U.S. Online Retail and Ecommerce Stock News

NYSE:HG
NYSE:HGInsurance

Hamilton Insurance Group Q1 Earnings Margins Reinforce Bullish Profit Narrative

Hamilton Insurance Group (HG) opened Q1 2026 with total revenue of US$754.4 million and basic EPS of US$1.34, setting the tone for another closely watched update after a year of sharp earnings expansion. Over the past five quarters, revenue has moved from US$563.8 million in Q4 2024 to a range between roughly US$665 million and US$771.3 million, while basic EPS has shifted from US$0.33 to levels between US$0.79 and US$1.85. This keeps the focus squarely on how sustainable the current profit...
NYSE:LEA
NYSE:LEAAuto Components

Lear (LEA) Margins Near 2% Keep Bullish Earnings Narrative Under Pressure

Lear (LEA) has just put fresh numbers on the table for Q1 2026, with recent quarterly revenue running between US$5.6b and US$6.0b and basic EPS ranging from about US$1.50 to US$3.07 across the 2025 quarters, backed by trailing twelve month EPS of roughly US$8.22 on revenue of about US$23.3b. Over the past few reported periods, the company has seen revenue move from US$5.7b in Q4 2024 to US$6.0b in Q4 2025, while trailing net income excluding extra items has sat in the US$437m range. With...
NYSE:OMF
NYSE:OMFConsumer Finance

OneMain Holdings Q1 2026 Preview Margin Gains Test Bearish Earnings Narratives

Q1 2026 results set against a year of margin improvement OneMain Holdings (OMF) heads into its Q1 2026 update with trailing 12 month revenue of US$2.97 billion, basic EPS of US$6.60 and net income of US$783 million, setting a clear reference point for the latest print. Over recent quarters, revenue has moved from US$2.50 billion in the trailing 12 months to Q4 2024 to US$2.97 billion by Q4 2025, while trailing EPS shifted from US$4.25 to US$6.60 and net income from US$509 million to US$783...
NYSE:IOT
NYSE:IOTSoftware

Samsara Report Highlights Hidden Asset Losses And Connected Operations Opportunity

Samsara (NYSE:IOT) released its 2026 Asset Theft & Loss Report, focusing on operational risks tied to physical assets. The report finds that most losses come from smaller assets rather than heavy machinery. It also quantifies how asset tracking can affect operational costs and recovery rates. Samsara operates in connected operations, offering asset tracking and telematics tools that help large organizations monitor fleets, equipment, and site assets in real time. This new report shifts...
NasdaqGM:OWLS
NasdaqGM:OWLSDiversified Financial

Obook Holdings (OWLS) Trailing EPS Loss Of US$0.39 Tests Bullish Profitability Narratives

Obook Holdings (OWLS) has just posted its FY 2025 first half numbers, with revenue of about US$3.8 million and a basic EPS loss of US$0.05. Trailing twelve month figures show revenue of roughly US$7.9 million and a net loss of US$31.9 million. Over the last year, the company has seen first half revenue move from about US$3.6 million to US$3.8 million as basic EPS losses shifted from US$0.07 to US$0.05, setting up a story where modest top line progress still sits against heavy losses and...
NYSE:MKC
NYSE:MKCFood

McCormick Leadership Shift Puts Unilever Foods Integration At Center Stage

McCormick (NYSE:MKC) has announced leadership changes linked to its planned integration of Unilever's foods business. Andrew Foust, currently President Americas, will become Chief Integration Officer to oversee the Unilever foods combination. Patrick Davis will take on the role of Interim President Americas during this transition period. For investors watching McCormick at a share price of $50.24, these leadership moves come during a challenging stretch for the stock. NYSE:MKC shows a 25.3%...
NYSE:ULS
NYSE:ULSProfessional Services

Is It Too Late To Consider UL Solutions (ULS) After A 54% One Year Rally?

For readers wondering if UL Solutions at US$91.60 still offers value after a strong run, this article walks through what the current price might be implying about the business. The stock has posted returns of 1.6% over 7 days, 8.3% over 30 days, 13.2% year to date, and 54.1% over the last year. This naturally raises questions about how expectations and risk are now priced in. Recent news coverage has focused on UL Solutions as a testing, inspection, and certification player following its...
NasdaqGS:LOPE
NasdaqGS:LOPEConsumer Services

Grand Canyon Education (LOPE) Margin Decline Challenges Bullish Earnings Narratives In Q1 2026

Grand Canyon Education (LOPE) has put up another solid top line for Q1 2026, with revenue of US$308.8 million and basic EPS of US$2.82, setting the tone for how the year is starting to shape up. The company has seen quarterly revenue move from US$289.3 million in Q1 2025 to US$308.8 million in Q1 2026, while basic EPS over that period shifted from US$2.53 to US$2.82. This has occurred against a backdrop of trailing net margin moving from 21.9% to 19.5%, which keeps the focus firmly on how...
NYSE:DTM
NYSE:DTMOil and Gas

