U.S. Online Retail and Ecommerce Stock News

NYSE:SYY
NYSE:SYYConsumer Retailing

Is It Too Late To Consider Sysco (SYY) After Its Strong Recent Share Price Run?

If you have been wondering whether Sysco's share price around US$86.53 still makes sense for long term investors, this article is going to walk through what that number could imply for value. Sysco's stock has recently posted returns of 3.2% over 7 days, 16.5% over 30 days, 19.2% year to date, 25.1% over 1 year, 21.1% over 3 years and 29.2% over 5 years. This naturally raises questions about how much optimism is already reflected in the price. Recent coverage has continued to focus on...
NYSE:ESS
NYSE:ESSResidential REITs

How Flat 2026 Core FFO Guidance Amid Solid Operations Will Impact Essex Property Trust (ESS) Investors

Essex Property Trust reported past fourth-quarter 2025 results with revenue of US$479.63 million and net income of US$80.57 million, while issuing 2026 net income guidance of US$5.55–US$6.05 per diluted share. Despite lower GAAP earnings, Essex delivered strong same-property revenue and NOI growth, high occupancy around 96%, and Core FFO ahead of expectations, though 2026 Core FFO per share is projected to be flat due to structured finance headwinds. Next, we’ll examine how Essex’s flat 2026...
NasdaqGS:UAL
NasdaqGS:UALAirlines

Is United Airlines Holdings (UAL) Still Attractive After Recent Share Price Surge?

If you are trying to figure out whether United Airlines Holdings is attractively priced or already fully valued, the recent share performance gives you a useful starting point but not the full story. At a last close of US$115.91, the stock has returned 13.3% over the past week, 2.6% year to date and 6.3% over the last year. The 30 day return sits at a 1.2% decline, and the 3 year and 5 year returns are both very large. Recent headlines around United Airlines have focused on operational...
NYSE:ALSN
NYSE:ALSNMachinery

Is Allison Transmission (ALSN) Still Attractive After Strong Multi Year Share Price Gains

If you are wondering whether Allison Transmission Holdings is priced attractively or looking stretched at around US$115.63, this article walks through what the numbers are saying about its current value. The stock has posted returns of 6.4% over the past 7 days, 10.9% over 30 days, 16.9% year to date, 1.0% over 1 year, 165.9% over 3 years and 195.1% over 5 years. This naturally raises questions about how much value is already reflected in the share price. Recent attention on Allison...
NasdaqGS:CTLP
NasdaqGS:CTLPDiversified Financial

Cantaloupe (CTLP) Margins Weaken As Q2 Loss Challenges Bullish Profitability Narratives

Cantaloupe (CTLP) has just posted Q2 2026 results with revenue of US$78.7 million and a small net loss of US$0.07 million, translating to a near flat basic EPS of roughly US$0.00 for the quarter. The company has seen quarterly revenue move from US$73.7 million in Q2 2025 to US$78.7 million in Q2 2026, while trailing twelve month basic EPS sits at US$0.74 on net income of US$54.4 million. This sets up a picture where recent quarters look softer compared with a still profitable twelve month...
NasdaqGS:GLXY
NasdaqGS:GLXYCapital Markets

Galaxy Digital (NasdaqGS:GLXY) Valuation After Losses And US$200 Million Share Buyback

Galaxy Digital (GLXY) is back in focus after reporting a sizeable quarterly and full year net loss tied to weaker crypto prices and asset markdowns, followed quickly by a US$200 million share repurchase announcement. See our latest analysis for Galaxy Digital. The share price reaction has been sharp, with a 17.34% 1 day share price return around the buyback news, following a 37.84% 90 day share price decline. Total shareholder return over three years is very large, suggesting long term...
NYSE:FLG
NYSE:FLGBanks

Flagstar Bank (FLG) Valuation Check After Recent Share Price Rebound

If you are wondering whether Flagstar Bank National Association is priced attractively right now, this article explains what the current share price might be implying about its value. The stock last closed at US$14.27, with returns of 7.9% over the past week, 9.4% over the past month, 13.7% year to date and 16.3% over the past year, while the 3 year and 5 year returns show declines of 46.7%. Recent trading activity appears to reflect investors reassessing the bank after a period of weaker...
NYSE:DKS
NYSE:DKSSpecialty Retail

DICK'S Sporting Goods Refocuses Outdoor Stores On Higher Productivity Formats

Dick's Sporting Goods (NYSE:DKS) is closing Moosejaw stores after acquiring the outdoor retailer. The company is also reducing the number of Public Lands locations as part of a broader consolidation of its outdoor retail footprint. These changes reshape how NYSE:DKS approaches the specialty outdoor category and its branded store network. Dick's Sporting Goods runs a large network of sporting goods stores that span team sports, fitness, outdoor gear, and lifestyle categories. By folding...
NYSE:MUR
NYSE:MUROil and Gas

