U.S. Online Retail and Ecommerce Stock News

NasdaqGS:CBSH
NasdaqGS:CBSHBanks

Assessing Commerce Bancshares (CBSH) Valuation After Its Latest Dividend Increase

Commerce Bancshares (CBSH) has drawn fresh attention after its board declared a quarterly dividend of $0.275 per share, a 5% increase that extends the bank's 58 year streak of annual dividend growth. See our latest analysis for Commerce Bancshares. At a share price of $55.23, Commerce Bancshares has seen firm near term momentum, with a 7 day share price return of 3.06% and a 90 day share price return of 6.80%, even as the 1 year total shareholder return of 12.31% decline shows that longer...
NasdaqGS:ARQT
NasdaqGS:ARQTBiotechs

Why Arcutis Biotherapeutics (ARQT) Is Up 5.1% After Positive Infant Atopic Dermatitis Trial Results And What's Next

Arcutis Biotherapeutics recently reported positive topline results from its INTEGUMENT-INFANT Phase 2 trial, showing ZORYVE cream 0.05% was well tolerated and improved atopic dermatitis in infants aged 3 months to under 24 months, with low rates of mostly mild to moderate side effects. By reinforcing a consistent safety and efficacy profile for ZORYVE in very young children, these data may broaden its potential treatment reach within pediatric dermatology. We’ll now examine how this...
NYSE:BIO
NYSE:BIOLife Sciences

Is AOAC Validation Of EZ-Check Listeria Kits Altering The Investment Case For Bio-Rad Laboratories (BIO)?

Bio-Rad Laboratories recently received AOAC International validation for its EZ-Check Listeria spp. Kit and EZ-Check Listeria monocytogenes Kit, which are designed to detect Listeria in food and environmental samples using multiplex amplification and internal controls. This third-party validation underscores Bio-Rad’s role in supplying workflow-friendly food safety diagnostics, potentially increasing confidence and adoption among testing laboratories and industrial quality-control...
NYSE:ZBH
NYSE:ZBHMedical Equipment

Should Zimmer Biomet’s (ZBH) Consistent Revenue Outperformance Shape Investor Expectations For This Earnings Release?

Zimmer Biomet Holdings recently reported that it will release its upcoming earnings results, with analysts expecting revenue of about US$2.22 billion, reflecting year-on-year growth of 9.9% and an improvement from the 4.3% increase recorded in the same quarter a year earlier. An interesting angle is that Zimmer Biomet has missed Wall Street’s revenue estimates only once in the past two years, typically outperforming consensus by an average of 0.7%, which may be influencing how investors...
NYSE:CNS
NYSE:CNSCapital Markets

A Look At Cohen & Steers (CNS) Valuation After AUM Growth And Resilient Earnings

Latest AUM update and earnings context Cohen & Steers (CNS) reported preliminary assets under management of US$93.1b as of January 31, 2026, tied to market appreciation and net inflows, alongside ongoing revenue growth and maintained profitability, despite earnings that were slightly below forecast. See our latest analysis for Cohen & Steers. At a share price of US$64.30, Cohen & Steers has seen a 2.54% 1 day share price return and a modest 0.97% 7 day share price return. Its 1 year total...
NYSE:UHAL
NYSE:UHALTransportation

Is U-Haul Holding (UHAL) Pricing Look Stretched After Prolonged Share Price Declines

If you are wondering whether U-Haul Holding is starting to look appealing at its current share price, this article walks through what that price might really imply about value. The stock recently closed at US$48.81, with returns of 14.7% decline over 7 days, 10.9% decline over 30 days, 3.4% decline year to date, and 31.3% decline over 1 year, which may have changed how some investors view its risk and potential. Recent coverage around U-Haul often focuses on its core role in truck and...
NasdaqGS:AFRM
NasdaqGS:AFRMDiversified Financial

Affirm’s New Partnerships Expand Reach While Valuation Signals Caution

Affirm Holdings (NasdaqGS:AFRM) recently announced new partnerships and expansions with Intuit's QuickBooks Payments, Expedia Group, Bolt, and Wayfair. These agreements are intended to widen Affirm's reach across financial software, travel bookings, ecommerce checkout, and home goods retail, including international markets. The collaborations focus on integrating Affirm's buy now, pay later services into partner platforms to reach additional merchants and consumers. Affirm operates in the...
NasdaqGS:COLB
NasdaqGS:COLBBanks

Columbia Banking System (COLB) Valuation In Focus After HoldCo Activism And Governance Changes

