U.S. Online Retail and Ecommerce Stock News

NYSE:CNM
NYSE:CNMTrade Distributors

Assessing Core & Main (CNM) Valuation After Recent Multi‑Year Share Price Momentum

Core & Main stock reaction and recent performance snapshot Core & Main (CNM) shares recently closed at $56.52, with the move coming alongside a return of about 2% over the past month and roughly 11% over the past 3 months. See our latest analysis for Core & Main. The recent 10.61% three-month share price return, alongside a 5.82% year-to-date share price return and a very large three-year total shareholder return of around 7x, suggests momentum has been building over a multi-year period...
NYSE:SPG
NYSE:SPGRetail REITs

A Look At Simon Property Group (SPG) Valuation After Record FFO Strong Leasing And Higher Dividend

Simon Property Group (SPG) has drawn fresh attention after reporting record real estate funds from operations, strong leasing and occupancy, extensive redevelopment activity, and a higher quarterly dividend heading into 2026. See our latest analysis for Simon Property Group. At a share price of $195.59, Simon Property Group has seen short term momentum with a 1 month share price return of 6.82% and a steadier build up over time, reflected in a 1 year total shareholder return of 14.74% and a 5...
NasdaqGM:DJT
NasdaqGM:DJTInteractive Media and Services

Is Trump Media (DJT) Using Its Token Record Date to Redefine What Shareholder Perks Mean?

Trump Media & Technology Group Corp. recently confirmed that February 2, 2026, remains the official record date for its digital token initiative, with any shareholder owning at least one share on that date eligible for token-related incentives tied to its products and exclusive events. This move highlights how Trump Media is experimenting with token-based rewards to deepen shareholder engagement and link ownership to platform-specific benefits. Next, we’ll examine how cementing the February...
NYSE:NYT
NYSE:NYTMedia

Is New York Times (NYT) Trading Profitability For AI Defense In Its Digital Expansion Strategy?

The New York Times Company recently reported its fourth-quarter and full-year 2025 results, with revenue rising to US$802.31 million for the quarter and US$2.82 billion for the year, alongside higher net income and earnings per share than in 2024. Beneath the headline growth, investors focused on higher operating costs tied partly to AI copyright litigation and on how increased spending might affect the profitability of the company’s expanding digital subscription and advertising...
NYSE:MOH
NYSE:MOHHealthcare

How Rising Medical Costs and Membership Shifts Could Shape Molina Healthcare’s (MOH) Investment Narrative

Molina Healthcare, a managed care insurer focused on government programs, reported its fourth-quarter 2025 results on February 5, 2026, amid concerns about rising medical costs, lower investment income, and shifting membership trends across Medicaid, Medicare, and marketplace plans. While the company previously beat revenue expectations and is projected to see Medicare and marketplace membership growth, analysts remain cautious as Medicaid membership is expected to fall and the medical care...
NYSE:CAVA
NYSE:CAVAHospitality

Is Cava Group (CAVA) Pricing Reflect Recent Volatility And Rich Earnings Multiple?

If you are wondering whether CAVA Group’s current share price lines up with its underlying worth, this article is designed to walk you through that question step by step. The stock last closed at US$65.41, with returns of 4.3% over the past week, 3.0% over the last month, 8.0% year to date, and a 54.2% decline over the past year. This points to mixed sentiment and shifting expectations. Recent coverage has focused on CAVA Group’s position within the US consumer services space and how...
NasdaqCM:ESTA
NasdaqCM:ESTAMedical Equipment

Is Motiva’s U.S. Launch And Reconstruction Pathway Altering The Investment Case For Establishment Labs (ESTA)?

In late 2025, Baron Discovery Fund highlighted Establishment Labs Holdings’ Motiva breast implants as a key contributor, citing lower safety risks, aesthetic benefits, and a solid ongoing U.S. aesthetic market launch, while the company reported record quarterly revenue and continued positive adjusted EBITDA. Investor attention has centered on Establishment Labs’ progress toward potential U.S. breast reconstruction approval and its goal of reaching free cash flow positivity, which together...
NasdaqGS:QLYS
NasdaqGS:QLYSSoftware

Did Qualys' (QLYS) Q4 Earnings Countdown Reframe Its Recurring Cybersecurity Model for Lynch-Style Investors?