A Look At Murphy Oil (MUR) Valuation As Earnings Weaken And Dividend Rises

What Murphy Oil's latest earnings mean for shareholders Murphy Oil (MUR) recently reported fourth quarter and full year 2025 results that showed lower revenue and net income versus the prior year, alongside fresh 2026 production guidance and a higher quarterly dividend. For the fourth quarter, revenue came in at US$624.56 million compared with US$670.96 million a year earlier, while net income was US$11.89 million versus US$50.34 million. Basic and diluted earnings per share from continuing...
NasdaqGS:SMCI
NasdaqGS:SMCITech

Super Micro Computer Q2 2026 Margin Compression Tests Bullish Earnings Growth Narrative

Super Micro Computer's Q2 2026 Earnings Snapshot Super Micro Computer (SMCI) has put up another big quarter, with Q2 2026 revenue of about US$12.7b and basic EPS of US$0.67, alongside net income of US$400.6m. The company has seen revenue move from US$5.7b in Q2 2025 to US$12.7b in Q2 2026, while basic EPS shifted from US$0.54 to US$0.67 over the same period. This sets the stage for investors to weigh that top line expansion against a thinner net profit margin profile. With revenue growth...
NYSE:VFC
NYSE:VFCLuxury

Leadership Shakeup And Dividend Steadiness Might Change The Case For Investing In V.F (VFC)

V.F. Corporation recently reported past third-quarter and nine-month results through December 27, 2025, showing higher sales of US$2,875.8 million for the quarter and a shift from a net loss to net income of US$374.2 million year-to-date, while also affirming a US$0.09 quarterly dividend and modest revenue guidance for 2026. Alongside these results, the company reshaped its leadership by appointing Brent Hyder as Chief Commercial Officer and moving former CCO Martino Scabbia Guerrini into a...
NasdaqGS:CRVL
NasdaqGS:CRVLHealthcare

Is CorVel (CRVL) Now Attractively Priced After Recent Share Price Slide

If you are wondering whether CorVel's current share price reflects its true worth, you are not alone. This article is set up to help you connect the recent moves in the stock with what the numbers say about value. CorVel's share price last closed at US$48.67, after a 7 day return of 30.1% decline, a 30 day return of 31.9% decline, a year to date return of 26.0% decline, a 1 year return of 58.1% decline, a 3 year return of 18.8% decline, and a 5 year return of 43.2% gain. These moves sit...
NYSE:BRSL
NYSE:BRSLHospitality

Brightstar Lottery (BRSL) Valuation Check As New Wisconsin And Ontario Contracts Build Momentum

Brightstar Lottery (BRSL) has attracted fresh attention after securing a long term contract to modernize the Wisconsin Lottery with its OMNIA lottery platform, alongside a separate deployment of its Sales Wizard tool in Ontario. See our latest analysis for Brightstar Lottery. These contract wins arrive after a softer period for the stock, with a 30 day share price return of 5.62% and a 90 day share price return of 15.55%. The 1 year total shareholder return of 8.33% contrasts with a weaker 3...
NYSE:IP
NYSE:IPPackaging

International Paper Split Puts Spotlight On Valuation Gap And Restructuring Risks

International Paper (NYSE:IP) plans to separate its North American and EMEA packaging divisions into two independent companies. The move is part of ongoing transformation and restructuring efforts that are reshaping the company’s core operations. The separation is expected to affect how the business is organized, capital is allocated, and value is shared among investors and other stakeholders. For you as an investor, International Paper is a global packaging and paper group, and the...
NasdaqGS:LZ
NasdaqGS:LZProfessional Services

LegalZoom Faces Claude AI Questions As Investors Reassess Valuation And Growth

LegalZoom.com (NasdaqGS:LZ) has become a focus for investors after concerns surfaced about how a new Anthropic Claude AI plugin could affect its core online legal services business. Management, including the CEO, has publicly acknowledged the risks and highlighted potential opportunities from integrating advanced AI into LegalZoom’s offerings. The development is being watched as a material shift in both the company’s competitive positioning and its approach to emerging legal-tech...
NYSE:GOLD
NYSE:GOLDRetail Distributors

Gold.com (GOLD) Q2 EPS Rebound Tests Bullish Earnings Growth Narrative

Gold.com (GOLD) just posted Q2 2026 results with revenue of US$6.5b and basic EPS of US$0.47, while trailing 12 month EPS sits at US$0.51 on revenue of US$15.7b, setting the stage against a backdrop where earnings forecasts are described as rapid but recent profit margins remain thin. The company has seen quarterly revenue move from US$2.7b in Q2 2025 to US$6.5b in Q2 2026, while basic EPS shifted from US$0.28 to US$0.47 over the same period. Trailing 12 month net income of US$12.5m...
NYSE:HAL
NYSE:HALEnergy Services

