U.S. Online Retail and Ecommerce Stock News

NYSE:ORCL
NYSE:ORCLSoftware

Assessing Oracle (ORCL) Valuation After Recent Share Price Weakness

Oracle (ORCL) is on many investors’ radar after recent share price weakness, with the stock showing negative returns over the past month and past 3 months while the company reports sizeable revenue and net income. See our latest analysis for Oracle. The recent 1 month share price return decline of 20.24% and 3 month decline of 28.28% have taken Oracle to US$141.31. The 1 year total shareholder return of a 16.01% decline contrasts with solid 3 and 5 year total shareholder returns of 66.55% and...
NYSE:DUK
NYSE:DUKElectric Utilities

Duke Energy Nuclear Record Highlights Customer Savings And Earnings Stability Potential

Duke Energy's nuclear fleet set a new reliability record in 2025, highlighting its performance in nuclear operations. The record supported consistent power generation across the Carolinas and contributed to customer cost savings through federal nuclear production tax credits. The achievement reinforces Duke Energy's role in clean energy generation and regional energy security. For investors watching NYSE:DUK, this update sits at the core of what the company does: regulated electric and gas...
NYSE:JBL
NYSE:JBLElectronic

How Tariff Rollback and Potential Refunds Will Impact Jabil (JBL) Investors

The U.S. Supreme Court recently struck down the Trump administration's global tariffs, easing cost pressures and compliance burdens for internationally exposed manufacturers such as Jabil. This ruling not only reduces ongoing trade-related expenses but also raises the prospect of tariff refunds, which could strengthen Jabil's financial flexibility. Next, we’ll examine how this tariff relief could influence Jabil’s investment narrative, particularly its U.S. manufacturing footprint and global...
NYSE:AAP
NYSE:AAPSpecialty Retail

Assessing Whether Advance Auto Parts (AAP) Looks Overvalued After Recent Share Price Momentum

Why Advance Auto Parts is on investors’ radar today Advance Auto Parts (AAP) has drawn fresh attention after recent trading left the shares showing mixed short term moves, with a 0.9% 1 day decline, in contrast to gains over the month and past 3 months. See our latest analysis for Advance Auto Parts. At a share price of US$55.37, Advance Auto Parts has recently seen a 7 day share price return of a 5.9% decline, set against a 30 day share price return of 18.4% and a year to date share price...
NasdaqGS:VISN
NasdaqGS:VISNCommunications

Assessing Vistance Networks (VISN) Valuation After Divestiture, Rebrand And Renewed Institutional Interest

Vistance Networks (VISN) is back in focus after hedge fund Newtyn Management lifted its position to 1.6 million shares, following the company’s recent divestiture, rebrand, and push to reshape shareholder returns. See our latest analysis for Vistance Networks. After a year where total shareholder return reached 272.14%, recent trading has cooled, with a 7.68% 90 day share price decline and a 5.64% one day pullback to US$17.90 as the market reassesses the rebrand, divestiture, and fresh...
NasdaqGM:FIVN
NasdaqGM:FIVNSoftware

A Look At Five9 (FIVN) Valuation As Stronger AI Driven Earnings Reset Expectations

Five9 (FIVN) is back in focus after quarterly results came in ahead of market expectations for both revenue and profit, alongside stronger operating margins and faster enterprise AI adoption that helped lift investor confidence. See our latest analysis for Five9. The latest earnings news sits against a weak longer record for holders, with the share price at US$17.74 after a 1 day share price return of 8.18% decline and a 1 year total shareholder return of 57.53% loss, so recent AI driven...
NYSE:VRE
NYSE:VREResidential REITs

Veris Residential (VRE) One Off Gain Dominates Earnings And Reinforces Bearish Leverage Concerns

Veris Residential (VRE) has wrapped up FY 2025 with Q4 revenue of US$71.3 million, basic EPS near breakeven at about US$0.00, and a small net loss from continuing operations of US$0.4 million, while trailing twelve month EPS stood at US$0.77 on revenue of US$288.4 million. Over recent periods, the company has seen quarterly revenue range from US$68.1 million in Q3 2024 to US$76.4 million in Q2 2025. Basic EPS moved from a loss of US$0.29 on a trailing basis in Q4 2024 to a profit of US$0.77...
NYSE:CBT
NYSE:CBTChemicals

Cabot Expands Asia Circular Carbon Capacity With Tire Pyrolysis Oil Might Change The Case For Investing In Cabot (CBT)

In February 2026, Cabot Corporation confirmed that its plants in Cilegon, Indonesia and Tianjin, China can now produce circular reinforcing carbons using tire pyrolysis oil under the ISCC PLUS mass-balance framework, extending coverage of its EVOLVE Sustainable Solutions platform across Asia Pacific. This expansion gives Cabot circular reinforcing carbon production in all major regions, aligning closely with tire makers’ long-term sustainability targets while supporting a “make-in-region,...
NasdaqCM:ONDS
NasdaqCM:ONDSCommunications

