U.S. Online Retail and Ecommerce Stock News

NasdaqGS:MDLZ
NasdaqGS:MDLZFood

A Look At Mondelez International (MDLZ) Valuation After Q4 Beat And Cautious 2026 Growth Guidance

Mondelez International (MDLZ) has put investors in reassessment mode after reporting Q4 results that beat expectations while guiding for 2026 organic net revenue growth of flat to 2%, citing cocoa volatility and cost pressures. See our latest analysis for Mondelez International. The latest earnings update and 2026 guidance arrive after a solid 11.87% year to date share price return and an 8.95% 1 month share price gain. At the same time, the 1 year total shareholder return of 5.93% and...
NYSE:CFR
NYSE:CFRBanks

Cullen/Frost (CFR) Deepens Capital Returns and Texas Expansion: Credible Growth Story or Peak Cycle?

Cullen/Frost Bankers recently reported fourth-quarter and full-year 2025 results showing higher net interest income and net income year over year, alongside board approval of continued common and preferred dividends and a new US$300 million share repurchase program. The company also refreshed its board with the addition of experienced executives Marsha M. Shields and Jeff Rummel, while highlighting Texas-focused branch expansion, strong organic customer growth, and historically high levels...
NasdaqGS:HSIC
NasdaqGS:HSICHealthcare

Assessing Henry Schein’s Valuation As Recent Share Price Momentum Draws Fresh Investor Attention

Why Henry Schein Is Back on Investors’ Radar Henry Schein (HSIC) has drawn fresh attention after a stretch of mixed share performance, with modest gains over the past month and past 3 months prompting investors to reassess the stock’s current pricing. See our latest analysis for Henry Schein. At a share price of US$79.72, Henry Schein has recently seen stronger short term momentum, with a 1 day share price return of 3.53% and a 90 day share price return of 9.21%, while the 1 year total...
NYSE:FICO
NYSE:FICOSoftware

Assessing Fair Isaac (FICO) Valuation As Long Term Gains Contrast With Recent Share Price Volatility

Why Fair Isaac (FICO) Is On Investors’ Radar Today Fair Isaac (FICO) is drawing attention after recent share price moves, with the stock last closing at US$1,391 and showing weak returns over the past month and past 3 months. See our latest analysis for Fair Isaac. That recent 2.48% 1 day share price gain comes after a tougher stretch, with the 30 day share price return of 16.48% and year to date share price return of 15.35% both pointing to fading short term momentum. This is even as the 3...
NasdaqGS:LSTR
NasdaqGS:LSTRTransportation

Landstar System (LSTR) Is Up 8.5% After Weaker 2025 Earnings And New CHRO Appointment – Has The Bull Case Changed?

Landstar System, Inc. recently reported full-year 2025 results showing lower sales of US$4,743.76 million and a sharp drop in net income to US$115.01 million, alongside a maintained quarterly dividend of US$0.40 per share and ongoing share repurchases completed under its long-running buyback program. Amid this weaker profitability backdrop and freight recession pressures, Landstar also appointed veteran HR leader Terri Lewis as Chief Human Resources Officer to reinforce its people strategy,...
NasdaqGS:TMUS
NasdaqGS:TMUSWireless Telecom

Is T-Mobile US (TMUS) Pricing Look Attractive After Recent Share Price Weakness?

If you are wondering whether T-Mobile US at around US$197 per share is offering good value right now, or if the opportunity has passed you by, this article breaks down what the current price might imply. The stock is roughly flat over the last week at 0.1%, with a 1.6% decline over 30 days, a 1.1% decline year to date, but returns of 42.2% over 3 years and 65.2% over 5 years. Long term holders have therefore had a very different experience compared with those focused on the last year, which...
NasdaqGS:FCFS
NasdaqGS:FCFSConsumer Finance

Why FirstCash Holdings (FCFS) Is Up 6.7% After Record Quarterly Revenue And Higher EPS

FirstCash Holdings, Inc. recently reported its fourth-quarter and full-year 2025 results, highlighting record revenue of US$1.06 billion for the quarter and net income of US$104.17 million, alongside a Board-approved first-quarter 2026 cash dividend of US$0.42 per share payable on February 27, 2026. The company’s earnings per share from continuing operations rose to US$2.35 in the quarter and US$7.42 for 2025, while it continued to return capital to shareholders through dividends and share...
NasdaqGM:FRPT
NasdaqGM:FRPTFood

Freshpet (FRPT) Valuation Check As Recent Momentum Meets Mixed Long Term Returns

Recent performance context for Freshpet With no single headline event driving attention to Freshpet (FRPT) today, investors are instead focusing on its recent share performance and latest reported fundamentals to reassess where the stock currently stands. Freshpet closed at US$69.90, with a return of about 3.8% over the past day, roughly flat over the past week, and positive over the past month and past 3 months. Over longer stretches, the stock shows a 16.2% return year to date, a 52.5%...
NasdaqGS:CDW
NasdaqGS:CDWElectronic

