U.S. Online Retail and Ecommerce Stock News

NasdaqGS:ADBE
NasdaqGS:ADBESoftware

Adobe And Cognizant AI Partnership Puts Focus On Enterprise Value Upside

Adobe and Cognizant expanded their collaboration to help large enterprises use generative AI for content creation and customer experiences. The partnership focuses on regulated industries, aiming to deliver scalable, personalized and compliant content using Adobe's AI platforms and Cognizant's AI expertise. The companies plan to help clients operationalize AI driven content, streamline workflows, reinforce brand governance and pursue stronger ROI from content investments. Adobe, listed as...
NYSE:CTRI
NYSE:CTRIConstruction

Why Centuri Holdings (CTRI) Is Up 13.1% After Securing US$300 Million In New Utility Awards

Earlier this week, Centuri Holdings, Inc. announced it had secured more than US$300.00 million in commercial awards, lifting year-to-date bookings above US$1.00 billion and extending its utility infrastructure work across North America. The emphasis on safety-driven gas pipe replacement, modernization projects, and a high proportion of new work versus renewals underscores how embedded Centuri is in long-term utility capital programs. With over US$300.00 million of fresh awards pushing...
NYSE:AWI
NYSE:AWIBuilding

Does Armstrong World Industries' (AWI) Leadership Overhaul Signal a New Strategic Direction for Growth Priorities?

On January 27, 2026, Armstrong World Industries and Senior Vice President and General Counsel Austin K. So finalized a mutual separation agreement, effective April 1, 2026, as part of a broader board and management transition that also includes appointing a new Executive Chair and a new President and CEO. This concentrated leadership change touches legal, government relations and sustainability oversight at the same time as board and chief executive roles are refreshed, potentially reshaping...
NasdaqGS:WEN
NasdaqGS:WENHospitality

What Wendy's (WEN)'s New Limited-Time Protein Menu Says About Its Turnaround Strategy

Earlier in February, The Wendy's Company expanded its protein lineup with two limited-time items, the Cheesy Bacon Cheeseburger and Chicken Tenders Ranch Wrap, featuring fresh beef, Applewood-smoked bacon, crispy chicken tenders and cheddar cheese sauce. These launches arrive as Wendy's prepares to report weak U.S. traffic and faces margin pressure during its "Project Fresh" turnaround, making menu innovation a key test of its repositioning efforts. Next, we'll examine how launching...
NYSE:WPC
NYSE:WPCREITs

W. P. Carey (WPC) FFO Strength Reinforces Bullish Net Lease Narratives

W. P. Carey FY 2025 Results: Headline Numbers and Context W. P. Carey (WPC) has wrapped up FY 2025 with fourth quarter total revenue of US$444.5 million and basic EPS of US$0.67, alongside funds from operations of US$288.1 million. This gives investors a snapshot of cash generation from its real estate portfolio. Over recent periods, the company’s total revenue has moved from US$404.1 million in Q4 2024 to US$444.5 million in Q4 2025. Trailing twelve month EPS is US$2.11 on revenue of about...
NYSE:HLT
NYSE:HLTHospitality

Hilton (HLT) Margin Expansion Reinforces Bullish Narratives Despite Softer Revenue Outlook

Hilton Worldwide Holdings (HLT) has put up another busy stretch of results, with Q3 FY 2025 revenue of US$1,283 million and EPS of US$1.79, backed by trailing 12 month revenue of US$4.9 billion and EPS of US$6.97 alongside a 41.5% earnings growth figure over the past year. The company has seen revenue move from US$1,196 million in Q4 2024 to US$1,326 million in Q2 2025, while quarterly EPS ranged from US$1.25 in Q1 2025 to US$2.08 in Q4 2024, giving investors a clear view of how the earnings...
NYSE:MO
NYSE:MOTobacco

How Investors Are Reacting To Altria (MO) Earnings Decline Amid Buybacks, Dividends And CEO Transition

In January 2026, Altria Group reported fourth-quarter and full-year 2025 results showing lower sales and net income, a US$285 million goodwill impairment, completion of a US$1.00 billion share repurchase program, and the election of incoming CEO Salvatore Mancuso to an expanded 12-member board. Despite the profit pressure, Altria continued to prioritize shareholder returns through dividend growth and buybacks, even as it prepares for a leadership transition later in 2026. We’ll now examine...
NYSE:ARI
NYSE:ARIMortgage REITs

Apollo Commercial Real Estate Finance (ARI) Valuation After Fourth Quarter Earnings Miss

Apollo Commercial Real Estate Finance (ARI) released fourth quarter and full year 2025 results that fell short of analyst earnings and revenue expectations, with quarterly net income and earnings per share lower than a year earlier. See our latest analysis for Apollo Commercial Real Estate Finance. The share price reaction has been fairly muted around the earnings release, with a 1-day share price return of a 0.28% decline. However, a 30-day share price return of 7.01% and a 1-year total...
NYSE:GXO
NYSE:GXOLogistics

