U.S. Online Retail and Ecommerce Stock News

NYSE:Q
NYSE:QSemiconductor

Qnity Electronics Weighs M&A Pipeline And $500m Buybacks As Valuation Stretches

Qnity Electronics (NYSE:Q) is pursuing an active M&A pipeline to expand its portfolio following recent strong financial results. The company recently announced a $500 million share repurchase program alongside ongoing product development. The combination of buybacks, new products and targeted acquisitions marks a meaningful shift in how Qnity Electronics is using its balance sheet. For shareholders watching Qnity Electronics at a current share price of $126.76, this new focus on M&A sits on...
NasdaqGM:LUNR
NasdaqGM:LUNRAerospace & Defense

Intuitive Machines Equity Raise Fuels Lunar Network Ambitions And Dilution Questions

Intuitive Machines, ticker NasdaqGM:LUNR, has secured a $175 million equity investment from global institutional investors via a private placement. The funding is intended to accelerate lunar and deep space communications projects, including satellite networks and advanced data processing. This capital raise follows the recent acquisition of Lanteris and is aimed at building a "solar system internet" linking Earth, the Moon, and Mars. The transaction introduces additional capital for growth...
NYSE:PSX
NYSE:PSXOil and Gas

Is Phillips 66’s Direct Venezuelan Crude Move And Higher Dividend Altering The Investment Case For PSX?

In February 2026, Phillips 66 sought U.S. approval to buy heavy crude directly from Venezuela’s PDVSA from April, while also lifting its quarterly dividend to reinforce its shareholder return framework. By moving to bypass intermediaries in sourcing Venezuelan crude, Phillips 66 is aiming to sharpen feedstock economics and underpin its capacity to fund ongoing dividend growth. We’ll now examine how the shift to direct Venezuelan crude sourcing could influence Phillips 66’s investment...
NYSE:HUM
NYSE:HUMHealthcare

Humana (HUM) Valuation Check After Prolonged Share Price Weakness And Regulatory Scrutiny

Humana stock performance snapshot Humana (HUM) has seen mixed share performance recently, with the stock down over the past month and past 3 months, and also negative on a 1 year and longer term total return basis. At a last close of US$190.54, the health insurer and senior care provider reports annual revenue of about US$129.7b and net income of US$1.19b. See our latest analysis for Humana. Humana's share price has seen a modest 1 day gain and a slight 7 day rise, but these moves sit against...
NasdaqGS:RXRX
NasdaqGS:RXRXBiotechs

Recursion’s First Clinical Signal And Sanofi Milestone Test AI Drug Thesis

Recursion Pharmaceuticals reported its first positive clinical proof-of-concept for REC-4881 in familial adenomatous polyposis. The company hit a fifth collaboration milestone with Sanofi tied to its AI driven drug discovery platform. Management extended the cash runway into early 2028, reinforcing funding visibility for ongoing programs. For investors watching NasdaqGS:RXRX, this mix of clinical and partnership progress comes alongside a share price of $3.67 and a 1-year return...
NYSE:AMR
NYSE:AMRMetals and Mining

Alpha Metallurgical Resources FY 2025 Loss Deepens Narrative Rift On Turnaround Forecasts

Alpha Metallurgical Resources (AMR) has wrapped up FY 2025 with fourth quarter revenue of US$520.5 million and a basic EPS loss of US$1.34, while trailing twelve month figures show revenue of about US$2.1 billion and a basic EPS loss of US$4.75. Over the past few quarters, revenue has moved from US$617.3 million in Q4 2024 to US$520.5 million in Q4 2025, with quarterly EPS shifting from a loss of US$0.16 in Q4 2024 to a loss of US$1.34 in Q4 2025. Investors may weigh the recent margin trends...
NYSE:CNK
NYSE:CNKEntertainment

Cinemark (CNK) Is Up 6.4% After Soft Q4 But Steady Capital Returns - Has The Bull Case Changed?

Cinemark Holdings has already reported fourth-quarter 2025 results showing revenue of US$776.3 million and net income of US$34.1 million, alongside full-year 2025 revenue of US$3.12 billion and net income of US$138.2 million. Despite lower quarterly earnings than the prior year, Cinemark’s board maintained a US$0.09 quarterly dividend and completed a US$75 million share repurchase of 3,136,810 shares, signaling continued capital returns. We’ll now examine how Cinemark’s latest earnings...
NasdaqGS:EXTR
NasdaqGS:EXTRCommunications

A Look At Extreme Networks (EXTR) Valuation After Recent Share Price Weakness

How Extreme Networks stock has been performing Extreme Networks (EXTR) has drawn attention after a period of weaker share performance, with the stock showing a 7% decline over the past month and a 20.1% decline over the past 3 months. Over a longer horizon, the shares show a 15.5% decline year to date and a 9.5% decline over the past year, alongside a 3 year total return decline of 22.9% and a 5 year total return of 71.3%. For context, the company recently reported annual revenue of US$1.22b...
NasdaqGS:DSGR
NasdaqGS:DSGRTrade Distributors

