U.S. Online Retail and Ecommerce Stock News

NasdaqGS:WEN
NasdaqGS:WENHospitality

Assessing Wendy's (WEN) Valuation As Weak Same Store Sales And High Leverage Pressure Sentiment

Recent commentary around Wendy's (WEN) has focused on weak same store sales and flat sales projections, with its high net debt to EBITDA ratio raising fresh questions about financial flexibility. See our latest analysis for Wendy's. Wendy's latest share price of $8.02 sits against a 90 day share price return of a 10.59% decline and a 1 year total shareholder return of a 41.07% loss, suggesting sentiment has weakened as investors weigh softer same store sales and higher leverage. If concerns...
NYSE:SLQT
NYSE:SLQTInsurance

SelectQuote (SLQT) Q2 Profit Beat And Low P/E Challenge Bearish Earnings Narratives

SelectQuote Q2 2026 earnings snapshot SelectQuote (SLQT) just posted Q2 2026 results with revenue of US$537.1 million and basic EPS of US$0.37, anchored by net income of US$69.3 million. The company reported revenue of US$481.1 million and EPS of US$0.31 in Q2 2025 compared with US$537.1 million and EPS of US$0.37 in Q2 2026. Trailing 12 month EPS reached US$0.30 on revenue of about US$1.6 billion. With the business now profitable on a trailing basis, investors may focus on how durable these...
NasdaqGS:CRUS
NasdaqGS:CRUSSemiconductor

Cirrus Logic (CRUS) Is Up 9.5% After Q3 Beat, AI Audio Pivot And Buybacks - What's Changed

Cirrus Logic reported its fiscal third-quarter 2026 results on February 3, 2026, with revenue rising to US$580.62 million and net income to US$140.31 million, while issuing fourth-quarter revenue guidance of US$410 million to US$470 million and completing a US$155.97 million share repurchase program. Management highlighted strong demand for smartphone audio products and ongoing diversification into PCs, AI-enabled voice interfaces, and automotive haptics, which together are reshaping the...
NasdaqGM:WVE
NasdaqGM:WVEPharmaceuticals

Will Regaining Full Rights to WVE-006 and Pursuing FDA Fast Track Change Wave Life Sciences' (WVE) Narrative

In early February 2026, Wave Life Sciences announced it had regained full global rights to WVE-006, its investigational GalNAc-conjugated RNA editing therapy for the rare genetic condition alpha-1 antitrypsin deficiency, from GSK and is now accelerating its US regulatory plans, including discussions on a potential FDA accelerated approval pathway. An important implication is that Wave now retains all future economics for WVE-006 in alpha-1 antitrypsin deficiency while still maintaining a...
NYSE:BRC
NYSE:BRCCommercial Services

Assessing Brady (BRC) Valuation After A Stronger Than Expected Third Quarter Performance

Brady (BRC) is back in focus after reporting a third quarter where revenue topped expectations by 2.6%, with management pointing to organic sales growth across the Americas, Asia, Europe and Australia. See our latest analysis for Brady. That stronger third quarter has fed directly into the recent share price performance, with Brady’s 30-day share price return of 14.62% and 90-day share price return of 22.47% pointing to building momentum on the back of better sentiment. At the same time, a...
NYSE:ALK
NYSE:ALKAirlines

Alaska Air Group Integration Milestone Raises Questions On Valuation And Momentum

Alaska Air Group secured a single operating certificate for Alaska Airlines and Hawaiian Airlines, completing a key regulatory step in their integration. The company reports that cost and revenue synergies from the combination are tracking ahead of plan. Early booking trends for 2026 are described as strong, pointing to solid demand signals across the combined network. Alaska Air Group (NYSE:ALK) is drawing attention as it moves forward with integrating Hawaiian Airlines, while its share...
NYSE:MKL
NYSE:MKLInsurance

A Look At Markel Group (MKL) Valuation After Its Earnings Beat And Capital Returns

What Markel’s latest earnings mean for shareholders Markel Group (MKL) just posted Q4 and full year 2025 results that came in ahead of analyst expectations, with every reportable segment profitable and net premiums earned supporting higher revenue and earnings per share. The insurer also highlighted better underwriting in its core Markel Insurance business, continued favorable reserve development for the 21st year, and a focus on efficiency through restructuring and increased technology and...
NasdaqGS:NSIT
NasdaqGS:NSITElectronic

Profit Margin Slide At Insight Enterprises (NSIT) Tests Bullish Valuation Narrative

Insight Enterprises (NSIT) closed out FY 2025 with fourth quarter revenue of US$2.0 billion and basic EPS of US$1.68, alongside trailing twelve month revenue of US$8.2 billion and EPS of US$5.00, setting a clear snapshot of its recent earnings power. The company has seen quarterly revenue fluctuate in a tight band between US$2.0 billion and US$2.1 billion across 2025, while basic EPS moved from US$0.24 in Q1 to the US$1.47 to US$1.68 range in the following quarters, giving investors a cleaner...
NYSE:NOMD
NYSE:NOMDFood