Halliburton (HAL) One Off US$757 Million Loss Tests Bullish Earnings Growth Narratives

Halliburton (HAL) has wrapped up FY 2025 with Q4 revenue of US$5.7 billion and basic EPS of US$0.70, alongside net income of US$589 million, set against trailing twelve month EPS of US$1.50 on revenue of US$22.2 billion and net income of US$1.3 billion. This gives investors a clearer view of the latest run rate. The company has seen quarterly revenue remain in a tight band from US$5.4 billion in Q1 2025 to US$5.7 billion in Q4, while EPS moved from US$0.24 in Q1 to US$0.70 in Q4. Trailing net...
NYSE:HXL
NYSE:HXLAerospace & Defense

Is Hexcel (HXL) Still Attractive After A 33% One Year Share Price Gain

If you are wondering whether Hexcel's current share price still offers value, this article will walk through what the numbers are saying and how that might fit your own expectations. Hexcel shares last closed at US$86.00, with returns of 3.9% over 7 days, 6.5% over 30 days, 11.9% year to date, 32.8% over 1 year, 26.7% over 3 years and 73.8% over 5 years, which may affect how investors think about its risk and return trade off today. Recent interest in Hexcel has been shaped by ongoing...
NasdaqGS:NTCT
NasdaqGS:NTCTCommunications

Is It Time To Reassess NetScout Systems (NTCT) After DCF Signals Upside Potential

If you are wondering whether NetScout Systems stock is offering fair value right now, it helps to step back and see how the current price lines up with what the business may be worth. The share price recently closed at US$27.67, with returns of 0.5% decline over 7 days, 2.8% over 30 days, 3.1% year to date and 14.2% over 1 year, while the 3 year and 5 year returns stand at 7.5% decline and 12.2% decline respectively. These moves sit against a backdrop of evergreen interest in NetScout...
NYSE:GFF
NYSE:GFFBuilding

Griffon Q1 2026 Margin Rebound Challenges Bearish One Off Loss Narrative

Griffon (GFF) kicked off Q1 2026 with revenue of US$649.1 million and basic EPS of US$1.44, setting the tone against a trailing twelve month revenue base of about US$2.5 billion and TTM EPS of US$0.99. Over recent quarters the company has seen revenue move between US$611.7 million and US$662.2 million, while quarterly EPS has ranged from a loss of US$2.65 to a high of US$1.56. This has left investors focused on how current margins frame the story behind this latest print. See our full...
NasdaqGS:IAC
NasdaqGS:IACInteractive Media and Services

What IAC (IAC)'s Smaller Losses, Buybacks and AI Pivot Mean For Shareholders

IAC Inc. has reported its fourth quarter and full-year 2025 results, with sales of US$645.98 million for the quarter and US$2.39 billion for the year, alongside much lower net losses than the prior year and ongoing share repurchases that have retired 14.92% of its stock since 2020. While annual sales declined compared with 2024, IAC’s reduced losses, focus on off-platform and AI-related revenues, and completion of a sizeable buyback program underscore how the business is reshaping its...
NasdaqGS:NWSA
NasdaqGS:NWSAMedia

Reassessing News Corp (NWSA) After A 22% One Year Share Price Decline

If you are wondering whether News is priced attractively today, this article walks through what the current share price may be implying about the company. The stock recently closed at US$22.50, with returns of a 16.8% decline over 7 days, a 15.0% decline over 30 days, a 14.1% decline year to date and a 22.0% decline over 1 year. This sits against a 23.7% gain over 3 years and a 0.8% decline over 5 years. These mixed returns sit against an ongoing flow of company and sector news, which has...
NYSE:ENVA
NYSE:ENVAConsumer Finance

Is Enova’s Record 2025 Results and Grasshopper Deal Altering The Investment Case For Enova International (ENVA)?

Enova International reported fourth-quarter 2025 revenue of US$501.89 million and net income of US$78.98 million, capping a full year in which revenue reached US$1.83 billion and net income was US$308.39 million, both higher than the prior year. The company also completed a sizeable share repurchase program while preparing to integrate its pending Grasshopper Bank acquisition, signaling a focus on both capital returns and expanding its lending platform. Next, we’ll examine how Enova’s record...
NasdaqGS:CG
NasdaqGS:CGCapital Markets

Should Carlyle’s Record Fees and Fundraising in Q4 2025 Require Action From CG Investors?

The Carlyle Group Inc. recently reported fourth-quarter 2025 revenue of US$1,901.1 million and net income of US$358.1 million, alongside a quarterly dividend declaration of US$0.35 per share payable in February 2026. Management highlighted a record year for fee-related earnings, strong fundraising that exceeded original inflow targets, and assets under management reaching US$477 billion, underpinned by vigorous IPO activity and accelerated monetizations. We’ll now explore how Carlyle’s...