U.S. Online Retail and Ecommerce Stock News

In February 2026, Medpace Holdings reported past fourth-quarter 2025 results showing revenue of US$708.45 million and GAAP diluted EPS of US$4.67, alongside full-year 2025 revenue of US$2.53 billion and net income of US$451.12 million. The company also issued 2026 guidance calling for revenue of US$2.76–US$2.86 billion and GAAP diluted EPS of US$16.68–US$17.50, while acknowledging elevated trial cancellations and a softer book-to-bill ratio despite strong new business awards. We’ll now...

New Jersey Resources Corporation recently reported first-quarter 2026 results, with revenue of US$604.85 million and net income of US$122.49 million, while completing a long-running US$303.78 million share repurchase program that retired 17,814,946 shares over time. Alongside earnings, the company raised its fiscal 2026 net financial earnings per share guidance to a range of US$3.28 to US$3.43, reflecting stronger-than-expected performance in its Energy Services segment in January 2026. We...

Recent analyst revisions around On Holding (ONON) have turned more favorable after earnings and revenue previously came in ahead of expectations, with current forecasts pointing to strong revenue growth and the stock recently outperforming the broader market. See our latest analysis for On Holding. That backdrop of stronger analyst sentiment has come alongside a 2.30% 1 day share price return and a 4.19% 7 day share price return. However, the year to date share price return shows a 3.54%...

In recent months, Innodata has repositioned itself as a low-code software platform focused on artificial intelligence, working closely with companies building generative AI models to support their development needs. This evolution from data services to an AI-centric platform business highlights how Innodata is trying to embed itself more deeply in clients' technology stacks and workflows. Next, we'll examine how Innodata's push into low-code AI platforms and generative AI partnerships...

Baxter International (NYSE:BAX) is rolling out a new decentralized operating model that removes a management layer to push more accountability to individual businesses. The company is downsizing its IV Solutions business after ongoing operational and market challenges, including a disappointing quarter and weaker conditions in key segments. These changes are part of a broader overhaul that includes continued product development efforts. Management has indicated that any recovery is more...

Vestis (VSTS) just reported its first quarter 2026 results, with revenue slightly below expectations and down from a year earlier, while adjusted earnings came in ahead of forecasts due to tighter cost control. See our latest analysis for Vestis. The earnings beat and reaffirmed guidance have arrived after a volatile stretch for shareholders. A 90 day share price return of 44.19% and year to date gain of 17.02% contrast with a 1 year total shareholder return decline of 43.61%, suggesting...

Q4 earnings trigger fresh focus on PPG Industries (PPG) PPG Industries (PPG) is back in the spotlight after Q4 2025 results highlighted 3% organic sales growth, broad based volume and pricing gains, and cost savings alongside 2026 adjusted EPS guidance. See our latest analysis for PPG Industries. The Q4 update and the recent launch of the PPG STEELGUARD 652 fire protection coating have coincided with strong momentum, with a 30 day share price return of 20.97% and a 35.36% return over 90 days...

AvePoint recently expanded its Confidence Platform with new agentic AI governance tools and broader backup coverage across key SaaS, IaaS, and PaaS data sources to help enterprises monitor and remediate AI-related security and data risks more effectively. By allowing organizations to define custom risk profiles for AI agents and centralize visibility across additional services like Okta, Confluence, Jira, and major cloud data stores, AvePoint is positioning its platform as a control hub for...

Plug Power shareholders approved a significant increase in the company’s authorized share count, giving management more flexibility to raise capital. The company is facing multiple class action lawsuits alleging misleading statements about access to Department of Energy loan funds and hydrogen facility construction. Plug Power reported recent operational progress in Europe, including the first hydrogen fill of a large pipeline in Rotterdam and installation of an electrolyzer system in...

In February 2026, InnovAge Holding Corp. reported past second-quarter and six-month results to December 31, 2025, showing revenue rising to US$239.71 million and US$475.81 million respectively, with net income improving to US$10.62 million for the quarter and US$18.64 million for the half-year, reversing prior losses. The company also raised its fiscal 2026 total revenue guidance to a range of US$925 million to US$950 million, highlighting management’s increased confidence in its current...

Why HomeOfficeIQ and Engagement Cloud matter for Calix investors Calix (CALX) has just rolled out HomeOfficeIQ and a new generation of its Engagement Cloud, both aimed at helping broadband service providers keep subscribers connected, secure, and more engaged during critical moments at home. Instead of being just another product refresh, these launches focus on two pressure points that matter to both subscribers and Calix customers: dependable connectivity for work, and richer, more...

Addus HomeCare (ADUS) is back in focus as recent research highlights expected benefits from reimbursement rate increases in Texas and Illinois, alongside a softer labor market that could support hiring in its core Personal Care segment. See our latest analysis for Addus HomeCare. The recent research around reimbursement tailwinds and hiring conditions is landing at a time when momentum appears to be rebuilding, with a 7.48% 7 day share price return and year to date share price return of...

