U.S. Online Retail and Ecommerce Stock News

NasdaqGS:RGEN
NasdaqGS:RGENLife Sciences

Repligen (RGEN) Return To Profitability Tests Bullish Growth Narrative In Q4 2025 Results

Repligen (RGEN) closed out FY 2025 with Q4 revenue of US$197.9 million and basic EPS of US$0.24, alongside net income of US$13.3 million, giving investors a clear snapshot of its latest quarterly performance. Over recent periods, the company has seen revenue move from US$167.5 million in Q4 2024 to US$197.9 million in Q4 2025, while basic EPS shifted from a loss of US$0.60 to a profit of US$0.24. This set up a year where trailing twelve month EPS reached US$0.87 on revenue of US$738.3 million...
NasdaqGS:PTLO
NasdaqGS:PTLOHospitality

Portillo’s (PTLO) Margin Compression To 2.6% Tests Bullish Profit Growth Narrative

Portillo's (PTLO) has wrapped up FY 2025 with fourth quarter revenue of US$185.7 million and basic EPS of US$0.08, alongside net income of US$6.1 million. This update gives investors an opportunity to reassess how the full year stacks up against its recent history. The company has seen quarterly revenue move from US$176.4 million in Q1 2025 to a range between US$181.4 million and US$188.5 million through the year, while EPS shifted between US$0.02 and US$0.13, giving a mixed read on profit...
NYSE:CYD
NYSE:CYDMachinery

China Yuchai International Earnings Growth Tests Bearish Narratives On Long Term Profitability

China Yuchai International (NYSE:CYD) has just posted its FY 2025 first half numbers, with revenue of C¥13.8b and basic EPS of C¥9.75, setting the tone for a year in which investors are closely tracking how earnings and sales are holding up. The company has seen revenue move from C¥10.3b in the first half of 2024 to C¥13.8b in the first half of 2025, while basic EPS went from C¥5.88 to C¥9.75 over the same period. With trailing 12 month EPS at C¥14.32 on revenue of C¥24.7b, the results put...
NYSE:EFX
NYSE:EFXProfessional Services

AI Credit Planner Launch Amid Rising Borrower Stress Could Be A Game Changer For Equifax (EFX)

In February 2026, Equifax launched Optimal Path, an AI-powered, interactive credit score planner that provides U.S. consumers with personalized, evolving 30-day action plans via the free myEquifax mobile app, integrating directly with their Equifax credit profiles. Alongside this product rollout, fresh Equifax credit data underscored widening financial stress for younger and highly leveraged borrowers, reinforcing the importance of real-time, personalized credit tools and positioning...
NYSE:PLOW
NYSE:PLOWMachinery

Douglas Dynamics (PLOW) Margin Compression Challenges Bullish Earnings Growth Narrative

Douglas Dynamics (PLOW) has wrapped up FY 2025 with fourth quarter revenue of US$184.5 million and basic EPS of US$0.56, alongside trailing twelve month revenue of US$656.1 million and EPS of US$2.03 that frame the latest numbers in a fuller context. The company has seen quarterly revenue range from US$115.1 million to US$194.3 million and quarterly EPS move between roughly US$0.01 and US$1.10 over FY 2025, giving investors a clear view of how earnings power tracks with seasonal revenue...
NYSE:OSG
NYSE:OSGInsurance

Octave Specialty Group NYSE OSG Combined Ratios Above 100% Reinforce Bearish Underwriting Narratives

Octave Specialty Group (OSG) just posted its FY 2025 numbers with Q4 total revenue of US$66.9 million and a basic EPS loss of US$0.66, while on a trailing twelve month basis revenue came in at US$251.2 million and EPS at a loss of US$2.09. The company has seen quarterly revenue move from US$65.2 million in Q4 FY 2024 to US$66.9 million in Q4 FY 2025, with basic EPS shifting from a loss of US$0.46 to a loss of US$0.66 over the same period. This sets the stage for investors to focus squarely on...
NasdaqGS:VNET
NasdaqGS:VNETIT

Does VNET Group’s (VNET) Finance Shake-Up Clarify Its Complex Capital Structure Or Deepen Uncertainty?

VNET Group, Inc. recently appointed Peter Zhihua Zhang as Senior Vice President of Operational Finance and principal accounting officer, giving him authority over financial operations and key SEC and Nasdaq filings while the company amended its US$250 million 2% convertible senior notes due 2027 with Blackstone-managed vehicles. The combination of a strengthened internal finance leadership role and changes to the convertible note terms has refocused attention on VNET’s governance, capital...
NYSE:JLL
NYSE:JLLReal Estate

Is It Time To Reassess JLL (JLL) After Recent Share Price Swings?

