U.S. Online Retail and Ecommerce Stock News

NasdaqGS:FISV
NasdaqGS:FISVDiversified Financial

Fiserv Reset Seeks Cleaner Execution As Lawsuits Test Growth Story

Fiserv (NasdaqGS:FISV) is undergoing a reset under CEO Mike Lyons, centered on the "One Fiserv" plan to unify operations and simplify the business. The company has made leadership and board changes aimed at improving oversight, technology focus, and execution. Fiserv is also facing lawsuits that claim it previously overstated growth metrics, raising questions about past disclosures and investor communications. Fiserv sits at the crossroads of payments, banking technology, and merchant...
NYSE:CMS
NYSE:CMSIntegrated Utilities

How Investors May Respond To CMS Energy (CMS) Dividend Increase Amid Higher 2025 Earnings

In February 2026, CMS Energy’s Board of Directors raised the quarterly common stock dividend to US$0.57 per share from US$0.5425, alongside reporting higher fourth-quarter and full-year 2025 sales, net income, and diluted earnings per share compared with the prior year. The combination of increased earnings and a higher dividend highlights CMS Energy’s emphasis on balancing business investment with ongoing cash returns to shareholders. Next, we’ll examine how CMS Energy’s earnings growth,...
NYSE:MCD
NYSE:MCDHospitality

McDonald's Board Move And Malaysia Expansion Plans Under Investor Scrutiny

McDonald's (NYSE:MCD) has appointed Ford CEO James D. Farley, Jr. to its Board of Directors. McDonald’s Malaysia plans to invest in opening 100 new outlets and upgrading digital platforms over the next five years. For readers tracking large consumer brands, McDonald's sits at the intersection of quick-service dining, global franchising, and increasingly, digital ordering and delivery. The addition of a leader from the auto sector brings experience from another global, operationally complex...
NYSE:MDT
NYSE:MDTMedical Equipment

Does Antitrust Verdict Targeting Hospital Contracts Change The Bull Case For Medtronic (MDT)?

In early February 2026, a California federal jury found Medtronic liable for anticompetitive conduct in the advanced bipolar surgical devices market and ordered the company to pay more than US$381 million in damages to rival Applied Medical under U.S. and California antitrust laws. Beyond the large financial penalty, the verdict targets Medtronic’s contracting practices with hospitals and group purchasing organizations, potentially reshaping how its surgical devices compete for...
NYSE:AMCR
NYSE:AMCRPackaging

Amcor (AMCR) Is Up 10.7% After Dividend Hike And Portfolio Review Update Has The Bull Case Changed?

In early February 2026, Amcor reported second-quarter sales of US$5,449 million and net income of US$177 million, alongside a higher quarterly cash dividend of US$0.65 per share (A$0.93 per CDI) payable on March 17, 2026. At the same time, Amcor completed a review of portfolio alternatives covering businesses with about US$2.50 billion in sales, introducing execution and outcome risks that may affect how investors assess its future capital allocation and cash generation. We’ll now examine...
NasdaqGS:NTCT
NasdaqGS:NTCTCommunications

A Look At NetScout Systems (NTCT) Valuation After Earnings Beat And Higher 2026 Guidance

NetScout Systems (NTCT) has drawn investor attention after its latest quarterly update, which showed year over year net income and earnings per share growth, alongside raised earnings guidance for fiscal 2026 and improving analyst sentiment. See our latest analysis for NetScout Systems. Following the earnings beat and higher fiscal 2026 guidance, NetScout Systems' recent 30 day share price return of 1.97% contrasts with a softer 90 day share price return of 2.70%. At the same time, the 1 year...
NasdaqGS:ENTG
NasdaqGS:ENTGSemiconductor

Assessing Whether Entegris (ENTG) Looks Overvalued After Its Recent Share Price Strength

Entegris: recent performance snapshot Entegris (ENTG) has been drawing attention after a strong run recently, with the stock showing positive returns over the past week, month and past 3 months, and a last close of $122.39. See our latest analysis for Entegris. The recent move to a share price of $122.39 sits within a strong run, with a 30-day share price return of 18.84% and a 90-day share price return of 45.63%, while the 1-year total shareholder return of 16.24% points to momentum that has...
NasdaqCM:CPRX
NasdaqCM:CPRXBiotechs

Assessing Catalyst Pharmaceuticals (CPRX) Valuation After Renewed Interest And Pocket Pivot Signal

