U.S. Online Retail and Ecommerce Stock News

NYSE:EGP
NYSE:EGPIndustrial REITs

EastGroup Properties Balances Growth, Leasing Strength And Rising Development Risks

EastGroup Properties (NYSE:EGP) reports strong quarterly and full year operational growth. The company records solid revenue and funds from operations, while keeping occupancy rates high. Leasing spreads remain healthy despite challenges in the development pipeline and permitting process. Management adds new leadership roles to pursue market opportunities and supports a cautiously optimistic view on future rent growth. EastGroup Properties, a focused industrial real estate owner and...
NYSE:PEN
NYSE:PENMedical Equipment

Penumbra Sale To Boston Scientific Recasts Growth Story For Investors

Penumbra (NYSE:PEN) is set to be acquired by Boston Scientific in a US$14.5b deal, following the release of strong quarterly results. The transaction, announced alongside Penumbra's recent earnings report, represents a major consolidation move in the medical device space. The combination brings together Penumbra's interventional therapies with Boston Scientific's broader medical technology portfolio. For you as an investor, this centers on a specialized medical device maker that focuses on...
NasdaqGS:FSLY
NasdaqGS:FSLYIT

Is Fastly (FSLY) Pricing Look Rational After Prolonged Share Price Declines

If you are wondering whether Fastly's current share price reflects its real worth, you are not alone. This article will walk through what the numbers actually say about the stock. Fastly's shares last closed at US$8.57, with returns of a 7.4% decline over 7 days, an 18.6% decline over 30 days, a 15.9% decline year to date, a 15.3% decline over 1 year, a 13.2% decline over 3 years and a 91.6% decline over 5 years. These moves may have changed how investors think about its potential and...
NYSE:WAL
NYSE:WALBanks

Why Western Alliance (WAL) Is Up 5.9% After Stronger Earnings, Dividends And Buybacks Amid Higher Charge-Offs

Western Alliance Bancorporation’s board recently approved a quarterly cash dividend of US$0.42 per common share and a US$106.25 per share dividend on its 4.250% Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series A, alongside reporting higher fourth-quarter 2025 net interest income of US$766.2 million and net income of US$286.1 million versus the prior year. The company also completed a US$68.2 million share repurchase of 800,000 shares and absorbed higher net loan charge-offs...
NasdaqGM:QCRH
NasdaqGM:QCRHBanks

Assessing QCR Holdings (QCRH) Valuation After Earnings Growth And Share Repurchase Completion

What the latest earnings mean for QCR Holdings (QCRH) QCR Holdings (QCRH) just released full year 2025 results, showing higher net interest income and net income compared with 2024, alongside steady fourth quarter net charge offs and completion of a recent share repurchase tranche. See our latest analysis for QCR Holdings. The earnings beat, steady fourth quarter net charge offs and completion of the buyback each appear to have contributed to strong momentum, with a 30 day share price return...
NasdaqGS:UVSP
NasdaqGS:UVSPBanks

Assessing Univest Financial (UVSP) Valuation After Earnings Growth Buybacks And A Maintained Dividend

Univest Financial (UVSP) has drawn fresh attention after reporting fourth quarter and full year 2025 results, as well as confirming its quarterly dividend and updating investors on progress under a long running share repurchase program. See our latest analysis for Univest Financial. Those earnings, dividend and buyback updates sit alongside a solid run in the share price, with a 90 day share price return of 21.25% and a 1 year total shareholder return of 18.64%. This suggests momentum has...
NYSE:OBK
NYSE:OBKBanks

Origin Bancorp (OBK) Is Up 6.5% After 2025 Results, 2026 NII Guidance And Capital Return Update – Has The Bull Case Changed?

Origin Bancorp, Inc. has reported its fourth quarter and full-year 2025 results, outlined 2026 net interest income growth guidance in the mid- to high single digits, disclosed significantly lower fourth quarter net charge-offs versus the prior quarter, affirmed a US$0.15 quarterly dividend, and completed a US$27.23 million share repurchase tranche covering 2.47% of its shares. An interesting angle for investors is how the combination of improved credit costs, disciplined capital returns, and...
NasdaqGS:OS
NasdaqGS:OSSoftware

Did IDC’s Leader Nod Just Cement OneStream’s (OS) AI Finance Edge in Investors’ Minds?

