U.S. Online Retail and Ecommerce Stock News

NYSE:ARES
NYSE:ARESCapital Markets

Ares Management (ARES) Margin Compression Tests Bullish Growth Narratives After FY 2025 Results

Ares Management (ARES) has just closed out FY 2025 with Q4 total revenue of about US$1.5b and basic EPS of US$0.13, while trailing 12 month revenue sits at roughly US$5.6b and EPS at US$1.93, setting a clear earnings season marker for investors. Over recent periods, the company has seen quarterly revenue move from US$1.26b in Q4 2024 to US$1.50b in Q4 2025, with basic EPS ranging from US$0.72 in Q4 2024 through a high of US$1.15 in Q3 2025. This helps frame today’s results against a fuller...
NasdaqGS:MMSI
NasdaqGS:MMSIMedical Equipment

A Look At Merit Medical Systems (MMSI) Valuation After Strong Q3 Beat And Cautious Full Year Guidance

Merit Medical Systems (MMSI) has drawn fresh attention after reporting third quarter revenue growth of 13% year on year, beating analysts’ organic and overall revenue estimates while pairing that result with the weakest full-year guidance among peers. See our latest analysis for Merit Medical Systems. At a share price of US$82.50, Merit Medical Systems has seen a 3.60% 1 day share price return and a 1.74% 7 day share price return, but a 24.40% decline in 1 year total shareholder return...
NasdaqGS:GT
NasdaqGS:GTAuto Components

Goodyear Tall Timbers Closure Resets Footprint And Raises Valuation Questions

Goodyear Tire & Rubber is closing its Tall Timbers Mold facility in Findlay, Ohio, with U.S. mold operations to be consolidated into a single site. The closure affects a significant number of employees and marks a reset of the company’s manufacturing footprint. This move is part of Goodyear’s broader effort to streamline production and align capacity with its current operational needs. Goodyear Tire & Rubber, listed as NasdaqGS:GT, is making this change at a time when its shares trade at...
NasdaqGS:LSCC
NasdaqGS:LSCCSemiconductor

Why Lattice Semiconductor (LSCC) Is Up 7.3% After Launching Post-Quantum Secure Control FPGA Family - And What's Next

Lattice Semiconductor recently launched what it describes as the industry’s first secure control FPGA family fully compliant with emerging post-quantum cryptography standards, drawing renewed attention from analysts to its security-focused product roadmap. This move places Lattice at the center of upcoming security-driven hardware refresh cycles in government, communications, and industrial markets where post-quantum readiness is becoming a priority. Next, we examine how Lattice’s early move...
NYSE:CPT
NYSE:CPTResidential REITs

Camden Property Trust (CPT) Q4 FFO Loss Challenges Bullish Narrative On Earnings Quality

Camden Property Trust (CPT) closed out FY 2025 with Q4 revenue of US$415.4 million, basic EPS of US$1.45 and net income of US$156.5 million, while trailing twelve month revenue came in at US$1.6 billion with EPS of US$3.55 and net income of US$384.5 million. Over recent quarters the REIT has seen revenue move from US$387.8 million in Q4 2024 to the latest US$415.4 million print, while quarterly EPS shifted from US$0.37 to US$1.45. This sets up a result where investors are likely to focus on...
NasdaqGS:TSEM
NasdaqGS:TSEMSemiconductor

Assessing Tower Semiconductor (NasdaqGS:TSEM) Valuation After New AI Photonics And Nuclear Detection Wins

What the latest AI and defense wins mean for Tower Semiconductor stock Tower Semiconductor (NasdaqGS:TSEM) is back in focus after announcing high performance silicon photonics for 1.6T data center optical modules aligned with NVIDIA networking protocols, as well as new client adoption in nuclear event detection. See our latest analysis for Tower Semiconductor. The recent AI infrastructure and nuclear detection wins come as the share price has climbed to US$139.04, with a 90 day share price...
NYSE:PINS
NYSE:PINSInteractive Media and Services

Is Pinterest (PINS) Now Pricing In Too Much Bad News After Sharp Share Price Slide?

If you are wondering whether Pinterest is starting to look mispriced, you are not alone. This article will help you frame that question clearly. The stock last closed at US$19.60, with returns of an 11.4% decline over 7 days, 28.7% decline over 30 days, 26.2% decline year to date, 51.0% decline over 1 year, 21.1% decline over 3 years and 76.7% decline over 5 years, which may have changed how some investors think about its risk and potential. Recent headlines have focused on Pinterest's place...
NYSE:CWAN
NYSE:CWANSoftware

Clearwater Analytics Deepens Institutional Role With New Cash And AI Deals

Clearwater Analytics (NYSE:CWAN) has linked its platform with TreasurySpring to broaden institutional cash management options. Generali Deutschland AG is using Clearwater for its €40 billion insurance business, expanding Clearwater's presence with large European asset owners. The company has introduced embedded AI tools within its Beacon platform to support risk operations and regulatory needs. Clearwater Analytics focuses on providing investment accounting, reporting, and risk solutions...
NasdaqGS:GEN
NasdaqGS:GENSoftware