Renewed interest in Catalyst Pharmaceuticals stock Renewed interest in Catalyst Pharmaceuticals (CPRX) stock has been driven by a mix of fundamental and technical factors, including recent revenue and earnings growth, high profitability, a debt free balance sheet, and a fresh Pocket Pivot signal. See our latest analysis for Catalyst Pharmaceuticals. At a share price of $24.45, Catalyst Pharmaceuticals has seen a 7.61% 1 month share price return and a 5.62% year to date share price return,...
NYSE:NVT
NYSE:NVTElectrical

nVent Electric Pursues Acquisitions To Capture AI Data Center Growth

nVent Electric (NYSE:NVT) is emphasizing acquisitions to support infrastructure build outs linked to AI driven data center demand. Management is highlighting deals as a key tool to expand the company’s presence in electrical connection and protection solutions. The acquisition focus is being framed as a way to complement existing operations and widen exposure to high growth infrastructure projects. nVent Electric focuses on electrical connection and protection products that sit behind...
NasdaqGS:CNXC
NasdaqGS:CNXCProfessional Services

Is Concentrix (CNXC) Pricing Look Misaligned After Prolonged Share Price Weakness?

If you are wondering whether Concentrix at around US$39.04 is a bargain or a value trap, this article will walk through what the current price might be telling you about the stock. The share price has moved 4.6% over the last 7 days, while returns sit at an 11.4% decline over 30 days, a 5.3% decline year to date, a 16.1% decline over 1 year, a 71.2% decline over 3 years, and a 62.0% decline over 5 years, which may change how investors think about its risk and potential. Recent coverage...
NYSE:FDS
NYSE:FDSCapital Markets

FactSet AI Push In Europe Contrasts With Steep Share Price Slide

FactSet Research Systems (NYSE:FDS) has partnered with Kepler Cheuvreux to deliver expanded European equity research to clients across the EMEA region using AI tools. The company has also launched an AI Doc Ingest beta tool within its Cobalt platform, aimed at helping private capital managers automate and structure document data. FactSet Research Systems enters this news with its shares at $203.22 and a value score of 5. The stock has seen sizeable declines, with returns of 18.3% over the...
NYSE:STT
NYSE:STTCapital Markets

State Street’s New Abu Dhabi Hub Tests How Global Expansion Shapes Its Competitive Edge (STT)

State Street Corporation recently signed a support agreement with the Abu Dhabi Investment Office to build a new operating center in Al Ain, expanding its Middle East footprint and creating more than 300 financial services roles over four years while deepening ties to the Abu Dhabi Global Market ecosystem. By pairing local hiring and university partnerships with an upgraded ADGM licence, State Street is weaving itself into Abu Dhabi’s push for a knowledge-based, globally competitive...
NYSE:WFC
NYSE:WFCBanks

Wells Fargo Check Fraud Scrutiny Puts Customer Protection Story In Focus

Wells Fargo (NYSE:WFC) is under scrutiny over check fraud cases involving elderly and vulnerable customers. Some affected customers were initially denied reimbursement because claims were submitted after internal reporting deadlines. At least one high profile case was later reimbursed after gaining public attention, raising questions about the bank's fraud policies. The situation is drawing attention to consumer protections and the strength of fraud safeguards at large US banks. Wells Fargo...
NasdaqGS:ZS
NasdaqGS:ZSSoftware

Zscaler (ZS) Valuation Check After AI Agent Fears And Sector Sell Off

Concerns about advanced AI agents potentially replacing traditional software tasks recently pressured cloud security names, with Zscaler (ZS) caught in the sector sell-off despite its focus on zero trust security and AI focused product development. See our latest analysis for Zscaler. Against that backdrop, Zscaler’s share price has retreated. It has a 7 day share price return of 9.5% and a 30 day share price return of 21.48%, while its 1 year total shareholder return of 18.67% sits against a...
NasdaqGS:SNCY
NasdaqGS:SNCYAirlines

Why Is Sun Country (SNCY) Turning Higher Revenue Into Flat Earnings?

