CMRC

Commerce.com Inc

3.62

Nov 05 • 3:59 PM ET +0.17 (4.93%)

3.55

Aftermarket • 7:30 PM ET -0.07 (-2.06%)

Technology Software - Application USA Micro NASD

Nov 05, 10:48 AMCommerce.com raises 2026 profit outlook, reiterates 20%+ 2027 margin target after Q3 beat and $50M buyback

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Scroll to Statements

Index	RUT
Market Cap	299.95M
Enterprise Value	306.97M
Income	-5.78M
Sales	346.90M
Book/sh	0.62
Cash/sh	1.90
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	-
Employees	1079
IPO	Aug 05, 2020

P/E	-
Forward P/E	5.60
PEG	0.17
P/S	0.86
P/B	5.81
P/C	1.90
P/FCF	15.34
EV/EBITDA	14.51
EV/Sales	0.88
Quick Ratio	1.98
Current Ratio	1.98
Debt/Eq	3.19
LT Debt/Eq	3.07
Option/Short	Yes / Yes

EPS (ttm)	-0.07
EPS next Y	0.65
EPS next Q	0.09
EPS this Y	39.38%
EPS next Y	78.53%
EPS next 5Y	32.88%
EPS past 3/5Y	49.86% 15.35%
Sales past 3/5Y	7.05% 17.58%
EPS Y/Y TTM	68.74%
Sales Y/Y TTM	2.77%
EPS Q/Q	112.72%
Sales Q/Q	0.09%
Earnings	Nov 05 BMO
EPS/Sales Surpr.	0.00% 1.10%

Insider Own	11.54%
Insider Trans	-0.10%
Inst Own	77.32%
Inst Trans	1.49%
ROA	-1.84%
ROE	-12.78%
ROIC	-2.75%
Gross Margin	75.27%
Oper. Margin	2.85%
Profit Margin	-1.67%
SMA20	3.95%
SMA50	12.23%
SMA200	23.35%
Trades

Shs Outstand	82.83M
Shs Float	73.29M
Short Float	8.98%
Short Ratio	6.36
Short Interest	6.58M
52W High	5.55 -34.72%
52W Low	1.95 85.64%
Volatility	6.42% 6.48%
ATR (14)	0.21
RSI (14)	57.66
Beta	1.10
Rel Volume	0.67
Avg Volume	1.03M
Volume	696,268

Perf Week	5.23%
Perf Month	7.10%
Perf Quarter	63.06%
Perf Half Y	1.69%
Perf YTD	-12.14%
Perf Year	-22.48%
Perf 3Y	-63.62%
Perf 5Y	-93.84%
Perf 10Y	-
Recom	2.86
Target Price	4.25
Prev Close	3.45
Price	3.62
Change %	4.93%

Consensus

Hold

Avg. Price Target

$4.25

Implied Upside

+17.4%

Analysts15incl. previous ratings

Rating Distribution2 Buy · 10 Hold · 3 Sell

Date	Action	Analyst	Rating Change	Price Target Change	Implied Upside
Aug 07, 2026	Downgrade	CCanaccord Genuity	Buy → Hold	$3	-17.1%
Jan 20, 2026	Downgrade	MMorgan Stanley	Equal-Weight → Underweight	$4	+10.5%
Jan 10, 2025	Downgrade	BBarclays	Equal Weight → Underweight	$8 → $7	+93.4%
Mar 25, 2024	Downgrade	BBofA Securities	Neutral → Underperform	$11 → $7.50	+107.2%
Feb 05, 2024	Downgrade	GGoldman	Buy → Neutral	$11.50 → $9.50	+162.4%
Sep 22, 2023	Initiated	UUBS	Neutral	$12	+231.5%
Mar 09, 2023	Initiated	DDA Davidson	Neutral	$11	+203.9%
Feb 07, 2023	Downgrade	PPiper Sandler	Overweight → Neutral	$16 → $12	+231.5%
Jan 20, 2023	Downgrade	KKeyBanc Capital Markets	Overweight → Sector Weight
Jan 04, 2023	Downgrade	BBofA Securities	Buy → Neutral	$21 → $11	+203.9%
Nov 04, 2022	Downgrade	TTruist	Buy → Hold	$13	+259.1%
Jul 27, 2022	Initiated	OOppenheimer	Perform
Mar 15, 2022	Initiated	BBerenberg	Hold	$21	+480.1%
Mar 01, 2022	Reiterated	TTruist	Buy	$90 → $50	+1,281.2%
Mar 01, 2022	Reiterated	SStifel	Buy	$60 → $50	+1,281.2%
Mar 01, 2022	Reiterated	PPiper Sandler	Overweight	$70 → $40	+1,005.0%
Mar 01, 2022	Reiterated	NNeedham	Buy	$85 → $40	+1,005.0%
Mar 01, 2022	Reiterated	MMorgan Stanley	Equal-Weight	$57 → $26	+618.2%
Mar 01, 2022	Reiterated	KKeyBanc Capital Markets	Overweight	$40 → $30	+728.7%
Mar 01, 2022	Reiterated	JJP Morgan	Neutral	$58 → $33	+811.6%

