U.S. Online Retail and Ecommerce Stock News

NYSE:TRN
NYSE:TRNMachinery

Resilient Railcar Demand And Leasing Results Might Change The Case For Investing In Trinity Industries (TRN)

In its most recent quarterly update, Trinity Industries reported revenue growth and earnings per share that were in line with or slightly ahead of expectations, supported by stronger railcar deliveries and a resilient leasing portfolio. Management also described a cautious but constructive outlook, emphasizing steady railcar utilization and ongoing demand for specialized equipment despite broader macroeconomic uncertainties. Next, we will examine how this combination of stabilizing railcar...
NasdaqGS:ROKU
NasdaqGS:ROKUEntertainment

Assessing Roku (ROKU) Valuation As Legal Scrutiny Over TV Defects And Terms Of Service Intensifies

Roku (ROKU) is under fresh legal scrutiny as an investigation into alleged Roku TV screen defects and updated Terms of Service raises questions about product reliability, customer recourse, and potential legal exposure for the streaming platform. See our latest analysis for Roku. Roku shares have pulled back recently, with a 7 day share price return of a 10.23% decline and a 30 day share price return of a 13.65% decline, even though the 1 year total shareholder return is 17.12%. This suggests...
NasdaqGS:SANM
NasdaqGS:SANMElectronic

Sanmina (SANM) Is Up 8.0% After Mixed Q1 Results And AI Infrastructure Push - What's Changed

Sanmina Corporation recently reported its first-quarter 2026 results, with sales rising to US$3.19 billion while net income and earnings per share from continuing operations decreased compared with the prior year, and issued second-quarter revenue guidance of US$3.10 billion to US$3.40 billion. The company also completed a US$140.20 million share repurchase program and highlighted growing demand for high-performance network and AI infrastructure solutions, positioning its ZT Systems...
NasdaqGS:REGN
NasdaqGS:REGNBiotechs

A Look At Regeneron Pharmaceuticals (REGN) Valuation After Q4 2025 Beat And New EYLEA HD Data

Regeneron Pharmaceuticals (REGN) has just paired a Q4 2025 earnings beat with fresh momentum in its eye franchise, as new EYLEA HD data head to the Angiogenesis meeting and recent approvals broaden treatment options. See our latest analysis for Regeneron Pharmaceuticals. Those Q4 beats and fresh EYLEA HD data come after a 17.85% 90 day share price return and a 9.52% one year total shareholder return, hinting that momentum has picked up recently despite softer near term moves. If Regeneron’s...
NYSE:CIEN
NYSE:CIENCommunications

Assessing Ciena (CIEN) Valuation After New Cross Border And Subsea Network Wins

Ciena’s new network wins put its optical tech in the spotlight Ciena (CIEN) is back on investors’ radar after Telekom Srbija Group and Trans Pacific Networks selected its coherent optical gear for major cross border and subsea connectivity projects. See our latest analysis for Ciena. The Telekom Srbija and Trans Pacific Networks wins arrive alongside strong recent share price momentum, with a 90 day share price return of 41.22% and a 1 year total shareholder return above 200%, pointing to...
NYSE:RAMP
NYSE:RAMPSoftware

Can LiveRamp (RAMP) Turn AI Standards Leadership And New Million-Dollar Clients Into Durable Advantage?

Data collaboration platform LiveRamp announced it will report quarterly earnings this Thursday after market hours, following a prior quarter in which it edged past revenue expectations, exceeded EBITDA estimates, and added five enterprise customers each paying more than US$1,000,000 annually. At the same time, CEO Scott Howe’s recent Interactive Advertising Bureau Lifetime Commitment Award underscores LiveRamp’s role in shaping AI-related standards for data-driven marketing through...
NYSE:BLSH
NYSE:BLSHCapital Markets

Evaluating Bullish (BLSH) Valuation After A Sharp Recent Share Price Slide

Bullish (BLSH) operates a digital assets exchange and data business, yet its stock has come under pressure recently, with negative returns over the past week, month, past 3 months, and year to date. See our latest analysis for Bullish. That recent weakness is not just a bad week. Bullish’s share price return is down 20.6% over 7 days and 42.8% over 3 months, with the 30 day and year to date share price returns also pointing to fading momentum. If you are weighing up what to do next in crypto...
NasdaqGM:GCT
NasdaqGM:GCTRetail Distributors

Is GigaCloud Technology (GCT) Still Attractively Priced After 103% One-Year Surge?