DT Midstream (DTM) Margin Strength In Q1 2026 Tests Premium P/E Narrative

DT Midstream (DTM) opened 2026 with Q1 revenue of US$336 million and basic EPS of US$1.28, while trailing twelve month revenue sat at US$1.3 billion and EPS at US$4.55, alongside earnings growth of 26.8% over the past year. Over recent quarters the company has seen revenue move from US$303 million in Q1 2025 to US$336 million in Q1 2026, with quarterly EPS ranging from about US$1.05 to US$1.28 across that stretch, highlighting a story in which higher net profit margins are front and center...
NYSE:TXNM
NYSE:TXNMElectric Utilities

TXNM Energy (TXNM) Margin Slide To 7% Tests Bullish Stability Narrative

TXNM Energy (TXNM) has opened Q1 2026 earnings season with mixed signals, as recent quarterly revenue ranged from US$482.8 million to US$647.2 million over 2025 while basic EPS swung between a loss of US$0.09 and a high of US$1.22. Trailing twelve month EPS of US$1.49 sits against trailing revenue of about US$2.2 billion. Over the past year, the company has seen quarterly revenue move from US$476.9 million in Q4 2024 to US$647.2 million in Q3 2025 and then US$533.2 million in Q4 2025. Net...
NYSE:APO
NYSE:APODiversified Financial

Is It Time To Reassess Apollo Global Management (APO) After S&P 500 Inclusion?

Before getting into the numbers, if you are wondering whether Apollo Global Management is attractively priced or starting to look stretched, it helps to compare its recent share performance with a clear view of what you are actually paying for. Apollo Global Management scores just 2/6 on our valuation checks. See what other red flags we found in the full valuation breakdown. Approach 1: Apollo Global Management Excess Returns Analysis The Excess Returns model looks at how effectively Apollo...
NYSE:LANV
NYSE:LANVLuxury

Lanvin Group Holdings NYSE LANV Losses Of €226.5 Million Reinforce Bearish Narratives

Lanvin Group Holdings (NYSE:LANV) has opened FY 2025 with first half revenue of €133.4 million and a basic EPS loss of €0.62, setting a cautious tone for investors tracking its path toward profitability. Over the last three reporting halves, the company has seen revenue move from €170.98 million in 1H 2024 to €157.63 million in 2H 2024 and then to €133.4 million in 1H 2025. Over the same periods, basic EPS losses shifted from €0.49 to €0.92 and now €0.62, leaving margins under pressure and...
NYSE:PK
NYSE:PKHotel and Resort REITs

Park Hotels & Resorts (PK) Q1 FFO And EPS Divergence Tests Bullish Margin Narratives

Park Hotels & Resorts (PK) opened 2026 with Q1 revenue of US$622 million and basic EPS of US$0.06, while on a trailing twelve month basis revenue was US$2.5 billion with basic EPS of a US$1.08 loss and net income of a US$215 million loss. Over recent quarters, revenue has moved in a tight band between US$610 million and US$674 million per quarter, while basic EPS has swung from a US$1.03 loss in Q4 2025 to a profit in Q1 2026. This sets up the latest release as a key check on how efficiently...
NYSE:V
NYSE:VDiversified Financial

Visa (V) Is Up 6.0% After Expanding Stablecoin Pilot And Boosting Buybacks - Has The Bull Case Changed?

In late April 2026, Visa reported fiscal second-quarter results showing revenue of US$11.23 billion and net income of US$6.02 billion, expanded its stablecoin settlement pilot to nine blockchains, rolled out its Agentic Ready AI-commerce program across more regions, and authorized a new US$20.00 billion share repurchase alongside a US$0.670 quarterly dividend. Together with new partnerships such as Lightspark’s stablecoin- and Bitcoin-backed Visa debit cards and broader stablecoin settlement...
NasdaqGS:IBKR
NasdaqGS:IBKRCapital Markets

Is It Too Late To Consider Interactive Brokers Group (IBKR) After A 78% One Year Rally?

Some investors may be wondering if Interactive Brokers Group stock still offers value after its strong run, or if most of the opportunity is already priced in. The share price closed at US$80.46, with returns of 5.0% over 7 days, 18.5% over 30 days, 19.7% year to date and 78.2% over the last year, so recent performance is clearly part of the valuation question. Recent news has often focused on the company’s role as a large listed electronic broker, which keeps attention on trading volumes,...
NYSE:OWL
NYSE:OWLCapital Markets

Blue Owl Capital Acquires Sila Realty Trust And Shifts Earnings Profile

Blue Owl Capital (NYSE:OWL) has agreed to acquire all outstanding shares of Sila Realty Trust, Inc. through a definitive merger agreement. The transaction adds a large real estate platform focused on durable cash flows to Blue Owl's existing real estate operations. The deal marks a material shift in Blue Owl's capital deployment toward expanding and institutionalizing its alternative real estate footprint. For investors tracking NYSE:OWL, this deal arrives after a mixed share price...
NYSE:SEM
NYSE:SEMHealthcare

Select Medical Holdings (SEM) Thin 2.4% Margin Recovery Tests Bullish Rehab Growth Narrative

