U.S. Online Retail and Ecommerce Stock News

CECO Environmental (CECO) reported a net profit margin of 7.2%, a marked improvement over last year’s 2.2%, and posted an eye-catching 333.8% surge in earnings over the past year. The company’s five-year compound annual earnings growth sits at 43.7%. However, it is important to note that a significant one-off gain of $59.8 million inflated the latest results. Looking forward, analysts expect earnings to grow at 3.7% per year, trailing the broader US market’s average. Meanwhile, revenue...

Ever wondered if Xometry is truly worth its ever-climbing share price, or if today's headlines are making it too easy to get swept up in the hype? Xometry's stock price has swung notably lately, with a 3.8% gain over the past week but a 9.6% drop in the last month. It still boasts an impressive 157.6% rise over the past year. Recent news around Xometry has highlighted expanding industry partnerships and strategic deals, fueling investor optimism. Many see these developments as key drivers...

Global Industrial (GIC) delivered net profit margins of 5.1%, a slight improvement from last year’s 4.9%, and posted earnings growth of 4.2% for the year after facing a five-year average decline of 0.8%. Shares are trading at $28.75, which sits well below one estimate of fair value at $49.02. High-quality earnings and lower-than-average valuation multiples are prompting investors to take a second look. With earnings projected to grow at 11.02% per year and no major risks identified, investors...

Booking Holdings (BKNG) delivered a notable earnings performance, with net profit margins at 19.4%, down from 21.8% a year ago, and annual EPS growth essentially flat at 0.2%. This is well below its robust five-year average of 39% per year. Looking ahead, management expects earnings to grow at roughly 20% per year, ahead of the broader US market’s 15.7% annual outlook, while revenue is projected to rise 8% per year compared to the market’s 10.3%. With a track record of outsized gains and an...

Franklin Street Properties (FSP) continues its unprofitable streak, with losses worsening at an annual rate of 57.1% over the past five years. Forecasts indicate further unprofitability ahead. The company’s net profit margin shows no sign of improvement, and with no positive earnings catalysts, recent results offer little near-term relief for investors. This backdrop of growing losses is fueling a cautious market stance as concerns about dividend sustainability and overvaluation remain front...

Edison International (EIX) delivered a net profit margin of 16.3% for the most recent period, up sharply from 7.6% last year. EPS surged by 123.2% over the past year, extending a five-year trend of 32.6% annual earnings growth. Results were boosted by a one-off gain of $679.0 million. While revenue is forecast to grow at 4.6% per year, slower than the US market's projected 10.2%, the company faces investor questions about the sustainability of its strong recent performance, as earnings are...

This week’s picks cover:  Why Alphabet’s Anthropic deal could justify a re-rating higher, how Flower Foods' turnaround plans support the >7% dividend yield, and why TMX Group is a reliable high-quality compounder at a fair price.

Clearwater Paper (CLW) remains unprofitable, with losses having widened at an average rate of 45.5% per year over the past five years. Revenue is projected to grow just 0.9% annually, which is well below the US market’s 10.2% per year, and net profit margins have failed to improve throughout this period. With profitability challenges still firmly in place, investors are left weighing whether the stock’s deep discount to fair value and lower price-to-sales multiple versus peers offers enough...

Wayfair (W) is expected to grow revenue at 5.3% per year, trailing the broader US market's 10.2% pace, while still operating at a loss with historical losses increasing by 20.6% annually over the past five years. Nevertheless, earnings are forecast to jump by an impressive 74.63% each year, and the company is projected to reach profitability within the next three years. With margins still under pressure and unprofitable status persisting, investors are likely watching closely to see if...

Luxfer Holdings (LXFR) posted a net profit margin of 4.1%, up from last year’s 2.2%, and delivered an impressive 95.3% EPS growth over the past year. This overturns a five-year stretch of average annual earnings declines at 16.2%. The company’s outlook calls for earnings to grow 26.7% per year ahead, outstripping the US market, even as revenue growth is forecast at a slower 2.8% per year. With high-quality earnings and a share price of $12.90 trading just above its fair value estimate,...

American Tower (AMT) posted a net profit margin of 28.1%, a sharp rise from last year’s 20.1%, with EPS growing 45.9% over the past year and a five-year average EPS growth of 4.2%. Investors saw this come with a price-to-earnings ratio of 28.5x, which is lower than the peer average but above the US Specialized REITs industry. Shares recently traded at $179.08, below some fair value estimates of $278.23. The setup for investors is clear, with an attractive dividend, strong margin expansion,...

NexPoint Residential Trust (NXRT) is currently unprofitable, with losses rising at an average rate of 18.3% per year over the past five years. The company’s revenue is expected to grow 4% annually, which is slower than the US market’s projected 10.2% growth rate. With forecasts calling for continued unprofitability over the next three years, investors face a clear contrast between attractive valuation metrics and persistent margin challenges. See our full analysis for NexPoint Residential...

