CMRCTechnology · Software - ApplicationThe 7 Wall Street analysts covering Commerce.com, Inc. hold a median 12-month price target of $3 — -8.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 85 of 100 as at 31 Oct 2026 — inside the top quartile. The factors read stronger than the Street's target implies. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Commerce.com, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Value (94): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Momentum (38): The shares have been drifting down relative to others.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on CMRC, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits −8.1% from it.
Of the 19 most recent actions, 1 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 11 Aug 2026 | Barclays | Maintains | Underweight | $3.00 → $2.00 |
| 7 Aug 2026 | Canaccord Genuity | Downgrade | Hold | $6.00 → $3.00 |
| 21 July 2026 | UBS | Assumes | Neutral | $3.50 |
| 11 May 2026 | Barclays | Maintains | Underweight | $2.00 → $3.00 |
| 11 May 2026 | Barclays | Maintains | Underweight | — |
| 30 Apr 2026 | Needham | Reiterates | Buy | — |
| 8 Apr 2026 | Needham | Maintains | Buy | — |
| 17 Feb 2026 | Barclays | Maintains | Underweight | — |
| 13 Feb 2026 | Canaccord Genuity | Maintains | Buy | — |
| 20 Jan 2026 | Morgan Stanley | Downgrade | Underweight | — |
| 12 Jan 2026 | Barclays | Maintains | Underweight | — |
| 21 Oct 2025 | Barclays | Maintains | Underweight | — |
| 20 Aug 2025 | Needham | Reiterates | Buy | — |
| 1 Aug 2025 | Canaccord Genuity | Maintains | Buy | — |
| 9 May 2025 | Goldman Sachs | Maintains | Neutral | — |
| 21 Apr 2025 | Barclays | Maintains | Underweight | — |
| 16 Apr 2025 | Morgan Stanley | Maintains | Equal-Weight | — |
| 12 Mar 2025 | Needham | Reiterates | Buy | — |
| 21 Feb 2025 | Needham | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
CMRC appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, Commerce.com, Inc. returned −27.9% against +12.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 95% of US stocks
Cheaper than 73% of US stocks
Cheaper than 18% of US stocks
Cheaper than 26% of US stocks
Higher than 28% of US stocks
Higher than 37% of US stocks
Higher than 87% of US stocks
Higher than 51% of US stocks
Higher than 28% of US stocks
Higher than 35% of US stocks
Higher than 59% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Commerce.com, Inc. has a market value of $270.5M and an enterprise value of $293.2M.
Revenue in the twelve months to 30 June 2026: $346.9M. The latest quarter grew 0.1% year on year.
Net income over the same four quarters: −$5.8M, a −1.7% net margin.
Diluted earnings per share, trailing twelve months: $−0.07.
Free cash flow in the twelve months to 30 June 2026: $19.6M.
Trailing P/E: −13.7×; forward P/E: 5.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Commerce.com, Inc. employs 1,079 people — $322K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Commerce.com, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research named CMRC, MNDY, SMTC and TLS among its top-performing liquid stocks, citing liquidity, growth attributes and operational efficiency.
Why it matters — The item places CMRC among stocks highlighted for liquidity, growth attributes and operational efficiency.
Commerce.com announced that Gartner named it a Challenger in the 2026 Magic Quadrant for Digital Commerce Platforms. The company said this is its seventh consecutive year of Gartner recognition.
Why it matters — The recognition and the company's statement about bringing BigCommerce and Feedonomics together provide context on its digital commerce platform positioning.
Zacks Investment Research says Commerce.com and Groupon could benefit from AI and cost control as the e-commerce industry faces macroeconomic and geopolitical pressures and intense competition.
Why it matters — The item highlights AI and cost control as potential factors shaping Commerce.com's position amid industry headwinds.
Commerce.com announced a partnership with Cloudflare to let browser-based AI agents search, compare and shop on BigCommerce merchants’ online stores through WebMCP, with no setup required. The feature is enabled by default for eligible merchants.
Why it matters — The partnership adds an AI shopping capability to BigCommerce stores, a development relevant to CMRC watchers tracking its merchant offerings as AI reshapes online shopping.
Brompton launched a global Partner Portal on BigCommerce B2B Edition for its independent retailers. It runs on the same BigCommerce instance and product catalog as Brompton’s direct-to-consumer business.
Why it matters — The launch is an example of a company using BigCommerce’s B2B platform to support its retailer ordering experience alongside its direct-to-consumer business.
The 7 Wall Street analysts covering Commerce.com, Inc. have a median 12-month price target of $3, with estimates ranging from $2 to $7.5. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 7 analysts covering Commerce.com, Inc., 1 rate it a Buy, 5 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Commerce.com, Inc. 85 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, Commerce.com, Inc. ranks 85 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (94 of 100).
No one can know that. What the data says: the median 12-month target from 7 analysts implies -8.1% from the last close, and Ticker Nerd's factor model ranks Commerce.com, Inc. 85 out of 100 as at 31 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Commerce.com, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CMRC are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $2 to $7.5 over the next 12 months.
Commerce.com, Inc. returned -27.9% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Commerce.com, Inc. is a software-as-a-service company that provides digital commerce infrastructure for businesses of different sizes and sales models.
The most recent item we track (Zacks Investment Research, 30 Oct 2026): "Boost Your Portfolio Returns With These 4 Top-Performing Liquid Stocks". Zacks Investment Research named CMRC, MNDY, SMTC and TLS among its top-performing liquid stocks, citing liquidity, growth attributes and operational efficiency.
Commerce.com, Inc. is a software-as-a-service company that provides digital commerce infrastructure for businesses of different sizes and sales models. Its platform supports online storefront creation, catalog and order management, checkout, reporting, and integration with payment, shipping, fulfillment, marketing, and accounting tools. The company serves business-to-consumer, business-to-business, and small business use cases across multiple regions worldwide. Commerce.com also offers complementary products through its brands BigCommerce, Feedonomics, and Makeswift, which help merchants manage product data, optimize listings, and build storefront and content experiences. Its solutions are designed to give businesses a flexible, connected environment for running ecommerce operations and delivering shopping experiences across owned and third-party channels.
CEO Mr. Christopher Travis Hess · 1,079 employees · United States · https://www.commerce.com
