U.S. Online Retail and Ecommerce Stock News

NasdaqGS:WAY
NasdaqGS:WAYHealthcare Services

Waystar Holding (WAY) FY 2025 Profitability Turn Reinforces Bullish Scalability Narrative

Waystar Holding FY 2025 Earnings Snapshot Waystar Holding (WAY) has wrapped up FY 2025 with fourth quarter revenue of US$303.5 million and basic EPS of US$0.10, alongside net income of US$20.0 million. Over the last six reported quarters, the company has seen revenue move from US$240.1 million in Q3 2024 to US$303.5 million in Q4 2025. Quarterly basic EPS shifted from US$0.03 in Q3 2024 to a trailing twelve month EPS of US$0.63 by Q4 2025, supported by trailing twelve month net income of...
NYSE:WTTR
NYSE:WTTREnergy Services

Select Water Solutions (WTTR) Margin Strain Challenges Bullish Earnings Expansion Narrative

Select Water Solutions (WTTR) has wrapped up FY 2025 with fourth quarter revenue of $346.5 million and a small net loss of $0.3 million, which translated into roughly flat EPS at $0.00. Across the year, the company has seen quarterly revenue move between $322.2 million and $374.4 million, with EPS ranging from a high of $0.10 in Q2 to losses in both Q4 2025 and Q4 2024, setting up a mixed picture on earnings momentum. See our full analysis for Select Water Solutions. With the headline numbers...
NYSE:GENI
NYSE:GENIHospitality

Genius Sports Legend Deal Tests Data To Media Growth Story

Genius Sports (NYSE:GENI) announced the acquisition of Legend, triggering debate about the target’s quality and the terms of the deal. Critics have questioned the purchase price and the effect on Genius Sports’ leverage profile. The CEO responded with a detailed letter, describing Legend as a technology focused business and outlining expected revenue synergies from the combination. Genius Sports operates as a sports data and technology provider, supplying leagues, sportsbooks, and media...
NYSE:DIS
NYSE:DISEntertainment

Disney’s Privacy Settlement And CEO Shift Reframe IP And AI Risks

Disney agreed to a $2.75 million settlement with the California Attorney General over consumer privacy violations, which includes commitments to change how it handles user data. The company announced a planned CEO handoff from Bob Iger to Josh D’Amaro, with Dana Walden moving into a new leadership role. Disney issued cease and desist letters to address alleged unauthorized use of its intellectual property in AI models, including to ByteDance. For investors watching NYSE:DIS, these...
NasdaqGS:IBRX
NasdaqGS:IBRXBiotechs

ImmunityBio Wins EU Anktiva Nod As Investors Weigh Execution Risks

ImmunityBio's lead oncology drug Anktiva has received conditional marketing authorization from the European Commission for bladder cancer, opening commercial access across 33 countries. The company is also securing accelerated approvals and advancing regulatory expansion in Saudi Arabia, adding to its international footprint. These regulatory decisions expand ImmunityBio's commercial reach in bladder cancer treatment across Europe and the Middle East. For investors tracking ImmunityBio...
NYSE:AIG
NYSE:AIGInsurance

A Look At AIG's (AIG) Valuation After Profitability Turnaround And Expanded Capital Returns

American International Group (AIG) recently combined a return to profitability with new capital return actions, reporting full year 2025 results, affirming its dividend, and updating investors on long running share repurchases. See our latest analysis for American International Group. The earnings rebound and steady capital returns have come alongside a 9.41% 1 month share price return and an 8.26% 1 year total shareholder return. The longer term 5 year total shareholder return of 96.84%...
NasdaqGS:PERI
NasdaqGS:PERIMedia

Perion Network Q3 Loss Reinforces Bearish Narrative Around Earnings Deterioration

Perion Network (PERI) just posted its FY 2025 third quarter numbers, reporting revenue of US$110.5 million and a loss per share of US$0.10 based on basic EPS, as net income excluding extra items came in at a US$4.1 million loss. The company’s quarterly revenue moved from US$108.7 million in Q2 2024 to US$102.2 million in Q3 2024 and then to US$110.5 million in Q3 2025. Over the same periods, basic EPS shifted from a loss of US$0.13 in Q2 2024 to EPS of US$0.05 in Q3 2024 and then a loss of...
NYSE:EL
NYSE:ELPersonal Products

Why Estée Lauder (EL) Is Up 5.9% After Returning To Profit And Tightening 2026 Guidance

In early February 2026, The Estée Lauder Companies reported second-quarter and six-month results showing a shift from a prior-year loss to net income, reaffirmed its quarterly cash dividend of US$0.35 per share, and revised full-year 2026 guidance to sales growth of 3%–5% with reported EPS of US$0.98–US$1.22. The move back into profitability, combined with management’s updated earnings outlook, gives investors fresh data points to assess the pace and quality of Estée Lauder’s operational...
NasdaqGS:CSGP
NasdaqGS:CSGPReal Estate