How Investors Are Reacting To Nomad Foods (NOMD) Affirmed Dividend Amid ERP-Linked Operational Pressures

Nomad Foods Limited recently declared a cash dividend of US$0.17 per share, payable on February 26, 2026 to shareholders of record on February 11, 2026. This dividend affirmation comes as the company manages ongoing supply chain and revenue pressures linked to its SAP/ERP migration and an expanded capital return program. Next, we’ll examine how the affirmed dividend, alongside operational strains from the ERP rollout, shapes Nomad Foods’ broader investment narrative. Uncover the next big...
NYSE:CVX
NYSE:CVXOil and Gas

Is Chevron (CVX) Pricing Look Attractive After Strong Multi Year Share Gains

Investors may be wondering whether Chevron's current share price reflects a fair deal for long term holders, or if the stock is leaning toward expensive territory. Chevron recently closed at US$180.86, with returns of 2.2% over 7 days, 16.5% over 30 days, 16.0% year to date, 24.0% over 1 year and 19.3% over 3 years. The 5 year return stands at 141.7%. Recent headlines around Chevron have kept investors focused on how large energy companies are positioned within the sector and what that might...
NasdaqGS:APP
NasdaqGS:APPSoftware

Assessing AppLovin (APP) Valuation After AI Competition Fears And Sector Selloff

The latest slide in AppLovin (APP) stock was sparked by growing concern that new AI tools like CloudX and Google’s Project Genie could threaten its mobile advertising and gaming businesses. See our latest analysis for AppLovin. Those AI related fears have hit the share price hard in the short term, with a 30 day share price return of a 35.74% decline and a year to date share price return of a 34.22% decline. This comes even though the 3 year total shareholder return is very large and the 1...
NYSE:AS
NYSE:ASLuxury

Assessing Amer Sports (AS) Valuation After Recent Share Price Moves And High P/E Expectations

Amer Sports stock: what recent returns say about investor sentiment Amer Sports (AS) has drawn attention after a 4.98% move over the past day, adding to a 2.4% gain in the past week, even as the past month shows a 2.3% decline. See our latest analysis for Amer Sports. Looking beyond the latest move, Amer Sports’ 1 day and 7 day share price returns sit against a year to date share price return that is broadly flat, while the 1 year total shareholder return of 21.23% points to stronger longer...
NasdaqGS:MRCY
NasdaqGS:MRCYAerospace & Defense

Assessing Mercury Systems (MRCY) Valuation After Earnings Beat And Ongoing Losses

Mercury Systems (MRCY) just released quarterly results that beat analyst expectations on both earnings and revenue, driven by accelerated customer deliveries and a strong backlog, yet the company remains loss making with cautious commentary. See our latest analysis for Mercury Systems. The earnings beat and record backlog helped the share price gain 3.96% on the day. That follows a 12.44% 7 day share price return decline and a softer 30 day move, while the 1 year total shareholder return of...
NYSE:EQH
NYSE:EQHDiversified Financial

Assessing Equitable Holdings (EQH) Valuation After Weaker Q4 2025 Earnings And Softer Shareholder Sentiment

Why Equitable Holdings' latest earnings matter for shareholders Equitable Holdings (EQH) just reported weaker Q4 2025 results, with lower revenue and profitability than a year earlier and below market expectations, after higher mortality claims and commission costs pressured performance. See our latest analysis for Equitable Holdings. Equitable Holdings' share price has been under pressure recently, with a 30 day share price return of a 4.65% decline and a year to date share price return of a...
NYSE:USFD
NYSE:USFDConsumer Retailing

Is US Foods (USFD) Quietly Redefining Its Edge Through Network Optimization And Higher‑Margin Focus?

In recent days, US Foods Holding has drawn attention as investors look ahead to its December 2025 earnings report, with analyst forecasts calling for higher revenue and earnings alongside continued operational efficiency efforts. At the same time, management’s emphasis on network optimization, digital ordering, and higher-margin fresh and specialty categories is sharpening the company’s long-term value-creation story for foodservice customers. We’ll now examine how this focus on network...
NYSE:RBC
NYSE:RBCMachinery

RBC Bearings (RBC) Margin Gain And 23.9% Earnings Growth Test Rich 64x P/E Narrative

RBC Bearings (RBC) just posted its Q3 2026 numbers, reporting revenue of US$461.6 million and basic EPS of US$2.14. This is set against trailing 12-month EPS of US$8.55 and net income of US$268.6 million, which reflects earnings growth of 23.9% over the past year. The company’s quarterly revenue has moved from US$394.4 million in Q3 2025 to US$461.6 million in Q3 2026, while basic EPS over that span increased from US$1.83 to US$2.14. These results may be of interest to investors who are...
NYSE:CLH
NYSE:CLHCommercial Services

Is It Too Late To Consider Clean Harbors (CLH) After A 211% Five-Year Run?