Nov-05-26 09:49AM	Commerce.com Beats On Cost Cuts, But Slipping ARR And Retention Leave Growth Unanswered (Earnings Whispers)
07:38AM	Commerce.com: Q3 Earnings Snapshot (Associated Press)
07:00AM	Commerce Announces Third Quarter 2026 Financial Results (GlobeNewswire)
Nov-04-26 09:05AM	Feedonomics Now Available in Amazon's Shop Direct Merchant Workspace, Making it Easier for Brands to Get Their Products in Front of Amazon Customers (GlobeNewswire)
Oct-29-26 08:00AM	Commerce Named as a Challenger in 2026 Gartner Magic Quadrant for Digital Commerce Platforms (GlobeNewswire)
01:35PM	Loading…
Oct-28-26 01:35PM	Commerce.com's Rally Meets A Test Of Its Reset Guidance And Margin Repair (Earnings Whispers)
Oct-21-26 08:00AM	Commerce and Cloudflare Bring AI Shopping Assistants to BigCommerce Merchants' Online Stores with WebMCP (GlobeNewswire)
Oct-20-26 08:00AM	Brompton Launches Global Partner Portal on BigCommerce B2B Edition (GlobeNewswire) +9.20%
Oct-15-26 04:30PM	Commerce to Announce Third Quarter 2026 Financial Results on November 5, 2026 (GlobeNewswire) +8.54%
Oct-13-26 08:00AM	Gutter Supply Accelerates B2B Growth with BigCommerce and Feedonomics, Replacing 20-Year Legacy Platform with Modern Commerce Engine (GlobeNewswire)
Sep-29-26 08:00AM	Commerce Introduces Data Enrichment for BigCommerce and Feedonomics to Power Agentic Commerce (GlobeNewswire)
Sep-10-26 10:16AM	Commerce.com Targets $60 Million to $80 Million in Annual Cost Savings (InvestorsHub) +18.46%
08:00AM	Commerce Announces Strategic Operating Plan to Accelerate Profitability and Free Cash Flow Generation (GlobeNewswire)
Aug-06-26 03:02PM	Commerce.com Inc (CMRC) (Q2 2026) Earnings Call Highlights: Strong Profitability and Strategic ... (GuruFocus.com) -31.96%
10:57AM	Commerce Reports Second-Quarter Profit as GMV Growth and AI Commerce Investments Support Outlook (InvestorsHub)
07:52AM	Loading…
07:52AM	Commerce.com: Q2 Earnings Snapshot (Associated Press)
07:00AM	Commerce Announces Second Quarter 2026 Financial Results (GlobeNewswire)
Aug-04-26 04:30PM	Commerce to Present at Upcoming Investor Conferences (GlobeNewswire)
Jul-29-26 10:00AM	WP Engine Partners with Commerce to Help High-Growth Brands Scale Without Starting Over (Business Wire)
Jul-27-26 08:00AM	Waterco Modernizes B2B Ordering with BigCommerce, Improving Ordering and Buying Efficiency Across 45,000 Products (GlobeNewswire)
Jul-23-26 10:00AM	This Greenland Rare Earth and Precious Metals Company Just Put Up a Takeover Defense, and It Says Something About How It Views Its Own Value (PR Newswire)
Jul-20-26 08:00AM	BigCommerce Powered by Commerce Scores 24/24 Total Medals in 2026 Paradigm B2B Combine Midmarket and Enterprise Editions for Fourth Consecutive Year (GlobeNewswire)
Jul-16-26 04:30PM	Commerce to Announce Second Quarter 2026 Financial Results on August 6, 2026 (GlobeNewswire)
Jul-14-26 08:00AM	Laser Clinics Launches Headless Commerce Platform Across Global Markets on BigCommerce (GlobeNewswire)
Jun-23-26 08:00AM	Two-Thirds of Consumers Are Ready to Try Agentic Shopping, but Many Demand Human Approval Before AI Can Buy (GlobeNewswire)
08:00AM	64% of UK Consumers Want to Use Agentic AI for Shopping, According to New Research from Commerce and PayPal (GlobeNewswire)
