CMRC
Commerce.com, Inc.
$2.66
-3.97%
$228.6M
No data for this timeframe.
Vol
Market Cap$228.6M
Cap SizeMicro Cap
Analyst ConsensusBuy (50%)
Inst. Holders8 funds
Inst. Value$45.2M
Inst. Activity3 buys / 0 sells
Insider Activity0B / 1S
Insider Net $-$19.9K
SEC Reports3
Recent Activity
Jun 3, 2026
Insider
Hess Christopher Travis sold 35,441 shares
Chief Exec Officer @ $2.87 ($101.7K)
Jun 2, 2026
Insider
Cassidy Charles D sold 1,463 shares
General Counsel and Secretary @ $3.18 ($4.7K)
May 26, 2026
Insider
Lentz Daniel sold 6,840 shares
CFO & COO @ $2.91 ($19.9K)
May 8, 2026
short_volume
Short Volume: CMRC — 57.0% short (0.4M / 0.7M)
Short: 421,305 | Exempt: 36,336 | TRF Vol: 739,115 | Short Ratio: 57.0% | Off-exchange volume (dark
Apr 16, 2026
SEC
Commerce.com, Inc. announced it will report Q1 2026 financial results on May 7, 2026, but did not release actual results
PRESS-RELEASE — Impact 3/10
Apr 14, 2026
SEC
Commerce.com, Inc. adopted a limited-duration shareholder rights plan (poison pill) to protect against unsolicited takeo
8-K — Impact 6/10
Apr 1, 2026
SEC
Commerce.com, Inc. (CMRC) has filed its definitive proxy statement (DEFA14A) for the 2026 annual shareholder meeting, sc
DEFA14A — Impact 3/10
Inst.
MORGAN STANLEY — ADD
462,008 shares ($1.9M)
Price Targets
$5.05
+89.8% upside
Strong Buy
Current $2.66
Low $3.00
Median $5.75
High $7.50
5 analysts
$3.00
$7.50
Analyst Ratings
2Strong Buy
5Buy
6Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 11, 2026 | Barclays | MAINTAIN | Underweight → Underweight |
| Apr 30, 2026 | Needham | REITERATE | Buy → Buy |
| Apr 8, 2026 | Needham | MAINTAIN | Buy → Buy |
| Feb 17, 2026 | Barclays | MAINTAIN | Underweight → Underweight |
| Feb 13, 2026 | Canaccord Genuity | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.04 ▼ -52.7% | $0.03 — $0.05 | 0% YoY | 6 |
| Next Q | $0.12 ▲ +6.5% | $0.08 — $0.15 | 46% YoY | 6 |
| Current FY | $0.43 | $0.36 — $0.47 | 66% YoY | 6 |
| Next FY | $0.47 ▲ +1.4% | $0.37 — $0.53 | 9% YoY | 6 |
Latest Reports
NEUTRAL
PRESS-RELEASE
3/10
Commerce.com, Inc. announced it will report Q1 2026 financial results on May 7, 2026, but did not release actual results
Apr 16, 2026
BULLISH
8-K
6/10
Commerce.com, Inc. adopted a limited-duration shareholder rights plan (poison pill) to protect against unsolicited takeo
Apr 14, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $32.1M | — |
| RENAISSANCE TECHNOLOGIES LLC | $4.9M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $3.5M | NEW |
| MORGAN STANLEY | $1.9M | ADD |
| FMR LLC | $1.0M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 3, 2026 | Hess Christopher | F | $101.7K |
| Jun 2, 2026 | Cassidy Charles | F | $4.7K |
| May 26, 2026 | Lentz Daniel | SELL | $19.9K |
| May 21, 2026 | Lentz Daniel | F | $5.1K |
| May 21, 2026 | Ban Hubert | F | $1.1K |
8 institutional holders with $45.2M total value (10,963,641 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, CHARLES. Net buying activity: 3 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 7,803,109 | $32.1M | 71.2% | — |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 1,188,700 | $4.9M | 10.8% | ADD +31.7% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 839,445 | $3.5M | 7.7% | NEW |
| 4 | MORGAN STANLEY | 462,008 | $1.9M | 4.2% | ADD +99.9% |
| 5 | FMR LLC | 246,249 | $1.0M | 2.2% | ADD +85.6% |
| 6 | BANK OF AMERICA CORP /DE/ | 240,297 | $990.0K | 2.2% | ADD +33.9% |
| 7 | TWO SIGMA INVESTMENTS, LP | 105,700 | $435.5K | 1.0% | NEW |
| 8 | WELLS FARGO & COMPANY/MN | 78,133 | $321.9K | 0.7% | ADD +77.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 231,130 | 462,008 | +99.9% | $1.9M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 179,394 | 240,297 | +33.9% | $990.0K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 44,006 | 78,133 | +77.6% | $321.9K | 2025-Q4 |