If you are wondering whether GigaCloud Technology is still priced attractively after its strong run, this article walks through what the numbers are actually saying about value. The stock last closed at US$42.04, with returns of 9.9% over the past week, 8.5% over the last month, 8.5% year to date, and 102.9% over the past year, plus a very large return over three years that is around 7x. Recent coverage has focused on GigaCloud Technology's role in cross border business to business e...
NYSE:AWI
NYSE:AWIBuilding

The Bull Case For Armstrong World Industries (AWI) Could Change Following Coordinated C-Suite Governance Shake-Up

Armstrong World Industries announced that it finalized a mutual separation agreement with Senior Vice President and General Counsel Austin K. So, effective April 1, 2026, as part of a wider board and management transition that also includes a new Executive Chair and a new President and Chief Executive Officer. This coordinated leadership reshuffle concentrates governance, legal, government relations, and sustainability changes into a single transition window, potentially reshaping how the...
NasdaqCM:RCAT
NasdaqCM:RCATAerospace & Defense

Is Red Cat (RCAT) Quietly Building a Strategic Asia-Pacific Defense Beachhead With Black Widow Drones?

Red Cat Holdings announced that in December 2025 an Asia-Pacific ally selected its Black Widow small unmanned aerial system in a competitive tender, with deliveries scheduled across 2026, marking the second recent Asia-Pacific military customer for the platform. This repeat adoption by allied forces highlights how Red Cat’s interoperable, autonomous drone technology is becoming increasingly embedded in regional defense capabilities amid shifting geopolitical priorities. We’ll now examine how...
NYSE:RRC
NYSE:RRCOil and Gas

Is It Time To Reconsider Range Resources (RRC) After A 3% One Year Share Price Decline

If you are wondering whether Range Resources at around US$36.16 is offering good value or asking too much, you are not alone. The stock has returned 1.1% over the last 7 days and 2.4% over the past month, while the 1 year return sits at a 3.3% decline and the 3 year return is 56.3%. Recent coverage has focused on Range Resources as an established US energy player, with investors paying close attention to how its share price compares with peers and sector sentiment. Commentary has also...
NYSE:HPQ
NYSE:HPQTech

HP CEO Shakeup Puts Focus On Turnaround, Valuation And AI PC Push

HP (NYSE:HPQ) announced that CEO Enrique Lores has resigned to join another company. The board appointed Bruce Broussard as Interim CEO, effective immediately. HP's board has launched a search process to identify a permanent CEO successor. HP shares most recently traded at $19.0, with the stock showing a 14.1% decline over the past month and a 38.0% decline over the past year. For a company of HP's size and visibility, a sudden leadership change on top of that kind of share price pressure...
NYSE:IVZ
NYSE:IVZCapital Markets

Is It Too Late To Consider Invesco (IVZ) After Its 50% One Year Rally?

If you are wondering whether Invesco’s recent share price puts it at a bargain or a stretch, you are in the right place because this article is focused squarely on what you might be paying for each dollar of value. Invesco’s share price recently closed at US$26.53, with returns of 50.6% over the last year and 56.0% over three years. This sits alongside a 1.5% decline year to date and a 2.3% decline over the last week. Recent coverage around Invesco has centered on its position as a major...
NasdaqGM:NVTS
NasdaqGM:NVTSSemiconductor

Assessing Navitas Semiconductor (NVTS) Valuation After Pivot Toward AI Data Centers And Industrial Electrification

Recent moves by Navitas Semiconductor (NVTS) to pivot away from lower-margin mobile and consumer products toward data center infrastructure and industrial electrification have put its repositioning in focus for investors watching the AI hardware supply chain. See our latest analysis for Navitas Semiconductor. The recent pivot toward data center infrastructure and industrial electrification has been playing out against volatile trading, with a 1-day share price return of 4.99% to US$9.05, a...
NYSE:MTB
NYSE:MTBBanks

Did Expanding Jeff Carpenter’s Role in Massachusetts Just Shift M&T Bank's (MTB) Investment Narrative?

M&T Bank Corporation recently appointed Jeff Carpenter as its new Regional President of Massachusetts, expanding his responsibilities beyond his current role as Executive Vice President and Head of Specialty and Corporate Banking to oversee retail, business, commercial, wealth, government banking and charitable teams across the region. With more than two decades of regional banking experience and deep community ties in Boston, Carpenter’s appointment highlights M&T Bank’s focus on locally...
NYSE:BKU
NYSE:BKUBanks

Assessing BankUnited (BKU) Valuation After Strong 2025 Earnings And Share Buyback Completion

BankUnited (BKU) just reported fourth quarter and full year 2025 results, and also completed a share repurchase tranche, giving investors fresh numbers on profitability, interest income and capital allocation decisions. See our latest analysis for BankUnited. The earnings release and completion of the recent US$50 million buyback tranche have arrived alongside a strong run in BankUnited’s shares, with a 24.68% 90 day share price return and a 28.46% 1 year total shareholder return suggesting...
NYSE:PH
NYSE:PHMachinery