Assessing Distribution Solutions Group (DSGR) Valuation After Recent Share Price Moves

Why Distribution Solutions Group Is On Watch Today Distribution Solutions Group (DSGR) is back on investor radars after recent share price moves, with the stock closing at $29.92 and showing mixed returns over the past week, month, and past 3 months. See our latest analysis for Distribution Solutions Group. Looking beyond the latest close at $29.92, Distribution Solutions Group has seen a 6.78% 1 month share price return and a 6.70% year to date share price return. The 3 year total...
NasdaqGS:STX
NasdaqGS:STXTech

Is It Too Late To Consider Seagate Technology Holdings (STX) After Its 308% One Year Surge?

If you are wondering whether Seagate Technology Holdings is still reasonably priced after its run in the spotlight, you are in the right place to get a clear view of what you might be paying for. The stock last closed at US$407.84, with a 0.8% decline over the past 7 days and a 7.9% decline over the past 30 days, while showing a 41.8% return year to date and a 1 year return of 308%, and 3 and 5 year returns that are also very large. Recent coverage around Seagate has focused on its role in...
NasdaqGM:MIRM
NasdaqGM:MIRMBiotechs

Mirum Broadens Rare Disease Portfolio With Bluejay Deal And New Approvals

Mirum Pharmaceuticals acquired Bluejay Therapeutics, adding worldwide rights to brelovitug for hepatitis delta virus. The company gained new regulatory approvals, including etexlate for CTX and a tablet formulation of Livmarli. These updates expand Mirum's clinical pipeline and product lineup beyond its prior focus areas. Mirum Pharmaceuticals, traded as NasdaqGM:MIRM, is drawing attention with this mix of pipeline expansion and regulatory progress. The stock trades at $92.29, with a 1 year...
NasdaqGS:SSNC
NasdaqGS:SSNCProfessional Services

Is SS&C (SSNC) Quietly Reframing Its Investment Story Around AI-Led, Fee-Based Growth?

In February 2026, SS&C Technologies Holdings, Inc. launched a generative AI-powered sales enablement solution with Thornburg Investment Management, integrated into CRM platforms to aggregate and summarize financial advisor insights, while also affirming a US$0.27 quarterly dividend, introducing the ALPS Nautilus SMR, Nuclear & Technology ETF, and completing onboarding for Australia's REI Super. Taken together, these AI-driven tools, thematic ETF launch and new superannuation mandate...
NYSE:DHR
NYSE:DHRLife Sciences

Danaher’s US$9.9b Masimo Deal Refocuses Growth On Diagnostics Valuation

Danaher (NYSE:DHR) has agreed to acquire Masimo Corporation in a cash and stock deal valued at $9.9b. Masimo, a specialty diagnostics leader, will operate as a standalone business within Danaher’s Diagnostics segment. The transaction is intended to expand Danaher’s presence in healthcare technology and diagnostic solutions. Danaher, trading at around $209.94 per share, is pursuing one of its largest deals as it looks to deepen its role in diagnostics. The stock is up 1.7% over the past year...
NasdaqGS:SND
NasdaqGS:SNDEnergy Services

Smart Sand (SND) Q4 Results Highlight Thin 0.4% Margin Challenge To Bullish Narratives

Smart Sand (SND) has wrapped up FY 2025 with fourth quarter revenue of US$86.0 million, basic EPS of US$0.03 and net income of US$1.2 million, setting the stage for investors to reassess how the business is converting its top line into profits. Over the past few quarters, the company has seen revenue move between US$65.6 million and US$92.8 million per quarter, while basic EPS has ranged from a loss of US$0.62 to a profit of US$0.55, giving a wide view of how earnings have tracked against...
NasdaqGS:AMSC
NasdaqGS:AMSCElectrical

Massive Q3 Earnings Beat Might Change The Case For Investing In American Superconductor (AMSC)

Earlier this week, American Superconductor reported third-quarter fiscal 2025 results, posting earnings per share of US$2.81 versus an expected US$0.15 and delivering 20% year-on-year revenue growth, while Director Oliver David R Jr. sold 200 shares on February 24, 2026 for tax planning purposes. The scale of the earnings surprise, relative to prior expectations, highlights how recent operational performance and demand trends may be diverging from earlier analyst assumptions. Next, we will...
NYSE:PRI
NYSE:PRIInsurance

Is Primerica (PRI) Offering Value After Recent Share Price Weakness And Industry Coverage?