A Look At Ondas (ONDS) Valuation After New Defense And Demining Contract Wins

Ondas (ONDS) is back on traders’ radar after securing a multimillion-dollar Iron Drone Raider order from a NATO country and, through 4M Defense, a demining tender along the Israel Syria border. See our latest analysis for Ondas. Those defense contracts and rising interest around Ondas’ counter drone and demining work have arrived alongside a 1-day share price return of 1.60%, a 7-day gain of 9.45% and a 90-day share price return of 20.73%. The 1-year total shareholder return is very large,...
NYSE:HG
NYSE:HGInsurance

Is It Too Late To Consider Hamilton Insurance Group (HG) After A 75% One-Year Rally?

If you are wondering whether Hamilton Insurance Group is still attractively priced after its recent run, or if you might be late to the story, this article takes a closer look at what the current share price could be implying about value. The stock last closed at US$30.97, with returns of 0.2% over 7 days, 14.2% over 30 days, 13.6% year to date and 74.6% over the past year. This naturally raises questions about how much of the business outlook might already be reflected in the price. Recent...
NasdaqGM:EYPT
NasdaqGM:EYPTPharmaceuticals

EyePoint (EYPT) Valuation Check As New Chief Commercial Officer Joins Ahead Of Potential DURAVYU Launch

EyePoint (EYPT) shares are in focus after the company named Michael Campbell as Chief Commercial Officer, putting an experienced ophthalmology commercial leader in charge of preparing DURAVYU for potential launch. See our latest analysis for EyePoint. The appointment of Michael Campbell comes after a strong short term share price run, with a 1 day share price return of 11.35% and 7 day share price return of 31.92%. However, the year to date share price return shows a 2.35% decline, which...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

How Amazon’s Bath & Body Works Deal And US$200 Billion AI Spend At Amazon.com (AMZN) Has Changed Its Investment Story

In February 2026, Bath & Body Works launched its first authorized U.S. storefront on Amazon, offering a curated range of its signature body care and home fragrance products, while Amazon continued to ramp up artificial intelligence, cloud and robotics investment through a planned US$200.00 billion capital expenditure program for 2026. This combination of a major third‑party brand deepening its presence on Amazon’s marketplace and Amazon’s very large AI infrastructure build‑out highlights how...
NYSE:DHT
NYSE:DHTOil and Gas

Assessing DHT Holdings (DHT) Valuation After High Rate VLCC Time Charter Deals

DHT Holdings (DHT) has drawn fresh attention after securing two one year time charter deals for its VLCCs, DHT Taiga and DHT Opal, with global energy companies at high daily rates. See our latest analysis for DHT Holdings. The fresh time charter deals arrive during a strong run in DHT Holdings' shares, with a 30 day share price return of 26.85% and a year to date share price return of 49.32%. The 1 year total shareholder return of 75.75% and 5 year total shareholder return of 323.62% indicate...
NasdaqGS:WMT
NasdaqGS:WMTConsumer Retailing

A Look At Walmart (WMT) Valuation After Earnings Beat And US$30b Buyback Announcement

Walmart (WMT) is back in focus after a strong quarterly earnings beat, rapid e commerce and advertising growth, and Board approval of a new US$30b share repurchase authorization that underlines current capital allocation priorities. See our latest analysis for Walmart. At a share price of $125.81, Walmart has seen a 17.6% 90 day share price return and an 11.6% year to date share price return. Its 1 year total shareholder return of 35.6% and very large 5 year total shareholder return suggest...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Assessing Alphabet (GOOGL) Valuation After Recent Share Price Pullback And Mixed Return Profile

Alphabet’s recent performance snapshot Alphabet (GOOGL) is on many watchlists after a mix of short term pullbacks and longer term gains, with recent returns ranging from a 1.1% decline over 1 day to a 149% total return over 3 years. See our latest analysis for Alphabet. At a share price of US$311.49, Alphabet’s shorter term share price returns, such as the 30 day decline of 5%, contrast with a much stronger 1 year total shareholder return of 74.45%. This suggests earlier optimism has cooled...
NYSE:CSTM
NYSE:CSTMMetals and Mining

Assessing Constellium (CSTM) Valuation After Earnings Turnaround And Major Share Buyback Completion

Constellium (NYSE:CSTM) is back in focus after its latest earnings release showed fourth quarter and full year 2025 results with higher sales and a move from a net loss to net income. See our latest analysis for Constellium. Those earnings and the recently completed buyback program, which retired 9.55% of shares for US$193.87 million, come alongside strong momentum, with a 90 day share price return of 57.64% and a 1 year total shareholder return of 134.13%. This suggests that recent results...
NasdaqCM:WSC
NasdaqCM:WSCConstruction

