In this article, we look at the 10 Best E-commerce Stocks to Buy as Global Sales Hit Records.
E-commerce spending is still climbing, even as consumers have become more selective about where they open their wallets. Salesforce reported that online sales during the 2025 holiday season reached a record $1.29 trillion globally, up 7% year over year, while U.S. online sales reached $294 billion, up 4%. Adobe’s U.S. data told a similar story, with online holiday spending hitting a record $257.8 billion, up 6.8% year over year, helped by discounts, buy-now-pay-later usage, mobile shopping, and AI-assisted product discovery. The peak shopping days also remained powerful: Adobe said Cyber Monday 2025 generated a record $14.25 billion in U.S. online sales, while the full Cyber Week period reached $44.2 billion.
That backdrop keeps e-commerce stocks relevant, but the investment case is no longer just about pandemic-era digital adoption. Investors are now weighing scale, fulfillment efficiency, marketplace depth, advertising revenue, AI-driven shopping tools, and cross-border reach. In this article, we look at the best e-commerce stocks to buy as global sales hit records, using the short percentage of float as the ranking metric. A lower short float can signal relatively limited bearish positioning, which is useful in a sector where growth stories often attract sharp disagreement.
Methodology
To compile our list of the 10 best e-commerce stocks to buy as global sales hit records, we screened companies with meaningful exposure to online retail, digital marketplaces, omnichannel commerce, delivery, and e-commerce infrastructure. We then ranked the stocks in descending order of short percentage of float, using the latest available short-interest data.
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10. DoorDash, Inc. (NASDAQ:DASH)
Short Percentage of Float: 4.69
DoorDash, Inc. (NASDAQ:DASH) is one of the best e-commerce stocks to buy as global sales hit records. The company is increasingly positioning itself as a local commerce platform rather than just a restaurant delivery app. On June 4, DoorDash said DoorDash Ads was becoming a global commerce media platform, with new ad formats, offsite reach, campaign automation, and measurement tools. The company said its Spotlight homepage ad format delivers twice the click-through rate of banners, while media dollars through Symbiosys, a DoorDash company, have nearly doubled since the 2025 acquisition.
The operating data also supports the broader e-commerce story. In the first quarter of 2026, DoorDash’s total orders rose 27% year-over-year to 933 million, marketplace gross order value (GOV) increased 37% to $31.6 billion, revenue climbed 33% to $4.0 billion, and adjusted EBITDA rose 28% to $754 million. DoorDash also said its U.S. grocery and retail categories continued to post strong year-over-year marketplace GOV growth, helped by broader selection in areas such as apparel and auto parts. That expansion showed up commercially as well: on May 13, Urban Outfitters launched a nationwide DoorDash partnership, letting customers shop fashion, accessories, beauty, gifting, and lifestyle products directly through the app.
DoorDash, Inc. (NASDAQ:DASH) operates an on-demand delivery platform that connects customers with local restaurants, grocery stores, and retailers.
9. eBay Inc. (NASDAQ:EBAY)
Short Percentage of Float: 3.58
eBay Inc. (NASDAQ:EBAY) is one of the best e-commerce stocks to buy as global sales hit records. The company remains one of the world’s largest online marketplaces, but its recent moves show it is trying to make core categories more trusted, easier to shop, and more interactive. On June 8, eBay UK launched Easy and Free Returns for eligible vehicle parts and accessories, applying to eligible new purchases over £10 and allowing buyers to return items within 30 days at no additional cost. The program works alongside tools such as eBay Assured Fit and My Garage, which are designed to help shoppers buy the right parts with more confidence.
eBay has also been expanding newer commerce formats. On May 28, the company announced the 2026 Up & Running Grants program with a focus on eBay Live, committing $100,000 to help 10 U.S. sellers build live-selling businesses. The company said eBay Live supports categories including sports trading cards, collectible toys, comics, beauty, tools, watches, handbags, and jewelry. On May 29, eBay named Trosort the global winner of its 2026 Circular Fashion Fund, giving the AI-powered textile sorting company the opportunity to receive a $300,000 investment from eBay Ventures.
eBay Inc. (NASDAQ:EBAY) operates a global online marketplace that connects buyers and sellers across more than 190 markets.
