U.S. Online Retail and Ecommerce Stock News

NYSE:MDT
NYSE:MDTMedical Equipment

Medtronic Antitrust Verdict And What It Could Mean For Valuation

A U.S. District Court jury found Medtronic (NYSE:MDT) liable in a major antitrust case related to advanced bipolar electrosurgical devices. The jury concluded that Medtronic engaged in monopolistic conduct in the bipolar electrosurgical devices market. Medtronic was ordered to pay substantial damages to Applied Medical and faces ongoing requests for injunctive relief on its contract practices. Medtronic, a large medical technology company, sells a broad range of devices used in surgical,...
NYSE:M
NYSE:MMultiline Retail

A Look At Macy's (M) Valuation After Recent Share Price Move And Reported Intrinsic Discount

Macy's (M) stock has drawn fresh attention after a recent move in its share price, with the company now trading at US$21.73 and showing mixed returns over the past month and over the past three months. See our latest analysis for Macy's. That 3.53% 1 day share price gain comes after a mixed period where the 90 day share price return of 8.27% contrasts with a weaker year to date share price return of 4.48%. At the same time, the 1 year total shareholder return of 54.15% and 5 year total...
NasdaqGS:COIN
NasdaqGS:COINCapital Markets

Nevada Challenge And ARK Rebalancing Reframe Coinbase Regulatory And Earnings Risks

Nevada Gaming Control Board has filed a legal challenge against Coinbase Global (NasdaqGS:COIN) over event contracts offered on its platform. ARK Invest has recently reduced its exposure to Coinbase by selling a large block of shares across several of its funds. ARK has described the adjustment as a tactical portfolio move rather than a shift in its broader view of Coinbase. Coinbase runs a large crypto trading and custody platform, and it sits at the intersection of digital assets and...
NYSEAM:ESP
NYSEAM:ESPElectrical

Espey Mfg. & Electronics (ESP) Net Margin Strength Challenges Slower Growth Narratives

Q2 2026 earnings snapshot and what it means for the Espey story Espey Mfg. & Electronics (ESP) has just posted its Q2 2026 numbers, with the latest reported quarter showing revenue of about US$9.1 million and basic EPS of US$0.80, supported by trailing twelve month EPS of US$3.30 on revenue of US$42.6 million. Over the past reported periods, the company has seen quarterly revenue move between US$9.1 million and US$13.6 million while basic EPS has ranged from US$0.63 to US$1.10. This gives...
NYSE:CBRE
NYSE:CBREReal Estate

CBRE Group (CBRE) Is Down 9.9% After AI Disruption Fears Hit Real Estate Services Stocks

In recent days, investor concerns about artificial intelligence disrupting high-fee, labor-intensive real estate services have driven a broad selloff in the sector, affecting CBRE Group alongside its peers. This reaction comes despite CBRE’s previously strong quarterly results, increased fiscal 2025 core EPS guidance, and expanded US$9.00 billion share repurchase authorization, which had highlighted management’s confidence in the company’s cash generation. We’ll now examine how heightened...
NYSE:GEV
NYSE:GEVElectrical

Assessing GE Vernova (GEV) Valuation After Strong Earnings And AI Data Center Demand Surge

GE Vernova (GEV) is back in focus after reporting quarterly results that beat expectations, highlighting strong demand for its gas turbines from AI data centers and new reservation deals that are filling its gas power backlog. See our latest analysis for GE Vernova. The strong quarterly update and a run of new turbine and grid agreements, from Maxim Power to Xcel Energy, have coincided with sharp momentum. The 30 day share price return is 28.74% and the 1 year total shareholder return is...
NYSE:ROL
NYSE:ROLCommercial Services

Is It Too Late To Consider Rollins (ROL) After Its Strong Multi‑Year Share Price Run?

Wondering if Rollins at US$65.60 is offering you real value or just a popular pest control name with a rich price tag? This article is built to help you make sense of what you are paying for. The stock has returned 3.3% over the last 7 days, 7.5% over 30 days, 11.2% year to date, 32.5% over 1 year, 89.3% over 3 years and 90.4% over 5 years. This naturally raises questions about what is already baked into the current share price. Recent coverage of Rollins has largely focused on its position...
NasdaqGS:CZR
NasdaqGS:CZRHospitality

Is Caesars Entertainment (CZR) Pricing In Too Much Pessimism After Its 1 Year Share Price Slump

If you are wondering whether Caesars Entertainment's share price now reflects a bargain or a value trap, it helps to step back and look at what the current market is really pricing in. The stock last closed at US$19.84, with returns of a 2.3% decline over 7 days, a 20.2% decline over 30 days, a 15.8% decline year to date and a 49.0% decline over 1 year, which may have some investors reassessing both the upside potential and the risks. These moves come as Caesars Entertainment continues to...
NasdaqGS:ARCB
NasdaqGS:ARCBTransportation

