U.S. Online Retail and Ecommerce Stock News

NYSE:MPLX
NYSE:MPLXOil and Gas

MPLX (MPLX) Valuation Check After 12.5% Distribution Increase And Cash Return Focus

Why MPLX’s latest distribution move is drawing attention MPLX (MPLX) recently lifted its quarterly distribution by 12.5%, a decision backed by contracted cash flows tied to Marathon Petroleum. That increase, along with the support behind it, is what has investors paying attention. See our latest analysis for MPLX. The recent distribution increase comes as MPLX units trade at US$58.53, with a 30-day share price return of 6.87% and a 1-year total shareholder return of 19.79%, while the 5-year...
NasdaqGM:RNAM
NasdaqGM:RNAMBiotechs

A Look At Avidity Biosciences (RNA) Valuation After Strong Multi Year Shareholder Returns

What Avidity Biosciences’ Recent Returns Signal for Investors Avidity Biosciences (RNA) has drawn attention after a 1 day return close to flat, modest moves over the past week and month, and a very large total return over the past year. For investors, those figures sit alongside a revenue base of US$18.755 million and a reported net loss of US$684.631 million. This highlights that the company remains firmly in a development focused phase. See our latest analysis for Avidity Biosciences. With...
NasdaqGS:DAWN
NasdaqGS:DAWNBiotechs

Day One Biopharmaceuticals (DAWN) Touts Narrower Q4 Loss Challenging Bearish Profitability Narratives

Day One Biopharmaceuticals (DAWN) just reported its FY 2025 numbers, with Q4 total revenue of US$53.7 million and a net loss of US$21.3 million, setting the tone for how investors will read the year as a whole. The company has seen quarterly revenue move from US$29.2 million in Q4 2024 to US$53.7 million in Q4 2025, while Basic EPS shifted from a loss of US$0.64 per share in Q4 2024 to a loss of US$0.19 per share in Q3 2025, giving investors a clear view of how top line scale and loss levels...
NYSE:WFC
NYSE:WFCBanks

How Investors Are Reacting To Wells Fargo (WFC) Redeeming Series BB Preferreds And Shuffling Leadership

Wells Fargo recently announced it will redeem all 140,400 outstanding Series BB preferred shares on March 16, 2026, while also appointing Dennis Devine as head of Business Banking to oversee clients with up to US$25.00 million in annual sales. Together with a series of new senior note offerings and ongoing preferred dividends, these moves highlight Wells Fargo’s active reshaping of its capital structure and leadership bench at the same time. We’ll now examine how the full redemption of...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Is It Too Late To Consider Broadcom (AVGO) After A 57.5% One Year Surge?

If you are wondering whether Broadcom's share price still reflects fair value after a strong multi year run, this article will help you break that question into clear valuation checks. The stock last closed at US$332.31, with a 7 day return of 0.4% decline, a 30 day return of 2.3%, a year to date return of 4.4% decline and a 1 year return of 57.5%, while the 3 year return is very large and the 5 year return is close to 7x. Recent headlines around Broadcom have focused on its position within...
NYSE:ACVA
NYSE:ACVACommercial Services

A Look At ACV Auctions (ACVA) Valuation After Prolonged Share Price Weakness

Setting the scene on ACV Auctions ACV Auctions (ACVA) has drawn investor attention after a prolonged share price slump, with the stock showing negative returns over the past month, past 3 months, and year to date. At a last close of US$4.51, the wholesale digital auction platform sits against a backdrop of reported annual revenue of US$759.6 million and a net loss of US$66.1 million. This raises questions about how the business fundamentals compare with recent market sentiment. See our latest...
NYSE:UVE
NYSE:UVEInsurance

Universal Insurance Holdings Combined Ratios Below 100% Challenge Bearish Profitability Narratives

Universal Insurance Holdings FY 2025 Earnings Snapshot Universal Insurance Holdings (UVE) has wrapped up FY 2025 with fourth quarter total revenue of US$407.9 million and basic EPS of US$2.40, alongside net income of US$66.6 million as investors weigh these results against a year where net profit margin moved from 3.9% to 11.4% and earnings growth was very large at about 210.5% year over year. Over recent periods the company has seen total revenue shift from US$384.8 million and basic EPS of...
NYSE:NOW
NYSE:NOWSoftware

ServiceNow Public Sector Story Grows As Moveworks Gains FedRAMP Approval

Moveworks has obtained FedRAMP Moderate Authorization, supported by its integration with ServiceNow, for its AI powered automation platform for US government agencies. The authorization allows federal and public sector organizations to use Moveworks' AI workflow and conversational tools while aligning with US government security and compliance standards. This development highlights the growing role of ServiceNow's AI ecosystem in regulated environments, including the US public sector. For...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Meta’s Massive AMD AI Deal Recasts Spending, Suppliers And Future Returns

Meta Platforms (NasdaqGS:META) has agreed a multi year AI hardware partnership with AMD valued at over $100b. The deal includes capacity for up to 6 gigawatts of AMD AI GPUs to power Meta's next generation infrastructure. Meta also secured a performance based warrant that could allow it to acquire up to 10% of AMD shares. Meta Platforms, trading at $653.69, is tying a very large AI hardware commitment directly to its core infrastructure plans. The stock is up 279.6% over 3 years and 157.7%...
NYSE:TX
NYSE:TXMetals and Mining

Does Ternium’s 2025 Profit Rebound And Dividend Plan Reshape The Bull Case For TX?

