U.S. Online Retail and Ecommerce Stock News

NasdaqGS:MANH
NasdaqGS:MANHSoftware

Should Manhattan Associates’ 2026 Revenue and Margin Guidance Prompt Action From MANH Investors?

Manhattan Associates recently reported its fourth-quarter and full-year 2025 results, with revenue of US$270.39 million for the quarter and US$1.08 billion for the year, alongside net income of US$51.95 million for the quarter and US$219.95 million for the year. At the same time, the company issued 2026 guidance calling for total revenue of US$1.13 billion to US$1.15 billion and a GAAP operating margin of 24.1% to 24.7%, while continuing to return capital through share repurchases. We will...
NasdaqGS:STEP
NasdaqGS:STEPCapital Markets

StepStone Group (STEP) Valuation After Earnings Beat And Expanding Private Wealth And Fundraising Momentum

StepStone Group (STEP) is back in focus after quarterly results came in ahead of market expectations, supported by strong fee related earnings, record Private Wealth subscriptions, and growing partnerships and product expansion. See our latest analysis for StepStone Group. The latest earnings surprise appears to have checked a recent pullback, with the 1 day share price return of 5.5% partly offsetting a 30 day share price return decline of 13.4%, while a 3 year total shareholder return of...
NYSE:BOOT
NYSE:BOOTSpecialty Retail

Boot Barn (BOOT) Is Up 10.9% After Raising FY26 Guidance and Accelerating Store Expansion Plans

Boot Barn Holdings, Inc. reported past third-quarter fiscal 2026 results with sales of US$705.64 million and net income of US$85.81 million, and updated full-year guidance that includes anticipated total sales of about US$2.24–2.25 billion and net income of roughly US$222.8–225.8 million. Alongside planning to open 70 new stores and completing a US$37.44 million share repurchase program, management is emphasizing same-store sales growth and margin improvement across both retail and...
NYSE:GBCI
NYSE:GBCIBanks

Glacier Bancorp (GBCI) Valuation Check After Recent Share Price Strength

Glacier Bancorp at a glance Glacier Bancorp (GBCI) has recently drawn investor attention after a positive daily move, with the share price closing at $53.19. This price action has prompted a closer look at its recent return profile and fundamentals. See our latest analysis for Glacier Bancorp. Beyond today’s move, Glacier Bancorp’s 30-day share price return of 12.71% and 90-day share price return of 25.01%, alongside a 1-year total shareholder return of 8.95%, suggest momentum has been...
NYSE:ZWS
NYSE:ZWSBuilding

Assessing Zurn Elkay Water Solutions (ZWS) Valuation After Strong Recent Share Price Momentum

Recent performance snapshot Zurn Elkay Water Solutions (ZWS) has drawn attention after recent share price moves, with the stock closing at $52.78 and showing double digit total returns over the past year and the past 3 months. See our latest analysis for Zurn Elkay Water Solutions. The recent 3.3% 1 day share price return and 14.7% 30 day share price return suggest momentum has picked up again, while the 39.5% 1 year total shareholder return and 134.0% 3 year total shareholder return point to...
NYSE:BRK.A
NYSE:BRK.ADiversified Financial

Berkshire Hathaway Valuation Check As Buffett Exit And Record Cash Hoard Shape The Next Chapter

Warren Buffett’s exit as CEO at the end of 2025 has pushed Berkshire Hathaway (BRK.A) into a new chapter, with investors weighing new leadership decisions and considering the role of the company’s large cash reserves. See our latest analysis for Berkshire Hathaway. The share price has climbed over the past week, with a 7 day share price return of 5.55% and a year to date share price return of 2.48%. The 5 year total shareholder return of 108.92% points to strong long term compounding despite...
NYSE:BAP
NYSE:BAPBanks

Assessing Credicorp (NYSE:BAP) Valuation After Strong Recent Share Price Momentum

Credicorp stock: why recent performance is catching investor attention Credicorp (NYSE:BAP) has been moving on investor radar after a period of mixed short term performance, including a 1 day decline of about 0.9% but a stronger move over the past month and past 3 months. See our latest analysis for Credicorp. At a share price of US$353.30, Credicorp has seen short term share price pressure, including a 7 day share price return of a 4% decline. Its 30 day and 90 day share price returns of...
NasdaqGS:SEIC
NasdaqGS:SEICCapital Markets

Stronger Earnings and Completed Buyback Could Be A Game Changer For SEI Investments (SEIC)

SEI Investments Company recently reported its fourth-quarter and full-year 2025 results, with quarterly revenue of US$607.93 million and net income of US$172.5 million, and full-year revenue of US$2.30 billion and net income of US$715.31 million, all higher than the prior year. The company also continued returning cash to shareholders, repurchasing 1,200,000 shares for US$101 million in the quarter and completing a very large multi-year buyback program initiated in 2005. With these stronger...
NYSE:CPRI
NYSE:CPRILuxury

Capri Holdings (CPRI) Is Down 10.6% After Return To Profitability And New 2026 Guidance Has The Bull Case Changed?