On 22 January 2026, Qualys announced it would release its Q4 2025 results and hold an earnings call after the market close on 5 February 2026, keeping investors focused on the cybersecurity provider’s latest operating performance. Recent coverage has highlighted Qualys’ fit with a Peter Lynch-style growth-at-a-reasonable-price framework, underpinned by solid earnings expansion, strong return on equity and a recurring, cloud-based cybersecurity revenue model. We’ll now examine how...
NasdaqGS:GEHC
NasdaqGS:GEHCMedical Equipment

GE HealthCare Technologies (GEHC) EPS Decline Tests Bullish Value Narrative

GE HealthCare Technologies (GEHC) has wrapped up FY 2025 with fourth quarter revenue of US$5.7b and basic EPS of US$1.29, setting the tone for how the full year is shaping up. The company has seen quarterly revenue move from US$5.3b in Q4 2024 to US$5.7b in Q4 2025, while basic EPS shifted from US$1.58 to US$1.29 over the same period, with trailing twelve month EPS at US$4.57 on revenue of US$20.6b. Overall, margins sit in the context of a 10.1% trailing net profit margin, giving investors a...
NasdaqGS:KC
NasdaqGS:KCIT

Kingsoft Cloud (KC) Is Down 7% After Upward Earnings Revisions Reshape Its Profit Outlook – What's Changed

In recent weeks, Kingsoft Cloud Holdings has drawn attention as analysts have increasingly revised their earnings estimates higher, reflecting stronger expectations for the company’s profitability. This broad-based upgrade in forecasts has also improved Kingsoft Cloud’s position in third-party ranking systems that emphasize earnings estimate trends, highlighting a shift in how the market assesses its outlook. Next, we’ll examine how this wave of upward earnings revisions shapes Kingsoft...
NasdaqGM:WLFC
NasdaqGM:WLFCTrade Distributors

Is Willis Lease Finance (WLFC) Still Attractive After Its Recent Share Price Surge

If you are wondering whether Willis Lease Finance is pricing in too much optimism or still offers value at current levels, you are in the right place. The stock last closed at US$192.31, with returns of 8.8% over 7 days, 35.5% over 30 days, 43.4% year to date, and a 2.5% decline over the past year. The 3 year return is very large and the 5 year return is also very large. Recent coverage has focused on Willis Lease Finance's position in aircraft engine leasing and trading, as investors look...
NYSE:ATI
NYSE:ATIAerospace & Defense

The Bull Case For ATI (ATI) Could Change Following Strong Q4 Beat And Upbeat 2026 Outlook

ATI Inc. has reported its fourth-quarter and full-year 2025 results, with quarterly sales of US$1,177.1 million and net income of US$96.6 million, alongside record full-year revenue of US$4,587.4 million and net income of US$404.3 million. The company outpaced profit expectations, expanded margins, and issued upbeat 2026 guidance supported by strong aerospace and defense demand, proprietary nickel alloys, and customer-backed capacity investments. We’ll now examine how ATI’s...
NasdaqGS:VSAT
NasdaqGS:VSATCommunications

Viasat’s Global Ka-Band Launch And What It Could Mean For Valuation

Viasat (NasdaqGS:VSAT) has launched a unified global Ka-band satellite network tailored for government and military customers. The network is designed to provide secure, resilient connectivity across multiple regions for mission critical applications. This rollout marks an operational milestone for Viasat in the defense and government communications market. For you as an investor, this move sits at the heart of what Viasat does, delivering satellite based connectivity to sectors that...
NasdaqGS:WBD
NasdaqGS:WBDEntertainment

Is It Too Late To Consider Warner Bros. Discovery (WBD) After Its 165% One Year Surge?

If you are wondering whether Warner Bros. Discovery is still good value after its recent run, or if the easy gains are behind it, this article walks through what the current price might be implying. The stock last closed at US$27.03, with returns of 165.3% over 1 year and 85.6% over 3 years. Over shorter periods, the 7 day, 30 day and year to date moves of a 3.4% decline, 5.3% decline and 5.2% decline hint at shifting sentiment and risk views. Recent coverage has focused on Warner Bros...
NasdaqGS:PANW
NasdaqGS:PANWSoftware

Is It Time To Reassess Palo Alto Networks (PANW) After Recent Share Price Weakness

If you are wondering whether Palo Alto Networks is fairly priced or offering value at today's levels, this article walks through what the current market is implying about the stock. The share price closed at US$166.72, with returns of a 9.3% decline over 7 days, an 8.5% decline over 30 days, a 7.1% decline year to date, a 10.8% decline over 1 year, 100.7% over 3 years, and 155.0% over 5 years, which gives a mixed picture for recent momentum versus longer term performance. Recent coverage of...
NYSE:VLO
NYSE:VLOOil and Gas