OneStream was recently recognized as a Leader in the IDC MarketScape: Worldwide Enterprise Planning, Budgeting, and Forecasting Applications 2026 Vendor Assessment, reflecting the strength of its AI-enabled Finance platform. This recognition, combined with increasingly positive analyst expectations for its upcoming earnings, reinforces OneStream’s position at the forefront of AI adoption in corporate Finance. Next, we’ll examine how IDC’s endorsement of OneStream’s AI-powered Finance...
NYSE:CAAP
NYSE:CAAPInfrastructure

Corporación América Airports (NYSE:CAAP) Valuation Check After Recent Share Price Momentum

Corporación América Airports (CAAP) has drawn investor interest after recent share price moves, with the stock closing at $28.90 and showing contrasting returns over the past week, month, and past 3 months. See our latest analysis for Corporación América Airports. That 2.34% 1 day share price gain sits within a stronger recent trend, with a 30 day share price return of 8.85% and 90 day share price return of 31.90%. The 1 year total shareholder return of 48.51% points to momentum that has...
NasdaqGS:MCRI
NasdaqGS:MCRIHospitality

Assessing Monarch Casino & Resort (MCRI) Valuation After Recent Share Price Momentum

Monarch Casino & Resort stock overview Monarch Casino & Resort (MCRI) has drawn investor attention after recent share price moves, with the stock last closing at $98.87 alongside solid trailing returns across the past year and the past 3 months. See our latest analysis for Monarch Casino & Resort. The recent 3.54% 1 day share price return and 8.02% 7 day share price return build on steadier gains over the past quarter. Over a 1 year period the total shareholder return is 16.58%, alongside a 5...
NasdaqGS:RGEN
NasdaqGS:RGENLife Sciences

How Investors May Respond To Repligen (RGEN) Winning Backing For Its AI-Driven Bioprocessing Platform

In its fourth-quarter 2025 investor letter, Baron Health Care Fund disclosed that it had added Repligen Corporation as a new portfolio holding, citing the company’s strong bioprocessing technology franchise and potential to grow recurring consumable revenues. The fund also highlighted Repligen’s use of AI for real-time drug production monitoring and its opportunity to benefit from pharmaceutical reshoring, framing these as key drivers of its long-term business opportunity. We’ll now examine...
NasdaqGS:TRIN
NasdaqGS:TRINCapital Markets

Assessing Trinity Capital (TRIN) Valuation After Q4 Guidance And Low Non Accrual Update

Trinity Capital (TRIN) is back in focus after issuing preliminary fourth quarter 2025 guidance, indicating net investment income of $0.51 to $0.53 per share and reporting that approximately 0.7% of its debt investments are on non-accrual. See our latest analysis for Trinity Capital. The preliminary guidance and low 0.7% non accrual level come as Trinity Capital’s share price sits at US$16.19, with a 30 day share price return of 5.47% and a 90 day gain of 10.89%. The 1 year total shareholder...
NYSE:VRTS
NYSE:VRTSCapital Markets

Virtus Investment Partners (VRTS) Margin Expansion Challenges Bearish Profitability Narratives

Virtus Investment Partners (VRTS) has wrapped up FY 2025 with Q4 revenue of US$208.0 million and basic EPS of US$5.25, alongside trailing 12 month revenue of US$852.9 million and EPS of US$20.27, setting a clear marker for its recent performance. Over the past year, the company has seen revenue shift from US$906.9 million to US$852.9 million on a trailing basis. At the same time, trailing 12 month net income moved from US$121.7 million to US$138.4 million, reflecting the mix of pressure and...
NYSE:CPK
NYSE:CPKGas Utilities

Is Chesapeake Utilities (CPK) Pricing In Too Much Stability After Its Recent Share Rise?

If you are wondering whether Chesapeake Utilities at around US$129.87 is offering fair value or if you might be paying up for reliability, this article is designed to help you assess that question clearly. The stock has returned 0.9% over the last 7 days, 7.4% over 30 days, 4.5% year to date, 7.4% over 1 year and 40.2% over 5 years, which may have some investors rethinking both its growth potential and its risk profile. Recent coverage of Chesapeake Utilities has focused on its role as a...
NasdaqGS:FRME
NasdaqGS:FRMEBanks

Assessing First Merchants (FRME) Valuation After Annual Earnings Highlight Net Income Growth And Higher Net Charge Offs

Annual results put First Merchants in focus First Merchants (FRME) has captured investor attention after reporting full year 2025 earnings, with higher net interest income and net income, alongside a quarter that included increased net charge offs. See our latest analysis for First Merchants. That annual report appears to have caught the market’s eye, with the share price at US$42.34 and a 90 day share price return of 17.55% alongside a 5 year total shareholder return of 21%. This suggests...
NasdaqGS:PLMR
NasdaqGS:PLMRInsurance

Palomar Expands Surety Footprint And Flexibility With Acquisition And US$450m Facility

Palomar Holdings (NasdaqGS:PLMR) has completed its acquisition of The Gray Casualty & Surety Company. The company has also secured $450 million in new unsecured financing. The transaction expands Palomar's surety franchise and broadens its geographic footprint. The new financing is intended to support Palomar's operational scale and financial flexibility. Palomar Holdings focuses on specialty insurance, and adding The Gray Casualty & Surety Company gives it a larger presence in the surety...
NYSE:GTLS
NYSE:GTLSMachinery

