Commerce.com (CMRC) Reports 2025 Revenue of $342M and 20% B2B Subscription ARR Growth

Commerce.com Inc. (NASDAQ:CMRC) is one of the most undervalued penny stocks to buy right now. On February 12, Commerce.com reported fiscal year 2025 revenue of $342 million, which was a 3% year-over-year increase, with Q4 contributing $89.5 million. The company achieved significant operational efficiency, expanding its non-GAAP operating margin by 230 basis points over 2024 and nearly 1,000 basis points over 2023. GMV reached nearly $32 billion, up 12%, while subscription ARR from B2B customers saw a robust growth of nearly 20%.

Despite these gains, the company faced challenges with its net revenue retention, which stood at 95.2%, and a slightly lower take rate due to a higher mix of B2B transactions that use fewer credit card payments. Management noted that while B2B is a high-growth area, it currently yields a lower revenue share than B2C. To counter this, Commerce.com Inc. (NASDAQ:CMRC) is shifting its focus from foundational building to aggressive monetization.

For 2026, the company provided a broad guidance range with revenue projected between $347.5 and $369.5 million, reflecting both macroeconomic caution and optimism regarding new product launches. The CEO highlighted the company’s strategic positioning as an AI-ready infrastructure layer through partnerships with OpenAI, Google, and Microsoft.

Commerce.com Inc. (NASDAQ:CMRC) operates a SaaS e-commerce platform for brands and retailers in the US, North and South America, Europe, the Middle East, Africa, and the Asia Pacific.

While we acknowledge the potential of CMRC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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