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Commerce.com, Inc. Stock Price

NasdaqGM:CMRC Community·US$183.9m 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$2.22
-1.94 (-46.63%)
US$4.40
Fair Value
US$2.22
-1.94 (-46.63%)
56.0% undervalued intrinsic discount
US$5.05
Fair Value
Price US$2.22
AnalystConsensusTarget US$5.05
AnalystLowTarget US$3.00
AnalystHighTarget US$7.50

CMRC Community Narratives

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Fair Value US$4.4 49.5% undervalued intrinsic discount

SaaS Leaders And AI Will Transform Sales Operations

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Fair Value US$3 26.0% 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 70.4% undervalued intrinsic discount

AI Commerce And Embedded Payments Will Unlock Powerful Long Term Upside

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Trending Discussion

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Updated Narratives

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CMRC: Agentic AI Exposure Will Support Future Platform Monetization Potential

Fair Value: US$4.4 49.5% undervalued intrinsic discount
9 users have set this as their fair value
0 users have commented on this narrative
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CMRC: Future Profitability Shift Will Re Rate Shares Higher

Fair Value: US$7.5 70.4% undervalued intrinsic discount
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CMRC: Index Additions And Cancelled Acquisition Will Shape Future Trading Profile

Fair Value: US$3 26.0% undervalued intrinsic discount
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Snowflake Analysis

Undervalued with excellent balance sheet.

1 Risk
4 Rewards

Commerce.com, Inc. Key Details

US$346.9m

Revenue

US$79.2m

Cost of Revenue

US$267.7m

Gross Profit

US$273.5m

Other Expenses

-US$5.8m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.07
77.17%
-1.67%
303.2%
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

Narrative Update Aug 08

CMRC: Agentic AI Exposure Will Support Future Platform Monetization Potential

The analyst price target for Commerce.com has moved lower, with the new fair value estimate at $4.40, down from $5.05. Analysts cite reduced revenue guidance, a higher discount rate, and slower expected growth following recent Hold and Neutral ratings around $3 to $3.50.

Recent updates

No updates