Gen Digital (GEN) Q3 Net Margin Pressure Tests Bullish Earnings Growth Narrative

Gen Digital Q3 2026 Results Set Up A Margin Focus For Investors Gen Digital (GEN) just posted Q3 2026 numbers with revenue of US$1.24b and basic EPS of US$0.31, putting fresh figures on the table for investors watching how its earnings translate into cash generating power. The company has seen quarterly revenue range from US$986m in Q3 2025 to US$1.24b in Q3 2026, while basic EPS has moved between US$0.22 and US$0.31 over the same stretch. This gives a clearer view of how each dollar of sales...
NasdaqGS:PCTY
NasdaqGS:PCTYProfessional Services

Paylocity (PCTY) Q2 EPS Of US$0.93 Tests Confidence In Slower 7.7% Earnings Growth

Paylocity Holding (PCTY) reported Q2 2026 revenue of US$416.1 million and basic EPS of US$0.93, alongside net income excluding extra items of US$50.2 million. Over the trailing twelve months, the company recorded total revenue of US$1.7 billion and basic EPS of US$4.33. Quarterly revenue has ranged from US$362.9 million in Q1 2025 to US$454.5 million in Q3 2025, with EPS moving between US$0.67 and US$1.64 over the same period, giving investors a view of how earnings power has tracked...
NYSE:ORI
NYSE:ORIInsurance

A Look At Old Republic International (ORI) Valuation After Recent Short-Term Share Price Strength

What stands out about Old Republic International right now Old Republic International (ORI) has drawn fresh attention after its recent share performance, with a 1 day return of 1% and a 7 day gain of 6.6% contrasting with a small decline over the past month. See our latest analysis for Old Republic International. That short burst of share price strength sits against a more mixed backdrop, with a modest 90 day share price return of 1.2% and a much stronger 1 year total shareholder return of...
NasdaqGS:ATEC
NasdaqGS:ATECMedical Equipment

Is Alphatec (ATEC) Turning Spine Surgery Tech Differentiation Into a Durable Investment Edge?

In recent weeks, analysts have reiterated positive views on Alphatec Holdings, highlighting its advanced spinal disorder treatment platforms such as Alpha InformatiX and Valence. This renewed focus on Alphatec’s spine surgery technologies underscores how differentiated surgical tools and data-driven systems can influence perceptions within medical technology. Next, we’ll examine how this upbeat analyst sentiment around Alphatec’s spinal surgery innovation shapes the company’s broader...
NasdaqGS:CAKE
NasdaqGS:CAKEHospitality

Is It Too Late To Consider Cheesecake Factory (CAKE) After Strong Share Price Gains?

If you are wondering whether Cheesecake Factory shares are offering fair value or a potential bargain right now, the key is to look past the brand and focus on what the numbers are actually saying. The stock recently closed at US$63.25, with returns of 9.1% over 7 days, 13.7% over 30 days, 19.8% year to date and 21.1% over 1 year, plus 81.6% over 3 years and 40.4% over 5 years, which naturally raises questions about what is already priced in. Recent coverage around Cheesecake Factory has...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Broadcom (AVGO) Valuation Check As AI Capex Surge And Wi‑Fi 8 Launch Spotlight Growth Story

Recent spending plans from Alphabet and Amazon for AI infrastructure, along with Broadcom (AVGO) launching its Wi‑Fi 8 platform for AI heavy enterprise networks, have pushed the chipmaker back into the center of the AI buildout story. See our latest analysis for Broadcom. Despite some sharp swings around sector wide selloffs and export headwinds, investors have kept Broadcom firmly tied to the AI infrastructure story. Recent AI capex announcements from Alphabet and Amazon have helped the...
NYSE:BLCO
NYSE:BLCOMedical Equipment

Reassessing Bausch + Lomb (NYSE:BLCO) Valuation After Recent Share Price Momentum

Why Bausch + Lomb (NYSE:BLCO) is Back on Investor Radar Bausch + Lomb (NYSE:BLCO) has drawn fresh attention after recent trading left the shares at about $17.00. This has prompted investors to reassess the eye health company’s valuation and recent performance. See our latest analysis for Bausch + Lomb. The recent 3.6% 1 day share price return and 9.3% 90 day share price return suggest interest is picking up again, even though the 1 month share price return of 2.3% and 1 year total shareholder...
NYSE:ABR
NYSE:ABRMortgage REITs

Fitch Rating Upgrade Puts Focus On Arbor Realty Trust Valuation Potential

Fitch upgraded Arbor Realty Trust's Commercial Special Servicer Rating after reviewing the company's platform and recent changes. The agency also affirmed Arbor's Commercial Primary Servicer Rating, citing technology improvements and asset management expertise. The action reflects external recognition of Arbor's servicing capabilities and operating approach. For investors watching NYSE:ABR at a share price of $7.8, the Fitch move adds another data point to consider alongside the stock's...
NasdaqGS:TW
NasdaqGS:TWCapital Markets