A Look At WillScot Holdings (WSC) Valuation After Weaker 2025 Results And 2026 Outlook

WillScot Holdings (WSC) is back in focus after reporting weaker fourth quarter and full year 2025 results, issuing its 2026 revenue outlook, detailing a network optimization plan, and affirming a quarterly dividend. See our latest analysis for WillScot Holdings. The share price reaction has been mixed, with a 1 day share price return of a 1.23% decline after the results, but a 7 day share price return of 4.21% and a 90 day share price return of 16.98%. This suggests that recent momentum...
NYSE:WSM
NYSE:WSMSpecialty Retail

Is Williams-Sonoma (WSM) Using AI Ads to Reinforce Its Premium Home-Retail Brand Advantage?

On February 11, 2026, Williams-Sonoma, Inc. announced it had joined OpenAI’s Ad Pilot Program, becoming one of the first companies to test clearly labeled, privacy-conscious ads in ChatGPT to reach customers at decision-making moments. This early move into AI-enabled advertising highlights how Williams-Sonoma is experimenting with high-intent digital channels to align its brands with consumers actively seeking home ideas and solutions. Next, we’ll examine how Williams-Sonoma’s early adoption...
NYSE:CDE
NYSE:CDEMetals and Mining

Coeur Mining Results And Deals Reshape Scale Valuation And Governance Outlook

Coeur Mining reported record operational and financial results for 2025, alongside major expansions and acquisitions, including SilverCrest. The company is working toward closing its transaction with New Gold, which is expected to reshape its production profile and asset base. Planned additions of New Gold executives to Coeur’s board point to a shift in governance and integration priorities. Cœur Mining, NYSE:CDE, is drawing fresh attention after these record 2025 results and a series of...
NasdaqGS:NTAP
NasdaqGS:NTAPTech

NetApp’s AI And Hybrid Cloud Gains Meet Recurring Revenue And Valuation Story

NetApp (NasdaqGS:NTAP) reports around 200 AI infrastructure and data lake modernization deals, underscoring traction in AI related workloads. The company sees strong uptake of its hybrid cloud services, including storage-as-a-service offerings. Public cloud and recurring revenues linked to these services are reported to be growing. NetApp, known for its enterprise data storage and management solutions, is leaning into AI infrastructure and hybrid cloud as customers rework how they handle...
NYSE:MAS
NYSE:MASBuilding

Masco Leans On Acquisitions And Buybacks As Organic Growth Stalls

Masco (NYSE:MAS) is shifting its growth focus toward acquisitions after reporting two years of flat or declining organic revenue and weaker returns on capital. Management has highlighted bolt on deals in core business lines as a priority, following recent impairment charges and cautious, flat guidance. This change marks a move away from relying mainly on internal growth engines that appear to be under pressure. Masco enters this pivot with its shares at $73.82 and a value score of 4,...
NasdaqGS:MU
NasdaqGS:MUSemiconductor

Is Micron Technology (MU) Pricing In Too Much AI Memory Optimism?

If you are wondering whether Micron Technology's current share price really matches its underlying worth, you are not alone. This article is built to help you assess that question clearly. Micron's stock has seen strong moves, with the share price at US$420.97 and returns of 2.3% over 7 days, 5.3% over 30 days, 33.5% year to date and 342.7% over 1 year. The 3 year and 5 year returns are very large and around 7x and 3.5x respectively. These price moves sit against a backdrop of heightened...
NasdaqGM:FRPT
NasdaqGM:FRPTFood

Freshpet (FRPT) Margin Surge To 12.6% Tests Premium Valuation Narratives

Freshpet (FRPT) closed out FY 2025 with fourth quarter revenue of US$285.2 million and basic EPS of US$0.69, alongside trailing 12 month revenue of about US$1.1 billion and EPS of US$2.85 that reflect a 196.5% jump in earnings and a lift in net profit margin to 12.6% from 4.8% a year earlier. The company has seen revenue move from US$975.2 million and EPS of US$0.97 on a trailing basis in late 2024 to the latest trailing totals of roughly US$1.1 billion and US$2.85, creating a narrative in...
NYSE:SE
NYSE:SEMultiline Retail

What Sea (SE)'s Expanded Google AI Partnership Means For Shareholders

Sea and Google recently announced an expanded partnership to embed advanced AI across Shopee, Garena, and Monee, including an agentic shopping prototype, AI-enhanced game development, and AI-powered payments pilots in Sea’s core markets. This collaboration highlights how Sea is aiming to embed AI at the heart of its e-commerce, gaming, and financial services ecosystems, potentially reshaping how users shop, play, and pay across its platforms. We’ll now examine how Sea’s expanded AI...