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 Teladoc (NYSE: TDOC) and the rest of the online marketplace stocks fared in Q1.

Marketplaces have existed for centuries. Where once it was a main street in a small town or a mall in the suburbs, sellers benefitted from proximity to one another because they could draw customers by offering convenience and selection. Today, a myriad of online marketplaces fulfill that same role, aggregating large customer bases, which attracts commission-paying sellers, generating flywheel scale effects that feed back into further customer acquisition.

The 12 online marketplace stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 1.7% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady as they are up 1.3% on average since the latest earnings results.

Teladoc (NYSE: TDOC)

Founded to help people in rural areas get online medical consultations, Teladoc Health (NYSE: TDOC) is a telemedicine platform that facilitates remote doctor’s visits.

Teladoc reported revenues of $613.8 million, down 2.5% year on year. This print exceeded analysts’ expectations by 0.5%. Despite the top-line beat, it was still a slower quarter for the company with revenue and EBITDA guidance for next quarter missing analysts’ expectations significantly.

Teladoc scored the highest full-year guidance raise of the whole group. The stock is up 11.5% since reporting and currently trades at $6.64.

Read our full report on Teladoc here, it’s free.

Best Q1: Sea (NYSE: SE)

Founded in 2009 and a publicly traded company since 2017, Sea (NYSE: SE) started as a gaming platform and has since expanded to offer a variety of services such as e-commerce, digital payments, and financial services across Southeast Asia.

Sea reported revenues of $7.33 billion, up 43.2% year on year, outperforming analysts’ expectations by 9.9%. The business had a stunning quarter with a solid beat of analysts’ EBITDA and revenue estimates.

Sea pulled off the biggest analyst estimate beat among its peers. The company reported 72.6 million users, up 12.4% year on year. The market seems happy with the results as the stock is up 9.7% since reporting. It currently trades at $93.10.

Is now the time to buy Sea? Access our full analysis of the earnings results here, it’s free.

Weakest Q1: Shutterstock (NYSE: SSTK)

Originally featuring a library that included many of founder Jon Oringer’s photos, Shutterstock (NYSE: SSTK) is now a digital platform where customers can license and use hundreds of millions of pieces of content.

Shutterstock reported revenues of $199.2 million, down 17.9% year on year, falling short of analysts’ expectations by 10.2%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue and EBITDA estimates.

Shutterstock delivered the weakest performance against analyst estimates and slowest revenue growth in the group. As expected, the stock is down 9.2% since the results and currently trades at $16.00.

Read our full analysis of Shutterstock’s results here.

ACV Auctions (NYSE: ACVA)

Founded in 2014, ACV Auctions (NYSE: ACVA) is an online auction marketplace for car dealers and wholesalers to buy and sell used cars.

ACV Auctions reported revenues of $204.2 million, up 11.8% year on year. This print surpassed analysts’ expectations by 1.1%. Zooming out, it was a mixed quarter as it also recorded an impressive beat of analysts’ EBITDA estimates but EBITDA guidance for next quarter missing analysts’ expectations significantly.

The stock is up 14.4% since reporting and currently trades at $5.97.

Read our full, actionable report on ACV Auctions here, it’s free.

Cars.com (NYSE: CARS)

Originally started as a joint venture between several media companies including The Washington Post and The New York Times, Cars.com (NYSE: CARS) is a digital marketplace that connects new and used car buyers and sellers.

Cars.com reported revenues of $180.2 million, flat year on year. This number was in line with analysts’ expectations. Overall, it was a very strong quarter as it also put up an impressive beat of analysts’ EBITDA estimates and revenue in line with analysts’ estimates.

The company reported 19,390 active buyers, up 0.7% year on year. The stock is down 10.1% since reporting and currently trades at $10.07.

Read our full, actionable report on Cars.com here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand-wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.