Activist spotlight puts Columbia Banking System (COLB) in focus HoldCo Asset Management’s recent presentation at the UBS Financial Services Conference highlighted its activist campaign at Columbia Banking System (COLB). The firm described engagement that led to governance and management changes without escalating into a proxy contest. See our latest analysis for Columbia Banking System. Columbia Banking System’s recent activism spotlight comes on top of solid recent price momentum, with a...
NYSE:DCI
NYSE:DCIMachinery

Assessing Donaldson Company (DCI) Valuation After CEO Succession And Strong Recent Shareholder Returns

Donaldson Company (DCI) is back in focus after the board said chief operating officer Richard Lewis will take over as president and chief executive officer, while long-time leader Tod Carpenter becomes executive chairman. See our latest analysis for Donaldson Company. The leadership change headlines come as the share price sits at $109.20, with a 30 day share price return of 15.02% and year to date gain of 21.43%, while the 1 year total shareholder return of 56.84% points to strong momentum...
NasdaqGS:AVT
NasdaqGS:AVTElectronic

Assessing Avnet (AVT) Valuation After Quarterly Earnings Reveal Mixed Profit And Sales Trends

Avnet (AVT) is back in focus after reporting second quarter results that combined higher year over year sales with lower net income and earnings per share, and issuing fresh GAAP EPS guidance for the coming quarter. See our latest analysis for Avnet. The latest earnings update, together with recently completed buybacks, comes as Avnet’s share price sits at US$66.35, with a 30 day share price return of 33.10% and a 90 day share price return of 40.63%. The 1 year total shareholder return of...
NYSE:NRP
NYSE:NRPOil and Gas

Natural Resource Partners (NRP) Valuation Check After Recent Unit Price Gains And DCF Discount

Why Natural Resource Partners Is On Investors’ Radar Natural Resource Partners (NRP) has drawn attention after recent gains, with the unit price closing at US$123.04 and positive total returns over the past month, past 3 months, and year. For investors following income oriented partnerships and mineral rights businesses, those returns, combined with reported revenue of US$218.701 million and net income of US$145.179 million, raise questions about how the market is currently valuing NRP’s...
NasdaqGS:HURN
NasdaqGS:HURNProfessional Services

Are Huron Consulting Group’s (HURN) Buybacks and Acquisitions Quietly Redefining Its Long-Term Consulting Edge?

In the past few days, Huron Consulting Group highlighted its ongoing share repurchase activity and continued expansion of its service offerings through acquisitions, reinforcing its current business trajectory. Investors appear to be focusing on how this combination of capital returns and broader capabilities could underpin the company’s longer-term consulting outlook and appeal. Next, we’ll examine how Huron’s active share buybacks shape its investment narrative and what that could mean...
NasdaqGM:MIRM
NasdaqGM:MIRMBiotechs

How Investors Are Reacting To Mirum Pharmaceuticals (MIRM) Securing Health Canada PFIC Nod For LIVMARLI

Mirum Pharmaceuticals recently announced that Health Canada has authorized LIVMARLI (maralixibat) oral solution and tablet for treating cholestatic pruritus in PFIC patients aged 12 months and older, expanding its availability alongside its existing authorization for Alagille syndrome in Canada. This authorization is underpinned by the Phase 3 MARCH study, the largest randomized PFIC trial to date, which showed highly statistically significant pruritus reduction across multiple genetic PFIC...
NYSE:EPC
NYSE:EPCPersonal Products

Edgewell Personal Care P/E Premium And 1.1% Margin Reinforce Bearish Earnings Narratives

Edgewell Personal Care (EPC) has opened fiscal 2026 with Q1 results that sit against a mixed recent track record, where quarterly revenue has ranged from US$478.4 million to US$647.8 million and basic EPS has swung between a loss of US$0.66 and a profit of US$0.99 over the past six reported quarters. Over that same stretch, trailing twelve month revenue hovered around US$2.2 billion while EPS moved from US$1.98 to US$0.53, highlighting how earnings have been far more volatile than sales. With...
NasdaqGS:ON
NasdaqGS:ONSemiconductor

ON Semiconductor Buyback Highlights AI Data Center And Margin Rebuild Story

ON Semiconductor (NasdaqGS:ON) approved a new share repurchase program of up to US$6b. The company completed its prior capital return program before authorizing the new buyback. Management highlighted progress in AI data center related revenues and operational improvements aligned with long term margin goals. ON Semiconductor focuses on power and analog semiconductors used in areas such as industrial applications, automotive systems and computing. The new US$6b buyback and the update on AI...
NasdaqGS:GEHC
NasdaqGS:GEHCMedical Equipment