Tradeweb Markets (TW) Net Margin Strength Challenges Bearish Growth Narrative

Tradeweb Markets (TW) has wrapped up FY 2025 with fourth quarter revenue of US$520.8 million and basic EPS of US$1.52, capping a year where trailing twelve month revenue reached about US$2.1 billion and EPS came in at US$3.83. Over the past year, revenue has moved from US$1.72 billion to about US$2.1 billion on a trailing basis while basic EPS has climbed from US$2.35 to US$3.83, so the latest print sits on top of a steadily higher earnings run rate. With net income and margins running firmly...
NasdaqGM:OCUL
NasdaqGM:OCULPharmaceuticals

Ocular Therapeutix (OCUL) Widening TTM Losses Reinforce Bearish Narratives Despite Revenue Growth Hopes

Ocular Therapeutix (OCUL) has released its FY 2025 results, reporting Q4 revenue of US$13.25 million, basic EPS of a US$0.29 loss, and net income excluding extra items of a US$64.65 million loss. On a trailing 12-month basis, revenue was US$51.95 million, with basic EPS of a US$1.42 loss and net income excluding extra items of a US$265.94 million loss. Over the last six reported quarters, the company’s quarterly revenue has ranged from US$10.70 million to US$17.08 million, while basic EPS has...
NasdaqGM:KOD
NasdaqGM:KODBiotechs

Kodiak Sciences (KOD) Valuation Check After Positive APEX Phase 1b Macular Edema Results

Kodiak Sciences (KOD) is back in focus after announcing it will share first-time, end-of-study Phase 1b APEX data in macular edema at the Angiogenesis, Exudation, and Degeneration 2026 conference. See our latest analysis for Kodiak Sciences. The APEX data update comes after a sharp 1 day share price return of 9.66%, though the 30 day share price return of a 14.89% decline contrasts with a 30.69% gain over 90 days and a very large 1 year total shareholder return. If Kodiak Sciences has you...
NYSE:VIK
NYSE:VIKHospitality

Assessing Viking Holdings (VIK) Valuation After Recent Share Price Momentum

Why Viking Holdings Is On Investors’ Radar Now Viking Holdings (VIK) has drawn attention after a stretch of strong share price momentum, with the stock up around 6% over the past week and roughly 32% in the past 3 months. For investors, that recent move, combined with positive annual revenue and net income growth and a current share price of US$76.99, raises questions about how the business fundamentals line up with the latest trading action. See our latest analysis for Viking Holdings. That...
NYSE:NMM
NYSE:NMMShipping

Is Navios Maritime Partners (NMM) Still Attractive After Strong 12‑Month Rally?

If you are wondering whether Navios Maritime Partners is still good value after its recent run, you are in the right place. This article will focus squarely on what the current price might imply about the stock. The units most recently closed at US$60.22, with returns of 0.7% over 7 days, 8.6% over 30 days, 17.2% year to date and 41.2% over the last year, so many holders may be asking whether the current price already reflects these gains. Recent news around Navios Maritime Partners has...
NYSE:HAE
NYSE:HAEMedical Equipment

Haemonetics (HAE) Margin Strength In Q3 2026 Reinforces Earnings Led Bullish Narratives

Haemonetics (HAE) has just posted its Q3 2026 numbers, reporting revenue of US$339 million and basic EPS of US$0.96, compared with trailing twelve month EPS of US$3.66 and net income of US$175 million. The company’s quarterly revenue has moved from US$330.6 million in Q4 2025 to US$338.0 million in Q3 2026, while basic EPS has ranged from US$0.71 in Q1 2026 to US$0.96 in the latest quarter. This gives investors a clearer view of how recent earnings relate to its trailing profitability. With...
NasdaqGS:KLIC
NasdaqGS:KLICSemiconductor

Kulicke and Soffa Industries (KLIC) Is Up 23.7% After Strong Q2 Guidance and Buybacks - What's Changed

Kulicke and Soffa Industries recently reported fiscal first-quarter 2026 results, with net sales of US$199.63 million and GAAP diluted EPS of US$0.32, and also completed a share repurchase program totaling 1,954,177 shares for US$72.87 million announced in November 2024. The company paired this performance with guidance for second-quarter 2026 revenue of about US$230 million and positive GAAP and non-GAAP EPS, highlighting ongoing customer demand for its semiconductor production and advanced...
NYSE:RGA
NYSE:RGAInsurance

RGA (RGA) Earnings Growth Of 64.9% Tests Valuation And Margin Narratives

Reinsurance Group of America (RGA) closed out FY 2025 with fourth quarter revenue of US$6.6b and basic EPS of US$7.06, capping a trailing twelve month period where EPS reached US$17.94 on revenue of US$23.7b. Over the past year, the company has seen revenue move from US$22.1b to US$23.7b on a trailing basis, while net income excluding extra items shifted from US$717m to US$1.2b. This sets up a picture of earnings growth that sits alongside a trailing net margin of 5% and a market price of...