Is CoStar Group (CSGP) Now A Value Opportunity After A 38% One Year Share Price Fall

If you are wondering whether CoStar Group's recent share price puts it in the bargain bin or still on the expensive side, you are in the right place for a closer look at value. The stock closed at US$48.94, with returns of 2.2% over 7 days, a 25.1% decline over 30 days, a 25.5% decline year to date, and a 38.2% decline over 1 year that may have changed how investors think about both risk and opportunity. Recent coverage has focused on CoStar Group's role as a key player in digital commercial...
NYSE:AMPX
NYSE:AMPXElectrical

A Look At Amprius Technologies (AMPX) Valuation As Defense Battery Partnership And New Coverage Gain Attention

Amprius Technologies (AMPX) is back in focus after announcing a manufacturing partnership with Nanotech Energy to build a U.S. production pathway for its silicon battery cells, which are tailored to defense sector customers. See our latest analysis for Amprius Technologies. New coverage of Amprius as a key supplier for unmanned aerial systems and the Nanotech Energy partnership have arrived after a strong 1 year total shareholder return of about 195%. However, the 30 day share price return of...
NasdaqGM:TCMD
NasdaqGM:TCMDMedical Equipment

Tactile Systems Technology (TCMD) EPS Turnaround Challenges Slower Growth Narrative

Tactile Systems Technology (TCMD) has wrapped up FY 2025 with fourth quarter revenue of US$103.6 million and basic EPS of US$0.47, alongside trailing 12 month revenue of US$329.5 million and EPS of US$0.83 that frame the full year picture. The company has seen quarterly revenue move from US$61.3 million in Q1 2025 to US$103.6 million in Q4 2025, while basic EPS shifted from a loss of US$0.13 in Q1 to a profit of US$0.47 in Q4, setting up a results season where investors are likely to focus on...
NYSE:F
NYSE:FAuto

Is Ford Motor (F) Fairly Priced After Strong 1 Year Share Price Performance

If you are wondering whether Ford Motor's current share price gives you good value, this article examines what the numbers may be indicating about the stock. Ford Motor recently closed at US$13.85, with returns of 0.0% over the past 7 days, 1.8% over 30 days, 3.8% year to date, 55.9% over 1 year, 37.0% over 3 years and 50.4% over 5 years. These figures raise questions about how much of the story is already reflected in the price. Recent coverage around Ford Motor has focused on its role as...
NasdaqGS:KTOS
NasdaqGS:KTOSAerospace & Defense

Kratos Hypersonics And Space Wins Tested Against Valuation And Volatility

Kratos Defense & Security Solutions (NasdaqGS:KTOS) received a significant U.S. government hypersonics contract from the Joint Hypersonics Transition Office to help develop new testing standards for future high speed vehicles. The company secured a major deal with Airbus to provide the satellite ground segment for OmanSat-1, Oman's new software defined satellite. Kratos continued advancing automated truck platooning technology in live NASCAR race logistics operations. The company was...
NYSE:JELD
NYSE:JELDBuilding

JELD WEN Holding (JELD) Deep FY 2025 Loss Tests Bullish Turnaround Narratives

JELD-WEN Holding (JELD) has just posted a tough FY 2025 finish, with fourth quarter revenue of US$802 million and a basic EPS loss of US$0.47, alongside trailing 12 month revenue of about US$3.2 billion and a full year basic EPS loss of US$7.27. The company has seen quarterly revenue move from US$895.7 million in Q4 2024 to US$802 million in Q4 2025, while basic EPS shifted from a loss of US$0.81 to a loss of US$0.47 over the same period. This leaves investors to consider whether pressure on...
NasdaqGS:CSX
NasdaqGS:CSXTransportation

Is CSX’s US$670 Million Locomotive Upgrade Program Altering The Investment Case For CSX (CSX)?

Earlier this month, CSX Corporation announced a US$670 million agreement with Wabtec to add 100 new Evolution Series locomotives, modernize 50 older units, and integrate fuel-saving digital systems such as Trip Optimizer with Smart Horsepower per Ton across its fleet. This large-scale upgrade program, including converting aging DC locomotives to AC traction and extending their service life, marks a significant push to enhance efficiency, reliability, and technology across CSX’s rail...
NYSE:HOG
NYSE:HOGAuto

Harley-Davidson Reset Targets 2026 Turnaround As Tariffs And Valuation Bite

Harley-Davidson (NYSE:HOG) is contending with rising tariff pressures and is resetting its operations with a focus on aggressive inventory cleanup and cost savings. The company is targeting a turnaround in 2026 while signaling a transition period through a leadership change on its board. Harley-Davidson has also announced a fresh quarterly dividend, highlighting an updated approach to capital allocation during this reset. Harley-Davidson enters this transition with its share price at $20.58...
NasdaqGS:SPSC
NasdaqGS:SPSCSoftware