How Investors May Respond To Parker-Hannifin (PH) Upgraded Outlook And $6.4 Billion Buyback

Parker-Hannifin recently reported past second-quarter fiscal 2026 results showing higher sales and modestly higher six-month earnings, while also raising full-year guidance for sales growth, margins and both reported and adjusted EPS. Alongside these results, the company completed a very large share repurchase program totaling 30,913,829 shares for about US$6.43 billion and affirmed a regular US$1.80 quarterly dividend, underscoring continued capital returns to shareholders. With this...
NYSE:BE
NYSE:BEElectrical

Bloom Energy Mega-Deals Put AI Data Center Power Thesis To Work

Bloom Energy (NYSE:BE) signed a US$2.65b agreement with American Electric Power for solid oxide fuel cells, supported by a 20-year offtake contract. The company also entered a US$5b partnership with Brookfield Asset Management to provide power solutions for AI focused data center infrastructure. These agreements expand Bloom Energy's role in utility scale and AI related energy infrastructure. Bloom Energy sells solid oxide fuel cell systems that aim to provide reliable, lower carbon on site...
NasdaqGS:CARG
NasdaqGS:CARGInteractive Media and Services

Assessing CarGurus (CARG) After Recent Share Price Weakness And Cash Flow Strength

If you are wondering whether CarGurus at around US$29.48 is offering good value right now, you are not alone, especially given how mixed the share price record looks. The stock has seen a 13.1% decline over the last 7 days, a 21.7% decline over the last 30 days and year to date, and a 24.5% decline over the last year, set against a 66.6% return over 3 years and a 16.9% decline over 5 years. Recent attention on CarGurus has focused on how the business is positioned within online auto...
NasdaqGS:CACC
NasdaqGS:CACCConsumer Finance

Assessing Credit Acceptance (CACC) Valuation After Mixed Q4 Results, Leadership Changes And A Major Shareholder Exit

Credit Acceptance (CACC) has drawn fresh attention after fourth quarter results showed revenue of US$579.9 million, alongside lower net income and earnings per share, paired with leadership changes and a large shareholder exit. See our latest analysis for Credit Acceptance. That mix of higher revenue, lower earnings, leadership changes and completed share repurchases has coincided with a 7 day share price return of 13.31% and a 30 day share price return of 9.26%. However, the 1 year total...
OTCPK:FNMA
OTCPK:FNMADiversified Financial

How Investors Are Reacting To Federal National Mortgage Association (FNMA) Major Credit Risk Transfer Deal

In recent days, KBRA assigned preliminary ratings to 58 classes from Connecticut Avenue Securities Trust 2026-R01, a credit risk sharing transaction backed by 52,876 residential mortgage loans with an outstanding principal balance of about US$18.80 billions tied to Fannie Mae reference pools. This transaction, set against ongoing federal housing policy efforts that have struggled to advance, highlights how credit risk transfers remain central to Fannie Mae’s role in the mortgage market...
NYSE:GLP
NYSE:GLPOil and Gas

Does Global Partners' (GLP) Modest Distribution Hike Clarify Its Capital Allocation Priorities?

Global Partners LP previously announced that the Board of Directors of its general partner declared a higher quarterly cash distribution of US$0.7600 per unit (US$3.04 annualized) for the period from October 1 to December 31, 2025, payable on February 13, 2026 to unitholders of record as of February 9, 2026. This increase, although modest at 0.7%, highlights the partnership’s emphasis on cash returns to unitholders even as questions persist around leverage and payout sustainability. We’ll...
NasdaqGS:EXPE
NasdaqGS:EXPEHospitality

Expedia Ties Exclusive Affirm BNPL To Ken Campaign For Traveler Loyalty

Expedia Group (NasdaqGS:EXPE) has expanded its partnership with Affirm, naming Affirm the exclusive Buy Now, Pay Later provider for US travelers across major Expedia brands. The companies plan to roll out the expanded offering to travelers in Canada after the US launch. Expedia is also launching a Super Bowl advertising campaign featuring Mattel's Ken as its new Brand Ambassador, kicking off a year-long marketing push with a new brand platform. For you as an investor looking at Expedia...
NasdaqGM:KYMR
NasdaqGM:KYMRBiotechs

Kymera Therapeutics (KYMR) Is Up 7.0% After Advancing Dual Phase 2b Trials for KT-621

Kymera Therapeutics recently began dosing patients in its BREADTH Phase 2b trial of KT-621, an oral STAT6 degrader for moderate to severe eosinophilic asthma, while continuing a parallel Phase 2b study in atopic dermatitis. The paired trials are designed to speed KT-621’s development across multiple Type 2 inflammatory diseases, potentially informing dose selection for future Phase 3 programs. We’ll now examine how the dual Phase 2b program for KT-621 could influence Kymera’s investment...