Commerce.com, Inc. (CMRC) Q1 2026 Earnings Call Transcript
Commerce.com, Inc. (CMRC) Q1 2026 Earnings Call Transcript
CMRC - Commerce.com, Inc.
Price:
--
--
|
CONSENSUS:
Hold
DETAILS
|
PRICE TARGET:
$3.75
DETAILS
HIGH:
$6.00
LOW:
$2.00
MEDIAN:
$3.50
CONSENSUS:
$3.75
UPSIDE:
25.84%
Stock News
Commerce.com (CMRC) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Commerce.com (CMRC) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Commerce.com (CMRC) Q1 Earnings and Revenues Beat Estimates
Commerce.com (CMRC) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.07 per share a year ago.
Commerce Announces First Quarter 2026 Financial Results
First Quarter Total Revenue of $86.8 Million, an Increase of 5% Versus Prior Year. Total ARR of $359.8 Million, an Increase of 3% Versus Prior Year.
Commerce Delivers BigCommerce Payments by PayPal to Simplify Payments and Accelerate Merchant Growth
AUSTIN, Texas, May 06, 2026 (GLOBE NEWSWIRE) -- Commerce (Nasdaq: CMRC), a data-centric provider of an open, AI-driven commerce ecosystem and the parent company of BigCommerce, today announced that BigCommerce Payments by PayPal is now available to U.S. merchants. The embedded payments solution brings payments, balances and payouts together in one place, helping merchants operate more efficiently and scale more seamlessly.
Commerce.com, Inc. (CMRC) Discusses Product Strategy, Customer Engagement, and Roadmap Priorities at Annual Interactive Forum Transcript
Commerce.com, Inc. (CMRC) Discusses Product Strategy, Customer Engagement, and Roadmap Priorities at Annual Interactive Forum Transcript
Commerce Introduces New Product Innovations Across Storefronts, B2B, Payments and AI-Driven Commerce at Commerce Live 2026
AUSTIN, Texas, April 30, 2026 (GLOBE NEWSWIRE) -- Commerce (Nasdaq: CMRC), an open, intelligent ecosystem of technology solutions and the parent company of BigCommerce, Feedonomics and Makeswift, today announced a broad set of product innovations unveiled at Commerce Live 2026, spanning core platform advancements, new growth capabilities and emerging agentic commerce experiences. The announcements highlight how Commerce is evolving its platform to help merchants move faster, scale across channels and adapt to new forms of commerce driven by AI.
Commerce Announces Winners of AMER Region Customer and Partner Awards Honoring Exceptional Results and Innovation in Ecommerce
AUSTIN, Texas, April 29, 2026 (GLOBE NEWSWIRE) -- Commerce (Nasdaq: CMRC), an open, intelligent ecosystem of technology solutions and the parent company of leading ecommerce platform BigCommerce and data feed optimization leader Feedonomics, today announced the winners of its 2026 AMER Customer and Partner Awards. The awards programs recognize the most innovative and inspiring customers and partners doing big things on the BigCommerce and Feedonomics platforms.
Commerce Announces Integration of PayPal's Store Sync to Enable AI-Powered Discovery and Checkout for BigCommerce Merchants
AUSTIN, Texas, April 29, 2026 (GLOBE NEWSWIRE) -- Commerce (Nasdaq: CMRC), the parent company of leading ecommerce platform BigCommerce today announced the integration of PayPal's Store Sync offering in the BigCommerce App Marketplace and Channel Manager, enabling BigCommerce merchants to seamlessly connect their product catalogs, inventory, and order management to AI surfaces. As a result, Commerce merchants benefit from their products becoming discoverable and purchasable across a growing network of AI-powered shopping surfaces, including Microsoft Copilot, Meta and Perplexity.
