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CMRC Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
2.730
Open
2.700
VWAP
2.68
Vol
806.07K
Mkt Cap
219.47M
Low
2.630
Amount
2.16M
EV/EBITDA(TTM)
26.63
Total Shares
82.20M
EV
237.89M
EV/OCF(TTM)
9.33
P/S(TTM)
0.63
Commerce.com, Inc., formerly BigCommerce Holdings, Inc., is a provider of an intelligent, composable ecommerce infrastructure that empowers businesses to innovate and grow in the era of artificial intelligent (AI)-driven, agentic commerce. The Company’s software-as-a-service platform serves as the connection for modern digital commerce, enabling merchants to orchestrate personalized shopping experiences across both owned and third-party channels. Its unified platform is anchored by three core products: BigCommerce, flexible and open commerce engine; Feedonomics, AI-powered product data optimization and syndication platform; and Makeswift, next-generation visual editor for storefront and content experiences. These products enable merchants to centralize product data, power dynamic shopping experiences, and optimize visibility across discovery and buying channels, including emerging agentic surfaces.
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Events Timeline

(ET)
2026-02-12
07:11:00
Commerce Reports Q4 Revenue of $89.517M, Below Consensus
select
2026-02-12
07:11:00
Sees Q1 Non-GAAP Operating Income of $9.3M to $10.3M
select
2026-02-12
07:10:00
Sees FY26 Non-GAAP Operating Income Between $34 Million and $53 Million
select

News

moomoo
6.0
02-13moomoo
COMMERCE.COM INC: UBS Lowers Price Target from $6 to $3
  • Target Price Adjustment: The target price for the stock has been reduced from $6 to $3.
  • Market Impact: This adjustment may reflect changes in market conditions or company performance.
seekingalpha
9.5
02-12seekingalpha
Commerce.com, Inc. Reports Q4 2025 Earnings Highlights
  • Revenue Growth: Commerce.com reported $342 million in revenue for 2025, reflecting a 3% year-over-year increase, indicating the company's resilience and potential for sustained growth despite macroeconomic challenges.
  • ARR Performance: The company ended the year with $359 million in Annual Recurring Revenue (ARR), showcasing strong growth in its B2B segment, particularly with nearly 20% ARR growth from BigCommerce B2B Edition customers, laying a solid foundation for future revenue increases.
  • Product Innovation: The launch of the Surface self-service version resulted in merchants using the product experiencing an average GMV growth of 24 percentage points higher than non-users, demonstrating the company's success in product innovation that attracts more customers and enhances market competitiveness.
  • Future Outlook: The company anticipates Q1 2026 revenue between $82.5 million and $83.5 million, with full-year revenue expected between $347.5 million and $369.5 million, reflecting management's confidence in future growth, although improvements in net revenue retention are necessary to achieve GAAP profitability.
NASDAQ.COM
2.0
02-12NASDAQ.COM
Commerce.com (CMRC) Q4 2025 Earnings Transcript
seekingalpha
9.5
02-12seekingalpha
Commerce.com, Inc. Q4 Earnings Analysis
  • Earnings Overview: Commerce.com, Inc. reported a Q4 non-GAAP EPS of $0.07, meeting expectations, but its revenue of $89.5 million, which grew 2.9% year-over-year, fell short by $0.72 million, indicating pressure on revenue growth.
  • Decline in Adjusted EBITDA: The adjusted EBITDA was $8.3 million, down from $11.0 million in the same quarter of 2024, reflecting challenges in cost control and profitability that could impact investor confidence moving forward.
  • Annual Revenue Growth: As of December 31, 2025, the annual revenue run-rate was $359.1 million, up 3%, with ARR from enterprise accounts at $287.2 million, representing 80% of total ARR, highlighting the stability and significance of enterprise clients.
  • Future Outlook: For Q1 2026, total revenue is expected to be between $82.5 million and $83.5 million, below the consensus of $86.02 million, suggesting potential risks of slowing growth in the near term.
seekingalpha
9.5
02-11seekingalpha
Commerce.com, Inc. to Announce Q4 Earnings on February 12
  • Earnings Announcement Schedule: Commerce.com, Inc. is set to release its Q4 earnings on February 12 before market open, with a consensus EPS estimate of $0.07, reflecting a significant year-over-year decline of 36.4%, indicating potential profitability challenges.
  • Revenue Expectations: The consensus revenue estimate stands at $90.22 million, representing a modest year-over-year growth of 3.7%, which, while limited, suggests some resilience in the company's market position and may lay the groundwork for future growth.
  • Historical Performance: Over the past two years, Commerce.com has exceeded EPS estimates 100% of the time and revenue estimates 75% of the time, indicating a degree of reliability in financial performance that could bolster investor confidence.
  • Market Focus: Despite the attention surrounding the earnings report, there is cautious sentiment regarding the company's AI business prospects, particularly in light of customer attrition, which may impact future growth potential.
Globenewswire
9.5
01-13Globenewswire
Commerce.com (CMRC) to Report Q4 and FY 2025 Financial Results on February 12, 2026
  • Earnings Release Schedule: Commerce.com will report its financial results for the quarter and full year ended December 31, 2025, before market open on February 12, 2026, followed by a conference call to discuss business highlights and financial performance.
  • Financial Outlook Reaffirmed: The company reaffirmed its financial outlook for the period, expecting significant improvements in non-GAAP operating income and cash flow, driven by ongoing revenue growth and recent operational and organizational changes.
  • AI-Driven Efficiency Gains: By expanding the use of artificial intelligence and automation, Commerce.com aims to simplify operational complexity and management layers, with most benefits expected to materialize in fiscal year 2026 and full impact anticipated in fiscal year 2027.
  • Executive Appointment: The company appointed CFO Daniel Lentz as COO to enhance operational execution and alignment, thereby improving overall business efficiency.
Wall Street analysts forecast CMRC stock price to rise
4 Analyst Rating
Wall Street analysts forecast CMRC stock price to rise
2 Buy
0 Hold
2 Sell
Hold
Current: 0.000
sliders
Low
3.00
Averages
5.42
High
10.00
Current: 0.000
sliders
Low
3.00
Averages
5.42
High
10.00
Barclays
Underweight
downgrade
$3 -> $2
AI Analysis
2026-02-17
Reason
Barclays
Price Target
$3 -> $2
AI Analysis
2026-02-17
downgrade
Underweight
Reason
Barclays lowered the firm's price target on Commerce.com to $2 from $3 and keeps an Underweight rating on the shares. The firm says the company's Q4 report will not change the investment narrative. Commerce.com's recurring revenue and sales growth are still decelerating, the analyst tells investors in a research note.
UBS
Neutral
downgrade
$6 -> $3
2026-02-13
Reason
UBS
Price Target
$6 -> $3
2026-02-13
downgrade
Neutral
Reason
UBS lowered the firm's price target on Commerce.com to $3 from $6 and keeps a Neutral rating on the shares. Commerce.com's Q4 results were mixed, with revenue slightly below expectations but non-GAAP operating income modestly above, the analyst tells investors in a research note. Despite a push to expand Enterprise annual recurring revenue, which accelerated to 10% year over year in 4Q25, 1Q26 guidance and FY26 revenue range imply only modest growth, highlighting ongoing monetization challenges relative to GMV expansion, the firm says.
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Valuation Metrics

