U.S. Online Retail and Ecommerce Stock News

On January 30, 2026, Zillow Group entered into a new US$500 million revolving credit facility that can be increased by US$250 million, while a recent federal court ruling allowed the company to maintain its ban on certain private home listings in its platform policies. This combination of enhanced financial flexibility and legal backing for Zillow’s listing rules directly affects how the company balances growth, risk, and competitive positioning in U.S. residential real estate. We’ll now...

Symbotic Inc. recently reported first-quarter fiscal 2026 results, with revenue rising to US$629.99 million and net income improving to US$2.6 million, lifting earnings per share from a loss to US$0.02. The company also issued second-quarter revenue guidance of US$650 million to US$670 million and highlighted expanding high-profile partnerships, including with Walmart and SoftBank, that are reshaping its automated logistics footprint. We’ll now examine how Symbotic’s shift to profitability,...

Credit Acceptance reported past fourth-quarter 2025 results with revenue of US$579.9 million, net income of US$122 million, and diluted earnings per share from continuing operations of US$10.99, alongside meaningful share repurchases under two buyback programs. The company coupled this financial update with leadership transitions and highlighted investments in artificial intelligence and a new digital contract origination platform aimed at improving dealer and customer experience. Next,...

Agree Realty (ADC) just announced a higher monthly cash dividend of $0.262 per common share, representing a 3.6% annualized increase and highlighting its focus on income for shareholders. See our latest analysis for Agree Realty. The dividend increase comes as Agree Realty’s share price sits at $74.74, with a 7-day share price return of 5.21% and a 30-day share price return of 6.00%. The 1-year total shareholder return of 7.06% and 5-year total shareholder return of 42.05% suggest momentum...

In early February 2026, Relay Therapeutics announced that the FDA granted Breakthrough Therapy designation to zovegalisib (RLY-2608) plus fulvestrant for adults with PIK3CA‑mutant HR+/HER2‑ locally advanced or metastatic breast cancer after progression on CDK4/6 inhibitor treatment. This designation, supported by Phase 1/2 ReDiscover trial data across a broad range of PIK3CA mutations and dosing regimens, gives Relay closer FDA engagement and an expedited development path for its breast...

Wolfpack Research issued a short seller report on IonQ (NYSE:IONQ), alleging heavy dependence on Pentagon contracts and political earmarks. The report questioned the legitimacy of some recent commercial deals and raised concerns about the company’s acquisition strategy. IonQ’s CEO publicly pushed back, describing recent acquisitions, including SkyWater Technology assets, as important for building a vertically integrated, full stack quantum computing platform. IonQ, trading at $34.99, has...

Intuitive Machines, a specialist in lunar landers and rovers, has already completed two lunar missions for NASA and is preparing its IM-3 mission under a long-term Commercial Lunar Payload Services contract, while also securing work on lunar terrain vehicles, near-space network services, and lunar logistics solutions. The recent acquisition of Lanteris Space Systems marks a shift toward becoming a one-stop space transportation services provider, expanding Intuitive Machines’ role across more...

Earnings catalyst and shifting sentiment Boston Scientific (BSX) is back in focus after its latest earnings report, where solid year over year growth sat alongside softer electrophysiology and Watchman trends, prompting more cautious sentiment and several analyst target cuts. See our latest analysis for Boston Scientific. At a share price of US$76.27, Boston Scientific has seen a 30 day share price return of 21.89% and a year to date share price return decline of 19.47%. The 5 year total...

Immunocore Holdings plc announced that Executive Vice President of Research and Development Dr. David Berman will leave on February 27, 2026, and the company will promote Chief Medical Officer Dr. Mohammed Dar and Head of Regulatory Sciences Mark Moyer to expanded Executive Vice President roles instead of hiring a direct replacement. This shift concentrates clinical development and regulatory leadership in long-tenured internal executives who have already guided KIMMTRAK® and multiple other...

Bank of New York Mellon Corporation (BK) stock is back in focus after BNY and FOMO Pay agreed to use BNY’s Virtual Reference Number solution to support same-day settlement of eligible USD cross-border payments. See our latest analysis for Bank of New York Mellon. BNY’s push into faster cross-border payments with FOMO Pay comes on top of fresh marketing and client initiatives, including a new Formula 1 partnership and recent leadership changes. It also coincides with a 90-day share price...

In late January 2026, Colgate-Palmolive reported fourth-quarter 2025 results showing sales rising to US$5,230 million while moving from a US$739 million net profit to a US$37 million net loss, alongside a swing from earnings per share to a US$0.05 loss per share. Despite this loss, management issued guidance for 2026 calling for modest net and organic sales growth, gross margin expansion, double-digit earnings per share growth, and higher advertising investment while exiting its private...

Ocular Therapeutix reported its fourth-quarter and full-year 2025 results on 5 February 2026, with quarterly revenue falling to US$13.25 million and annual revenue to US$51.95 million, alongside wider annual net losses versus the prior year. Amid this weaker top line, the company still reported loss per share in line with the prior-year quarter and moved ahead with key clinical programs and a new equity plan for employee incentives. Next, we’ll examine how the revenue shortfall against...