| UBS Group AG | DOUBLED | 55,952 | 253,297 | +352.7% | $1.3M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 413,326 | 179,394 | -56.6% | $895.2K | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 101,839 | — | $508.2K | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 918,600 | 1,209,900 | +31.7% | $6.0M | 2025-Q2 |
| FMR LLC | ADD | 130,608 | 242,416 | +85.6% | $1.2M | 2025-Q2 |
| MORGAN STANLEY | TRIM | 382,221 | 185,830 | -51.4% | $929.2K | 2025-Q2 |
| UBS Group AG | TRIM | 199,741 | 55,952 | -72.0% | $279.8K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 30,244 | 0 | -100.0% | $0.00 | 2025-Q2 |
| MORGAN STANLEY | TRIM | 710,933 | 382,221 | -46.2% | $2.2M | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 40,700 | 204,543 | +402.6% | $1.2M | 2025-Q1 |
| FMR LLC | DOUBLED | 2,531 | 130,608 | +5060.3% | $752.3K | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 166,287 | 30,244 | -81.8% | $174.2K | 2025-Q1 |
| MORGAN STANLEY | NEAR_EXIT | 3,961,767 | 710,933 | -82.1% | $4.4M | 2024-Q4 |
| UBS Group AG | DOUBLED | 84,639 | 197,241 | +133.0% | $1.2M | 2024-Q4 |
| CITADEL ADVISORS LLC | NEAR_EXIT | 247,745 | 40,700 | -83.6% | $249.1K | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 28,194 | 40,695 | +44.3% | $249.1K | 2024-Q4 |
| NORGES BANK | EXIT | 388,500 | 0 | -100.0% | $0.00 | 2024-Q4 |
| MORGAN STANLEY | TRIM | 6,499,168 | 3,961,767 | -39.0% | $23.2M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 551,603 | — | $3.2M | 2024-Q3 |
9 unique insiders with 1 transactions. Net insider value: -$19.9K ($0.00 bought, $19.9K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 3, 2026 | Hess Christopher Travis | Chief Exec Officer | F | 35,441 | $2.87 | $101.7K |
| Jun 2, 2026 | Cassidy Charles D | General Counsel and Secretary | F | 1,463 | $3.18 | $4.7K |
| May 26, 2026 | Lentz Daniel | CFO & COO | SELL | 6,840 | $2.91 | $19.9K |
| May 21, 2026 | Lentz Daniel | CFO & COO | F | 1,724 | $2.96 | $5.1K |
| May 21, 2026 | Ban Hubert S | Chief Accounting Officer | F | 388 | $2.96 | $1.1K |
| May 21, 2026 | Cassidy Charles D | General Counsel and Secretary | F | 406 | $2.96 | $1.2K |
| May 21, 2026 | Hess Christopher Travis | Chief Exec Officer | F | 3,448 | $2.96 | $10.2K |
| May 14, 2026 | Malhotra Satish | Director | A | 64,063 | $0.00 | $0.00 |
| May 14, 2026 | Gilligan Sarah | Director | A | 68,391 | $0.00 | $0.00 |
| May 14, 2026 | Kamath Anil | Director | A | 68,170 | $0.00 | $0.00 |
| Mar 21, 2026 | Lentz Daniel | CFO & COO | F | 13,074 | $2.67 | $34.9K |
| Mar 21, 2026 | Cassidy Charles D | General Counsel and Secretary | F | 1,269 | $2.67 | $3.4K |
| Mar 21, 2026 | Ban Hubert S | Chief Accounting Officer | F | 599 | $2.67 | $1.6K |
| Mar 3, 2026 | Cassidy Charles D | General Counsel and Secretary | A | 70,922 | $0.00 | $0.00 |
| Mar 3, 2026 | Hess Christopher Travis | Chief Exec Officer | A | 413,712 | $0.00 | $0.00 |
| Mar 3, 2026 | Lentz Daniel | CFO & COO | A | 236,407 | $0.00 | $0.00 |
| Mar 3, 2026 | Ban Hubert S | Chief Accounting Officer | A | 30,733 | $0.00 | $0.00 |
| Feb 25, 2026 | Clarke Donald E | Director | A | 4,664 | $0.00 | $0.00 |
| Feb 25, 2026 | Kamath Anil | Director | A | 3,470 | $0.00 | $0.00 |
| Feb 25, 2026 | Malhotra Satish | Director | A | 3,731 | $0.00 | $0.00 |
| Feb 21, 2026 | Lentz Daniel | CFO & COO | F | 7,825 | $3.02 | $23.6K |
| Feb 21, 2026 | Ban Hubert S | Chief Accounting Officer | F | 1,781 | $3.02 | $5.4K |
| Feb 21, 2026 | Cassidy Charles D | General Counsel and Secretary | F | 1,975 | $3.02 | $6.0K |
| Feb 21, 2026 | Hess Christopher Travis | Chief Exec Officer | F | 15,649 | $3.02 | $47.3K |
| Feb 21, 2026 | Walter Robert | Chief Revenue Officer | F | 2,278 | $3.02 | $6.9K |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 4.0/10.
