$CMRC

Commerce.com, Inc.

Commerce.com provides ecommerce technology to businesses ranging from small merchants to large enterprises, serving business-to-consumer retailers and manufacturers, business-to-business sellers, wholesalers and distributors, and small businesses. Its platform supports online storefronts, catalogs, orders, product data and digital content across channels including online stores, marketplaces, social platforms and physical locations. Its product portfolio includes BigCommerce, a software-as-a-service ecommerce platform; Feedonomics, which manages and distributes product data and supports order synchronization and workflow automation; and Makeswift, a visual tool for building and managing digital experiences. Commerce.com makes its products available to customers as they adopt commerce capabilities for their operations. Its platform supports traditional and headless deployments and integrates with third-party technologies. The company serves customers worldwide and is headquartered in Austin, Texas.

No enriched coverage for $CMRC in the last 7 days.

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$3K
Lentz Daniel
100%
See all $CMRC insider activity →

Q2 Earnings Highlights: GoDaddy (NYSE:GDDY) Vs The Rest Of The E-commerce Software Stocks

GoDaddy (GDDY) reported Q2 revenue of $1.30B, up 6.6% YoY, meeting expectations. Its stock fell 3% post-earnings. Shopify (SHOP) saw revenue rise 33.7% YoY, beating estimates, with its stock up 14.8%. Commerce (CMRC) missed revenue estimates, and its stock dropped 5.1%. Wix (WIX) reported 14.9% YoY revenue growth, with its stock up 36.3%.

CMRC sentiment & insider activity

Recent CMRC coverage spans earnings, financial news and market movers.

In the last 30 days, CMRC insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($3K). The most active reporter was Lentz Daniel, CFO & COO, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving CMRC

AlphAI scores every news story that mentions CMRC with an AI model for sentiment and relevance, and aggregates insider trades from Commerce.com, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $CMRC

Score
$CMRCMedAI 8/10

Commerce.com stock jumps 8% on profitability plan

Commerce.com (NASDAQ:CMRC) shares rose 8% after announcing a plan to boost profitability, targeting $60M-$80M in annual cost savings. The company expects 20% non-GAAP operating margins by 2027 and authorized a $50M stock buyback. Full-year 2026 revenue guidance was reaffirmed, while non-GAAP operating income guidance was raised by $3M.

$SHOPHighAI 9/10

Shopify (SHOP) reported Q2 revenue of $3.58B, up 33.7% YoY, exceeding estimates by 3.7%

Shopify (SHOP) reported Q2 revenue of $3.58B, up 33.7% YoY, exceeding estimates by 3.7%. Wix (WIX) saw revenue of $563.1M, up 14.9% YoY, beating expectations by 1.9%. Commerce (CMRC) reported flat revenue of $84.51M, missing estimates by 0.7%. GoDaddy (GDDY) met expectations with $1.30B in revenue, up 6.6% YoY. SHOP and WIX stocks rose 24.5% and 50.2% respectively, while CMRC fell 32.6%.

$CMRCMedAI 8/10

Commerce.com (CMRC) Q2 2026 Earnings Call Transcript

Commerce.com (CMRC) reported Q2 2026 revenue of $84.5M, up 0.1% year over year, and non-GAAP operating income of $8.1M. GMV rose 14% to $8.8B, ARR was $360.5M, and NRR improved to 95.8%. It cut FY2026 revenue guidance to $336.5M-$344.5M and non-GAAP operating income to $28M-$34M at midpoint.

The 5 Most Interesting Analyst Questions From Commerce’s Q2 Earnings Call

BigCommerce (CMRC) Q2 results drew a negative market reaction due to flat revenue growth and lowered outlook, according to the company. Management cited strategic changes, including a narrower partner ecosystem and higher AI infrastructure investment, leading to longer B2C replatforming sales cycles and softer near-term bookings. Analysts asked about B2C slowdown, BigCommerce Payments adoption, pricing effects, Feedonomics differentiation, and B2B monetization. CMRC trades at $2.16.

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