In February 2026, Vertex, Inc. reported fourth-quarter 2025 revenue of US$194.71 million and a net loss of US$7 million, while full-year revenue reached US$748.44 million with net income of US$7.21 million, and it issued 2026 revenue guidance of US$193.5 million–US$196.5 million for Q1 and US$823.5 million–US$831.5 million for the year. The company also installed a new President and CEO, Christopher Young, who is emphasizing AI-powered offerings like smart categorization and Vertex Copilot,...

Duke Energy (NYSE:DUK) announced an expanded US$103b capital investment plan, which it describes as the largest among regulated U.S. utilities. The plan targets grid and generation upgrades, including new gas and renewable energy projects. Duke Energy is also advancing a potential combination of its Carolinas utilities that could reduce customer costs. Duke Energy, a major regulated utility serving electric and gas customers across several U.S. regions, is putting a bigger spotlight on grid...

What Entergy’s Recent Performance Tells You Entergy (ETR) has drawn fresh attention after a steady run in its share price, with returns of 10% over the past month and 11.9% year to date prompting investors to reassess the utility. See our latest analysis for Entergy. That recent 10.4% 30 day share price return sits alongside a 30.9% 1 year total shareholder return, suggesting momentum has been building both in the short term and over a longer holding period. If Entergy’s move has you looking...

Earlier this week, lululemon unveiled its Unrestricted Power™ training platform in North America, introducing PowerLu™ fabric and new men’s and women’s performance pieces designed for heavy lifts and high-intensity workouts. At the same time, recurring transparency complaints about core leggings, leadership turnover, and operational pressures are testing lululemon’s efforts to refresh its product engine and restore customer trust. We’ll now examine how renewed concerns over see-through...

Immatics previously received FDA orphan drug designation for its melanoma therapy targeting Stage II and higher cutaneous melanoma in HLA-A 02:01-positive patients, marking a key regulatory milestone in its immunotherapy pipeline. This orphan status brings potential benefits such as regulatory support and market exclusivity, which can materially shape Immatics’ development and commercialization pathway for this treatment. Next, we’ll examine how the FDA orphan drug designation and its...

Verisk Analytics recently appointed Steven Kauderer as president of its Claims Solutions business, succeeding interim leader and CFO Elizabeth Mann, while reaffirming the unit’s focus on improving claims accuracy, efficiency and speed for insurers and ecosystem partners. This leadership change comes as Verisk’s insurance-focused analytics franchise faces heightened attention following large insured loss estimates from Winter Storm Fern and a more cautious earnings outlook. Against this...

CF Industries Holdings (NYSE:CF) is scheduled to present at the BofA 2026 Global Agriculture and Materials Conference. The appearance will focus on the company’s role in the global fertilizer market and current industry conditions. The event gives management a platform to address fertilizer supply, input cost pressures, and broader sector themes. CF Industries Holdings, a major nitrogen fertilizer producer, sits at the center of conversations about crop yields and food security. With...

Archer-Daniels-Midland (ADM) is back in focus after director David R. McAtee II bought 7,500 shares shortly after the company reported adjusted fourth quarter EPS above consensus but fell short on revenue with mixed segment results. See our latest analysis for Archer-Daniels-Midland. Despite softer earnings for 2025, investors have pushed Archer-Daniels-Midland’s share price up, with a 30 day share price return of 7.6% and a 1 year total shareholder return of 56.66%. This shows renewed...

Associated Banc-Corp (ASB) has drawn fresh investor attention after reporting record 2025 earnings, beating expectations while unveiling a new US$100 million share repurchase program and reaffirming regular cash dividends. See our latest analysis for Associated Banc-Corp. That backdrop has been reflected in the share price, with a 90 day share price return of 10.08% and a year to date share price return of 8.11%. The 5 year total shareholder return of 72.74% suggests patient investors have...

In the past week, Shopify reported Q4 2025 results showing revenue of US$3.67 billion and full-year 2025 revenue of US$11.56 billion, alongside lower net income year over year, and issued Q1 2026 guidance for revenue growth in the low-thirties percentage range. The company also authorized a US$2.00 billion open-ended share repurchase program and emphasized AI-powered commerce initiatives such as the Universal Commerce Protocol and workflow automation as key priorities. Next, we’ll examine...

Old Dominion Freight Line's board has approved a higher first quarter cash dividend, signaling an uptick in capital returned to shareholders. The company has completed a significant tranche of its share repurchase program. These actions accompanied the release of Old Dominion Freight Line's fourth quarter and full year earnings. For investors tracking NasdaqGS:ODFL, this mix of a dividend increase and buyback completion puts the focus squarely on how the company is using its balance sheet...

In early February 2026, Brown-Forman’s King of Kentucky brand released its 2026 Small Batch series, a three-batch, limited-edition bourbon aged 12–18 years and bottled at distinct proofs of 105, 107.5, and 110 to highlight different expressions of its long maturation. This commemorative release, marking both the 250th anniversary of the United States and the creation of Kentucky County, underscores Brown-Forman’s use of scarcity, aging depth, and premium storytelling to reinforce its...