Ternium S.A. has reported its fourth-quarter and full-year 2025 results, with annual sales of US$15,609.09 million and net income of US$425.23 million, and its board intends to propose a total 2025 annual dividend of US$0.27 per share (US$2.70 per ADS), including the interim amount already paid. If shareholders approve the board’s plan at the May 12, 2026 meeting, investors would receive a further US$0.18 per share (US$1.80 per ADS) on May 15, 2026, highlighting how Ternium is balancing a...
NYSE:ANF
NYSE:ANFSpecialty Retail

Is Higher US Tariffs Raising Cost Pressures Altering The Investment Case For Abercrombie & Fitch (ANF)?

Abercrombie & Fitch recently came under pressure after a US administration decision to lift global tariff rates to 15%, heightening cost and supply-chain risks for retailers reliant on international trade. For Abercrombie & Fitch, the tariff change sharpens focus on how its sourcing footprint and cost controls might influence profitability and operational flexibility over time. We’ll now examine how the heightened tariff burden affects Abercrombie & Fitch’s investment narrative, particularly...
NasdaqGS:LAUR
NasdaqGS:LAURConsumer Services

Laureate Education Expands Buybacks As Revenue Guidance Supports Cash Returns

Laureate Education (NasdaqGS:LAUR) expanded its share repurchase authorization by $250 million, bringing the total program size to $400 million. The company has already completed a major tranche of this enlarged buyback, reducing its outstanding equity float. The move reflects management’s view of Laureate Education’s business outlook and capital allocation approach. For investors tracking Laureate Education, the larger buyback comes with the stock trading around $33.86, after a 71.9%...
NYSE:IIPR
NYSE:IIPRIndustrial REITs

Assessing Innovative Industrial Properties (IIPR) Valuation After Recent Share Price Momentum And Life Science Expansion

Why Innovative Industrial Properties is on investors’ radar Innovative Industrial Properties (IIPR) has been drawing attention after recent share price moves, with the stock showing mixed short and longer term returns that may prompt investors to reassess its REIT profile. See our latest analysis for Innovative Industrial Properties. The recent 7 day share price return of 14.14% and 1 month share price return of 7.91% suggest momentum is building in the short term, even as the 1 year total...
NYSE:HE
NYSE:HEElectric Utilities

Hawaiian Electric Industries (HE) Valuation After Key Maui Wildfire Legal Hurdle And Earnings Expectations

Legal overhang and earnings expectations come into focus Hawaiian Electric Industries (HE) is back in the spotlight after clearing a major legal hurdle tied to the 2023 Maui wildfires, and investors are also looking ahead to an expected earnings figure of US$0.24 per share. See our latest analysis for Hawaiian Electric Industries. At a share price of US$15.78, Hawaiian Electric has seen a 33.84% 90 day share price return and a 24.94% year to date share price return. Its 46.38% 1 year total...
NasdaqGM:STAA
NasdaqGM:STAAMedical Equipment

A Look At STAAR Surgical (STAA) Valuation After FDA Expands EVO ICL Age Range

STAAR Surgical (STAA) is back in focus after the U.S. FDA approved an expanded age indication for its EVO and EVO+ Visian Implantable Collamer Lenses, lifting the upper limit from 45 to 60 years. See our latest analysis for STAAR Surgical. The FDA age expansion comes as STAAR Surgical’s 7 day share price return of 12.58% contrasts with a 90 day share price decline of 24.15% and a 3 year total shareholder return decline of 65.58%, suggesting recent momentum after a tough longer stretch. If...
NasdaqGS:TSCO
NasdaqGS:TSCOSpecialty Retail

Is Tractor Supply (TSCO) Pricing Reflect Long Term Gains After Recent Share Price Weakness

If you are wondering whether Tractor Supply's current share price lines up with its underlying value, this article will walk through what the numbers actually say. The stock recently closed at US$51.77, with a 1.5% decline over the last 7 days and a 6.8% decline over the past month, while still showing a 1.8% gain year to date, returns of 20.8% over 3 years and 81.4% over 5 years. Recent coverage around Tractor Supply has focused on its position in the US retail sector and how investor...
NasdaqGS:CBLL
NasdaqGS:CBLLMedical Equipment