In early February 2026, Capri Holdings Limited reported third-quarter 2025 results showing sales of US$1,025 million and net income of US$116 million, reversing a net loss a year earlier, while also updating investors that no shares were repurchased under the previously announced buyback program. The company complemented these results by issuing full-year 2026 guidance, projecting total revenue of about US$3.45 billion to US$3.48 billion and diluted earnings of roughly US$1.30 to US$1.40 per...
NasdaqGS:LSCC
NasdaqGS:LSCCSemiconductor

Lattice Semiconductor (LSCC) Valuation Check After Post Quantum FPGA Launch And Positive Analyst Reactions

Why post quantum security and earnings timing matter for Lattice Semiconductor Lattice Semiconductor (LSCC) is back on traders’ radar after its secure control FPGA launch in post quantum cryptography drew positive analyst attention, just as the company heads into an earnings report this Tuesday afternoon. See our latest analysis for Lattice Semiconductor. The recent post quantum product news comes on top of a strong run, with Lattice Semiconductor’s share price returning 28.85% over 90 days...
NasdaqGS:UCTT
NasdaqGS:UCTTSemiconductor

Will Ultra Clean’s New COO Hire Reframe Operational Strategy and Supply-Chain Resilience for UCTT Investors?

Ultra Clean Holdings, Inc. recently announced that former executive Harjinder Bajwa has left the company and that industry veteran Robert Wunar, who has more than 30 years of semiconductor capital equipment operations and supply chain experience, will become Chief Operating Officer effective March 23, 2026. Coming from a senior operations role at Applied Materials, Wunar’s background in global manufacturing, supply resilience, and cost optimization could meaningfully influence how Ultra...
NYSE:GGG
NYSE:GGGMachinery

Graco (GGG) Is Up 6.2% After 2025 Earnings Beat And Cautious 2026 Sales Guidance Has The Bull Case Changed?

In late January 2026, Graco Inc. reported past fourth-quarter 2025 sales of US$593.16 million and net income of US$132.49 million, along with full-year 2025 sales of US$2.24 billion and net income of US$521.84 million, and issued 2026 guidance for low single-digit organic sales growth and mid-single-digit growth including acquisitions. The combination of higher quarterly and annual earnings per share and management’s new 2026 sales outlook gave investors fresh insight into Graco’s operating...
NasdaqGS:MCRI
NasdaqGS:MCRIHospitality

Why Monarch Casino & Resort (MCRI) Is Up 8.0% After Record 2025 Results And Capital Returns

Monarch Casino & Resort recently reported past fourth-quarter and full-year 2025 results, with revenue rising to US$140.00 million for the quarter and US$545.13 million for the year, alongside net income of US$22.94 million and US$101.39 million respectively, and declared a US$0.30 per-share cash dividend payable in March 2026. The company also completed a long-running share repurchase program, buying back 1,847,239 shares in total for US$143.17 million, highlighting a balance of record...
NYSE:ADT
NYSE:ADTConsumer Services

Is ADT’s Wave of S&P Index Additions Altering The Investment Case For ADT (ADT)?

In early February 2026, ADT Inc. was added to multiple S&P indices, including the S&P 600, S&P 1000, and S&P Composite 1500, following its prior presentation at Perform 2026 by VP of Product Engineering Ryan Gow on January 28, 2026. This wave of index inclusions can meaningfully raise ADT’s visibility with institutional investors, as index-tracking funds typically adjust portfolios to reflect new constituents. We’ll explore how ADT’s broadened index inclusion reshapes its investment...
NYSE:OUT
NYSE:OUTSpecialized REITs

A Look At OUTFRONT Media (OUT) Valuation After Expanded Formula E And Major Sports Collaborations

OUTFRONT Media (OUT) is back on investors’ radar after being named the Official OOH Advertising Partner of the 2026 ABB FIA Formula E Miami E-Prix and Associate Partner of Change. Accelerated. See our latest analysis for OUTFRONT Media. The Formula E partnership comes as OUTFRONT Media’s share price sits at $26.89, with a 90-day share price return of 33.32% and a 1-year total shareholder return of 53.01%. This indicates that momentum has been building over both shorter and longer periods. If...
NasdaqGS:LQDT
NasdaqGS:LQDTCommercial Services

Does Margin-Focused Q1 Results And Guidance Reshape The Bull Case For Liquidity Services (LQDT)?

