U.S. Online Retail and Ecommerce Stock News

Commodore Capital’s decision to lift its stake in Relay Therapeutics (RLAY) after adding nearly 3.7 million shares is catching investors attention, especially as the company tightens spending and extends its cash runway. See our latest analysis for Relay Therapeutics. Those moves seem to be feeding into sentiment, with a 90 day share price return of around 87 percent and a 1 year total shareholder return above 70 percent, suggesting that momentum is rebuilding after a tough multi year...

Cheesecake Factory (CAKE) shares have been drifting after a choppy few months, and that pullback has some investors wondering whether the current price fairly reflects its steady revenue and earnings growth. See our latest analysis for Cheesecake Factory. The stock’s recent weakness stands in contrast to its solid three year total shareholder return of 64.61 percent. This suggests the 21.64 percent 90 day share price pullback may reflect shifting sentiment more than a broken story at a 47.86...

Ameresco, Inc. and Orange Unified School District recently completed a solar rooftop and carport project across seven campuses, under a 25-year power purchase agreement expected to generate US$6.30 million in energy cost savings for the district. By owning and maintaining the systems while OUSD buys power at a fixed rate, Ameresco secures long-term contracted revenue as the district gains insulation from future utility price swings and pursues greater energy independence. Next, we’ll explore...

The board of NetApp, Inc. ( NASDAQ:NTAP ) has announced that it will pay a dividend of $0.52 per share on the 21st of...

Earlier this week, Truist Securities upgraded The Pennant Group to a buy rating, highlighting solid operating trends, strong sector demand, and reduced reimbursement risk following a less restrictive 2026 Medicare home health rule. Analysts also pointed to Pennant’s smooth integration of 54 acquired Amedisys locations as a key factor supporting its operational and earnings outlook. With that backdrop, we’ll now explore how the favorable 2026 Medicare rule update may affect Pennant’s broader...

Recently, analysts downgraded Qfin Holdings to Hold after Q3 results showed revenue growth but softer margins, driven by higher provisions, operating costs, and a 17.4% year-over-year earnings decline amid rising regulatory pressures in China. The combination of margin compression and uncertainty around potential interest rate cap cuts and delinquency trends challenges Qfin’s ability to balance growth with risk control. We’ll now examine how this weaker near-term earnings outlook and...

In the lead-up to its latest earnings report, DocuSign drew attention as analysts projected quarterly earnings of US$0.92 per share, alongside year-over-year revenue and subscription growth and a larger customer base, supported by ongoing international expansion of its e-signature and cloud-based agreement solutions. An interesting angle is how expectations for improving earnings coincide with DocuSign’s positioning as core digital infrastructure for modern contract workflows, aligning...

If you are wondering whether Workiva at around $90 is a hidden opportunity or a value trap, this article will walk you through what the numbers are really saying about the stock. The share price has slipped 1.7% over the last week but is still up 7.0% over the past month. Longer term returns are mixed, with the stock down 10.5% over 1 year yet still delivering around 16% annualized over 3 to 5 years. Recent headlines have focused on Workiva's expanding role in regulatory and ESG reporting,...

US Foods Holding (USFD) has been quietly grinding higher this year, and with the stock up about 14 % year to date, investors are starting to revisit its long term setup. See our latest analysis for US Foods Holding. The recent 4.48% one-month share price return, despite some short-term volatility, fits neatly with a 14.26% year-to-date share price gain and strong multi-year total shareholder returns. This suggests underlying momentum is still intact rather than fading. If US Foods has you...

Signet Jewelers (SIG) has just posted Q3 2026 results with revenue of $1.4 billion and basic EPS of $0.49, setting the stage for investors to reassess the trajectory after a choppy first half. The company has seen quarterly revenue move from $1.49 billion in Q2 2025 to $1.35 billion in Q3 2025 and then to $1.39 billion in Q3 2026, while basic EPS has swung from a loss of $2.28 in Q2 2025 to $0.12 in Q3 2025 and $0.49 in the latest quarter. This puts the focus firmly on how sustainable the...

Wondering if MasTec is still a smart buy after such a big run, or if the value has already been priced in? You are not alone. This is exactly the kind of setup where valuation really matters. MasTec's share price has climbed 1.2% over the last week, 5.6% over the last month, and 52.1% year to date, adding to a 48.9% gain over the last year and 219.6% over five years. Behind those moves, investors have been focused on MasTec's role in large scale infrastructure, clean energy, and...

RTX has caught investors attention after its Pratt and Whitney unit landed a $1.6 billion F135 sustainment contract and its Iron Dome joint venture signed a separate $1.25 billion missile supply deal with Israel. See our latest analysis for RTX. These contracts land at a time when RTX is already back in favor, with the share price at $168.8 and a strong year to date share price return of 45.5 percent helping drive a 5 year total shareholder return of 157.44 percent. This suggests momentum is...