The current forward P/E ratio for Commerce.com Inc (CMRC.O) is 14.34, compared to its 5-year average forward P/E of 18.12. For a more detailed relative valuation and DCF analysis to assess Commerce.com Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
18.12
Current PE
14.34
Overvalued PE
20.31
Undervalued PE
15.92

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
13.74
Current EV/EBITDA
10.98
Overvalued EV/EBITDA
15.37
Undervalued EV/EBITDA
12.10

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.07
Current PS
0.93
Overvalued PS
1.14
Undervalued PS
1.01

Financials

AI Analysis
Annual
Quarterly

Whales Holding CMRC

C
Comprehensive Financial Management LLC
Holding
CMRC
-14.40%
3M Return

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Frequently Asked Questions

What is Commerce.com Inc (CMRC) stock price today?

The current price of CMRC is 2.67 USD — it has decreased -1.11

What is Commerce.com Inc (CMRC)'s business?

Commerce.com, Inc., formerly BigCommerce Holdings, Inc., is a provider of an intelligent, composable ecommerce infrastructure that empowers businesses to innovate and grow in the era of artificial intelligent (AI)-driven, agentic commerce. The Company’s software-as-a-service platform serves as the connection for modern digital commerce, enabling merchants to orchestrate personalized shopping experiences across both owned and third-party channels. Its unified platform is anchored by three core products: BigCommerce, flexible and open commerce engine; Feedonomics, AI-powered product data optimization and syndication platform; and Makeswift, next-generation visual editor for storefront and content experiences. These products enable merchants to centralize product data, power dynamic shopping experiences, and optimize visibility across discovery and buying channels, including emerging agentic surfaces.

What is the price predicton of CMRC Stock?

Wall Street analysts forecast CMRC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CMRC is5.42 USD with a low forecast of 3.00 USD and a high forecast of 10.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Commerce.com Inc (CMRC)'s revenue for the last quarter?

Commerce.com Inc revenue for the last quarter amounts to 89.52M USD, increased 2.86

What is Commerce.com Inc (CMRC)'s earnings per share (EPS) for the last quarter?

Commerce.com Inc. EPS for the last quarter amounts to -0.10 USD, increased 233.33

How many employees does Commerce.com Inc (CMRC). have?

Commerce.com Inc (CMRC) has 1161 emplpoyees as of March 20 2026.

What is Commerce.com Inc (CMRC) market cap?

Today CMRC has the market capitalization of 219.47M USD.