SPS Commerce MAX AI Launch Tests Growth Story After 100th Quarter

SPS Commerce (NasdaqGS:SPSC) has introduced MAX, a new suite of AI-powered supply chain tools. The company has reached 100 consecutive quarters of revenue growth. Alongside the product launch, SPS Commerce announced a CFO transition and new independent board appointments. SPS Commerce, trading at around $58.4, is rolling out MAX at a time when its share price has seen sharp declines, with a 14.8% drop over the past week and a 35.2% decline over the past month. Returns are also weaker over...
NYSE:DT
NYSE:DTSoftware

How Investors Are Reacting To Dynatrace (DT) Revenue Beat, Higher Guidance and New Buyback Authorization

In early February 2026, Dynatrace reported third-quarter revenue of US$515.47 million and net income of US$40.06 million, alongside a new US$1.00 billion share repurchase authorization after completing a prior US$500.00 million buyback. While earnings per share were lower than a year earlier, management raised full-year 2026 revenue guidance, underscoring confidence in demand for its AI-powered observability platform and related log and security offerings. Now we’ll examine how the raised...
NYSE:FCX
NYSE:FCXMetals and Mining

Is Freeport McMoRan (FCX) Still Attractive After A 64% One Year Share Price Jump

If you are wondering whether Freeport-McMoRan at around US$62.55 is still offering value or has already priced in the story, you are in the right place for a closer look at what you are really paying for. The stock has moved around recently, with a 1 year return of 64.4%, 3 year return of 56.0%, 5 year return of 76.8%, a year to date return of 20.5%, a 30 day return of 6.5%, and a 7 day return that reflects a 4.4% decline. Recent headlines around Freeport-McMoRan have focused on factors such...
NasdaqGS:ARM
NasdaqGS:ARMSemiconductor

Nvidia Exit Leaves Arm Focused On AI Licensing And Investor Expectations

Nvidia has fully exited its equity stake in Arm Holdings, NasdaqGS:ARM, closing out its investment in the chip designer. The move follows the previously discontinued acquisition attempt between the two companies. Nvidia has framed the decision as part of a broader focus on artificial intelligence and portfolio refinement. Arm designs processor architectures that sit at the heart of many smartphones and connected devices, with its technology licensed across the global semiconductor industry...
NasdaqGS:VLY
NasdaqGS:VLYBanks

A Look At Valley National Bancorp (VLY) Valuation After Recent Share Price Gains

Recent performance snapshot for Valley National Bancorp (VLY) Valley National Bancorp (VLY) has drawn attention after recent share price moves, with the stock showing a mix of short term pullbacks and gains over the past month and the past 3 months. See our latest analysis for Valley National Bancorp. Looking beyond the latest pullback, Valley National Bancorp’s recent 30-day share price return of 12.17% and 90-day share price return of 26.62% contrast with a stronger 1-year total shareholder...
NasdaqGS:GLBE
NasdaqGS:GLBEMultiline Retail

Global E Online (GLBE) Earnings Turn Positive EPS Story Tests High Growth Narratives

Global‑E Online (GLBE) has just posted its FY 2025 third quarter numbers, with revenue of US$220.8 million and basic EPS of US$0.08 on net income of US$13.2 million. This gives investors fresh data on how the cross border e commerce platform is converting top line scale into bottom line results. The company has seen quarterly revenue move from US$168.0 million in Q2 2024 to US$175.9 million in Q3 2024, then to US$189.9 million in Q1 2025, US$214.9 million in Q2 2025 and US$220.8 million in...
NYSE:CVS
NYSE:CVSHealthcare

Is CVS Health (CVS) Pricing Reflect Its Integrated Healthcare Model After Recent Share Gains

If you are wondering whether CVS Health's current share price offers good value or not, you are not alone. This article is designed to help you size up the stock using a few different valuation angles. Over the past year, CVS Health shares have returned 21.6%. The stock is up 0.9% over the last 7 days, down 1.1% over 30 days, and down 3.0% year to date from a last close of US$77.75, which may hint at shifting views on both its upside and its risks. Recent headlines have focused on CVS...
NYSE:DHI
NYSE:DHIConsumer Durables

How Earnings Beat and Insider Sales Shape D.R. Horton’s (DHI) Resilience Narrative

D.R. Horton recently reported first-quarter fiscal 2026 results that surpassed analyst expectations, alongside disclosures of insider share sales by senior executives including Aron Odom and Murray Michael J. The earnings beat, combined with third-party assessments highlighting the company’s strong balance sheet, high profitability metrics, and consistent operations, underscores D.R. Horton’s financial resilience despite concerns around softer home sales. Now we’ll examine how this earnings...