GE HealthCare Expands Imaging And Digital Reach As Shares Screen Undervalued

GE HealthCare Technologies (NasdaqGS:GEHC) has introduced ReadyFix, a remote fleet management solution for healthcare systems. The company has also received FDA 510(k) clearance and CE Marking for Allia Moveo, an imaging system for interventional suites. Both product milestones expand the company’s presence in digital health and interventional imaging. For you as an investor, these launches sit in the core of GE HealthCare’s business in medical imaging, digital tools and service support for...
NYSE:VYX
NYSE:VYXSoftware

Is NCR Voyix (VYX) Pricing Reflect Its Software Shift After Recent Share Price Rebound

If you are wondering whether NCR Voyix is priced attractively or not, this article will walk through what the current share price might be implying about value. The stock last closed at US$9.81, after a 7.0% gain over the past week, although returns over 30 days, year to date and the last year sit at 11.1%, 0.5% and 22.0% declines respectively. Recent attention on NCR Voyix has focused on how the business is reshaping itself around software and services for payments and retail technology,...
NYSE:ARMK
NYSE:ARMKHospitality

Is It Too Late To Consider Aramark (ARMK) After Its Recent Share Price Strength?

If you are wondering whether Aramark at around US$38.80 is offering fair value or hiding a margin of safety, you are asking the right question before making any long term decisions. The share price sits near US$38.80, with returns of 1.9% over 7 days, 6.1% year to date and 4.5% over 1 year. The 3 year and 5 year returns of 42.6% and 53.8% hint at a stock that has already moved a fair distance. Recent news around Aramark has largely focused on its role as a major provider of food, facilities...
NasdaqCM:FRHC
NasdaqCM:FRHCCapital Markets

Assessing Freedom Holding Corp. (FRHC) Valuation After Softer Third Quarter And Nine‑Month Earnings

What the latest earnings tell you about Freedom Holding Freedom Holding (FRHC) just released results for the third quarter and nine months to December 31, 2025, with both revenue and net income lower than the same periods a year earlier. For the quarter, revenue came in at US$628.62 million versus US$664.58 million a year ago, while net income was US$76.24 million compared with US$78.28 million. Basic earnings per share from continuing operations were US$1.27, with diluted EPS at US$1.25,...
NYSE:KEX
NYSE:KEXShipping

A Look At Kirby (KEX) Valuation After Strong Q4 Results And Ongoing Share Buybacks

Kirby (KEX) is back in focus after reporting fourth quarter revenue of US$851.78 million and net income of US$91.81 million, alongside an update on its long running share repurchase program. See our latest analysis for Kirby. The latest earnings and ongoing buybacks come after a strong 90 day share price return of 8.98% and a 1 year total shareholder return of 11.90%, with 3 and 5 year total shareholder returns of 64.86% and 97.51%. This suggests longer term momentum has been stronger than...
NYSE:LII
NYSE:LIIBuilding

Lennox Buybacks Retire 40% Of Shares And Shape Growth Outlook

Lennox International (NYSE:LII) has completed a new share repurchase tranche, buying back nearly 0.85% of its shares in the most recent quarter. This brings total buybacks under the long running program to almost 40% of the company’s outstanding shares. The latest activity reflects an ongoing focus on returning capital to shareholders through repurchases. For investors watching NYSE:LII, the scale of the buyback program is now a core part of the story. The stock closed at $529.29, with...
NasdaqGS:LBRD.K
NasdaqGS:LBRD.KMedia

Liberty Broadband (LBRD.K) Is Up 11.4% After Big 2025 Loss And Buyback Completion - Has The Bull Case Changed?

In the past year, Liberty Broadband reported a net loss of US$2,676 million for 2025, compared with net income of US$869 million in 2024, while also completing a long-running share repurchase totaling 58,804,650 shares for US$8,115.32 million under its 2016 authorization. This sharp swing from profit to loss, alongside the conclusion of a very large multi-year buyback, raises important questions about how Liberty Broadband balances capital returns with earnings quality. With recent share...
NYSE:MTD
NYSE:MTDLife Sciences

Mettler Toledo Q4 Service Milestone Highlights Growth And Valuation Tension

Mettler-Toledo International (NYSE:MTD) reported strong Q4 results, with broad-based growth across regions and product lines. The company reached US$1b in annual service revenue for the first time, marking a key milestone in its service business. Management highlighted continued progress in automation and digitalization initiatives, alongside expansion in emerging markets and high-growth segments. Results came despite ongoing headwinds from tariffs and currency movements. Mettler-Toledo...