If you have been wondering whether Clean Harbors shares still offer solid value after a strong run, this article will walk through what the current price might be implying. The stock last closed at US$265.98, with returns of 2.3% over 7 days, 9.4% over 30 days, 9.3% year to date, 13.5% over 1 year, 98.3% over 3 years and 211.4% over 5 years. This performance may have shifted how some investors think about its future risk and reward. Recent coverage has focused on Clean Harbors as a key...
NasdaqGM:ACMR
NasdaqGM:ACMRSemiconductor

Why ACM Research’s China Quasi‑Monopoly in Chip Cleaning May Redefine Its Moat (ACMR)

Recent commentary on ACM Research highlights how its proprietary SAPS and TEBO cleaning technologies have become critical for advanced memory chip production at major Chinese customers such as SK Hynix and YMTC. The analysis argues that U.S. sanctions on rival equipment suppliers have effectively given ACM Research a quasi-monopoly in China, underpinning its push into new areas like deposition and advanced packaging. We’ll now explore how ACM Research’s quasi-monopoly position in China...
NasdaqGS:FIGR
NasdaqGS:FIGRConsumer Finance

Figure Technology Solutions Expands Stablecoin Offering While Shares Trade Below Target

Figure Technology Solutions expanded its partner network and product suite, including a regulated stablecoin, while keeping platform growth metrics and liquidity strong. The company launched YLDS, an SEC approved stablecoin, alongside broader digital asset offerings as part of a shift beyond its original business focus. Year over year growth in consumer loan marketplace volume and improved lender supply indicate firm demand and traction that have not yet been widely reported. Figure...
NYSE:IBP
NYSE:IBPConsumer Durables

Is Installed Building Products (IBP) Pricing In Too Much Optimism After Its Recent Rally?

If you are wondering whether Installed Building Products is still fairly priced after a strong run, this article will walk through what the current share price might be telling you about value. The stock last closed at US$328.92, with returns of 14.2% over 7 days, 27.5% over 30 days, 23.0% year to date, 83.9% over 1 year, 221.3% over 3 years and 178.0% over 5 years, which has many investors rechecking what they are willing to pay. Recent coverage has focused on Installed Building Products as...
NasdaqGS:ZM
NasdaqGS:ZMSoftware

Zoom’s New AI Tools With Vizrt Test Long Term Enterprise Appeal

Zoom Communications (NasdaqGS:ZM) has partnered with Vizrt to roll out new AI-powered engagement tools, InteractifAI and CaptivAIte. The tools allow users to add personalized graphics and visual overlays directly onto Zoom video streams for meetings and events. The new solutions are available through Zoom's ISV Exchange Program, targeting corporate communications, virtual events, and training sessions. For investors watching NasdaqGS:ZM, this product update adds another layer to Zoom...
NYSE:SXI
NYSE:SXIMachinery

Assessing Standex International (SXI) Valuation After Strong Q2 Results And Reaffirmed Revenue Growth Outlook

Standex International (SXI) just paired a completed US$76.42 million share buyback program with fresh earnings and guidance, giving investors new data on profitability, capital returns, and expected revenue growth for 2026. See our latest analysis for Standex International. Those earnings and guidance updates have come alongside a sharp move in the share price, with Standex International closing at US$254.24 after a 6.06% 1 day share price return and a 13.07% year to date share price return...
NasdaqGS:TTMI
NasdaqGS:TTMIElectronic

Assessing TTM Technologies (TTMI) Valuation After Strong Recent Share Price Momentum

TTM Technologies (TTMI) has attracted fresh attention after recent share price moves, prompting investors to reassess its role in printed circuit boards and RF components, alongside reported revenue of US$2.91b and net income of US$177.45m. See our latest analysis for TTM Technologies. The 1 month share price return of 40.47% and 90 day share price return of 47.75% point to strong recent momentum, while the very large 1 year and 3 year total shareholder returns suggest this move extends a...
NYSE:OSK
NYSE:OSKMachinery

Oshkosh Defense Contract Underscores Steady Role In Broader Earnings Story

Oshkosh Defense, a segment of Oshkosh (NYSE:OSK), received an additional U.S. Army contract valued at $25 million. The award covers mission critical tactical vehicles that support Army logistics and mobility needs. This new award adds to existing work Oshkosh Defense performs for the U.S. Army. For you as an investor, this contract helps highlight where Oshkosh earns a meaningful portion of its revenue, alongside its access equipment and commercial segments. Defense customers like the U.S...