Assessing CDW (CDW) Valuation After Q4 Earnings Beat And Margin Expansion

Why CDW (CDW) is back on investors' radar after Q4 CDW (CDW) is drawing fresh attention after reporting fourth quarter results that exceeded market expectations, supported by double digit growth in cloud, software, and professional services. Management also highlighted strong contributions from small business and education customers, higher gross margins, and CDW's role in supporting customer investments in AI and cloud, which together helped underpin a more confident outlook. See our latest...
NYSE:MUSA
NYSE:MUSASpecialty Retail

Has Murphy USA (MUSA) Recent Share Price Weakness Created A Fair Opportunity?

If you are wondering whether Murphy USA is starting to look attractively priced, or if recent weakness is a warning sign, this article will help you weigh what the current share price might really be offering. The stock last closed at US$377.89, with a 10.6% decline over the past week, 11.5% over the past month and 6.8% year to date. The 1 year return sits at a 21.0% decline, and the 3 and 5 year returns are 39.7% and 212.9% respectively. Recent attention around Murphy USA has largely...
NYSE:JKS
NYSE:JKSSemiconductor

Is JinkoSolar (JKS) Turning Cybersecurity Certification Into a Durable Edge in Critical Infrastructure?

JinkoSolar Holding’s North American unit, Jinko ESS, previously received IEC 62443-2-4 certification from exida, confirming its adherence to rigorous industrial cybersecurity and secure development lifecycle standards across people, processes, and products. This independent cybersecurity validation strengthens Jinko ESS’s appeal to utilities, data centers, regulators, and other high-risk infrastructure customers that prioritize certified industrial control system security. We will now look...
NYSE:EQT
NYSE:EQTOil and Gas

Is EQT (EQT) Still Attractively Priced After Strong Multi Year Share Price Gains

If you are trying to figure out whether EQT is attractively priced or getting ahead of itself, the current share price of US$56.79 makes valuation a key question. The stock has been relatively active, with a 1 week return of a 1.6% decline, a 30 day return of 11.2%, a year to date return of 6.2%, a 1 year return of 12.4% and a very large 5 year return that is around 2.4x. Recent coverage around EQT has focused on its role in the US energy sector and how natural gas focused businesses are...
NasdaqGS:BTSG
NasdaqGS:BTSGHealthcare

Is It Too Late To Consider BrightSpring Health Services (BTSG) After Its 79% One Year Rally?

If you are wondering whether BrightSpring Health Services is still attractively priced after its run, this article will walk through what the current numbers are actually saying about the stock. The share price recently closed at US$39.68, with returns of 1.0% over the last 7 days, 5.7% over the last 30 days, 3.3% year to date and 79.5% over the last year, which has raised questions about how much value might already be reflected. Recent coverage of BrightSpring has focused on its role as a...
NYSE:DNOW
NYSE:DNOWTrade Distributors

Assessing DNOW (DNOW) Valuation After Recent Share Momentum And Midstream Expansion Plans

Why DNOW (DNOW) is on investors’ radar today DNOW (DNOW) has caught investor attention after strong recent share performance, with the stock showing positive moves over the past week, month, past 3 months, and year to date. See our latest analysis for DNOW. Recent trading shows momentum building, with DNOW’s 30 day share price return of 23.51% and year to date share price return of 25.45%. Its 5 year total shareholder return of 62.25% reflects a longer term payoff for investors who stayed the...
NYSE:MDT
NYSE:MDTMedical Equipment

Medtronic (MDT) Valuation Check After Recent Share Price Momentum And Mixed Long Term Returns

Medtronic stock moves after recent performance data Medtronic (MDT) has drawn fresh attention after recent performance figures showed a 5.5% return over the past month and 11.1% over the past 3 months, alongside a trailing 1-year total return of 17.9%. See our latest analysis for Medtronic. At a share price of $102.90, Medtronic’s recent 30 day and 90 day share price returns suggest momentum has picked up compared to its more modest year to date move, while multiyear total shareholder returns...
NasdaqCM:PGY
NasdaqCM:PGYSoftware

Pagaya’s 59th ABS Deal Highlights Securitization Role And Valuation Gap

Pagaya Technologies (NasdaqCM:PGY) has launched its 59th publicly rated asset backed securitization. KBRA assigned preliminary ratings to eight classes of notes tied to this new transaction. The deal adds to Pagaya's record of issuing structured products in the asset backed securities market. Pagaya Technologies, trading at $18.64, continues to be active in the securitization arena with this latest ABS transaction. The stock has seen a 49.1% return over the past year and a 26.3% return over...
NYSE:CNC
NYSE:CNCHealthcare

