Amazon (AMZN) came out with quarterly earnings of $1.95 per share, missing the Zacks Consensus Estimate of $1.98 per share. This compares to earnings of $1.86 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.52%. A quarter ago, it was expected that this online retailer would post earnings of $1.58 per share when it actually produced earnings of $1.95, delivering a surprise of +23.42%.Over the last four quarters, the company ...

Company Performance - Alibaba's stock closed at $163.65, reflecting a -2.81% change from the previous day's closing price, underperforming compared to the S&P 500's loss of 0.84% [1] - The stock has increased by 7.76% over the past month, outperforming the Retail-Wholesale sector's gain of 6.19% and the S&P 500's gain of 1.8% [1] Earnings Expectations - Analysts anticipate Alibaba will report an EPS of $1.91, indicating a 34.81% decline compared to the same quarter last year, with a projected revenue of $41.26 billion, reflecting a 7.49% increase year-over-year [2] - Full-year estimates predict earnings of $5.98 per share and revenue of $147.21 billion, representing year-over-year changes of -33.63% and +6.57%, respectively [3] Analyst Sentiment - Recent consensus EPS projections have decreased by 6.93% over the past 30 days, and Alibaba currently holds a Zacks Rank of 5 (Strong Sell) [5] - Positive estimate revisions are indicative of analyst optimism regarding the company's business and profitability [3][4] Valuation Metrics - Alibaba's Forward P/E ratio stands at 28.18, which is a premium compared to the industry average Forward P/E of 16.34 [5] - The company has a PEG ratio of 3.26, significantly higher than the industry average PEG ratio of 1.07 [6] Industry Context - The Internet - Commerce industry, part of the Retail-Wholesale sector, has a Zacks Industry Rank of 179, placing it in the bottom 27% of over 250 industries [6] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Group 1 - Groupon's stock closed at $14.41, reflecting a +1.84% change from the previous day's closing price, outperforming the S&P 500's daily gain of 0.54% [1] - The stock has decreased by 18.26% over the past month, underperforming the Retail-Wholesale sector's gain of 3.66% and the S&P 500's gain of 0.74% [1] Group 2 - The upcoming earnings release is anticipated, with expected EPS of $0.19, representing a 115.83% increase from the prior-year quarter, and projected revenue of $137.94 million, up 5.8% from the year-ago period [2] - For the full year, analysts expect earnings of -$2.09 per share and revenue of $503.65 million, indicating changes of -38.41% and 0% respectively from last year [3] Group 3 - Recent estimate revisions are seen as indicative of near-term business trends, with positive revisions suggesting a favorable business outlook [3][4] - The Zacks Rank system, which incorporates estimate changes, currently ranks Groupon as 4 (Sell), with a consensus EPS projection that has decreased by 14.29% in the past 30 days [5] Group 4 - Groupon's Forward P/E ratio is 19.12, which is higher than the industry average Forward P/E of 16.07, indicating a premium valuation [6] - The Internet - Commerce industry, part of the Retail-Wholesale sector, has a Zacks Industry Rank of 179, placing it in the bottom 27% of over 250 industries [6]

Company Performance - JD.com, Inc. ended the recent trading session at $28.48, reflecting a -2.03% change from the previous day's closing price, which lagged behind the S&P 500's 0.43% loss [1] - Shares of JD.com had gained 1.29% over the past month, while the Retail-Wholesale sector gained 4.04% and the S&P 500 gained 0.89% during the same period [1] Upcoming Earnings - Analysts expect JD.com to post earnings of $0.07 per share in the upcoming earnings release, indicating a year-over-year decline of 93.14% [2] - The consensus estimate for revenue is $50.22 billion, which represents a 5.64% increase from the prior-year quarter [2] Full-Year Estimates - The full-year Zacks Consensus Estimates project earnings of $2.53 per share and revenue of $187.32 billion, reflecting year-over-year changes of -40.61% and 0%, respectively [3] - Recent changes to analyst estimates for JD.com indicate shifting dynamics in short-term business patterns, with positive alterations suggesting analyst optimism regarding the business and profitability [3] Valuation Metrics - JD.com holds a Forward P/E ratio of 10.21, which is a discount compared to the industry average Forward P/E of 16.03 [6] - The company has a PEG ratio of 5.46, significantly higher than the Internet - Commerce industry's average PEG ratio of 1.1 [6] Industry Context - The Internet - Commerce industry, part of the Retail-Wholesale sector, currently has a Zacks Industry Rank of 185, placing it in the bottom 25% of over 250 industries [7] - The Zacks Industry Rank measures the strength of industry groups by evaluating the average Zacks Rank of individual stocks within those groups [7]

