Coupang, Inc. Class A Common Stock (CPNG)

These companies are growing quickly and could see profit recoveries in 2026.

The timing suggests the fund is stepping in as expectations reset, not chasing what already worked.

After a brutal post-IPO unwind, one investor is leaning into GitLab’s fundamentals at a moment when sentiment still looks shaky.

When a fund keeps buying into a falling stock, it usually means it sees something the market is ignoring.

Check out the companies making headlines this week:

As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the online retail industry, including Coupang (NYSE:CPNG) and its peers.

Coupang remains under pressure as a massive data breach drives regulatory scrutiny, leadership changes and heightened risk concerns from analysts.

Shares of online platform company Coupang (NYSE:CPNG) fell 6.2% in the afternoon session after the company faced intense scrutiny as a major data breach exposed the personal information of 33.7 million customers, which led to the resignation of its CEO and police raids. 

Shares of online platform company Coupang (NYSE:CPNG) fell 5.1% in the afternoon session after the company faced mounting pressure from the fallout of a major data breach that led to the CEO's resignation. 

The company's performance has been more consistent than the stock price.

Shares of online platform company Coupang (NYSE:CPNG) fell 2.2% in the afternoon session after its CEO, Park Dae-jun, announced his resignation as he took responsibility for a massive data breach. The breach was described as one of the worst in South Korea's history, exposing the personal information of over 33 million customers. In a statement, the departing CEO said he was stepping down after feeling a "heavy sense of responsibility for the incident." Following the news, South Korean police raided the company's Seoul headquarters. The company also faced mounting legal pressure as a U.S. law office prepared a class-action lawsuit. Coupang appointed its General Counsel and Chief Administrative Officer, Harold Rogers, as the interim CEO.

While its core Korean e-commerce business continues to grow, its new offerings could drive the stock in 2026.

After holding shares of Descartes Systems since 2020, Durable Capital fully liquidated its stake in the company, having sold shares for four consecutive quarters.

Eminence Capital just sold its entire Installed Building Products stake after a year of outperformance, and that kind of exit into strength forces investors to ask whether a well-run consolidator has simply finished serving a hedge fund’s timeline or still has room to compound for longer-term investors.

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Carvana (NYSE:CVNA) and the rest of the online retail stocks fared in Q3.

Shares of Coupang, Inc. (NASDAQ: CPNG) are falling Monday after the e-commerce company said it experienced a data breach.

Coupang stock fell after the operator of South Korea's top e-commerce site acknowledged a major data breach.

Quality compounders are flywheels. Said differently, they’re businesses that generate heaps of profits and consistently reinvest them to produce even more profits. Rinse and repeat.

Consumer internet businesses are redefining how people engage with the world by giving them instant connectivity and convenience. Despite the tailwinds, their demand largely hinges on consumer spending habits, which can be volatile. This has caused uneasiness over the past six months as the industry’s 2.7% return has trailed the S&P 500’s 11.5% gain.

A number of stocks jumped in the afternoon session after renewed enthusiasm for Alphabet reinvigorated the artificial intelligence trade, propelling a market rebound heading into the Thanksgiving holiday. The Nasdaq index jumped 2.6% and the S&P 500 gained 1.6%, driven by a 5% rally in Alphabet following the announcement of its upgraded Gemini 3 AI model. This optimism spilled over into the broader tech sector. The rally built on momentum from the previous trading session, sparked by the New York Fed president keeping the door open for a December interest rate cut.

Coupang and MercadoLibre are similar companies, and both are underrated by investors today.

Coupang’s third quarter performance saw robust revenue growth and a modest profit that exceeded Wall Street’s estimates, but the market reacted negatively, likely reflecting investor concerns about increased investment levels and uneven margin expansion. Management attributed the quarter’s top-line growth to sustained customer engagement, broad-based strength across customer cohorts, and margin improvement within its core Product Commerce segment. CEO Bom Kim detailed ongoing automation and supply chain optimization, noting that margin expansion was supported by scaling higher-margin categories. However, CFO Gaurav Anand acknowledged that increased operational costs, especially linked to investments in new markets like Taiwan, had a dampening effect on consolidated margins this quarter.

Free cash flow is one of the most reliable indicators of financial durability. These businesses not only generate cash but reinvest intelligently to sustain momentum.