Centene Refocuses On Core Insurance As Magellan Exit Hits Earnings

Centene has agreed to divest its remaining Magellan Health assets, recording a significant after tax impairment tied to the sale. The company, through its Health Net brand, is also advancing community health efforts, including initiatives that honor healthcare professionals and support youth empowerment. These moves highlight a clearer focus on core health insurance activities and on environmental, social, and governance priorities for NYSE:CNC. For investors tracking NYSE:CNC, these...
NYSE:GS
NYSE:GSCapital Markets

Does Goldman’s AI Push With Anthropic and New Debt Issuance Reshape the Bull Case for GS?

In early February 2026, Goldman Sachs announced a collaboration with Anthropic to build AI-powered agents for tasks such as trade accounting, client due diligence, and onboarding, alongside a series of new fixed-income offerings and fresh subordinated debt issuance to refine its capital structure. Together with higher bonus pools for bankers and traders after a strong operating year, these moves highlight how Goldman Sachs is pairing technology investment with capital-market activity to...
NYSE:FCPT
NYSE:FCPTSpecialized REITs

Does FCPT’s Latest Net Lease Buys Clarify Its Long‑Term Sale‑Leaseback Strategy or Complicate It?

In late January 2026, Four Corners Property Trust reported acquiring a GreatWater 360 Auto Care in Minnesota via a US$2,300,000 sale-leaseback and a newly built McAlister's Deli in Michigan for US$2,300,000 under a long-term net lease. These additions, both priced at capitalization rates consistent with prior deals, highlight FCPT’s continued focus on expanding its triple net and net lease portfolio in high-traffic retail corridors. We’ll now examine how FCPT’s continued use of long-term...
NYSE:EXR
NYSE:EXRSpecialized REITs

Bank of America Downgrade and Demand Concerns Might Change The Case For Investing In Extra Space Storage (EXR)

Earlier this week, Bank of America downgraded Extra Space Storage to Underperform, citing limited signs of a demand recovery despite steadier fundamentals. The bank highlighted management’s cautious outlook and the delayed impact of new-customer growth on same-store revenue, underscoring persistent industry headwinds. We’ll now examine how Bank of America’s demand concerns and management’s cautious outlook shape Extra Space Storage’s investment narrative. Find 52 companies with promising...
NYSE:KBH
NYSE:KBHConsumer Durables

Is It Time To Reassess KB Home (KBH) After Mixed Returns And Housing Market Headlines

If you are wondering whether KB Home's current share price reflects its true worth, you are not alone. Many investors are asking the same question as they reassess housing related stocks. KB Home closed at US$60.94, with returns of 5.9% over the last 7 days, a 1.1% decline over 30 days, 6.8% year to date, and a 2.3% decline over 1 year, 70.7% over 3 years, and 49.5% over 5 years. Together, these figures provide a mixed picture of recent and longer term performance. Recent news around KB Home...
NYSE:RGA
NYSE:RGAInsurance

Reinsurance Group Of America Reshapes Earnings Profile After Record Results

Reinsurance Group of America (NYSE:RGA) reported record full year and quarterly operating results. The company plans to exit the U.S. group healthcare business after completing a business review. RGA completed major capital deployment into in force transactions. The company also acquired industrial real estate in Portland and announced leadership changes. For investors watching NYSE:RGA, these moves come as the stock trades at $225.36, with returns of 11.2% over the past week and 11.9% over...
NYSE:UNP
NYSE:UNPTransportation

Union Pacific Weighs Record Fleet Upgrade Against Merger Uncertainty

Union Pacific (NYSE:UNP) has agreed a US$1.2b deal with Wabtec to modernize its AC4400 locomotive fleet, described as the largest locomotive modernization investment in rail industry history. The company is also facing heightened regulatory and political attention on its proposed merger with Norfolk Southern, raising questions about timing and conditions for any potential approval. Union Pacific runs one of the major freight rail networks in the United States, linking key industrial,...
NasdaqGS:CBSH
NasdaqGS:CBSHBanks

Did Commerce Bancshares' (CBSH) 5% Dividend Hike and 58-Year Streak Just Reframe Its Investment Narrative?

Commerce Bancshares, Inc. recently announced that its Board of Directors declared a quarterly dividend of US$0.275 per share, up 5% from the prior payout as adjusted for a 5% stock dividend in December 2025, payable on March 24, 2026 to shareholders of record on March 6, 2026. This latest increase marks the 58th consecutive year that Commerce Bancshares has raised its regular cash dividend per share, underscoring a long-standing commitment to returning cash to shareholders. We’ll now examine...