NEUTRAL
PRESS-RELEASE
3/10
Commerce.com, Inc. announced it will report Q1 2026 financial results on May 7, 2026, but did not re
Apr 16, 2026
BULLISH
8-K
6/10
Commerce.com, Inc. adopted a limited-duration shareholder rights plan (poison pill) to protect again
Apr 14, 2026
NEUTRAL
DEFA14A
3/10
Commerce.com, Inc. (CMRC) has filed its definitive proxy statement (DEFA14A) for the 2026 annual sha
Apr 1, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (50% buy). Based on 14 analysts: 2 strong buy, 5 buy, 6 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$5.05 mean target
+89.8% upside
Strong Buy (3.00)
$3.00 Low
$7.50 High
| Metric | Value |
|---|---|
| Current Price | $2.66 |
| Target Low | $3.00 |
| Target Mean | $5.05 |
| Target Median | $5.75 |
| Target High | $7.50 |
| # Analysts | 5 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.04 | $0.03 | $0.05 | 0.0% | -52.7% | — | $0.1B | 0.9% | 6 |
| Next Q 2026-09-30 |
$0.12 | $0.08 | $0.15 | 46.5% | +6.5% | 2↑ 2↓ | $0.1B | 3.7% | 6 |
| Current FY 2026-12-31 |
$0.43 | $0.36 | $0.47 | 66.0% | -0.0% | 2↑ 2↓ | $0.4B | 3.7% | 6 |
| Next FY 2027-12-31 |
$0.47 | $0.37 | $0.53 | 8.9% | +1.4% | 2↑ 1↓ | $0.4B | 4.8% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.040 | |
| 7d ago | $0.040 | |
| 30d ago | $0.085 | -0.045 |
| 60d ago | $0.081 | -0.041 |
| 90d ago | $0.081 | -0.041 |
4 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 11, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| Apr 30, 2026 | Needham | REITERATE | Buy | Buy |
| Apr 8, 2026 | Needham | MAINTAIN | Buy | Buy |
| Feb 17, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| Feb 13, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| Jan 20, 2026 | Morgan Stanley | DOWNGRADE | Equal-Weight | Underweight |
| Jan 12, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 5 | 6 | 1 | 0 | 50% | |
| May 1, 2026 | 0 | 2 | 7 | 3 | 2 | 14% | |
| Apr 1, 2026 | 0 | 2 | 7 | 4 | 2 | 13% | |
| Mar 1, 2026 | 0 | 2 | 7 | 4 | 2 | 13% | |
| Feb 1, 2026 | 0 | 2 | 7 | 4 | 2 | 13% | |
| Jan 1, 2026 | 0 | 2 | 8 | 3 | 2 | 13% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 8, 2026
short_volume
Short Volume: CMRC — 57.0% short (0.4M / 0.7M)
Short: 421,305 | Exempt: 36,336 | TRF Vol: 739,115 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings
Commerce Announces First Quarter 2026 Financial Results
First Quarter Total Revenue of $86.8 Million, an Increase of 5% Versus Prior Year. GAAP Net Income of $3.7 Million Versus Net Loss in Prior Year Perio
May 7, 2026
earnings_calendar
CMRC Q1 2026 Earnings Scheduled — 2026-05-07
Apr 17, 2026
other
Commerce Announces Winners of EMEA Region Customer and Partner Awards Recognizing Innovation and Meaningful Results in Ecommerce
Ecommerce leader honors the most innovative customers and agency and technology partners for their industry achievements <pre>Ecommerce leader honors
Apr 16, 2026
earnings
Commerce to to Announce First Quarter 2026 Financial Results on May 7, 2026
<p>AUSTIN, Texas, April 16, 2026 (GLOBE NEWSWIRE) -- Commerce.com, Inc. (Nasdaq: CMRC) (formerly BigCommerce Holdings, Inc.), a provider of an open,
Apr 9, 2026
other
Commerce to Host Investor Briefing at Upcoming 2026 Commerce Live
<p align="left" style="padding-left:0pt;">AUSTIN, Texas, April 09, 2026 (GLOBE NEWSWIRE) -- Commerce.com, Inc. (Nasdaq: CMRC) (formerly BigCommerce
Apr 8, 2026
activist
Commerce.com Board of Directors Comments on Unsolicited Proposal from Rezolve Ai
Proposal Significantly Undervalues the Company and Does Not Warrant Further Engagement <pre>Proposal Significantly Undervalues the Company and Does No
Apr 6, 2026
other
Commerce Announces Winners of APAC Region Customer and Partner Awards Honoring Exceptional Contributions and Results in Ecommerce
Ecommerce leader honors the most innovative customers and agency and technology partners for their industry achievements <pre>Ecommerce leader honors