Arlo Technologies (ARLO) is back in focus after CEO Matthew Mcrae sold another 257,242 shares on December 1, extending a year long streak of insider selling with no offsetting buys. See our latest analysis for Arlo Technologies. The latest sale comes as Arlo’s share price, now at $13.89, has swung from a strong year to date share price return to a sharp pullback in recent weeks. However, multi year total shareholder returns still point to powerful underlying momentum rather than a story that...

Recently, Robinhood Markets outlined plans to launch a futures and derivatives exchange and clearinghouse via a joint venture that will acquire CFTC-licensed MIAXdx, enabling it to expand into prediction markets with Susquehanna International Group as a core liquidity provider from day one. At the same time, Robinhood’s heavy reliance on cryptocurrency trading, now the main driver of its transaction-based revenue, has made its business increasingly sensitive to sharp crypto price swings and...

Dycom Industries (DY) just turned in another strong quarter, with double digit revenue and earnings growth plus a higher full year sales outlook, a combination that usually forces investors to revisit their assumptions. See our latest analysis for Dycom Industries. That backdrop has helped Dycom’s share price climb to $354.31, with a roughly 23% one month share price return feeding into a powerful year to date surge and three year total shareholder return nearing 300%, suggesting momentum is...

New Fortress Energy’s recent results showed revenue falling to US$327.37 million in the third quarter of 2025 and a net loss of US$299.97 million, while the company also amended key credit agreements that extended maturities but tightened restrictions on dividends and debt service. Soon after, Puerto Rico’s Financial Oversight and Management Board conditionally approved a roughly US$3.20 billion, seven-year LNG supply contract that could underpin New Fortress Energy’s future cash flows while...

Recent data showing a sharp drop in trading volume but steady growth in verified accounts at Coincheck Group (CNCK) has investors rethinking how this crypto exchange makes money and where future growth might come from. See our latest analysis for Coincheck Group. Despite the weak year to date share price return and a 1 year total shareholder return of around minus 49 percent, the recent 7 day share price return of roughly 103 percent and 30 day gain near 78 percent suggest momentum is...

In early December 2025, Zevra Therapeutics announced that industry veteran Alicia Secor joined its Board of Directors, replacing retiring director Wendy Dixon, PhD, while the company also prepared for the year-end departure of long-serving CFO and Treasurer R. LaDuane Clifton. Secor’s appointment to both the Audit and Compensation Committees brings deep rare-disease and commercial leadership experience at a time when Zevra is managing board turnover and an upcoming chief financial officer...

Investors were underwhelmed by the solid earnings posted by Veeva Systems Inc. ( NYSE:VEEV ) recently. We have done...

Recently, Sands Capital’s Technology Innovators Fund highlighted Duolingo as a dominant global language-learning platform, emphasizing its over 90% share of monthly active users and emerging AI-powered conversational tools aimed at English learners seeking professional or academic advancement. The fund’s commentary underscores how Duolingo’s AI-driven features could deepen engagement and unlock a larger, currently less-monetized user base, potentially reshaping perceptions of its long-term...

Western Digital (WDC) has quietly turned into a pure play on AI era storage, and the market is starting to notice. Multi year purchase orders, a business spin off, and higher shareholder payouts are reshaping the story. See our latest analysis for Western Digital. The stream of upbeat AI storage news, multi year purchase orders and capital returns has been backed up by price action, with Western Digital’s share price returning 158.6 percent year to date and a powerful 522 percent three year...

Deckers Outdoor (DECK) inched about 1% higher in early trading after rolling out rare Black Friday discounts on its hot Hoka running and hiking shoes, a move that puts demand and margin dynamics in sharper focus. See our latest analysis for Deckers Outdoor. The promotion comes after a rough patch for the share price, with a sharp year to date share price return decline but still a solid three year total shareholder return that points to longer term momentum rather than a broken story. If this...

In recent months, Cal-Maine Foods has been shifting away from commodity egg production toward higher-margin specialty eggs, expanding into prepared foods, and moving more of its sales onto contract-based pricing to reduce exposure to volatile market swings. This repositioning not only responds to consumer demand for higher-quality products but also opens the door to potential acquisitions supported by Cal-Maine's strong cash reserves. Next, we’ll examine how Cal-Maine’s push into specialty...

Lithia Motors (LAD) just doubled down on its growth and capital return playbook by combining fresh dealership acquisitions with sizeable share buybacks that underline management’s confidence in cash generation and long term earnings power. See our latest analysis for Lithia Motors. Even with this steady stream of acquisitions and buybacks in 2025, the share price at $317.70 is still working off a softer patch, with a 1 year total shareholder return of negative 16.3 percent but a much stronger...