Jun-16-26 08:00AM	BigCommerce Earns 2026 Top Rated Award From TrustRadius (GlobeNewswire)
May-15-26 03:14PM	Commerce.com shareholders display growing angst as proposed Rezolve Ai deal looms (Investing.com)
May-07-26 11:09AM	AI-Driven Commerce Momentum Lifts Commerce.com (CMRC) Results as Profitability Improves (InvestorsHub) +23.61%
07:00AM	Commerce Announces First Quarter 2026 Financial Results (GlobeNewswire)
08:00AM	Loading…
May-06-26 08:00AM	Commerce Delivers BigCommerce Payments by PayPal to Simplify Payments and Accelerate Merchant Growth (GlobeNewswire) -6.19%
Apr-30-26 08:00AM	Commerce Introduces New Product Innovations Across Storefronts, B2B, Payments and AI-Driven Commerce at Commerce Live 2026 (GlobeNewswire)
Apr-29-26 04:05PM	Commerce Announces Winners of AMER Region Customer and Partner Awards Honoring Exceptional Results and Innovation in Ecommerce (GlobeNewswire)
08:00AM	Commerce Announces Integration of PayPal's Store Sync to Enable AI-Powered Discovery and Checkout for BigCommerce Merchants (GlobeNewswire)
Apr-27-26 08:00AM	Feedonomics Unlocks Agentic Discovery with Agentic Catalog Exports (GlobeNewswire)
Apr-20-26 08:00AM	Mountain Warehouse Launches Composable Ecommerce Store with BigCommerce to Accelerate Innovation and Global Growth (GlobeNewswire) +7.14%
Apr-17-26 08:00AM	Commerce Announces Winners of EMEA Region Customer and Partner Awards Recognizing Innovation and Meaningful Results in Ecommerce (GlobeNewswire)
Apr-16-26 04:30PM	Commerce to to Announce First Quarter 2026 Financial Results on May 7, 2026 (GlobeNewswire) +8.88%
Apr-14-26 08:00AM	Commerce.com Adopts Limited Duration Stockholder Rights Plan (GlobeNewswire)
Apr-09-26 04:05PM	Commerce to Host Investor Briefing at Upcoming 2026 Commerce Live (GlobeNewswire)
Apr-08-26 05:53PM	Commerce.com Board of Directors Comments on Unsolicited Proposal from Rezolve Ai (GlobeNewswire)
10:06AM	Rezolve AI launches hostile takeover bid for Commerce.com (Proactive)
Apr-06-26 08:00AM	Commerce Announces Winners of APAC Region Customer and Partner Awards Honoring Exceptional Contributions and Results in Ecommerce (GlobeNewswire)
Mar-09-26 11:40AM	CMRC vs. CHWY: Which Stock Is the Better Value Option? (Zacks)
Mar-03-26 11:02PM	3 Reasons to Avoid CMRC and 1 Stock to Buy Instead (StockStory)
Feb-25-26 04:05PM	Commerce to Present at Upcoming Investor Conference (GlobeNewswire)
Feb-24-26 09:35AM	Commerce.com (CMRC) Reports 2025 Revenue of $342M and 20% B2B Subscription ARR Growth (Insider Monkey)
Feb-20-26 12:01PM	Why Is Commerce (CMRC) Stock Rocketing Higher Today (StockStory)
11:40AM	CMRC vs. CHWY: Which Stock Should Value Investors Buy Now? (Zacks)
Feb-19-26 12:40AM	The Top 5 Analyst Questions From Commerce's Q4 Earnings Call (StockStory)
Feb-18-26 11:36PM	3 of Wall Street's Favorite Stocks We Keep Off Our Radar (StockStory)
Feb-15-26 11:42PM	3 Value Stocks We Approach with Caution (StockStory)
Feb-13-26 12:35AM	CMRC Q4 Deep Dive: B2B Momentum and Payments Rollout Fail to Offset Soft Guidance (StockStory) +12.60%
Feb-12-26 02:01PM	Commerce.com Inc (CMRC) Q4 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com) -10.22%
11:55AM	Why Commerce (CMRC) Shares Are Getting Obliterated Today (StockStory)
10:52AM	Should You Buy, Sell or Hold Shopify Stock Post Q4 Earnings? (Zacks)