Ever wondered if Rapid7 is priced right for your portfolio? If you are searching for value in a tech stock that has been on the radar, you are in the right place. After a tough stretch, Rapid7 shares are down nearly 54% year-to-date, extending their slump to almost 56% over the last year. Investors have been reacting to various news headlines, including sector-wide shifts in cybersecurity sentiment and increased competition. Both of these factors have put downward...

Arcus Biosciences (RCUS) remains in the red, with losses deepening at a 26% annual rate over the past five years and no profitability expected for at least the next three. Its net profit margin has shown no sign of turning around, and the company does not boast high-quality past earnings. Still, revenue is projected to surge by 33.2% annually, soundly outpacing the US market’s 10.2% growth forecast and suggesting a rapid top-line trajectory for this biotech name. See our full analysis for...

Rocky Brands (RCKY) reported net profit margins of 4.4%, up from last year’s 2.9%, with EPS growth of 54.6% over the past year. This strong bottom-line delivery outpaces the company’s five-year average decline of 9.9% per year, and value investors will note shares currently trade at a discounted 10.6x P/E compared to industry averages and the company’s estimated fair value. With recent margin improvements and a solid track record of dividends, the latest results provide reasons for optimism,...

Kiniksa Pharmaceuticals International (KNSA) turned profitable in the last year, with net profit margins improving and earnings growing at a 40.7% annual rate over the past five years. Looking ahead, analysts expect earnings to climb another 33.3% per year on average for the next three years. This is notably faster than both the US market and the company’s own revenue forecast, which is set at 16.7% annual growth. These trends position the company as one with robust ongoing momentum and...

Semler Scientific (SMLR) is drawing attention after a wave of class action lawsuits was announced. These lawsuits focus on claims that the company did not disclose a significant Department of Justice investigation into possible False Claims Act violations. See our latest analysis for Semler Scientific. After a rough patch that saw Semler Scientific’s share price tumble over the past year, market momentum turned turbulent again following news of the DOJ probe and a CFO departure. While the...

CTO Realty Growth (CTO) remains in the red, with losses widening at an annual rate of 67.6% over the past five years and no improvement in net profit margin or overall profitability. While the company’s revenue is expected to grow by 6.8% per year, that pace lags behind the broader U.S. market’s 10.2% per year, and earnings are forecast to stay negative for at least the next three years. For investors, the potential reward is that shares are currently trading well below one estimate of fair...

Olympic Steel (ZEUS) posted revenue that is forecast to grow at 2.8% per year, trailing the broader US market’s projected 10.2% annual rate. Net profit margins currently stand at 0.7%, down from last year’s 1.3%, and the company experienced negative earnings growth over the past year, despite a five-year transition to profitability. With the share price trading above estimated fair value at $36.84 per share and a price-to-earnings ratio of 29.9x, investors now face the question of whether the...

Industrial Logistics Properties Trust (ILPT) has seen losses deepen over the past five years, with annual losses increasing by 41.5%. The company remains unprofitable and is expected to continue operating at a loss for at least the next three years. Revenue is forecasted to grow at 3.1% per year, which trails the US market average of 10.2%. As a result, investors face a mix of recognized value given a price-to-sales ratio of 0.8x and a share price of $5.26, which is below the estimated fair...

Vimeo (VMEO) is forecasting robust earnings growth of 44.7% per year, well ahead of the broader US market's projected average. Although the company has achieved profitability over the past five years, averaging annual earnings growth of 48.3%, its net profit margin has slipped to 0.3% from last year's 7.9%. Investors are weighing this strong growth outlook against recent margin compression, a one-off $2.2 million loss, and a valuation that looks expensive compared to industry peers, with a...

Visa (V) posted a net profit margin of 50.1%, down from last year's 54.2%, pointing to margin compression year-over-year. While the company's earnings have grown at an average rate of 14.4% annually over the past five years, recent annual earnings growth slowed to 3.1%, which is notably below its historical pace. Looking forward, earnings are forecast to rise by 11.46% per year and revenue by 9.5% annually, although both are trailing behind broader US market expectations. Visa's consistent...

ExlService Holdings (EXLS) reported revenue that is forecast to grow at 10.4% per year, just ahead of the US market’s 10.2%, while net income delivered a standout 28.5% gain over the past year. Over the past five years, earnings have compounded at 19% annually, and net profit margins climbed to 11.9% from 10.6%, marking a further boost in profitability. With no identified risks and several upside factors in play, including favorable valuation metrics and a share price below analyst targets,...

Enphase Energy (ENPH) posted a jump in net profit margin to 12.9%, up sharply from 4.9% a year ago. Year-over-year earnings growth reached 218.4%, easily surpassing its five-year earnings growth average of just 3.3% per year. At the same time, the stock trades at a Price-To-Earnings Ratio of 20.8x, notably below both the US semiconductor industry average of 39.8x and its peer group’s 46.9x. Shares are currently priced at $31.14, sitting under the estimated fair value of $38.49. Investors will...