If you are wondering whether Primerica’s share price reflects its underlying value, this article walks through what the current numbers can and cannot tell you about the stock. Over shorter periods the picture has been mixed, with returns of a 2.9% decline over 7 days, a 2.2% decline over 30 days, a 2.0% decline year to date and an 11.1% decline over 1 year, set against longer term returns of 40.7% over 3 years and 86.8% over 5 years. Recent news coverage has largely focused on Primerica’s...
NYSE:STWD
NYSE:STWDMortgage REITs

A Look At Starwood Property Trust (STWD) Valuation After Recent Soft Share Price Performance

Starwood Property Trust (STWD) has been trading softly, with its share price down about 2% over the past month and roughly 3% lower year to date. This move has drawn fresh attention from income focused investors. See our latest analysis for Starwood Property Trust. The recent 1 day share price return of 1.60% decline and 7 day share price return of 1.38% decline add to a softer trend, with the 90 day share price return of 2.89% decline and year to date share price return of 3.31% decline...
NYSE:CWT
NYSE:CWTWater Utilities

A Look At California Water Service Group (CWT) Valuation After Expansion Deals And Record Infrastructure Spending

California Water Service Group (CWT) has drawn fresh attention after reporting fourth quarter and full year 2025 results, outlining record infrastructure spending, dividend increases, and new deals to expand its regulated water and wastewater footprint. See our latest analysis for California Water Service Group. At a share price of US$44.97, California Water Service Group has seen a 4.7% year to date share price return, with recent acquisitions and record infrastructure spending coinciding...
NYSE:VAC
NYSE:VACHospitality

New Marriott Vacations Leaders Step In As Stock Screens Undervalued

Marriott Vacations Worldwide (NYSE:VAC) has appointed Matthew E. Avril as Chief Executive Officer, effective February 17, 2026. Michael A. Flaskey has been named President and Chief Operating Officer, also effective February 17, 2026. Both executives bring extensive experience in hospitality and vacation ownership to the company’s top leadership roles. For investors watching NYSE:VAC, these leadership changes arrive after a mixed share price record. The stock trades at $65.01, with returns...
NYSE:CABO
NYSE:CABOMedia

Cable One (CABO) EPS Loss Narrows In Q4 Yet Keeps Bearish Volatility Narrative Alive

Cable One (CABO) just posted fourth quarter FY 2025 revenue of US$363.7 million with a basic EPS loss of US$1.35, compared to a loss of US$18.71 on revenue of US$387.2 million in the prior year’s fourth quarter. Over the past six reported quarters, revenue has ranged between US$363.7 million and US$393.6 million, while basic EPS has swung from a profit of US$15.33 to a loss of US$77.70. This is prompting investors to focus closely on how these shifts are feeding through to underlying margins...
NasdaqGS:TTEC
NasdaqGS:TTECProfessional Services

TTEC Holdings (TTEC) Deepening EPS Loss Challenges CX And AI Margin Narrative

TTEC Holdings (TTEC) closed out FY 2025 with fourth quarter revenue of US$570 million and a basic EPS loss of US$3.55, alongside a net loss of US$172 million, setting a challenging tone around profitability. Over the last six reported quarters, revenue has moved in a tight band between US$513 million and US$570 million, while quarterly EPS has swung from a small profit of US$0.03 in early 2025 to losses. On a trailing twelve month view, EPS sits at a loss of US$3.99 on revenue of about US$2.1...
NYSE:PAYC
NYSE:PAYCProfessional Services

Is It Time To Reassess Paycom (PAYC) After Sharp One Year Share Price Slide

If you are wondering whether Paycom Software's current share price lines up with its underlying worth, this breakdown will help you size up what you are really paying for. The stock last closed at US$125.83, with returns of 9.7% over 7 days but declines of 9.9% over 30 days, 17.4% year to date and 42.3% over 1 year, which may have changed how investors view both its potential and its risks. Recent coverage has focused on Paycom's position in the payroll and HR software space, including...
NYSE:OGN
NYSE:OGNPharmaceuticals

Assessing Organon (OGN) Valuation After VTAMA Sleep Outcome Data From Phase 3 ADORING Trials

Organon (OGN) is back on investors radar after releasing detailed sub analysis data from its Phase 3 ADORING trials, which showed that VTAMA cream improved sleep outcomes in children with atopic dermatitis and their families. See our latest analysis for Organon. Despite the encouraging VTAMA data, Organon’s recent share price performance has been weak, with a 30 day share price return of negative 18.0% and a 1 year total shareholder return decline of 50.6%, suggesting sentiment remains...
NasdaqGS:CRWV
NasdaqGS:CRWVIT

CoreWeave (CRWV) Quarterly Loss Of US$423m Tests Bullish AI Infrastructure Narrative

CoreWeave (CRWV) FY 2025 results: rapid top line expansion alongside ongoing losses CoreWeave (CRWV) has just posted its FY 2025 numbers, with fourth quarter revenue of US$1.6b and a basic EPS loss of US$0.83, alongside trailing twelve month revenue of US$5.1b and a loss of US$2.68 per share. Over the past six reported quarters, the company has seen revenue move from US$583.9m in Q3 2024 to US$1.6b in Q4 2025. Quarterly basic EPS has ranged from a loss of US$1.82 in Q3 2024 to a loss of...