GXO Logistics (GXO) Net Margin Squeeze Tests Bullish Earnings Growth Narratives

GXO Logistics FY 2025 Earnings Snapshot GXO Logistics (GXO) has just wrapped up FY 2025 with Q4 revenue of US$3.5 billion and basic EPS of US$0.38, while trailing 12 month figures show revenue of US$13.2 billion and EPS of US$0.28 as the latest read on full year performance. Over the past six quarters, the company has seen quarterly revenue move from US$3.2 billion in Q4 2024 to US$3.5 billion in Q4 2025, with EPS ranging from a loss of US$0.81 in Q1 2025 to a high of US$0.84 in Q4 2024,...
NasdaqGS:CLBT
NasdaqGS:CLBTSoftware

Cellebrite (CLBT) Profitability Run Tests Bull Narratives As High P/E Stays In Focus

Cellebrite DI (CLBT) has put up another solid set of numbers for FY 2025, with its latest reported quarter showing revenue of US$126.0 million and EPS of US$0.08, backed by net income of US$20.2 million. The company has seen revenue move from US$95.7 million in FY 2024 Q2 to US$113.3 million in FY 2025 Q2 and then to US$126.0 million in FY 2025 Q3. Quarterly EPS has shifted from a loss of US$0.12 in FY 2024 Q2 to positive readings of US$0.08 across recent periods, setting up a cleaner, more...
NYSE:RS
NYSE:RSMetals and Mining

Reliance Steel’s Distribution Strength Supports Russell 1000 Role And Valuation Story

Reliance (NYSE:RS) is seeing continued distribution momentum that is supporting its position within the Russell 1000 index. This ongoing strength in its industrial distribution business is reflected in its current share price of $360.37. For investors tracking NYSE:RS, the company’s presence in the Russell 1000 sits alongside a share price of $360.37 and multi period returns that some will find meaningful. The stock is up 3.9% over the past week and 16.2% over the past month, with a 21.8%...
NYSE:VPG
NYSE:VPGElectronic

Vishay Precision Group (VPG) EPS Rebound Tests Bullish Margin Expansion Narrative

Vishay Precision Group (VPG) has just posted its FY 2025 third quarter results with revenue of US$79.7 million and EPS of US$0.59, putting fresh numbers on the table for investors watching its earnings trajectory. The company has seen revenue move from US$75.7 million in Q3 2024 to US$79.7 million in Q3 2025, while EPS has shifted from a loss of US$0.10 per share to EPS of US$0.59 over the same period. This sets up an earnings season where the key question is how durable these margins look...
NasdaqCM:RDCM
NasdaqCM:RDCMSoftware

Radcom (RDCM) Net Margin Improvement Challenges Cautious Earnings Slowdown Narrative

RADCOM (RDCM) has put up another solid set of numbers for FY 2025 so far, with Q3 revenue at US$18.4 million and basic EPS of US$0.21, backed by trailing 12 month EPS of US$0.66 on revenue of US$68.9 million. The company has seen quarterly revenue move from US$14.8 million in Q2 2024 to US$18.4 million in Q3 2025, while basic EPS has shifted from US$0.11 to US$0.21 over the same span, alongside trailing 12 month net income of US$10.6 million. With a 15.4% net margin over the last year and...
NasdaqGM:RPD
NasdaqGM:RPDSoftware

Rapid7 (RPD) Margins Stuck Near 3% Challenge Bullish Earnings Leverage Narrative

How Rapid7's FY 2025 Numbers Set the Stage for the Next Chapter Rapid7 (RPD) has wrapped up FY 2025 with fourth quarter revenue of US$217.4 million and basic EPS of US$0.05, alongside net income of US$3.1 million, putting fresh numbers on the table for investors watching its shift in profitability. Over the past six quarters, revenue has moved within a tight band from US$210.3 million to US$217.9 million, while quarterly basic EPS has ranged from a loss of US$0.02 to a profit of US$0.24. This...
NYSE:EFX
NYSE:EFXProfessional Services

Equifax (EFX) Valuation Check After Earnings Beat, 2026 Outlook, Buybacks And New Growth Initiatives

Equifax (EFX) is back in focus after reporting its 2025 results, issuing 2026 revenue guidance, and updating investors on share buybacks, product launches, and partnerships that could influence how you think about the stock. See our latest analysis for Equifax. The recent guidance and product news come against a mixed backdrop for the shares, with a 7 day share price return of 9.15% following a 30 day share price decline of 10.85%. Over the longer term, the 1 year total shareholder return of...
NYSE:UNP
NYSE:UNPTransportation

Assessing Union Pacific (UNP) Valuation After Record US$1.2b Locomotive Modernization Deal

Union Pacific (UNP) has drawn fresh attention after signing a US$1.2b locomotive modernization agreement with Wabtec, described as the largest such investment in rail industry history. See our latest analysis for Union Pacific. After a softer reaction to its fiscal 2025 fourth quarter results in late January, Union Pacific’s recent 14.51% 30 day share price return and 18.66% 90 day share price return suggest momentum is picking up again, while the 39.15% five year total shareholder return...
NYSE:FDS
NYSE:FDSCapital Markets

Is FactSet (FDS) Quietly Redefining Its Moat With AI-Powered Research And Workflow Automation?