10:00AM	Commerce.com (CMRC) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
08:20AM	Commerce.com (CMRC) Meets Q4 Earnings Estimates (Zacks)
07:50AM	Commerce (NASDAQ:CMRC) Misses Q4 CY2025 Sales Expectations, Stock Drops (StockStory)
07:20AM	Commerce.com: Q4 Earnings Snapshot (Associated Press Finance)
07:00AM	Commerce Announces Fourth Quarter and Fiscal Year 2025 Financial Results (GlobeNewswire)
Feb-10-26 10:10PM	Commerce (CMRC) To Report Earnings Tomorrow: Here Is What To Expect (StockStory) -9.57%
Feb-09-26 12:31PM	Buy, Sell or Hold Shopify Stock? Key Tips Ahead of Q4 Earnings (Zacks)
Feb-03-26 11:32PM	3 Unprofitable Stocks with Open Questions (StockStory) -6.58%
Jan-29-26 04:05PM	BigCommerce Expands Stripe Integration to Deliver Optimized Checkout Experiences and Transform Checkout into a Growth Engine (GlobeNewswire)
Jan-28-26 10:31PM	Q3 Earnings Highlights: Commerce (NASDAQ:CMRC) Vs The Rest Of The E-commerce Software Stocks (StockStory)
Jan-23-26 03:22AM	Commerce.com (CMRC) Strengthens Google Partnership, Expands AI Commerce Tools, and Reports EuroOptic Growth (Insider Monkey)
Jan-20-26 11:33PM	3 Out-of-Favor Stocks We Keep Off Our Radar (StockStory) -9.12%
12:50PM	Commerce, Fastly, Domo, Wix, and Asure Software Stocks Trade Down, What You Need To Know (StockStory)
Jan-18-26 11:36PM	1 Volatile Stock with Competitive Advantages and 2 We Ignore (StockStory)
Jan-15-26 09:48AM	Shopify Trades 14% Below 52-Week High: Buy, Sell or Hold the Shares? (Zacks)
Jan-13-26 04:30PM	Commerce to Announce Fourth Quarter 2025 and Full Year 2025 Financial Results on February 12th, 2026 (GlobeNewswire)
12:00PM	Why Commerce (CMRC) Shares Are Trading Lower Today (StockStory)
Jan-11-26 10:05AM	Commerce Supports Universal Commerce Protocol, Plans to Offer Buying Directly Across Google's AI Surfaces (GlobeNewswire)
Dec-18-25 08:00AM	BigCommerce Partners with Stripe to Support New Agentic Commerce Suite and Empower Merchants to Sell Through AI Agents While Maintaining Security (GlobeNewswire)
Dec-16-25 11:34PM	3 Stocks Under $10 We Approach with Caution (StockStory)
Dec-15-25 10:47AM	Shopify Shares Rise 42% in a Year: Will the Rally Continue in 2026? (Zacks)
08:00AM	Sporting Gear Brand EuroOptic Grows Revenue, Orders and Traffic After Launching Composable Ecommerce Site with Commerce (GlobeNewswire)
Dec-09-25 11:03PM	Commerce (CMRC): Buy, Sell, or Hold Post Q3 Earnings? (StockStory)
Dec-08-25 11:31PM	3 Russell 2000 Stocks We Approach with Caution (StockStory)
Dec-01-25 05:58AM	2 of Wall Street's Favorite Stocks on Our Watchlist and 1 Facing Headwinds (StockStory)
Nov-26-25 11:04AM	SHOP's Merchant Solutions Surge: Is GMV Strength Driving More Upside? (Zacks)
Nov-25-25 04:05PM	Commerce to Present at Upcoming Investor Conferences (GlobeNewswire)
03:30PM	3 Cash-Producing Stocks Walking a Fine Line (StockStory)
Nov-21-25 05:56AM	1 Small-Cap Stock to Consider Right Now and 2 We Find Risky (StockStory)
Nov-20-25 02:00PM	SHOP's Subscription Growth Accelerates: A Stable Driver of Revenues? (Zacks)
Nov-18-25 12:50PM	Commerce, Microsoft, Box, RingCentral, and ZoomInfo Stocks Trade Down, What You Need To Know (StockStory)
Nov-06-25 04:05PM	BigCommerce Named as a Challenger in 2025 Gartner Magic Quadrant for Digital Commerce Platforms (GlobeNewswire)