Select Medical Holdings (SEM) opened 2026 with Q1 revenue of US$1.4b and basic EPS of US$0.35, setting the tone for how the market will read its latest move in profitability. Over the past few quarters, the company has seen revenue move from US$1.35b in Q1 2025 to US$1.42b in Q1 2026, while basic EPS shifted from US$0.44 to US$0.35 across the same periods, giving investors a clear view of how growth and earnings are tracking into this year. With trailing net profit margins sitting at 2.4%,...
NasdaqGM:FLGT
NasdaqGM:FLGTHealthcare

Fulgent Genetics (FLGT) Trailing US$60 Million Loss Tests Bullish Margin Narratives

Fulgent Genetics Q1 2026 earnings snapshot Fulgent Genetics (FLGT) has entered Q1 2026 with trailing 12 month revenue of US$322.7 million and a basic EPS loss of US$1.97. This sets up another quarter where the top line shows scale, while profitability remains under pressure. Over recent quarters, revenue has moved from US$76.2 million in Q4 2024 to US$83.3 million in Q4 2025, while quarterly basic EPS has ranged from a loss of US$0.19 to a loss of US$0.76. This highlights that growth in...
NYSE:POR
NYSE:PORElectric Utilities

Portland General Electric (POR) Margin Compression Tests Bullish Growth Narratives Heading Into Q1 2026

Portland General Electric (POR) opened 2026 earnings season with Q1 results that follow a year where trailing twelve month revenue sat at about US$3.6b and Basic EPS was US$2.77, backed by full year 2025 quarterly revenue in the US$807 million to US$952 million range and Basic EPS between US$0.36 and US$0.93. Over that same period, quarterly net income excluding extra items moved between US$41 million and US$103 million, while the latest trailing twelve month net income was US$306 million,...
NYSE:CL
NYSE:CLHousehold Products

Colgate-Palmolive (CL) One Off Loss Hits Margins And Tests Premium P E Narrative

Colgate-Palmolive (CL) has just posted its latest quarterly scorecard with Q4 2025 revenue of US$5.2 billion, basic EPS of US$0.91 and net income of US$735 million, setting the stage for how Q1 2026 will be judged. Over recent quarters, revenue has held close to the US$5.0 billion mark, moving from US$4.9 billion in Q1 2025 to US$5.1 billion in Q3 2025, while basic EPS ranged from US$0.85 to US$0.92 across that same stretch, giving investors a clear view of how profits track against a...
NasdaqGS:INBK
NasdaqGS:INBKBanks

First Internet Bancorp (INBK) Q1 EPS Profitability Tests Bearish Volatility Narrative

First Internet Bancorp (INBK) opened 2026 with Q1 revenue of US$26.8 million and basic EPS of US$0.29, while trailing twelve month figures show total revenue of US$47.4 million and a basic EPS loss of US$3.84. Over the past reported quarters, revenue has moved from US$32.3 million in Q4 2024 to US$23.6 million in Q1 2025, US$19.9 million in Q2 2025, US$29.1 million in Q3 2025, US$29.7 million in Q4 2025, and now US$26.8 million in Q1 2026. EPS shifted from US$0.84 in Q4 2024 to US$0.11,...
NYSE:SAM
NYSE:SAMBeverage

Boston Beer Company Q1 EPS Loss Challenges Bullish Profitability Narratives

Boston Beer Company (SAM) opened 2026 with Q1 revenue of US$433.9 million and a basic EPS loss of US$13.88, setting a cautious tone for shareholders tracking both top line scale and per share profitability. Over the past year, quarterly revenue has moved within a band from US$385.7 million to US$587.9 million, while basic EPS has swung from a profit of US$5.45 in Q2 2025 to a loss in the most recent quarter, leaving trailing 12 month EPS at a loss of US$5.73. With the company currently...
NasdaqGS:CWST
NasdaqGS:CWSTCommercial Services

Casella Waste Systems (CWST) Margin Strain And Q1 Loss Test Bullish Growth Narratives

Casella Waste Systems (CWST) opened Q1 2026 with revenue of US$457.3 million and a basic EPS loss of US$0.09, while trailing twelve month revenue stood at about US$1.9 billion and basic EPS was US$0.11. Over recent quarters, revenue has moved from US$417.1 million in Q1 2025 through a range of US$465.3 million to US$485.4 million, with quarterly EPS swinging between a loss of US$0.08 and a profit of US$0.16. This sets up a mixed margin picture that puts the focus squarely on how efficiently...
NYSE:RDDT
NYSE:RDDTInteractive Media and Services

Reddit (RDDT) TTM Net Margin Jump Reinforces Bullish Profitability Narratives

Reddit (RDDT) opened 2026 with Q1 revenue of US$663.4 million and basic EPS of US$1.07, alongside trailing twelve month revenue of about US$2.5 billion and basic EPS of US$3.75 that reflect a very large uplift in earnings over the past year. Over the past five reported quarters, revenue has moved from US$392.4 million in Q1 2025 to US$663.4 million in Q1 2026, while quarterly basic EPS shifted from US$0.14 to US$1.07 as trailing net margins stepped up sharply, putting profitability and...