U.S. Online Retail and Ecommerce Stock News

NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Nvidia’s US$5b Bet Tests Intel’s AI Turnaround And Foundry Ambitions

Nvidia is investing $5 billion in Intel and taking roughly a 4% stake in the company. The two companies plan to collaborate on manufacturing custom CPUs and AI products using Intel’s foundry services. The move aligns with Intel’s turnaround efforts under CEO Lip-Bu Tan and new GPU leadership. Intel (NasdaqGS: INTC) is trading around $45.46, with the share price up 15.4% year to date and 76.7% over the past year, despite a 5.9% decline over the last week and a 3.2% decline over the past...
NYSE:HHH
NYSE:HHHReal Estate

Is Howard Hughes Holdings (HHH) Pricing In Its DCF Upside And Lower P/E Multiple?

If you are wondering whether Howard Hughes Holdings at around US$83 a share looks like a bargain or a value trap, this article walks through what the current price really reflects. The stock is roughly flat over the last month with a 0.8% decline over 30 days, while year to date it shows a 5.4% gain and a 13.0% return over the past year, which may signal shifting views on its risk and potential. Recent coverage has focused on Howard Hughes Holdings as a US real estate management and...
NasdaqGS:EXTR
NasdaqGS:EXTRCommunications

Can Extreme Networks’ (EXTR) E-Rate AI Push Deepen Its Hold on Budget-Constrained School Networks?

In February 2026, Extreme Networks announced that its E-Rate-eligible Extreme Platform ONE and related fabric, Wi‑Fi 7, and switching solutions are now available to help K‑12 schools and public libraries modernize and automate their networks. An interesting angle for investors is how packaging these AI‑driven, education‑focused products with E-Rate support tools could deepen Extreme’s presence in a recurring, budget-constrained customer base. We’ll now examine how this push into AI-powered,...
NYSE:JBGS
NYSE:JBGSOffice REITs

JBG SMITH (JBGS) FFO Loss In Q4 2025 Reinforces Bearish Community Narratives

JBG SMITH Properties (JBGS) has capped FY 2025 with fourth quarter revenue of US$127.7 million, a basic EPS loss of US$0.75, and funds from operations of US$13.9 million in losses, setting a cautious tone around earnings quality. The company has seen quarterly revenue move from US$130.4 million in Q4 2024 to US$127.7 million in Q4 2025. Trailing twelve month revenue sits at US$498.6 million and EPS over the same period is a loss of US$2.06, which keeps the focus squarely on how efficiently...
NYSE:GDDY
NYSE:GDDYIT

Assessing GoDaddy (GDDY) Valuation As AI Efficiency Gains And Airo Platform Rollout Draw Attention

GoDaddy (GDDY) is back in focus after management highlighted a 17% jump in operating income, supported by AI driven efficiency gains and the rollout of its Airo platform for website and brand creation. See our latest analysis for GoDaddy. Despite the AI story gaining traction, GoDaddy’s 30 day share price return of 13.31% decline and year to date share price return of 23.59% decline suggest fading momentum. At the same time, the 3 year total shareholder return of 17.72% points to a more...
NasdaqGM:PSNY
NasdaqGM:PSNYAuto

Polestar (PSNY) Is Down 11.7% After Announcing Largest-Ever Model Rollout And Retail Expansion Plan

In early February 2026, Polestar announced the largest model rollout in its history, outlining four new vehicles to be launched by 2028 and signaling plans for low double-digit volume growth alongside a 30% expansion of its retail network in 2026. This push, centered on refreshed Polestar 2 and 4 models, a new Polestar 5 grand tourer, and the upcoming Polestar 7 compact SUV, underscores a shift toward a broader, more Europe-focused product and distribution footprint. We’ll now examine how...
NYSE:R
NYSE:RTransportation

A Look At Ryder System (R) Valuation After Steady Earnings And Contract Focused 2026 Guidance

Ryder System (R) just reported fourth quarter and full year 2025 results alongside fresh 2026 guidance, giving investors updated visibility on earnings, revenue expectations, and its contract driven logistics model in a soft freight market. See our latest analysis for Ryder System. Ryder’s latest earnings report, fresh 2026 guidance, recent buyback activity and dividend affirmation have coincided with strong momentum, with a 30 day share price return of 16.93% and a 1 year total shareholder...
NasdaqGS:NWL
NasdaqGS:NWLConsumer Durables

A Look At Newell Brands (NWL) Valuation After Losses Impairments And Cautious Sales Guidance

Newell Brands (NWL) is back in focus after reporting fourth quarter and full year 2025 results that included higher net losses, larger impairment charges on acquired intangible assets, and cautious net sales guidance for 2026. See our latest analysis for Newell Brands. The share price has moved to US$4.74, with a 90 day share price return of 46.75% and a year to date share price return of 27.42%, even though the 1 year total shareholder return is a 27.69% loss. Recent momentum therefore...
NYSE:USAC
NYSE:USACEnergy Services