Liquidity Services, Inc. reported past first-quarter 2026 results with revenue of US$121.22 million and net income of US$7.49 million, alongside guidance for second-quarter GAAP net income of US$6.5 million to US$9.5 million and GAAP diluted EPS of US$0.20 to US$0.29. Management highlighted broad marketplace expansion, including GovDeals GMV growth and record new agency clients, alongside profitability gains supported by its technology-enabled, multichannel platform. With these earnings and...
NYSE:CNM
NYSE:CNMTrade Distributors

Core & Main (CNM) Is Up 8.1% After EPS Seen Rising Despite Revenue Dip Has The Bull Case Changed?

In recent sessions, Core & Main drew attention as analysts projected higher year-over-year earnings per share for its upcoming report, even while revenue is expected to fall compared with the prior period. An interesting angle for investors is how the company’s multi-year revenue expansion, EPS uplift from share repurchases, and growing free cash flow margin together support a stronger financial profile. Next, we will explore how the combination of anticipated EPS growth and expanding free...
NasdaqGS:INTA
NasdaqGS:INTASoftware

Is Intapp’s (INTA) Bigger Buyback and New Guidance Reframing Its Capital Markets Ambitions?

In early February 2026, Intapp reported second-quarter 2026 results with revenue of US$140.21 million and a reduced net loss of US$5.93 million, while also issuing new revenue guidance and authorizing a fresh €200 million share repurchase program after completing a prior US$150 million buyback. Together with a new partnership that integrates Decimal Point Analytics’ data capabilities into Intapp’s DealCloud platform, these moves highlight management’s focus on both enhancing its capital...
NasdaqGS:PTON
NasdaqGS:PTONLeisure

Peloton (PTON) Is Down 17.3% After Weaker Outlook And CFO Exit Is The Turnaround Intact?

In early February 2026, Peloton Interactive reported that quarterly and six‑month revenues slipped year over year while net losses and basic loss per share narrowed, and the company issued guidance calling for further revenue declines alongside the upcoming departure of Chief Financial Officer Liz Coddington. Despite softer sales and subscription pressures, Peloton highlighted materially improved adjusted EBITDA and reduced net debt, underscoring a push toward a leaner, more financially...
NYSE:CWAN
NYSE:CWANSoftware

A Look At Clearwater Analytics (CWAN) Valuation After TreasurySpring Cash Management Integration

Clearwater Analytics Holdings (CWAN) is back in focus after announcing an integration with TreasurySpring that connects its platform to more than 1,000 fixed term cash products, targeting institutional surplus cash management. See our latest analysis for Clearwater Analytics Holdings. The recent TreasurySpring integration and European client wins come against a mixed share price backdrop, with the latest close at $23.85, a strong 90 day share price return of 42.90% but a weaker 1 year total...
NYSE:DVA
NYSE:DVAHealthcare

A Look At DaVita (DVA) Valuation After 2025 Earnings And Share Buybacks

Why DaVita’s latest earnings and buybacks matter for shareholders DaVita (DVA) just posted fourth quarter and full year 2025 results, pairing higher revenue with lower net income and outlining substantial share repurchases, providing fresh data on both business performance and capital returns. See our latest analysis for DaVita. DaVita’s latest earnings update and disclosure of large buybacks arrived after a sharp 7 day share price return of 28.80% and a 30 day share price return of 26.36%...
NasdaqGS:CZR
NasdaqGS:CZRHospitality

Does Caesars’ US$200 Million Lake Tahoe Revamp Tilt CZR Toward Higher-Margin Experiential Demand?

Caesars Entertainment recently announced Phase Two of its US$200 million transformation of Caesars Republic Lake Tahoe, adding upgraded pool facilities, expanded meetings and convention space, and a new Tessie's Cocktails & Chords bar and lounge in partnership with Clique Hospitality, with key elements opening from summer 2026. By layering experiential venues like Tessie's and High Dive Pool and Lounge onto expanded event capacity, Caesars is leaning into higher-margin group, entertainment,...
NasdaqGS:MIDD
NasdaqGS:MIDDMachinery

A Look At Middleby (MIDD) Valuation After Recent Share Price Rebound

Why Middleby is on investors’ radar today Middleby (MIDD) has been drawing fresh attention after a period of mixed share performance, with a small gain over the past month contrasted by a negative 1 year total return. That backdrop, alongside reported annual revenue of US$3,880.5m and a net income loss of US$202.4m, is prompting investors to reassess how the commercial and residential kitchen equipment business is currently priced. See our latest analysis for Middleby. Middleby’s recent share...
NYSE:RHI
NYSE:RHIProfessional Services

Why Robert Half (RHI) Is Down 9.3% After Profit Squeeze in Q4 2025 Earnings Results

Robert Half Inc. has reported fourth-quarter 2025 results, with net income falling to US$31.76 million from US$54.29 million a year earlier, and diluted earnings per share from continuing operations easing to US$0.32 from US$0.53. The sharp year-over-year reduction in both net income and earnings per share highlights how recent operating conditions have pressured Robert Half’s profitability. Next, we’ll explore what this earnings compression means for Robert Half’s investment narrative and...