What recent performance says about Fastly (FSLY) Fastly (FSLY) has caught investor attention after a single-day move of about 7.7%, contrasting with weaker returns over the past month and past 3 months, and a negative 1-year total return. See our latest analysis for Fastly. That 7.66% one-day share price gain to $8.57 comes after a more extended period of weaker momentum, with a 90-day share price return of a 28.52% decline and a 1-year total shareholder return of a 19% loss. This suggests...

In January, KeyBanc revised its view on Revolve Group after management emphasized progress on tariff mitigation, assortment diversification, and improving profitability. Management also highlighted broader use of artificial intelligence across design and back-office operations, aiming to speed decisions and reduce costs throughout the business. Next, we will examine how Revolve Group’s expanded use of artificial intelligence could influence its broader investment narrative. Capitalize on...

Why Sezzle’s CFO transition is drawing investor attention Sezzle (SEZL) has appointed Lee Brading as Chief Financial Officer, effective February 1, 2026, succeeding retiring CFO Karen Hartje. Hartje will stay on as a consultant to support continuity. See our latest analysis for Sezzle. Investors appear to be reacting to the CFO transition and Sezzle’s recent execution, with a 1-day share price return of 13.76% lifting the stock to US$67.71. This comes alongside a 1-year total shareholder...

Mid-America Apartment Communities has reported past fourth-quarter and full-year 2025 results showing slightly higher sales of US$555.56 million for the quarter and US$2.21 billion for the year, but meaningfully lower net income of US$57.57 million and US$446.91 million respectively versus the prior year. Alongside earnings, the company entered into a past US$53 million class action settlement agreement and outlined 2026 diluted EPS guidance of US$4.11 to US$4.47, while also completing a...

Atmos Energy Corporation reported past first-quarter 2026 results with sales and revenue of US$1,342.59 million, net income of US$402.96 million, and diluted earnings per share from continuing operations of US$2.44, while also affirming full‑year 2026 earnings guidance of US$8.15–US$8.35 per diluted share. The Board further underscored the company’s long-running income profile by declaring a US$1.00 quarterly dividend, marking the 169th consecutive quarterly payout to shareholders. With...

Earlier this month, Palantir Technologies reported fourth-quarter 2025 results showing revenue of US$1.41 billion and net income of US$608.68 million, alongside full-year 2025 revenue of US$4.48 billion and net income of US$1.63 billion, and issued 2026 guidance calling for revenue between US$7.18 billion and US$7.20 billion with GAAP profitability in every quarter. At the same time, Cognizant announced a partnership to embed Palantir’s Foundry and Artificial Intelligence Platform into its...

Enterprise Financial Services (EFSC) has drawn fresh attention after reporting higher fourth quarter net interest income and net income year over year, alongside a higher common dividend and declared preferred stock payouts. See our latest analysis for Enterprise Financial Services. The recent earnings update, higher common dividend and ongoing buyback activity appear to align with improving sentiment, with the share price at $59.89 and a 30 day share price return of 9.21%, while the 5 year...

PulteGroup (PHM) has just filed an omnibus shelf registration covering multiple securities, including common and preferred shares, senior subordinated debt, warrants and stock purchase units, giving the homebuilder flexible access to future financing options. See our latest analysis for PulteGroup. The filing lands after a busy spell for PulteGroup, with the board affirming a quarterly dividend of $0.26 per share, recent buybacks totaling $300 million in Q4 2025, and plans to exit off site...

Korn Ferry recently announced it has become a Founding Partner and the Official Talent & Organizational Consulting Partner of the LA28 Olympic and Paralympic Games, working with LA28 and Team USA to hire, onboard, and develop a nearly 5,000-person workforce. This partnership gives Korn Ferry a rare opportunity to showcase its full talent and leadership consulting capabilities on one of the world’s most visible stages. We’ll now examine how Korn Ferry’s LA28 partnership, particularly its role...

Boyd Gaming (BYD) is back in focus after reporting fourth quarter results that topped analyst expectations on adjusted profit and revenue, even as operating margins tightened and the company recorded US$31 million in asset impairment charges. See our latest analysis for Boyd Gaming. Despite the Q4 earnings beat, Boyd Gaming’s recent share price has cooled, with a 30 day share price return of 5.32% and a year to date share price return of a 3.42% decline, while the 1 year total shareholder...

Recent partnership news around Instacart’s enterprise platform is back in focus for Maplebear (CART) after the company powered Costco’s new same-day delivery sites in France and Spain and expanded tools for Allegiance retailers. See our latest analysis for Maplebear. These enterprise wins come as Maplebear’s share price trades at US$34.64, with a 7 day share price return of 8.37% decline and a year to date share price return of 21.11% decline. Its 1 year total shareholder return of 31.16%...

Skyworks Solutions recently reported past first-quarter 2026 results showing sales of US$1,035.4 million and net income of US$79.2 million, alongside confirming a US$0.71 per-share dividend and completing a US$837.68 million buyback of 12,695,909 shares announced in February 2025. The company also issued March-quarter revenue guidance of US$875 million to US$925 million, highlighting resilient Broad Markets demand even as Mobile is expected to decline sequentially in line with historical...