Feedonomics Unlocks Agentic Discovery with Agentic Catalog Exports
AUSTIN, Texas, April 27, 2026 (GLOBE NEWSWIRE) -- Commerce (Nasdaq: CMRC), an open, intelligent ecosystem of technology solutions and the parent company of leading ecommerce platform BigCommerce and data feed optimization leader Feedonomics, today announced that merchants are now syndicating catalog data to key agentic discovery channels including OpenAI and Google Gemini, using Feedonomics Agentic Catalog Exports (ACE), a new enterprise service designed to help merchants make their product catalogs discoverable across emerging AI-powered and agent-driven shopping environments. Enterprise brands are increasingly seeking to become “agent-ready,” but doing so today often requires engineering resources and ongoing maintenance to keep pace with evolving specifications.
Contrasting Commerce.com (NASDAQ:CMRC) & DarkIris (NASDAQ:DKI)
Commerce.com (NASDAQ: CMRC - Get Free Report) and DarkIris (NASDAQ: DKI - Get Free Report) are both small-cap services companies, but which is the superior investment? We will compare the two businesses based on the strength of their dividends, analyst recommendations, valuation, institutional ownership, earnings, profitability and risk. Valuation and Earnings This table compares Commerce.com and DarkIris"s
FreedomPay Launches BigCommerce Plugin to Deliver Seamless, Secure eCommerce Payments
Philadelphia, Pennsylvania, April 23, 2026 (GLOBE NEWSWIRE) -- FreedomPay, a global leader in Next Level Commerce™ technologies, today announces the launch of FreedomPay's app for BigCommerce, a ready-to-use payment integration now available on the BigCommerce Marketplace. The FreedomPay plugin enables BigCommerce merchants to securely accept card and alternative payment methods, simplifying the checkout experience and reducing the administrative and technical demands of payment security compliance.
Mountain Warehouse Launches Composable Ecommerce Store with BigCommerce to Accelerate Innovation and Global Growth
AUSTIN, Texas, April 20, 2026 (GLOBE NEWSWIRE) -- Commerce (Nasdaq: CMRC), an open, intelligent ecosystem of technology solutions and the parent company of leading ecommerce platform BigCommerce, today announced that Mountain Warehouse, a global outdoor clothing and equipment retailer, has launched a new composable ecommerce store powered by BigCommerce. The new website replaces a decade-old custom-built system, enabling Mountain Warehouse to scale more efficiently, reduce operational complexity and accelerate innovation across its global ecommerce operations.
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 Ecommerce leader honors the most innovative customers and agency and technology partners for their industry achievements
Commerce to to Announce First Quarter 2026 Financial Results on May 7, 2026
AUSTIN, Texas, April 16, 2026 (GLOBE NEWSWIRE) -- Commerce.com, Inc. (Nasdaq: CMRC) (formerly BigCommerce Holdings, Inc.), a provider of an open, intelligent ecosystem of technology solutions that empower businesses to unlock data potential and deliver seamless, personalized experiences at scale, today announced it will report its financial results for the first quarter ended March 31, 2026, before market open on Thursday, May 7, 2026.
Commerce.com Adopts Limited Duration Stockholder Rights Plan
AUSTIN, Texas, April 14, 2026 (GLOBE NEWSWIRE) -- Commerce.com, Inc. (the “Company”) (Nasdaq: CMRC) (formerly BigCommerce Holdings, Inc.), a provider of an open, intelligent ecosystem of technology solutions that empower businesses to unlock data potential and deliver seamless, personalized experiences at scale, today announced that its Board of Directors (the “Board”) has adopted a limited duration stockholder rights plan (the “Rights Plan”). The Rights Plan is effective immediately and is scheduled to expire on April 12, 2027.
Rezolve Ai to Host Investor Call: The $700M+ Case for Combining with Commerce.com
NEW YORK, April 13, 2026 (GLOBE NEWSWIRE) -- Rezolve Ai PLC (NASDAQ: RZLV), the global leader in AI-native commerce infrastructure, today announced it will host an investor call and Q&A open to shareholders of both Rezolve Ai and Commerce. com, Inc. (NASDAQ: CMRC) on Wednesday, April 15, 2026, at 0800 Eastern Time.