CeriBell (CBLL) Revenue Growth To US$24.8m Tests Premium Valuation Narrative

CeriBell (CBLL) has just closed out FY 2025 with Q4 revenue of US$24.8 million and a basic EPS loss of US$0.36, while trailing 12 month revenue reached US$89.1 million and basic EPS over that period sat at a loss of US$1.46. The company has seen quarterly revenue move from US$18.5 million in Q4 2024 to US$24.8 million in Q4 2025, with basic EPS losses over those quarters ranging between US$0.36 and US$0.40, and trailing 12 month net income remaining in loss territory at US$53.4 million for...
NasdaqGS:IRWD
NasdaqGS:IRWDBiotechs

Ironwood Pharmaceuticals (IRWD) Margin Rebound Challenges Bearish Narratives Despite Softer Revenue

Ironwood Pharmaceuticals (IRWD) just closed out FY 2025 with a mixed Q4 print, reporting revenue of US$47.7 million and a small net loss of US$2.3 million, which translated into EPS of US$0.15 for the trailing twelve months. The company has seen revenue move from US$351.4 million on a trailing basis in Q4 2024 to US$296.2 million in Q4 2025, while trailing EPS shifted from roughly flat at US$0.01 to US$0.15. This sets up a picture in which margins have recently firmed even as top line...
NasdaqGS:ALGM
NasdaqGS:ALGMSemiconductor

Did Allegro’s New 3–5 Year Targets and Analyst Support Just Shift Allegro MicroSystems' (ALGM) Investment Narrative?

Earlier this week, Allegro MicroSystems held an Analyst Day where it outlined a 3–5 year financial model targeting mid-teens revenue growth and gross margins above 55%, prompting research firms to reaffirm positive views on the company’s long-term prospects. This upbeat outlook comes despite Allegro’s recent annual sales and earnings declines and relatively low free cash flow margins, highlighting a tension between ambitious growth targets and current financial constraints. We’ll now explore...
NasdaqGS:GSHD
NasdaqGS:GSHDInsurance

Why Goosehead Insurance’s (GSHD) Bigger Buyback and New Directors Matter for Its Tech-Led Growth Story

Goosehead Insurance recently reported fourth-quarter and full-year 2025 results showing higher revenue but lower net income year over year, expanded its share repurchase authorization to US$280 million through May 1, 2027, issued 2026 organic revenue growth guidance of 10% to 19%, and announced board changes including the addition of Louis Goldberg and the departure of Thomas McConnon. Together, the larger buyback capacity, organic growth outlook, and governance refresh highlight...
NYSE:GEV
NYSE:GEVElectrical

GE Vernova (GEV) Is Up 7.2% After AI-Fueled Orders and Dividend Hike - Has The Bull Case Changed?

Earlier this month, GE Vernova’s board declared a US$0.50 per share quarterly dividend, payable on April 14, 2026, to shareholders of record as of March 17, 2026, underscoring its current capital return approach. This comes as GE Vernova reports very large order growth tied to AI data center power needs, a US$35.00 billion electrification backlog, and expanding gas turbine capacity, highlighting its central role in the global electricity buildout. Next, we’ll examine how surging AI data...
NasdaqGS:URBN
NasdaqGS:URBNSpecialty Retail

Is It Time To Reconsider Urban Outfitters (URBN) After Recent Pullback In The Share Price?

If you are wondering whether Urban Outfitters is attractively priced right now, you are not alone, and the numbers give us plenty to unpack. The share price closed at US$65.46 recently, with returns of 23.7% over 1 year and 140.0% over 3 years, even though the stock is down 6.7% over the last week, 5.1% over the last month and 13.1% year to date. Recent coverage around Urban Outfitters has focused on its position within specialty retail, including how the Urban Outfitters, Anthropologie, and...
NYSE:SWX
NYSE:SWXGas Utilities

Southwest Gas Holdings (SWX) Margin Expansion Reinforces Bull Narratives Despite Valuation Concerns

Southwest Gas Holdings FY 2025 earnings snapshot Southwest Gas Holdings (SWX) just wrapped up FY 2025 with fourth quarter revenue of US$480.7 million and basic EPS of US$0.97, setting the tone for how the full year is being judged. The company has seen quarterly revenue move from US$1.27 billion with EPS of US$1.29 in Q4 2024 to US$480.7 million with EPS of US$0.97 in Q4 2025, against a trailing twelve month EPS figure of US$3.32. With trailing net margins of 12.3% versus 3.9% in the prior...
NYSE:CUZ
NYSE:CUZOffice REITs

Will US$250 Million Buyback Authorization Change Cousins Properties' (CUZ) Capital Allocation Narrative?

Cousins Properties Incorporated announced on February 17, 2026 that its board approved an open-ended share repurchase program of up to US$250,000,000 of its outstanding common stock. This sizable buyback authorization highlights management’s willingness to deploy capital toward reducing share count, which can enhance per-share metrics over time. Next, we’ll examine how this US$250,000,000 repurchase authorization may reshape Cousins Properties’ investment narrative and capital allocation...