ArcBest (ARCB) Valuation Check After Recent Share Price Momentum

What ArcBest’s Recent Returns Signal For Investors ArcBest (ARCB) has attracted attention after a strong recent run, with the stock showing around 21% return over the past month and about 62% over the past 3 months, prompting fresh interest in its fundamentals. See our latest analysis for ArcBest. That recent burst of momentum, with a 30 day share price return of about 21% and 90 day share price return of roughly 62% from a latest share price of $106.03, contrasts with a more modest 1 year...
NYSE:JMIA
NYSE:JMIAMultiline Retail

Assessing Jumia Technologies (JMIA) Valuation After Q4 2025 Results And Profitability Push

Jumia Technologies (JMIA) just posted its fourth quarter and full year 2025 earnings, reporting sales of US$61.4 million for the quarter and a reduced net loss of US$10.31 million. See our latest analysis for Jumia Technologies. The earnings release comes after a sharp pullback in the 30 day share price return of 29.47% and a weaker year to date share price return of 23.69%. However, the 1 year total shareholder return of 144.14% and 3 year total shareholder return of 134.21% still point to...
NasdaqGS:MRCY
NasdaqGS:MRCYAerospace & Defense

Should Mercury Systems’ Record H1 Revenue and Narrower Losses Prompt Action From MRCY Investors?

In early February 2026, Mercury Systems reported second-quarter fiscal 2026 results showing sales of US$232.87 million versus US$223.13 million a year earlier, with net loss narrowing to US$15.10 million and basic loss per share from continuing operations improving to US$0.26 from US$0.30. Management emphasized that record first-half revenue was supported by faster hardware shipments, strong booking activity, and new higher-margin program wins, even as a low-margin backlog is expected to...
NasdaqCM:VRRM
NasdaqCM:VRRMProfessional Services

Verra Mobility’s NYC Camera Deal And What It May Mean For Valuation

Verra Mobility secured a new five year contract with the New York City Department of Transportation to expand and manage automated enforcement camera programs. The agreement broadens red light and bus lane safety coverage across all five boroughs and adds technology upgrades and community focused commitments. The contract extends a long running relationship between Verra Mobility and NYC DOT and is tied to legislatively supported program growth. For investors watching Verra Mobility,...
NYSE:NEXA
NYSE:NEXAMetals and Mining

Is It Time To Reassess Nexa Resources (NEXA) After Its 123% One-Year Surge?

If you are wondering whether Nexa Resources at around US$12.38 is still attractively priced after a strong run, you are not alone. This article is built to help you frame that value question clearly. The stock has had a mixed short term patch with a 3.1% decline over the last 7 days, but it also shows returns of 15.3% over 30 days, 40.8% year to date, 122.9% over 1 year and 95.9% over 3 years, as well as 43.4% over 5 years. Recent moves are taking place against a backdrop of continuing...
NasdaqGS:RUN
NasdaqGS:RUNElectrical

Sunrun Expands Home Power Plants As HASI Venture Targets Solar Growth

Sunrun (NasdaqGS:RUN) is expanding its residential distributed power plant programs, with customer participation reported at more than five times prior levels. The company is delivering grid services across multiple U.S. regions in partnership with utilities and technology companies. Sunrun and HA Sustainable Infrastructure Capital have formed a joint venture involving up to US$500 million to support residential solar and battery projects. For you as an investor, Sunrun sits at the...
NYSE:ELF
NYSE:ELFPersonal Products

e.l.f. Beauty (ELF) Is Down 9.2% After Raising 2026 Outlook And Completing Share Buyback - Has The Bull Case Changed?

In early February 2026, e.l.f. Beauty reported past fiscal third-quarter 2025 results showing higher sales and earnings, raised its fiscal 2026 net sales guidance, and completed a US$100.53 million share repurchase of 1,587,303 shares announced in August 2024. Management highlighted Rhode’s strong contribution to growth alongside expanding retail and e-commerce channels, while using buybacks to return capital and slightly reduce the share count. We’ll now examine how the stronger sales...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

Is Datadog (DDOG) Pricing Reflect Its DCF Upside After Recent Share Price Weakness

If you are wondering whether Datadog’s current share price matches its long term potential, you are not alone. This article focuses squarely on what you might be paying versus what you are getting. Datadog’s share price closed at US$127.33, with returns of 10.0% over the past week, 0.6% over the past month, a 4.8% decline year to date and a 14.0% decline over the past year, set against a 43.5% and 23.5% return over the past 3 and 5 years respectively. Recent market attention on Datadog has...
NYSE:AMP
NYSE:AMPCapital Markets