CMRC vs. EBAY: Which Stock Is the Better Value Option?
Investors looking for stocks in the Internet - Commerce sector might want to consider either Commerce.com (CMRC) or eBay (EBAY). But which of these two companies is the best option for those looking for undervalued stocks?
Commerce to Host Investor Briefing at Upcoming 2026 Commerce Live
AUSTIN, Texas, April 09, 2026 (GLOBE NEWSWIRE) -- Commerce.com, Inc. (Nasdaq: CMRC) (formerly BigCommerce Holdings, Inc.), a provider of an open, intelligent ecosystem of technology solutions that empower businesses to unlock data potential and deliver seamless, personalized experiences at scale, today announced that company management will host an investor briefing during the 2026 Commerce Live leadership conference in Chicago, Il.
Commerce.com Board of Directors Comments on Unsolicited Proposal from Rezolve Ai
Proposal Significantly Undervalues the Company and Does Not Warrant Further Engagement Proposal Significantly Undervalues the Company and Does Not Warrant Further Engagement
Price Targets
Commerce.com price target lowered to $2 from $3 at Barclays
$2.00
(was $2.77)
Barclays
Commerce.com price target lowered to $3 from $6 at UBS
$3.00
(was $2.46)
UBS
Commerce.com price target lowered to $6 from $11 at Canaccord
$6.00
(was $2.46)
Canaccord Genuity
Commerce.com downgraded to Underweight from Equal Weight at Morgan Stanley
$4.00
(was $3.73)
Josh Baer
·
Morgan Stanley
Commerce.com price target lowered to $3 from $5 at Barclays
$3.00
(was $4.05)
Barclays
Commerce.com price target lowered to $5 from $6 at Barclays
$5.00
(was $4.85)
Barclays
BigCommerce Holdings (BIGC) PT Lowered to $8 at Stifel
$8.00
(was $5.59)
Parker Lane
·
Stifel Nicolaus
BigCommerce price target lowered to $6 from $8 at BofA
$6.00
(was $5.79)
Koji Ikeda
·
Bank of America Securities
BigCommerce price target lowered to $7 from $10 at Barclays
$7.00
(was $6.21)
Raimo Lenschow
·
Barclays
BigCommerce Is Likely To Perform Much Worse Than This Major Peer, Says Bearish Analyst
$7.50
(was $6.96)
Koji Ikeda
·
BOCOM International Holdings Company
Piper Sandler Maintains Overweight on BigCommerce Holdings, Lowers Price Target to $12
$12.00
(was $11.94)
Piper Sandler
Barclays Maintains Equal-Weight on BigCommerce Holdings, Lowers Price Target to $10
$10.00
(was $8.85)
Barclays
BigCommerce price target lowered to $9.50 from $11 at Jefferies
$9.50
(was $8.43)
Samad Samana
·
Jefferies
Morgan Stanley Maintains Equal-Weight on BigCommerce Holdings, Lowers Price Target to $11
$11.00
(was $8.90)
Morgan Stanley
Piper Sandler Maintains Overweight on BigCommerce Holdings, Lowers Price Target to $16
$16.00
(was $9.07)
Piper Sandler
BigCommerce's Strong Black Friday And Thanksgiving Sales Data Impresses Analysts
$20.00
(was $8.23)
Scott Berg
·
Needham
Barclays Maintains Equal-Weight on BigCommerce Holdings, Lowers Price Target to $20
$20.00
(was $19.50)
Barclays
Morgan Stanley Maintains Equal-Weight on BigCommerce Holdings, Lowers Price Target to $19
$19.00
(was $17.93)
Morgan Stanley
Morgan Stanley Maintains Equal-Weight on BigCommerce Holdings, Lowers Price Target to $21
$21.00
(was $18.79)
Morgan Stanley
Barclays Maintains Equal-Weight on BigCommerce Holdings, Lowers Price Target to $22
$22.00
(was $18.79)
Barclays