USA Compression Partners (USAC) Margin Expansion Challenges Cautious Narratives On Earnings Quality

USA Compression Partners (USAC) has wrapped up FY 2025 with fourth quarter revenue of US$252.5 million and basic EPS of US$0.22, alongside trailing twelve month revenue of US$998.1 million and EPS of US$0.85. Over the past six reported quarters, the partnership has seen revenue move from US$239.97 million in Q3 2024 to just over US$250 million in each quarter of 2025. Quarterly EPS has ranged between US$0.13 and US$0.27, feeding into trailing twelve month net income of US$103.0 million. With...
NYSE:DOLE
NYSE:DOLEFood

How Investors Are Reacting To Dole (DOLE) Expanding Upcycled Tropical Ingredients Across Key Asian Markets

Dole Specialty Ingredients has recently expanded its upcycled tropical fruit ingredients business, working with partners such as Givaudan to supply clean-label, functional solutions across key Asian markets including Japan, Korea, China, and Malaysia. This move highlights Dole’s push into higher-value, sustainability-focused ingredients where it provides both products and formulation support, rather than competing purely as a commodity supplier. Next, we’ll examine how Dole’s push into...
NYSE:HD
NYSE:HDSpecialty Retail

Home Depot’s SKYX Launch Tests Valuation And Smart Home Growth Story

Home Depot (NYSE:HD) is launching SKYX plug & play ceiling fan and heater products exclusively in its stores and online. The new smart-home line includes energy efficiency and safety-focused features, with a dedicated Home Depot branding page. The offering targets both professional installers and retail customers, aiming for wider market reach over time. For you as an investor, this move sits at the intersection of smart-home technology and home improvement retail, where NYSE:HD is a core...
NasdaqGS:COCO
NasdaqGS:COCOBeverage

Assessing Vita Coco Company (COCO) Valuation After Recent Share Price Pullback

How Vita Coco Company (COCO) Has Been Trading Recently Vita Coco Company (COCO) has drawn investor attention after recent share price moves, including an 11.4% decline over the past day and a 15.1% pullback over the past week from a last close of US$50.06. See our latest analysis for Vita Coco Company. The sharp 11.4% one-day share price decline and 15.1% seven-day share price pullback follow a period in which the one-year total shareholder return is 26.1% and the three-year total shareholder...
NasdaqGS:HUMA
NasdaqGS:HUMABiotechs

Humacyte (HUMA) Valuation Check As New Symvess Trauma Data Draws Fresh Attention

Humacyte (HUMA) is back in focus after presenting long term Symvess data from the V005 trial at the VESS 2026 Winter Meeting, highlighting durability, low infection rates, and sustained limb salvage in complex trauma cases. See our latest analysis for Humacyte. Humacyte’s recent Symvess data arrives after a mixed share price run, with a 7 day share price return of 6.93% but a 1 year total shareholder return of a 72.09% loss, which points to short term momentum rebuilding against a weak longer...
NYSE:USNA
NYSE:USNAPersonal Products

USANA Health Sciences (USNA) Margin Compression To 1.2% Tests Bullish Earnings Narratives

USANA Health Sciences (USNA) closed FY 2025 with Q4 revenue of US$226.2 million and a basic EPS loss of US$0.10, as net income excluding extra items came in at a loss of US$1.8 million. Over the last six reported quarters, revenue has moved between US$200.2 million and US$249.5 million, while quarterly basic EPS has ranged from a profit of US$0.56 to a loss of US$0.36, and trailing twelve month EPS stood at US$0.58 on revenue of US$925.3 million in Q4 2025. For investors, the key story this...
NYSE:GNK
NYSE:GNKShipping

Genco Shipping And Trading (GNK) Q4 Profitability Revival Tests Bullish Margin Expansion Narratives

Genco Shipping & Trading (GNK) has wrapped up FY 2025 with fourth quarter revenue of US$109.9 million and basic EPS of US$0.35, alongside net income of US$15.4 million. This has put a more profitable quarter on the table after a mixed year. Across the 2025 quarters, the company has seen revenue move between US$71.3 million and US$109.9 million while EPS ranged from a loss of US$0.28 in Q1 to a profit of US$0.35 in Q4. This gives investors a clearer view of how earnings have tracked against...
NasdaqGS:MKSI
NasdaqGS:MKSISemiconductor

MKS Instruments (MKSI) Earnings Surge And Margin Expansion Test Bullish AI‑Driven Narratives

MKS (MKSI) has wrapped up FY 2025 with Q4 revenue of US$1.0b and basic EPS of US$1.60, alongside trailing twelve month revenue of US$3.9b and EPS of US$4.38 that sit against a 55.3% earnings lift over the past year. The company has seen quarterly revenue move from US$934m in Q4 2024 to US$1.0b in Q4 2025, while basic EPS shifted from US$1.35 to US$1.60 over the same period. Analysts are forecasting 27.9% annual earnings growth and higher net profit margins, keeping investor attention firmly...
NYSE:LOMA
NYSE:LOMABasic Materials

Does Loma Negra (LOMA)'s Latest Bond Exchange Quietly Redraw Its Long-Term Risk Profile?