A Look At Chart Industries (GTLS) Valuation After Recent Mixed Returns And Order Book Momentum

What Chart Industries’ recent performance data tells you Chart Industries (GTLS) has drawn investor attention after recent share performance data highlighted mixed short term moves alongside stronger multi year returns, prompting closer scrutiny of how current fundamentals line up with the price. See our latest analysis for Chart Industries. At a share price of $207.45, Chart Industries has seen only modest recent share price moves. A 1 year total shareholder return of 5.59% and a 3 year...
NYSE:SKY
NYSE:SKYConsumer Durables

A Look At Champion Homes (SKY) Valuation After Strong Q4 Earnings Beat And Cash Flow Performance

Champion Homes (SKY) shares moved after the company reported fourth quarter 2025 results with adjusted earnings and EBITDA above analyst expectations, stronger free cash flow, and net sales growth despite pressure on operating margins. See our latest analysis for Champion Homes. At a share price of $83.59, Champion Homes has seen a 6.65% 7 day share price return and a softer 30 day share price return of 4.03%. The 1 year total shareholder return of 19.53% contrasts with a 5 year total...
NasdaqGS:WABC
NasdaqGS:WABCBanks

A Look At Westamerica Bancorporation (WABC) Valuation After Earnings And Revenue Beat Expectations

Westamerica Bancorporation (WABC) recently reported fourth quarter 2025 results that came in ahead of revenue and earnings estimates, supported by low cost deposits, disciplined expenses, stable asset quality, and maintained capital strength. See our latest analysis for Westamerica Bancorporation. At a share price of $52.48, Westamerica Bancorporation has seen momentum build recently, with a 30 day share price return of 9.31% and a 1 year total shareholder return of 7.07%. This suggests...
NasdaqGS:TPG
NasdaqGS:TPGCapital Markets

TPG (TPG) EPS Breakout To US$0.50 Tests Bullish Profitability Narratives

TPG (TPG) closed out FY 2025 with fourth quarter revenue of US$1.5 billion and basic EPS of US$0.50, while trailing twelve month revenue reached US$4.7 billion and EPS came in at US$1.21. Over the last few quarters, revenue has moved from US$855.4 million in Q3 2024 to US$1.1 billion in Q4 2024, then to US$1.0 billion in Q1 2025, US$920.5 million in Q2 2025, and US$1.2 billion in Q3 2025, with quarterly EPS ranging from roughly flat at US$0.00 in Q2 2025 to US$0.50 in Q4 2025. With analysts...
NasdaqGS:CCOI
NasdaqGS:CCOITelecom

Reassessing Cogent Communications (CCOI) Valuation After Recent Share Price Rebound

If you are wondering whether Cogent Communications Holdings is attractively priced or just a value trap, you are not alone. This article will focus squarely on what the current share price could mean for investors. The stock has returned 9.8% over the last 30 days and 17.8% year to date, although the 1 year return of 67.7% and 3 year return of 56.1% highlight that many holders will still be sitting on losses. Recent coverage around Cogent has centered on its position in the US telecom sector...
NYSE:BDC
NYSE:BDCElectronic

Is Belden (BDC) Finally Fairly Priced After Its Strong Recent Share Price Rally?

Wondering if Belden at around US$139.75 is priced for perfection or still offers room for value? This article will walk you through what the current market price might be implying. The stock has seen strong recent moves, with returns of 18.9% over 7 days, 23.5% over 30 days, 18.6% year to date, 21.6% over 1 year, 58.3% over 3 years and 212.3% over 5 years. Recent coverage of Belden has focused on its position in the technology and connectivity space and how investors are reacting to that...
NYSE:SITE
NYSE:SITETrade Distributors

Is It Too Late To Consider SiteOne (SITE) After Recent Share Price Gains?

If you are wondering whether SiteOne Landscape Supply is fairly priced at around US$150 a share, you are not alone. This article is here to unpack what that tag might really mean for you. The stock has recently recorded returns of 4.5% over 7 days, 16.3% over 30 days, 20.0% year to date and 12.7% over 1 year, with a much flatter 2.1% over 3 years and an 8.3% decline over 5 years. Recent market attention on SiteOne has been driven mainly by ongoing interest in building products and services...
NasdaqGS:CCB
NasdaqGS:CCBBanks

Does Coastal Financial (CCB) Have a Profitability Puzzle Behind Rising Net Interest Income?

Coastal Financial Corporation recently reported fourth-quarter 2025 results, with net interest income rising to US$79,370,000 from US$72,380,000 a year earlier, while net income eased to US$12,640,000 and diluted earnings per share from continuing operations slipped to US$0.82. The combination of higher net interest income but lower earnings per share highlights shifting profitability drivers within Coastal Financial’s business model during the quarter. We’ll now examine how the higher net...