02:09PM	Commerce.com Inc (CMRC) Q3 2025 Earnings Call Highlights: Strong Partnerships and Financial ... (GuruFocus.com)
08:15AM	Commerce.com (CMRC) Q3 Earnings Beat Estimates (Zacks)
07:17AM	Commerce.com: Q3 Earnings Snapshot (Associated Press Finance)
07:00AM	Commerce Announces Third Quarter 2025 Financial Results (GlobeNewswire)
Nov-05-25 08:00AM	Commerce Launches New Feedonomics Apps for Shopify Merchants to Optimize Product Listings and Streamline Order Fulfillment Across Channels (GlobeNewswire)
Oct-31-25 02:21PM	Should You Buy Shopify Stock Ahead of Q3 Earnings Report? (Zacks)
Oct-29-25 08:00AM	Commerce Unlocks Agentic Checkout Within AI-Powered Discovery Platforms (GlobeNewswire)
Oct-27-25 08:00AM	Commerce Customers Named Finalists in 2025 B2B Ecommerce Industry Awards - Americas Edition (GlobeNewswire)
Oct-20-25 04:30PM	Commerce to Announce Third Quarter 2025 Financial Results on November 6, 2025 (GlobeNewswire) +9.23%
08:00AM	Commerce Introduces BigCommerce Payments Powered by PayPal (GlobeNewswire)
Oct-16-25 03:47AM	The Zacks Analyst Blog Highlights Shopify, Amazon, Wix.com and Commerce.com (Zacks)
Oct-15-25 01:22PM	Shopify's 15.14X P/S Suggests Premium Valuation: Buy the Stock? (Zacks)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Lentz Daniel	CFO & COO	Oct 23 '26	Sale	3.62	797	2,885	470,220	Oct 27 04:21 PM
DANIEL LENTZ	Officer	Oct 23 '26	Proposed Sale	3.67	797	2,925		Oct 23 04:18 PM
Lentz Daniel	CFO & COO	Aug 24 '26	Sale	2.22	797	1,769	472,741	Aug 26 04:28 PM
DANIEL LENTZ	Officer	Aug 24 '26	Proposed Sale	2.22	797	1,769		Aug 24 04:30 PM
Lentz Daniel	CFO & COO	Jul 01 '26	Sale	2.96	1,544	4,570	475,262	Jul 06 04:07 PM
DANIEL LENTZ	Officer	Jul 01 '26	Proposed Sale	2.96	1,544	4,570		Jul 01 04:58 PM
Lentz Daniel	CFO & COO	May 26 '26	Sale	2.91	6,840	19,895	480,145	May 28 04:09 PM
DANIEL LENTZ	Officer	May 26 '26	Proposed Sale	2.98	6,840	20,383		May 26 04:46 PM
Siminoff Ellen F	Executive Chair	Feb 17 '26	Buy	2.94	100,000	294,080	353,333	Feb 19 04:48 PM
RUSSELL S KLEIN	Officer	Jan 30 '26	Proposed Sale	3.08	29,640	91,312		Jan 30 04:03 PM
RUSSELL S KLEIN	Officer	Jan 29 '26	Proposed Sale	3.07	55,000	168,778		Jan 29 04:05 PM
RUSSELL S KLEIN	Officer	Jan 28 '26	Proposed Sale	3.14	20,954	65,716		Jan 28 04:12 PM
RUSSELL S KLEIN	Officer	Jan 27 '26	Proposed Sale	3.17	53,000	167,862		Jan 27 04:13 PM
RUSSELL S KLEIN	Officer	Jan 21 '26	Proposed Sale	3.35	108,800	364,502		Jan 21 04:22 PM
RUSSELL S KLEIN	Officer	Jan 16 '26	Proposed Sale	3.82	21,200	80,995		Jan 16 04:10 PM
RUSSELL KLEIN	Officer	Dec 30 '25	Proposed Sale	4.09	57,508	235,052		Dec 30 05:17 PM

Commerce.com, Inc. engages in the development of software-as-a-service (SaaS) technology solutions. It offers SaaS platform to a range of business models including business-to-consumer, business-to-business, and small businesses. The company was founded in 2009 and is headquartered in Austin, TX.

Executive ChairmanMs. Ellen F. Siminoff

CEO & DirectorMr. Christopher Travis Hess

General Counsel & SecretaryMr. Chuck Cassidy

Senior Director of Finance & Investor RelationsMr. Tyler Duncan

Chief Sales OfficerMr. Ali Afzalirad

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CMRC

Commerce.com Inc

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