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Commerce.com, Inc.

CMRCยทNASDAQ

$2.87

-9.7%
TechnologySoftware - Application

Commerce.com, Inc. operates a software-as-a-service e-commerce platform for brands and retailers in the United States, North and South America, Europe, the Middle East, Africa, and the Asia Pacific. The company provides a platform for launching and scaling an ecommerce operation, including store design, catalog management, hosting, checkout, order management, reporting, and pre-integration into third-party services, such as payments, shipping, and accounting. It serves stores in various sizes, product categories, and purchase types comprising business-to-consumer and business-to-business. Commerce.com, Inc. was formerly known as BigCommerce Holdings, Inc. and changed its name to Commerce.com, Inc. in July 2025. The company was founded in 2009 and is headquartered in Austin, Texas.

At a Glance

Live Snapshot
Market Cap$236.81M
EPS-0.2400
P/E Ratio-11.96
Earnings Date07/30/2026
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Commerce.com, Inc. Street Expectations Map

CMRC ยท NASDAQ

Wall Street analysts project that CMRC stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 3.75, with estimates ranging from a low of 2.00 to a high of 6.00.

Lowest Target
2.00
-30.31%
Consensus Target
3.75
30.66%
Highest Target
6.00
109.06%

The consensus 1-year price target stands at 3.75, with estimates ranging from a low of 2.00 to a high of 6.00.

Analyst Consensus Analysis

Upside Potential

+30.7%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

106.7% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

3.60x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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Commerce.com, Inc. Forward Estimates of Revenue

CMRC ยท NASDAQ
Latest Revenue
342.35M
FY 2025
Avg Estimate
359.19M
FY 2026
Estimate Range
356.69M - 361.64M
Analyst Spread

Forward Growth Analysis

Projected Growth+4.9%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Commerce.com, Inc. Forward Estimates of Net Income

CMRC ยท NASDAQ
Latest Net Income
-19.34M
FY 2025
Avg Estimate
23.56M
FY 2026
Estimate Range
19.88M - 27.24M
Analyst Spread

Forward Growth Analysis

Projected Growth+221.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread31%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Commerce.com, Inc. Forward Estimates of EPS

CMRC ยท NASDAQ
Latest EPS
-0.24
FY 2025
Avg Estimate
$0.30
FY 2026
Estimate Range
$0.26 - $0.35
Analyst Spread

Forward Growth Analysis

Projected Growth+226.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread31%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Commerce.com, Inc. Forward Estimates of EBIT

CMRC ยท NASDAQ
Latest EBIT
-8.15M
FY 2025
Avg Estimate
-94.34M
FY 2026
Estimate Range
-94.99M - -93.68M
Analyst Spread

Forward Growth Analysis

Projected Growth-1057.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Commerce.com, Inc. Forward Estimates of EBITDA

CMRC ยท NASDAQ
Latest EBITDA
5.51M
FY 2025
Avg Estimate
-82.06M
FY 2026
Estimate Range
-82.62M - -81.49M
Analyst Spread

Forward Growth Analysis

Projected Growth-1588.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Commerce.com, Inc. Forward Estimates of SG&A Expense

CMRC ยท NASDAQ
Latest SG&A Expense
192.83M
FY 2025
Avg Estimate
244.02M
FY 2026
Estimate Range
242.32M - 245.69M
Analyst Spread

Forward Growth Analysis

Projected Growth+26.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Commerce.com, Inc. Insider Positioning

CMRC ยท NASDAQ

During the last 12 months, insiders have purchased $1.41M and sold $90K worth of CMRC shares, resulting in $1.33M of net buying activity.

3 Months

Bought

0

0.00

Sold

6.8K

19.89K

Net Activity

-20K

-$20K

3-6 Months

Bought

100.0K

294.08K

Sold

0

0.00

Net Activity

+294K

+$294K

6-9 Months

Bought

248.0K

1.12M

Sold

98.5K

40.29K

Net Activity

+1.1M

+$1.08M

9-12 Months

Bought

0

0.00

Sold

6.2K

29.61K

Net Activity

-30K

-$30K

Top Buyers

1
SEF

Siminoff Ellen F

Director, Officer: Executive Chair

348.0K sharesโ€ข2 transactions

$1.41M

Top Sellers

1
KRS

Klein Russell Scott

Officer: Chief Commercial Officer

98.1K sharesโ€ข1 transactions

$38K

2
LD

Lentz Daniel

Officer: Cfo & Coo

10.2K sharesโ€ข2 transactions

$37K

3
BHS

Ban Hubert S

Officer: Chief Accounting Officer

2.8K sharesโ€ข1 transactions

$13K

4
CCD

Cassidy Charles D

Officer: General Counsel And Secretary

405 sharesโ€ข1 transactions

$2K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $1.33M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

15.76:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Recent Trend (3 Months)

$20K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.