Is Valero Energy (VLO) Still Attractive After Strong 1-Year Share Price Rally

If you are wondering whether Valero Energy's current share price reflects its real worth, you are not alone. This article focuses on what the numbers say about value rather than the story around the stock. Valero Energy's share price recently closed at US$197.41, with returns of 7.3% over the past week, 9.3% over the past month, 19.4% year to date, and 44.6% over the last year. This has caught the attention of many investors looking at potential reward and risk. Recent news coverage has...
NasdaqGS:HUT
NasdaqGS:HUTSoftware

Hut 8 Reshapes Business Around Google Backed Lease And New Data Center

Hut 8 (NasdaqGS:HUT) has entered into a long term data center lease with Fluidstack, a provider backed by Google. The company has sold its Ontario power plants as it shifts its focus toward digital infrastructure assets. Hut 8 is proposing a 500MW data center project in Lincoln that is drawing both economic interest and community concerns. Hut 8, long known as a Bitcoin mining and digital infrastructure company, is now putting more emphasis on data center services alongside its existing...
NYSE:GPK
NYSE:GPKPackaging

Graphic Packaging (GPK) Is Down 7.7% After Cost-Focused 2026 Outlook And Portfolio Review Announcement

In early February 2026, Graphic Packaging Holding Company reported full-year 2025 results showing net sales of US$8.62 billion and net income of US$444 million, alongside new 2026 guidance calling for net sales between US$8.40 billion and US$8.60 billion and adjusted earnings of US$0.75 to US$1.15 per share. Management also launched a comprehensive review of the company’s operations, footprint, and portfolio while affirming a 2026 adjusted free cash flow target of US$700 million to...
NasdaqGS:ASML
NasdaqGS:ASMLSemiconductor

Is It Too Late To Consider ASML Holding (NasdaqGS:ASML) After 82% One Year Surge?

If you are wondering whether ASML Holding’s share price already reflects its strengths, or if there is still room based on fundamentals, this article walks through the key valuation angles you may want to consider. The stock recently closed at US$1,339.13, with returns of 9.0% over 30 days, 15.1% year to date, 81.8% over 1 year, 106.4% over 3 years, and 145.5% over 5 years. These figures matter for how the current price lines up against different valuation methods. Recent news coverage has...
NasdaqCM:BULL
NasdaqCM:BULLCapital Markets

Is Webull’s (BULL) Sports Prediction Push Redefining Its Core Trading Platform Identity?

Webull recently expanded its Prediction Market Hub by offering sports prediction markets through a partnership with Kalshi, a CFTC‑regulated prediction market exchange, giving users access to event contracts across sports, economic indicators, cryptocurrency, and other markets. This move deepens Webull’s push into interactive, event‑driven trading experiences, backed by educational resources that explain contract mechanics, probabilities, and key risks for users. Next, we’ll examine how this...
NYSE:BABA
NYSE:BABAMultiline Retail

Assessing Alibaba Group Holding’s Valuation After Recent Share Price Swings And Undervaluation Narratives

Alibaba share performance and scale in focus Alibaba Group Holding (NYSE:BABA) continues to attract attention after recent share price swings, with the stock showing a 1 day return of 2.76% and a past week return of 9.40%. Over the past month the stock shows a 1.84% return, while the past 3 months reflect a 5.05% decline and the year to date performance stands at 2.18%. One year total return is 62.98%. Against this backdrop, investors are watching a business that reports revenue of...
NYSE:ATEN
NYSE:ATENSoftware

A Fresh Look At A10 Networks (ATEN) Valuation Following Recent Share Price Performance

A10 Networks (ATEN) has been drawing attention after recent trading, with the stock closing at US$17.52. Investors are weighing its returns over the past year against its multi year performance and current fundamentals. See our latest analysis for A10 Networks. The recent 1 day share price return of 1.45% sits against a softer picture, with the 1 year total shareholder return of 14.78% decline contrasting with a 22.19% gain over three years and 88.27% over five years. This suggests longer...
NYSE:AESI
NYSE:AESIEnergy Services

Is Atlas Energy Solutions (AESI) Pricing Reflecting Its Recent Rebound And DCF Implied Upside Potential

If you are wondering whether Atlas Energy Solutions is attractively priced or not, it helps to step back and separate the recent headlines from what the numbers actually say about value. The share price closed at US$11.86, with returns of 1.5% over the last 7 days and 21.3% over the last 30 days, while the 1-year return sits at a 42.8% decline. Taken together, these figures suggest that recent sentiment has shifted compared with the longer-term experience. Recent coverage around Atlas Energy...