is focused on better execution and a sharper focus on core customer groups. For you as an investor, the shift beyond the classic $5 price point marks a clear change in how Five Below positions its value offering. The...
NYSE:WU
NYSE:WUDiversified Financial

Is Western Union (WU) Pricing Reflect Its Earnings Power After Recent Share Price Moves

If you are wondering whether Western Union's share price reflects its true worth today, the starting point is to look closely at how the current market price lines up with several valuation checks. The stock last closed at US$9.88, with returns of 5.8% over the past week, 4.8% over the last month, 7.0% year to date, and a 0.5% decline over the last year. These figures may suggest shifting views on its potential and risk. Recent coverage has focused on Western Union's position in global money...