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Commerce.com, Inc. Stock Price

NasdaqGM:CMRC Community·US$269.0m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 20 Fair Values set on narratives written by author

CMRC Share Price Performance

US$2.32
-2.20 (-48.67%)
US$5.05
Fair Value
US$2.32
-2.20 (-48.67%)
54.1% undervalued intrinsic discount
US$5.05
Fair Value
Price US$2.32
AnalystConsensusTarget US$5.05
AnalystLowTarget US$3.00
AnalystHighTarget US$7.50

CMRC Community Narratives

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Fair Value US$5.05 54.1% undervalued intrinsic discount

SaaS Leaders And AI Will Transform Sales Operations

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Fair Value US$3 22.7% undervalued intrinsic discount

AI Commerce And Embedded Payments Will Gradually Reshape Earnings Despite Near-Term Headwinds

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Fair Value US$7.5 69.1% undervalued intrinsic discount

AI Commerce And Embedded Payments Will Unlock Powerful Long Term Upside

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US$5.05
54.1% undervalued intrinsic discount
Profit Margin
11.83%
Future PE
12.98x
Price in 2029
US$6.88

Trending Discussion

No trending discussion available.

Updated Narratives

CMRC logo

CMRC: Future Profitability Shift Will Re Rate Shares Higher

Fair Value: US$7.5 69.1% undervalued intrinsic discount
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CMRC logo

CMRC: Index Additions And Cancelled Acquisition Will Shape Future Trading Profile

Fair Value: US$3 22.7% undervalued intrinsic discount
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CMRC: AI Commerce And Payments Integration Will Support Future Upside

Fair Value: US$5.05 54.1% undervalued intrinsic discount
9 users have set this as their fair value
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Snowflake Analysis

Undervalued with excellent balance sheet.

1 Risk
4 Rewards

Commerce.com, Inc. Key Details

US$346.8m

Revenue

US$76.0m

Cost of Revenue

US$270.9m

Gross Profit

US$286.1m

Other Expenses

-US$15.3m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.18
78.10%
-4.40%
334.5%
View Full Analysis

About CMRC

Founded
2009
Employees
1079
CEO
Christopher Hess
WebsiteView website
www.commerce.com

Commerce.com, Inc. provides artificial intelligence-driven commerce ecosystem in the United States, Europe, the Middle East, Africa, the Asia Pacific, and internationally. The company’s software-as-a-service platform enables merchants to orchestrate sophisticated digital commerce experiences across both owned and third-party channels, supporting various business-to-business (B2B), business-to-consumer (B2C), and small business (SB) use cases. It also offers BigCommerce, a flexible and open commerce engine; Feedonomics, an AI-powered product data optimization and syndication platform; and Makeswift, a visual editor for building and managing storefront and content experiences. The company was formerly known as BigCommerce Holdings, Inc. and changed its name to Commerce.com, Inc. in July 2025. Commerce.com, Inc. was founded in 2009 and is headquartered in Austin, Texas.

Recent CMRC News & Updates

Seeking Alpha Jul 30

Commerce.com Q2 Preview: Agentic AI Commerce Now Has To Deliver

Summary Commerce.com is navigating an early-stage turnaround, returning to profitability in Q1 after extensive restructuring and cost control. Despite Q1 GAAP profitability and positive cash flow, CMRC trades at a heavily discounted 0.79x forward EV/Sales, reflecting market skepticism about sustainable growth. AI-driven commerce, particularly agentic integrations and cross-selling within the ecosystem, is central to CMRC’s strategy for reigniting top-line and ARR growth. I am initiating coverage with a Hold, focusing on Q2 metrics around AI adoption, NRR, and margin quality as key indicators for a potential re-rating. Read the full article on Seeking Alpha
Narrative Update Jul 21

CMRC: Future Profitability Shift Will Re Rate Shares Higher

Analysts have lifted their price target on Commerce.com to $7.50 from $11.00, citing updated views on revenue growth, profitability, and a revised future P/E assumption, as reflected in recent research such as the $1 increase reported by Barclays. What’s in the News for Commerce.com Laser Clinics launched a new headless commerce website on the BigCommerce platform, replacing a monolithic architecture with a more flexible setup that supports unified booking, prepaid treatment purchases and localized experiences across nearly 200 clinic locations.

Recent updates

No updates