If you are wondering whether Jones Lang LaSalle is priced attractively today, a good starting point is understanding what the recent share moves are really telling you about value and risk. The stock last closed at US$310.97, after a 7 day return of 8.4%, a 30 day return showing a 12.2% decline, and returns of a 7.4% decline year to date and 17.1% over the past year, with longer term returns of 78.2% over 3 years and 74.5% over 5 years. Recent news around Jones Lang LaSalle has focused on...
NasdaqGS:EXE
NasdaqGS:EXEOil and Gas

Electric Fracturing Deal Reframes Expand Energy Valuation And Future Returns

Expand Energy has partnered with Evolution Well Services to deploy 100% electric hydraulic fracturing technology in Northeast Appalachia. The initiative targets lower noise, a smaller equipment footprint, reduced surface disruption, and real time environmental monitoring. The move reflects a focus on operational efficiency and environmental performance that has not featured in recent company updates. For investors watching Expand Energy (NasdaqGS:EXE), this partnership adds a fresh...
NYSE:PRIM
NYSE:PRIMConstruction

Why Primoris Services (PRIM) Is Down 6.4% After Record 2025 Results And 2026 EPS Guidance

Primoris Services Corporation recently reported its fourth-quarter and full-year 2025 results, posting US$1,857.7 million in Q4 sales and US$7,574.9 million in full-year sales, alongside 2026 net income guidance of US$294.0 million to US$305.0 million and EPS guidance of US$5.35 to US$5.55. The company paired these results with a US$0.08 per-share cash dividend declaration and forward earnings guidance that frames how management views future profitability and capital returns. Now we’ll...
NYSE:CWEN.A
NYSE:CWEN.ARenewable Energy

Clearway Energy (CWEN.A) Q4 Loss Challenges Bullish Earnings Growth Narrative

Clearway Energy (CWEN.A) just closed out FY 2025 with Q4 revenue of US$310 million and a basic EPS loss of US$0.85, capping a trailing twelve month period that totaled US$1.4 billion of revenue and US$1.42 in basic EPS. The company has seen quarterly revenue move from US$256 million in Q4 2024 to US$310 million in Q4 2025. Over the same period, basic EPS shifted from US$0.03 to a loss of US$0.85, against a backdrop of trailing twelve month net income of US$169 million. For investors, that mix...
NasdaqCM:AXGN
NasdaqCM:AXGNMedical Equipment

Axogen (AXGN) Q4 Loss Of US$13.2 Million Tests Bullish Profitability Narrative

Axogen (AXGN) has wrapped up FY 2025 with fourth quarter revenue of US$59.9 million and a basic EPS loss of US$0.28, capping a trailing twelve month period that delivered US$225.2 million in revenue and a net loss of US$15.7 million. The company has seen quarterly revenue move from US$49.4 million in Q4 2024 to US$59.9 million in Q4 2025. Over the same period, basic EPS shifted from a small profit of US$0.01 in Q4 2024 to a loss of US$0.28 in Q4 2025. Investors now have to weigh these top...
NYSE:GWRE
NYSE:GWRESoftware

Did Sompo’s Expanded Cloud Deal Just Reframe Guidewire Software’s (GWRE) AI and Platform Narrative?

Sompo Group and Guidewire Software recently announced a long-term agreement for Sompo to expand its use of Guidewire’s cloud and AI-powered applications across global operations, including migrating core policy and claims systems to Guidewire Cloud Platform. This deepened partnership highlights how a large, diversified insurer is standardizing on Guidewire’s platform to unify decision-making and modernize P&C insurance processes worldwide. Next, we’ll examine how Sompo’s expanded Guidewire...
NasdaqGS:PAA
NasdaqGS:PAAOil and Gas

Does Plains All American’s Cost-Saving Pure-Play Crude Pivot Reshape The Bull Case For PAA?

Earlier this month, Plains All American Pipeline, L.P. reported its fiscal Q4 2025 results, coming in below Wall Street earnings expectations while outlining progress on its business refocus. At the same time, management emphasized its plan to become a pure-play crude operator and pursue US$100 million in annual cost savings through 2027, with about half targeted for 2026, which could meaningfully reshape its cost structure and competitive positioning. Now we’ll examine how this renewed...
NYSE:ST
NYSE:STElectrical

A Look At Sensata Technologies Holding (NYSE:ST) Valuation After Its 2025 Earnings And 2026 Guidance Update

Why Sensata Technologies Holding (NYSE:ST) is back in focus Sensata Technologies Holding (NYSE:ST) has drawn fresh attention after reporting fourth quarter results that showed higher profitability on US$917.9 million in sales, alongside new 2026 guidance and an updated segment structure. For the quarter ended December 31, 2025, Sensata reported net income of US$63.2 million on sales of US$917.9 million, with basic and diluted earnings per share from continuing operations of US$0.43, compared...
NasdaqGS:DKNG
NasdaqGS:DKNGHospitality

