Commerce.com, Inc.
No SEC Form 4 filings for $CMRC in the last 30 days.
Commerce (NASDAQ: CMRC) reported Q2 CY2026 revenue of $84.51M, flat year over year, missing analysts’ expectations. Next-quarter guidance was $84M, about 5.7% below estimates. Non-GAAP EPS was $0.08. Management attributed results to a narrowed partner ecosystem and higher AI infrastructure investment, with longer B2C sales cycles and cautious bookings.
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.
Commerce (NASDAQ:CMRC) reported Q2 CY2026 revenue of $84.51M, flat YoY, missing Wall Street estimates. Next-quarter revenue guidance was $84M, about 5.7% below consensus. Non-GAAP profit was $0.08/share above expectations. The stock fell 37.5% to $2.13 after results.
Over the past 7 days, alphai's AI scored 4 news stories mentioning CMRC (Commerce.com, Inc.). Coverage has skewed bearish: 1 bullish, 0 neutral, and 3 bearish.
Recent CMRC coverage spans earnings, financial news and market movers.
Flat revenue plus a cautious $84M next-quarter guide, despite higher non-GAAP EPS, shifts focus to longer sales cycles and monetization timing.
Guidance and cash profitability deterioration are likely to keep downside pressure on CMRC and raise near-term estimate risk.
The print and weaker revenue guidance likely pressure near-term expectations despite strong non-GAAP EPS.
Q2 shows improving profitability and retention alongside GMV growth, but subscription revenue and gross margin both softened year over year.
Partnership expands BigCommerce’s go-to-market for WordPress-based brands, potentially improving conversion and retention for mid-market merchants.
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.
Commerce (NASDAQ: CMRC) reported Q2 CY2026 revenue of $84.51M, flat year over year, missing analysts’ expectations. Next-quarter guidance was $84M, about 5.7% below estimates. Non-GAAP EPS was $0.08. Management attributed results to a narrowed partner ecosystem and higher AI infrastructure investment, with longer B2C sales cycles and cautious bookings.
4 min readCommerce (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.
6 min readCommerce (NASDAQ:CMRC) reported Q2 CY2026 revenue of $84.51M, flat YoY, missing Wall Street estimates. Next-quarter revenue guidance was $84M, about 5.7% below consensus. Non-GAAP profit was $0.08/share above expectations. The stock fell 37.5% to $2.13 after results.
6 min readCommerce.com, Inc. (CMRC) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 bigc-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 Commerce Announces Second Quarter 2026 Financial Results Total ARR of $360.5 Million, an Increase of 2% Versus Prior Year. GAAP Net Income of $1.1 Million Versus Net Loss in Prior Year Period. Operating Cash Flow of $5.1 Mill
4 min readWP Engine announced a strategic partnership with Commerce (NASDAQ: CMRC), parent of BigCommerce, to launch WP Engine Commerce Connect for BigCommerce. The offering is designed to let mid-market brands modernize storefronts while retaining WordPress content, SEO, and design, with claims of uninterrupted operations during upgrades. The companies did not provide financial figures.
3 min readCommerce (NASDAQ: CMRC) shares rose 6.2% in the afternoon after BigCommerce said Waterco launched a new B2B self-service buying experience on its platform, replacing phone and email ordering. CMRC closed at $2.84, up 4% from the prior close. The article also notes CMRC’s high volatility and a 30.1% YTD decline.
3 min readGuggenheim analyst John DiFucci upgraded Salesforce (CRM) and ServiceNow (NOW) to Buy on valuation, saying near-term AI monetization is unlikely and AI risks are real; he argued the downside was priced in (CRM ~3.7x EV/recurring revenue; NOW $125 target at 7.5x EV/NTM recurring revenue). The read-through lifted PagerDuty (PD) +4.2%, Paychex (PAYX) +5%, and Commerce (CMRC) +5.6%.
4 min readSoftware stocks slid for a second straight session as profit-taking continued, with the S&P 500 and Nasdaq largely flat, indicating sector digestion. The pullback followed a rapid rebound after early-February AI-agent fears (“SaaSpocalypse”) erased about $285B in valuations. By June 2, the IGV was ~11% below its peak. Domo (-9.2%), ZoomInfo (-7.9%), Upland (-12.2%), and Commerce (-9.4%) fell.
7 min readCommerce.com (CMRC) director Anil Kamath was granted 68,170 shares of Series 1 Common Stock on May 14, 2026, at a price of $0.00 per share, which is a compensation-related award. This transaction increased his direct holdings to 147,627 shares. The Form 4 filing details this non-market acquisition, clarifying it as a stock award rather than a personal purchase.
2 min readM&T Bank Corp has invested $5.68 million in Commerce.com, Inc. ($CMRC), acquiring 1,378,357 shares and representing a 1.70% ownership stake. Insider Ellen F. Siminoff also increased her holdings by 39.47%, purchasing 100,000 shares for $2.94 each. Analyst sentiment for Commerce.com is weak, with a "Reduce" average rating and a consensus price target of $5.17, while the stock currently trades near $3 and has a high debt-to-equity ratio of 3.89.
2 min read
