In this article, we will look at the 11 Best E-commerce Stocks to Buy Now.
Stuart Kaiser, Citi’s Head of Equity Trading Strategy, appeared on CNBC’s “Fast Money” on February 6 to talk about the market action for the week and whether a shift or mini rebound is occurring in the market fundamentals.
Talking about the negative performance in the week, with the S&P 500 down 0.4%, the Nasdaq Composite losing around 2%, and software stocks losing near 9%, he stated that we have been in this process for the last three months or so, rotating out of growth into cyclicals and value, maybe fading some of the Mag-7 leadership. What changed, according to him, is that instead of being a nice steady trend, it accelerated, and the volatility hit people, catching them by surprise. Markets are thus fading some of the Mag7 leadership, according to Kaiser.
READ ALSO: 13 Most Promising Future Stocks to Buy Now and 15 Best Long Term Low Volatility Stocks to Invest In.
Gregory Davis, president and CIO at Vanguard, also appeared on CNBC’s ‘Money Movers’ on February 5 to discuss the dominant market themes. He was of the view that the market is always going to have segments that undergo areas of boom and bust, and so the repricing of the market is not completely surprising for him, given the robust move we have seen over the last year or so. Davis further stated that his suggestion to investors is to stay diversified instead of having a large concentration in any single sector. This translates to broad diversification across U.S. equities, international equities, and ensuring that you have bonds and money markets in your portfolio as well.
We further talked about market trends and rotation in a recently published article on the 12 Most Undervalued Travel Stocks To Buy According To Hedge Funds. Here is an excerpt from the article:
Stephen Parker, JPMorgan Private Bank co-head of global investment strategy, appeared on CNBC’s ‘Squawk Box’ on February 4 to talk about the latest market trends and outlook for 2026.
He was of the view that what we are seeing in the markets this year, so far, is “very healthy”, saying that a lot of people would have been skeptical about the idea of sitting near all time highs, especially when the tech sector has been the worst performing sector in the S&P and has fallen more than everyone else. This broadening story that we are seeing, according to Parker, is reflective of the anxiety investors have had over the last couple of years. It has been all tech, all the time, and people have been worried about concentration risks.
However, he stated that now we are seeing a rotation, and it is about the broadening of the recovery story, with cyclicals picking up the slack. It is not just the AI infrastructure players and the hyperscalers that are driving the markets higher; it is actually the AI beneficiaries, according to Parker, and that may cause some disruptions, particularly in sectors like software.
With these broader market trends in view, let’s narrow down to the best e-commerce stocks to buy now.
Our Methodology
We sifted through stock screeners to find the best e-commerce stocks. We then chose the top 11 with the highest number of hedge fund holders, as of Q3 2025, sourcing the hedge fund sentiment data from Insider Monkey’s database. The list is sorted in ascending order of hedge fund holders.
Note: All data was recorded on February 6.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
11 Best E-commerce Stocks to Buy Now
11. Revolve Group, Inc. (NYSE:RVLV)
Number of Hedge Fund Holders: 24
Revolve Group, Inc. (NYSE:RVLV) is one of the best e-commerce stocks to buy now. Revolve Group, Inc. (NYSE:RVLV) received a rating update from KeyBanc on January 22, which reaffirmed a Buy rating on the stock and set a price target of $35.00.
In a separate development, Revolve Group, Inc. (NYSE:RVLV) announced the official opening of its new store at The Grove in Los Angeles on January 13. Management stated that the company would leverage the high visibility and foot traffic in The Grove to engage new and existing customers, and showcase REVOLVE and FWRD’s product assortment from established and emerging brands across apparel, beauty, footwear, accessories, and home, including in-house brands such as SRG, Helsa, and Eaves.
The same day, Morgan Stanley adjusted the price target on Revolve Group, Inc. (NYSE:RVLV) to $27 from $26, maintaining an Equal Weight rating on the shares. The firm believes that 2026 will be “thematically similar” to 2025 in the internet sector, and the market is likely to reward companies that exhibit material positive ROIC from GenAI or GPU-enabled technologies.
Revolve Group, Inc. (NYSE:RVLV) is an online fashion retailer for Gen Z and millennial consumers. Its operations are divided into Forward (FWRD) and Revolve segments. The Revolve segment offers apparel, footwear, accessories, and beauty products, while the FWRD segment offers luxury brands. The company sells all its products exclusively online.
10. Global-e Online Ltd. (NASDAQ:GLBE)
Number of Hedge Fund Holders: 35
Global-e Online Ltd. (NASDAQ:GLBE) is one of the best e-commerce stocks to buy now. On February 2, Piper Sandler reaffirmed an Overweight rating on Global-e Online Ltd. (NASDAQ:GLBE) and set a $48 price target after a transfer of coverage.
The firm told investors that “seat-compression and vibe coding narratives could set a ceiling on multiples”, and downgraded three names while cutting price targets across the platforms and apps group. It stated that it did not make a call on the Q4 reports, and instead has mixed views on the software space despite share declines in the past 12 months. Piper expects continued “pessimism” around software, and recommended that investors should focus on the hyperscaler, consumption, and vertical sub-sectors.
Global-e Online Ltd. (NASDAQ:GLBE) also received a rating update from Truist on January 20, which revised the price target on the stock to $43 from $41 and maintained a Hold rating on the shares. The rating update came as part of a broader research note previewing fiscal Q4 earnings in FinTech, with the firm telling investors that while the quarter’s results should be solid, a tougher year-over-year comparison may limit volume-related beats. Truist expressed optimism for the group throughout 2026 and added that some management teams may look to bring Street expectations slightly lower with their original 2026 guidance.
Global-e Online Ltd. (NASDAQ:GLBE) provides cross-border e-commerce solutions, with its offerings including Global-e Pro and Global-e Enterprise.
