$CMRC

Commerce.com, Inc.

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No SEC Form 4 filings for $CMRC in the last 30 days.

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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

Over the past 7 days, AlphAI's AI scored 1 news story mentioning CMRC (Commerce.com, Inc.). Coverage has skewed bearish: 0 bullish, 0 neutral, and 1 bearish.

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

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.

$CMRCHighAI 9/10

Why Commerce (CMRC) Shares Are Trading Lower Today

Commerce (CMRC) shares fell 33.2% after the company reported Q2 2026 results and issued weak guidance. Revenue was $84.51M, flat year over year and slightly below expectations. Adjusted EPS was $0.08. Forward revenue guidance missed forecasts by 5.7%, and full-year revenue guidance was cut 5% to $340.5M midpoint, with free cash flow margin down 14 points.

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