Ameriprise Legal Dispute Raises Questions For Advisor Relations And Valuation

Ameriprise Financial (NYSE:AMP) is in a legal dispute with LPL Financial involving advisor transitions and data access. A federal appeals court has allowed a group of advisors to intervene in the case and pause searches of their personal devices. The ruling is tied to ongoing FINRA arbitration, which is shaping how evidence and advisor rights are handled. Ameriprise Financial, trading at about $485.96, enters this dispute with a mixed return profile, including a 44.7% gain over 3 years and...
NYSE:IQV
NYSE:IQVLife Sciences

IQVIA Duke Alliance Highlights Obesity Trials And Potential Valuation Upside

IQVIA Holdings (NYSE:IQV) and Duke Clinical Research Institute entered a collaboration focused on obesity and cardiometabolic clinical trials. The partnership combines IQVIA's global trial operations with DCRI's academic research capabilities to support new therapies in these disease areas. The collaboration aims to broaden access to diverse patient groups and set benchmarks for clinical and scientific quality in future studies. For investors looking at NYSE:IQV, this move sits at the...
NYSE:TDG
NYSE:TDGAerospace & Defense

How Investors Are Reacting To TransDigm Group (TDG) Raising 2026 Guidance Amid Higher Sales, Lower Profit

In early February 2026, TransDigm Group reported first‑quarter fiscal 2026 results showing higher sales of US$2,285 million but lower net income of US$445 million year over year, while also updating investors on its ongoing share repurchases and M&A pipeline. At the same time, management raised full‑year 2026 guidance for net sales, net income and earnings per share, highlighting confidence in demand and the company’s ability to deploy its sizable cash balance across reinvestment,...
NYSE:CNC
NYSE:CNCHealthcare

Will Shift From 2025 Losses to 2026 Profit Guidance Change Centene's (CNC) Narrative

In early February 2026, Centene Corporation reported fourth-quarter 2025 revenue of US$49.73 billion and a net loss of US$1.10 billion, with full-year 2025 revenue of US$194.78 billion and a net loss of US$6.67 billion. Alongside these results, Centene issued 2026 guidance calling for total revenue of US$186.50 billion to US$190.50 billion and GAAP diluted EPS of more than US$1.98, while highlighting margin improvement efforts and mixed membership trends across Medicaid and Commercial...
NYSE:SNDR
NYSE:SNDRTransportation

Assessing Schneider National (SNDR) Valuation After Citigroup Downgrade And Recent Share Price Momentum

Citigroup’s downgrade of Schneider National (SNDR) from Neutral to Sell has put fresh attention on the stock, coming shortly after the company’s fourth quarter and full year 2025 earnings release. See our latest analysis for Schneider National. At a share price of US$29.72, Schneider National’s 90-day share price return of 36.64% and 30-day share price return of 3.34% suggest momentum had been building before Citigroup’s downgrade. The 1-year total shareholder return of 8.64% reflects a...
NYSE:GLW
NYSE:GLWElectronic

Corning (GLW) Valuation Check After US$6b Meta AI Data Center Supply Deal

Corning (GLW) is back in focus after securing a supply agreement with Meta valued at up to US$6b for fiber optic cables serving AI data centers, highlighting its Optical Communications business. See our latest analysis for Corning. The Meta agreement has arrived at a time when sentiment around Corning has already been strong, with a 51.23% 30 day share price return and a very large 305.35% 3 year total shareholder return pointing to strong momentum rather than a short term spike. If Corning’s...
NYSE:CCL
NYSE:CCLHospitality

A Look At Carnival Corporation (CCL) Valuation After Earnings Surprises And New Fleet Agreements

Carnival Corporation & (CCL) earnings surprises and operations in focus Carnival Corporation & (CCL) is back on investor radars after four straight quarters of positive earnings surprises, alongside fresh fleet wide operational agreements and new port development projects that spotlight ongoing business adjustments. See our latest analysis for Carnival Corporation &. Despite a small 1 day share price pullback, Carnival’s 90 day share price return of 26.59% and 1 year total shareholder return...
NasdaqGS:EXLS
NasdaqGS:EXLSProfessional Services

EXL Patents New AI Data Tools As Shares Trade Below Targets

ExlService Holdings (NasdaqGS:EXLS) has received 10 new U.S. patents covering AI and data-focused solutions. The patents span multiple sectors, including insurance, healthcare, retail, utilities, and financial services. Newly protected capabilities target data readiness for AI, workflow automation, and tuning large language models for enterprise use. For shareholders watching NasdaqGS:EXLS, this patent batch lands after a challenging stretch for the stock, with the share price at $30.25 and...