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Source document· March 17, 2026

Zacks Industry Outlook Highlights GoDaddy, Vipshop Holdings, MakeMyTrip and QuinStreet

View original at finance.yahoo.com
Zacks Industry Outlook Highlights GoDaddy, Vipshop Holdings, MakeMyTrip and QuinStreet For Immediate Release Chicago, IL – March 17, 2026 – Today, Zacks Equity Research discusses GoDaddy GDDY, Vipshop Holdings VIPS, MakeMyTrip MMYT and QuinStreet QNST…
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  • QuinStreet is benefiting from the accelerated shift from an offline to an online business model across industries

    60% confidence
  • Ad spending is likely to continue increasing, driven by improving business activities

    60% confidence
  • Tech giants bring deep pockets, vast infrastructure and enormous user bases, raising the bar for the entire industry

    60% confidence
  • Airo has become a key growth driver for GoDaddy, with increasing customer engagement and the successful launch of Airo Plus

    60% confidence
  • Tariffs and ongoing geopolitical tensions could hurt the industry participants' prospects in the near term

    60% confidence
  • Amazon continues to strengthen its delivery capabilities, while Alphabet is expanding into food delivery through projects like Wing

    60% confidence
  • Vipshop Holdings' continued efforts to strengthen product offerings and improve product procurement are aiding its financial performance

    60% confidence
  • MakeMyTrip is well-positioned to benefit from India's economic upswing and expanding middle class

    60% confidence
  • Elevated operating expenses related to hiring new employees and sales and marketing strategies to capture more market share are likely to strain margins in the near term

    60% confidence
  • The top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1

    60% confidence
  • MakeMyTrip is the leading online travel agency in India with a dominant market share of more than 50%

    60% confidence
  • Online delivery is yet to expand beyond major metros, underlining lower penetration and significant room for growth

    60% confidence
  • Top stock-picking strategies have blown away the S&P's +7.7% average gain per year since 2000, with average gains of +48.4%, +50.2% and +56.7% per year

    60% confidence
  • GoDaddy is benefiting from strong momentum across the Applications & Commerce business and expanding its global footprint

    60% confidence
  • Persistent macroeconomic uncertainties, protracted inflationary conditions and still-high interest rates remain major challenges

    60% confidence
  • Vipshop Holdings' quarterly results are likely to keep benefiting from its deepening focus on high-margin-generating apparel-related businesses

    60% confidence
  • Growth in bookings, primarily driven by strong customer additions and price increases in various domains, has been a key catalyst for GoDaddy

    60% confidence
  • GoDaddy, Vipshop Holdings, MakeMyTrip and QuinStreet are well-positioned for growth due to their sustained efforts in adapting to changing consumer preferences

    60% confidence
  • A greater Internet presence in emerging markets, a burgeoning affluent middle class and the accelerated uptake of smartphones are set to aid the Internet – Delivery Services industry participants

    60% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise Software Races to Govern and Consolidate Around Agentic AI
Enterprise software vendors are repositioning around autonomous AI agents. Salesforce is acquiring Braze, ServiceNow is launching agent governance tools (AI Passport, Super Intelligence Control Tower), SAP is pushing its 'Autonomous Enterprise', and Zeta is launching AthenaOS and its own inference model. Palantir is embedding itself in banking, aviation and sovereign AI infrastructure through partnerships with Customers Bank, Surf Air, Ondas and Armada. Governance, data sovereignty and enforced policy are emerging as preconditions for regulated sectors like finance. Investors such as Norwest see room to disrupt ERP and finance software, and they caution that AI should not be trusted with financial calculations. Consolidation and shareholder disputes (Salesforce/Braze, Tiny/Oso Cloud, ZenaTech/Boardwalktech) show the market reshaping.
Our read on the data ›
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
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