Fiverr International (FVRR) closed the most recent trading day at $16.99, moving +1.8% from the previous trading session. This move outpaced the S&P 500's daily loss of 0.01%. Elsewhere, the Dow gained 0.03%, while the tech-heavy Nasdaq added 0.17%. The online marketplace for freelance services's shares have seen a decrease of 15.32% over the last month, not keeping up with the Retail-Wholesale sector's gain of 4.91% and the S&P 500's gain of 0.78%.Analysts and investors alike will be keeping a close eye on ...

Core Viewpoint - PDD Holdings Inc. Sponsored ADR is experiencing a decline in stock performance, with upcoming earnings expected to show modest growth in EPS and significant revenue growth compared to the previous year [1][2]. Group 1: Stock Performance - In the latest trading session, PDD Holdings Inc. Sponsored ADR was down 3.84% at $102.81, underperforming the S&P 500's slight loss of 0.01% [1]. - Over the past month, shares of PDD have decreased by 6.08%, contrasting with the Retail-Wholesale sector's gain of 4.91% and the S&P 500's gain of 0.78% [1]. Group 2: Earnings Expectations - The upcoming earnings release is anticipated to report an EPS of $2.88, reflecting a 4.35% increase from the same quarter last year [2]. - Revenue is projected to be $17.93 billion, indicating an 18.35% growth compared to the corresponding quarter of the prior year [2]. Group 3: Fiscal Year Projections - For the entire fiscal year, earnings are estimated at $10.48 per share, representing a decline of 7.42% from the previous year, while revenue is expected to remain flat at $60.77 billion [3]. Group 4: Analyst Forecast Revisions - Recent revisions to analyst forecasts for PDD Holdings Inc. are crucial as they reflect changing business trends and analysts' confidence in the company's performance [4]. - Positive revisions in estimates are linked to stock price performance, indicating potential investment opportunities [5]. Group 5: Valuation Metrics - PDD Holdings Inc. is currently trading at a Forward P/E ratio of 8.82, which is significantly lower than the industry average of 16.84, suggesting it is undervalued [7]. - The company has a PEG ratio of 0.91, compared to the Internet - Commerce industry's average PEG ratio of 1.14, indicating favorable growth expectations relative to its price [8]. Group 6: Industry Ranking - The Internet - Commerce industry, which includes PDD, has a Zacks Industry Rank of 193, placing it in the bottom 22% of all industries, suggesting challenges within the sector [8][9].

Core Viewpoint - Amazon's stock performance is showing positive trends, with upcoming earnings expected to reflect growth in both EPS and revenue, indicating a favorable outlook for the company. Group 1: Stock Performance - Amazon's stock increased by 2.63% to $244.68, outperforming the S&P 500's daily gain of 0.41% [1] - Over the past month, Amazon's shares gained 2.74%, lagging behind the Retail-Wholesale sector's 4.12% increase but outperforming the S&P 500's 0.38% gain [1] Group 2: Earnings Expectations - Amazon's earnings report is scheduled for February 5, 2026, with an anticipated EPS of $1.97, representing a 5.91% increase year-over-year [2] - Revenue is expected to reach $211.51 billion, reflecting a 12.63% rise compared to the same quarter last year [2] Group 3: Full-Year Estimates - Zacks Consensus Estimates project Amazon's full-year earnings at $7.17 per share and revenue at $714.98 billion, indicating a year-over-year earnings growth of 29.66% and no change in revenue [3] - Recent analyst estimate revisions suggest a positive outlook on Amazon's business health and profitability [3] Group 4: Valuation Metrics - Amazon has a Zacks Rank of 2 (Buy), with a Forward P/E ratio of 30.3, which is a premium compared to the industry average of 17.25 [5] - The PEG ratio for Amazon is currently 1.49, higher than the Internet - Commerce industry's average PEG ratio of 1.14 [6] Group 5: Industry Context - The Internet - Commerce industry, part of the Retail-Wholesale sector, has a Zacks Industry Rank of 188, placing it in the bottom 24% of over 250 industries [6] - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - The comparison between TripAdvisor (TRIP) and eBay (EBAY) indicates that TRIP is currently more attractive to value investors due to its stronger earnings estimate revisions and more favorable valuation metrics [1][3][7]. Valuation Metrics - TripAdvisor has a forward P/E ratio of 7.68, significantly lower than eBay's forward P/E of 15.89, suggesting that TRIP is undervalued relative to EBAY [5]. - The PEG ratio for TRIP is 0.67, while eBay's PEG ratio is 1.77, indicating that TRIP has a better growth-to-price ratio [5]. - TripAdvisor's P/B ratio stands at 2.25, compared to eBay's P/B of 8.99, further highlighting TRIP's more attractive valuation [6]. Analyst Outlook - TripAdvisor holds a Zacks Rank of 2 (Buy), reflecting a more positive earnings estimate revision trend compared to eBay, which has a Zacks Rank of 3 (Hold) [3]. - The stronger estimate revision activity for TRIP suggests an improving analyst outlook, making it a more favorable option for value investors [7]. Value Grades - TripAdvisor has received a Value grade of A, while eBay has a Value grade of C, indicating that TRIP is perceived as a better value investment based on key fundamental metrics [6].