Sun Country Airlines Holdings, Inc. has reported its fourth-quarter 2025 results, with revenue rising to US$280.96 million while net income eased to US$8.15 million, and full-year 2025 revenue increasing to US$1.13 billion with net income essentially unchanged at US$52.81 million versus 2024. An interesting aspect of this update is that higher quarterly and full-year revenues did not translate into higher profits, leading to slightly lower quarterly earnings per share compared with the prior...
NYSE:SSD
NYSE:SSDBuilding

Assessing Simpson Manufacturing (SSD) Valuation After Strong 2025 Results And Positive 2026 Margin Outlook

Why Simpson Manufacturing’s latest results matter for shareholders Simpson Manufacturing (SSD) just reported its fourth quarter and full year 2025 results, with higher sales and net income year over year, reaffirmed its regular dividend, and shared a supportive margin outlook for 2026. See our latest analysis for Simpson Manufacturing. The recent results and dividend affirmation seem to have fed into a strong run in the share price, with Simpson Manufacturing’s 30 day share price return of...
NYSE:IT
NYSE:ITIT

Gartner Refocuses On Core Research As G2 Scoops Up Marketplaces

Gartner (NYSE:IT) plans to sell its software discovery platforms Capterra, Software Advice, and GetApp to G2. The deal will consolidate several major B2B software review and recommendation platforms under G2. The transaction would mark Gartner's exit from the software discovery and comparison segment. For you as an investor, this move highlights how Gartner is concentrating more tightly on its core research and advisory business while stepping away from running software marketplaces. At the...
NYSE:HG
NYSE:HGInsurance

Is It Too Late To Consider Hamilton Insurance Group (HG) After A 57% One Year Rally?

Wondering if Hamilton Insurance Group is still good value after its recent run, or if you might be late to the party? This article walks through what the numbers actually say about the stock. The share price recently closed at US$29.48, with returns of 6.0% over the last 7 days, 12.5% over the last 30 days and 56.9% over the last year. This naturally raises questions about how much upside or risk is now priced in. Recent coverage has focused on Hamilton Insurance Group as a publicly listed...
NYSE:RAL
NYSE:RALElectronic

Ralliant (RAL) Valuation Check After Goodwill Impairment Ev Headwinds And Record Sensors Results

Ralliant (RAL) is in focus after reporting a full year net loss tied largely to a non cash goodwill impairment in its EA Elektro Automatik business, alongside ongoing dividends and an unused US$200 million buyback. See our latest analysis for Ralliant. The recent earnings release, goodwill impairment tied to EA Elektro Automatik and fresh dividend approval have all contributed to sharp volatility. A 7-day share price return of a 24.76% decline and a year-to-date share price return of a 19.60%...
NYSE:UAA
NYSE:UAALuxury

Under Armour Reset Weighed Against Valuation Signals And Earnings Risks

Under Armour (NYSE:UAA) has announced a leadership shakeup and a broad overhaul of its operating model. The changes come as the company reports continued revenue pressures, including weaker demand in North America and Asia-Pacific. Management has outlined a refreshed business strategy, with shifts in product and market focus aimed at improving margins. The company has highlighted early positive signals from these efforts while acknowledging ongoing operating challenges and tariff related...
NYSE:BBAI
NYSE:BBAIIT

BigBear.ai Maqta Alliance Puts Customs AI And Valuation In Focus

BigBear.ai Holdings (NYSE:BBAI) announced a global alliance with Maqta Technologies to co-develop AI powered customs and border operations tools. The partnership targets governments and ports, focusing on trade efficiency, government collections, and detection of activities such as smuggling and trafficking. The alliance positions BigBear.ai in critical infrastructure and global trade security alongside high profile public and commercial entities. BigBear.ai Holdings, trading at $4.87, is...
NasdaqGS:UMBF
NasdaqGS:UMBFBanks

Assessing UMB Financial (UMBF) Valuation After Strong Q4 And Full Year 2025 Results

Q4 earnings catalyst and dividend update UMB Financial (UMBF) has drawn fresh attention after reporting fourth quarter and full year 2025 results, with higher net interest income and net income, alongside an unchanged quarterly common dividend of $0.43 per share. See our latest analysis for UMB Financial. UMB Financial shares have been strong around the recent results, with a 7 day share price return of 4.87% and a 90 day share price return of 22.30%, while the 5 year total shareholder return...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Palantir Cognizant AI Deal Tests Growth Hopes Against Rich Valuation

Palantir Technologies (NasdaqGS:PLTR) has entered a partnership with Cognizant to accelerate AI driven modernization in healthcare and enterprise operations. The collaboration centers on deploying Palantir's Foundry and Artificial Intelligence Platform (AIP) across highly regulated industries. The deal expands Palantir's reach beyond its core government customer base into broader commercial use cases. For investors watching how AI is being put to work in real world settings, this agreement...