In early February 2026, FactSet Research Systems announced a beta release of its AI Doc Ingest tool for Cobalt and a new partnership to integrate Kepler Cheuvreux’s European Aftermarket Research into the FactSet platform, extending AI-enhanced coverage of more than 1,000 stocks across 34 sectors in EMEA. These moves highlight FactSet’s push to automate data-heavy workflows for private capital managers while deepening differentiated European equity research content, broadening how clients can...
NasdaqGM:CRMD
NasdaqGM:CRMDPharmaceuticals

CorMedix Buyback And Melinta Deal Recast Infection Control Growth Story

CorMedix (NasdaqGM:CRMD) has authorized a sizeable share repurchase program, signaling a new phase in its capital management approach. The company is moving to acquire Melinta Therapeutics, which would shift CorMedix toward a broader, multi product specialty pharmaceutical profile. Management is highlighting progress in the product pipeline for Rezzayo and DefenCath as key to this transformation. CorMedix, currently trading at $7.43, sits at an interesting juncture after a 38.9% decline...
NYSE:EVEX
NYSE:EVEXAerospace & Defense

Is Eve Holding (EVEX) Now Interesting After The Recent 32% Share Price Slide?

If you are wondering whether Eve Holding at US$3.07 is starting to look interesting or still too risky, you are not alone and valuation is the key question. The share price has seen sharp moves recently, with a 15.9% decline over the last 7 days, a 31.8% decline over the last 30 days, and a 32.4% decline over the past year, which may signal changing expectations around its future. These swings are occurring against a backdrop of ongoing interest in electric vertical take off and landing...
NasdaqGS:KRNT
NasdaqGS:KRNTMachinery

Kornit Digital (KRNT) Q3 Loss Narrowing Tests Bullish Profitability Narratives

How Kornit Digital's FY 2025 Numbers Frame the Earnings Story Kornit Digital (NasdaqGS:KRNT) has put fresh numbers on the table for FY 2025, reporting Q3 revenue of US$53.1 million and a basic EPS loss of US$0.06, alongside trailing twelve month revenue of US$210.0 million and a basic EPS loss of US$0.28 that keeps profitability squarely in focus. The company has seen quarterly revenue move from US$60.7 million in Q4 2024 to US$46.5 million in Q1 2025, US$49.8 million in Q2 2025 and US$53.1...
NYSE:SGI
NYSE:SGIConsumer Durables

A Look At Somnigroup International (SGI) Valuation After Strong Recent Returns And Mattress Firm Integration Synergies

What Recent Returns Suggest About Somnigroup International Somnigroup International (SGI) has drawn fresh attention after a period of mixed short term moves, with a 0.9% decline over the past day but gains of 2.5% for the week. Over the past month and past 3 months, the stock shows returns of 5.0% and 9.6%, respectively. The 1 year total return is 47.3%, and the 5 year total return is about 2.3x. See our latest analysis for Somnigroup International. Recent trading has been choppy, but the...
NasdaqGS:HST
NasdaqGS:HSTHotel and Resort REITs

A Look At Host Hotels & Resorts (HST) Valuation After Regular And Special Dividend Announcement

Host Hotels & Resorts (HST) has drawn investor attention after announcing both a regular cash dividend and a special dividend, with management highlighting that current earnings and cash flows comfortably cover these shareholder distributions. See our latest analysis for Host Hotels & Resorts. At a share price of $19.96, Host Hotels & Resorts has shown firm momentum, with a 30-day share price return of 7.83% and a 90-day share price return of 13.47%. Its 1-year total shareholder return of...
NYSE:CCK
NYSE:CCKPackaging

Should Crown’s Mixed Q4 and Strong 2025 Earnings Require Action From Crown Holdings (CCK) Investors?

Crown Holdings, Inc. has reported past fourth-quarter 2025 results, with sales rising to US$3,127 million from US$2,903 million, while quarterly net income fell to US$150 million from US$358 million and diluted EPS from continuing operations declined to US$1.31 from US$3.02. Over the full year, however, sales increased to US$12.37 billion and net income to US$738 million, lifting diluted EPS from continuing operations to US$6.38 from US$3.55, highlighting a contrast between stronger annual...
NasdaqGS:TLN
NasdaqGS:TLNRenewable Energy

Talen Rezoning Rebuff Highlights Data Center Growth And Community Risk

County commissioners in Pennsylvania rejected Talen Energy's (NasdaqGS:TLN) request to rezone land for data center development. The decision followed community pushback over environmental impacts and potential effects on local power costs. The ruling affects Talen's plans to expand its data center footprint using generation assets in the region. Talen Energy operates power generation assets and has been working to build a data center business that sits alongside its traditional electricity...