Core Viewpoint - Fiverr International (FVRR) shares experienced a 5% increase, closing at $16.49, following notable trading volume, despite a 21.4% loss over the past four weeks [1] Group 1: Company Performance - The optimism surrounding Fiverr's stock is driven by accelerating AI-driven demand, strong growth in higher-value projects, expanding Dynamic Matching and Managed Services, increased spending per buyer, and robust Services revenue growth [2] - Fiverr is expected to report quarterly earnings of $0.76 per share, reflecting an 18.8% year-over-year increase, with revenues projected at $108.71 million, a 4.9% increase from the previous year [2] Group 2: Earnings Estimates and Stock Trends - Trends in earnings estimate revisions are strongly correlated with near-term stock price movements, indicating that earnings growth expectations can signal potential stock strength [3] - The consensus EPS estimate for Fiverr has remained unchanged over the last 30 days, suggesting that stock price movements may not sustain without trends in earnings estimate revisions [4] Group 3: Industry Context - Fiverr operates within the Zacks Internet - Commerce industry, where CarGurus (CARG) also resides, having closed 1.5% higher at $34.16, but with a -13.5% return over the past month [4] - CarGurus' consensus EPS estimate has remained unchanged at $0.61, representing a 10.9% increase compared to the previous year, and currently holds a Zacks Rank of 4 (Sell) [5]

Core Viewpoint - JD.com, Inc. is facing significant challenges with a projected earnings per share (EPS) decline of 93.14% year-over-year, while revenue is expected to show a modest increase of 6.68% [2] Company Performance - JD.com closed at $29.07, reflecting a daily increase of 2.43%, outperforming the S&P 500's gain of 1.16% [1] - Prior to this trading day, JD.com shares had decreased by 2.41%, underperforming the Retail-Wholesale sector's gain of 3.08% [1] Earnings Forecast - The upcoming earnings report is expected to show an EPS of $0.07, a significant drop from the previous year [2] - For the entire year, the Zacks Consensus Estimates forecast an EPS of $2.5, indicating a decline of 41.31% compared to the previous year, with revenue expected to remain flat at $186.6 billion [3] Analyst Revisions - Recent revisions to analyst forecasts for JD.com are crucial as they reflect changes in short-term business dynamics [4] - Positive revisions in estimates are seen as indicators of analysts' confidence in the company's performance [4] Valuation Metrics - JD.com has a Forward P/E ratio of 9.76, which is below the industry average of 16.81, indicating a potential undervaluation [7] - The company’s PEG ratio stands at 5.22, significantly higher than the industry average of 1.08, suggesting that the stock may be overvalued relative to its expected earnings growth [7] Industry Context - JD.com operates within the Internet - Commerce industry, which is currently ranked 190 out of over 250 industries, placing it in the bottom 23% [8] - The Zacks Industry Rank indicates that the top 50% of rated industries outperform the bottom half by a factor of 2 to 1 [8]