In January 2026, Loma Negra Compañía Industrial Argentina Sociedad Anónima issued new Class 6 bonds and accepted Class 3 bonds as in-kind payment, reducing the outstanding nominal value of Class 3 bonds to US$40.29 million as part of its liability management efforts. This refinancing step highlights an ongoing effort to reshape the company’s debt profile, which may influence how investors assess interest costs and financial resilience. We’ll now examine how Loma Negra’s recent bond exchange...
NYSE:PFSI
NYSE:PFSIDiversified Financial

A Look At PennyMac Financial Services (PFSI) Valuation After Rosen Law Investigation And Q4 2025 Servicing Income Shock

Rosen Law Firm’s investigation into PennyMac Financial Services (PFSI), centered on allegations of misleading business information and a sharp Q4 2025 servicing income decline, has put fresh attention on the stock and its recent price movements. See our latest analysis for PennyMac Financial Services. The legal investigation and Q4 2025 servicing income shock follow a steep 1 month share price decline of 41.13% and a 28.61% year to date share price decline. This comes even though the 3 year...
NasdaqGM:IESC
NasdaqGM:IESCConstruction

Assessing IES Holdings (IESC) Valuation After Strong Quarterly Earnings And Sector Momentum

IES Holdings (IESC) is back in focus after its latest quarterly earnings report, which highlighted revenue of about US$3.49b and net income of roughly US$339m, alongside continued strength in commercial, industrial, and data center projects. See our latest analysis for IES Holdings. Despite a 3.3% one day share price decline to about US$500.85, IES Holdings has seen its share price return of 8.9% over 30 days and 35.5% over 90 days, alongside a very large multi year total shareholder return...
NasdaqGS:LULU
NasdaqGS:LULULuxury

A Look At Lululemon (LULU) Valuation After Product Concerns And CEO Departure

Lululemon athletica (LULU) is back in focus after recurring complaints about see-through leggings, a CEO departure, and fresh product launches. These developments are raising questions about execution, brand resilience, and where the stock stands today. See our latest analysis for lululemon athletica. Those mixed headlines are reflected in the numbers, with the share price at US$177.72 after a 30 day share price return of a 12% decline and a 1 year total shareholder return of a 52% decline...
NYSE:ATKR
NYSE:ATKRElectrical

Assessing Atkore’s (ATKR) Valuation As Recent Price Swings Send Mixed Signals

Why Atkore Is On Investors’ Radar Today Atkore (ATKR) has drawn attention after recent share price moves, with the stock roughly flat over the past year but showing a gain over the past 3 months and a weaker month. Against that backdrop, investors are weighing the company’s value score of 3, recent financial results, and how its current price around $66.39 lines up with its fundamentals. See our latest analysis for Atkore. Atkore’s recent 14.58% three-month share price return contrasts with a...
NasdaqCM:NNE
NasdaqCM:NNEElectrical

Nano Nuclear’s KRONOS Progress And AI Deal Versus Weak Share Momentum

NANO Nuclear Energy (NasdaqCM:NNE) reports progress toward licensing and commercial deployment of its KRONOS microreactor, including completion of key site characterization work. The company is advancing construction permit applications and licensing efforts in both the U.S. and Canada for its micro modular reactor. Recent private placements have increased financial resources to support KRONOS development, acquisitions, and potential global expansion. NANO Nuclear has entered a feasibility...
NYSE:MCY
NYSE:MCYInsurance

Mercury General Balances Catastrophe Losses And Rate Hike With Solid Results

Mercury General (NYSE:MCY) reported strong Q4 and full year results, even with sizeable catastrophe losses from the Palisades and Eaton wildfires in California. The insurer maintained profitability and a healthy combined ratio despite these events. The California Department of Insurance approved a 6.9% rate increase, which applies to Mercury General's policies in the state. Mercury General enters this news cycle with shares at $87.34 and a 71.0% gain over the past year, along with a 164.0%...
NasdaqGS:SIGI
NasdaqGS:SIGIInsurance

Is It Time To Reassess Selective Insurance Group (SIGI) After Recent Sector Coverage?

If you are wondering whether Selective Insurance Group is attractively priced or already reflecting its strengths, starting with a clear look at value can help frame your next move. The stock closed at US$86.54, with a 7 day return of a 2.4% decline, a 30 day return of 5.7%, a year to date return of 3.6%, a 1 year return of 10.4%, a 3 year return of a 9.5% decline, and a 5 year return of 34.2%, which gives you a mix of short term bumps and longer term context to think about. Recent news...