DraftKings Lawsuit And Restructuring Put Legal Risks And Valuation In Focus

Massachusetts Superior Court has allowed a class action lawsuit over DraftKings' sportsbook promotion to proceed. The case focuses on claims of misleading marketing around a bonus offer for sports betting customers. At the same time, DraftKings is moving ahead with workforce restructuring that includes expected job cuts. For investors watching DraftKings, ticker NasdaqGS:DKNG, this combination of litigation and restructuring adds fresh context to a volatile share price. The stock last...
NYSE:MTD
NYSE:MTDLife Sciences

A Look At Mettler-Toledo International (MTD) Valuation After Earnings Beat And Raised EPS Guidance

Mettler-Toledo International (MTD) has been in focus after its latest quarterly report beat Wall Street expectations, and management issued full-year adjusted EPS guidance in the US$46.05 to US$46.70 range. See our latest analysis for Mettler-Toledo International. The latest earnings beat and guidance came after a mixed stretch for Mettler-Toledo International, with a 1-day share price return of 1.14% and a 7-day share price return of 2.37%. This contrasts with a 90-day share price return of...
NYSE:PARR
NYSE:PARROil and Gas

What Par Pacific Holdings (PARR)'s Rising EPS On Falling Revenue Means For Shareholders

Par Pacific Holdings is expected to report an earnings per share of US$1.28 for its latest quarter, reflecting a very large year-over-year increase, even as quarterly revenue is projected to fall by 8.2% compared with the prior year. This combination of stronger profitability on lower sales, together with the company’s history of beating earnings and revenue estimates, is drawing attention to how efficiently Par Pacific is currently converting its refining operations into bottom-line...
NasdaqGS:VRSK
NasdaqGS:VRSKProfessional Services

Verisk Weighs Climate Growth Prospects Against Debt Funded Buybacks

Verisk Analytics (NasdaqGS:VRSK) has entered into a climate risk intelligence collaboration with S&P Global Energy to offer integrated climate catastrophe data and risk modeling solutions. The company also announced a $1.5b accelerated share repurchase program, funded in part by new senior note offerings. These moves target growing demand from insurers, asset managers and lenders for more granular climate risk insights across both insured and uninsured assets. Verisk Analytics, trading at...
NasdaqGS:VIAV
NasdaqGS:VIAVCommunications

Supreme Court Tariff Ruling Reshapes Cost Outlook For Viavi Solutions

U.S. Supreme Court overturns Trump-era tariffs that affected input costs for manufacturers, including Viavi Solutions, NasdaqGS:VIAV. Ruling is expected to lower certain material and component costs for Viavi’s production footprint. Decision could influence how Viavi and peers think about sourcing, supply chains, and capital allocation going forward. Viavi Solutions, NasdaqGS:VIAV, supplies testing, measurement, and optical technologies used across telecom, data center, and networking...
NYSE:NOG
NYSE:NOGOil and Gas

Is It Time To Reconsider Northern Oil and Gas (NOG) After Recent Share Price Weakness?

If you are wondering whether Northern Oil and Gas is offering fair value at its current share price, or if the market is missing something, this article will walk you through what the numbers are indicating. The stock most recently closed at US$27.30, with returns of 5.2% over the past week, 16.4% over the past month, 24.0% year to date and a 12.3% decline over the past year. This raises questions about how its current price lines up with its fundamentals. Recent news coverage around...
NYSE:LHX
NYSE:LHXAerospace & Defense

Assessing L3Harris Technologies (LHX) Valuation After Strong Recent Share Price Returns

Why L3Harris Technologies (LHX) is on investors’ radar L3Harris Technologies (LHX) has drawn attention after recent performance metrics put a spotlight on its longer term returns and current valuation. For investors tracking defense and aerospace names, the stock’s profile is hard to ignore. See our latest analysis for L3Harris Technologies. The current US$354.27 share price comes after a 28.29% 90 day share price return and a 16.35% year to date share price return. The 1 year total...
NasdaqGS:ALGN
NasdaqGS:ALGNMedical Equipment

Assessing Align Technology (ALGN) Valuation After Recent Share Price Momentum

Align Technology (ALGN) has drawn investor attention after recent share price moves, with the stock up about 10% over the past month and 26% over the past 3 months, prompting closer scrutiny of its valuation. See our latest analysis for Align Technology. At a share price of US$185.53, Align’s short term momentum is positive, with a 1 month share price return of about 10% and a 3 month gain of roughly 26%. However, the 1 year total shareholder return is close to flat and longer term total...
NasdaqCM:LMB
NasdaqCM:LMBConstruction

Will Lower Import Tariffs on Materials Change Limbach Holdings' (LMB) Cost Advantage Narrative?

The U.S. Supreme Court recently overturned tariffs introduced under the Trump administration, a move expected to lower import costs for parts and materials used by U.S. manufacturers, including construction-related firms like Limbach Holdings. For Limbach, whose projects rely heavily on material and equipment inputs, reduced tariff-related costs could improve project economics and enhance the competitiveness of its building systems services. We’ll now examine how potentially lower input...