CMRCCMRCTechnology · Software - Application

CMRC Stock Forecast: Commerce.com, Inc. Price Predictions for 2026-2027

Last close, 6 Oct 2026
$3.20
−0.31% on the day

The 7 Wall Street analysts covering Commerce.com, Inc. hold a median 12-month price target of $3 — -6.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 81 of 100 as at 6 Oct 2026 — inside the top quartile. The factors read stronger than the Street's target implies. That gap is the story on this page.

Market cap
$269.3M
Ticker Nerd rank
81 / 100
Median analyst target
$3.00
Analysts covering
7
Revenue$84.5M+0.1% y/y
Operating income$2.7M
Net income$1.1M
Free cash flow$50K
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+2.9%
1M
+24.5%
YTD
−22.3%
1Y
−34.4%
From 52W high
−41.9%
From 52W low
+55.3%
$2.06
$5.51
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

CMRC stock analysis: one number for the whole business

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.

Where the model ranks itAs at 6 Oct 2026
81 / 100

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
Quality
88
Accruals
86
Size
64
Issuance
61
Volatility
60
Growth
50
Revisions
48
Momentum
30

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 (30): The shares have been drifting down relative to others.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

CMRC stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on CMRC, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$2.00$3.00$4.00$5.00$6.00$7.00$8.00Jan 26Apr 26Jul 26Oct 26CMRCHigh $7.50Median $3.00Low $2.00

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

What Wall Street says7 analysts
1 Buy5 Hold1 Sell
Low $2.00Median $3.00High $7.50

The green dot is the last close — the median target sits −6.3% from it.

Recent analyst actionsNewest first

Of the 19 most recent actions, 1 moved their price target up and 2 moved it down.

DateFirmActionRatingTarget
11 Aug 2026BarclaysMaintainsUnderweight$3.00 → $2.00
7 Aug 2026Canaccord GenuityDowngradeHold$6.00 → $3.00
21 July 2026UBSAssumesNeutral$3.50
11 May 2026BarclaysMaintainsUnderweight$2.00 → $3.00
11 May 2026BarclaysMaintainsUnderweight—
30 Apr 2026NeedhamReiteratesBuy—
8 Apr 2026NeedhamMaintainsBuy—
17 Feb 2026BarclaysMaintainsUnderweight—
13 Feb 2026Canaccord GenuityMaintainsBuy—
20 Jan 2026Morgan StanleyDowngradeUnderweight—
12 Jan 2026BarclaysMaintainsUnderweight—
21 Oct 2025BarclaysMaintainsUnderweight—
20 Aug 2025NeedhamReiteratesBuy—
1 Aug 2025Canaccord GenuityMaintainsBuy—
9 May 2025Goldman SachsMaintainsNeutral—
21 Apr 2025BarclaysMaintainsUnderweight—
16 Apr 2025Morgan StanleyMaintainsEqual-Weight—
12 Mar 2025NeedhamReiteratesBuy—
21 Feb 2025NeedhamMaintainsBuy—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CMRC appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

CMRC vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 6 Oct 2026, Commerce.com, Inc. returned −34.4% against +17.3% for the S&P 500, dividends included.

CMRC vs S&P 500, last 12 monthsTotal return, rebased to 100
406080100120Jan 26Apr 26Jul 26Oct 26CMRCS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

CMRC analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−26.2%
Analysts raising
1
Analysts cutting
0
Fundamentals

Commerce.com, Inc. (CMRC) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
−13.6×

Cheaper than 95% of US stocks

Price / sales
0.8×

Cheaper than 74% of US stocks

Price / book
5.2×

Cheaper than 19% of US stocks

EV / EBITDA
13.0×

Cheaper than 27% of US stocks

Growth & margins
Revenue growth (YoY)
0.1%

Higher than 28% of US stocks

Earnings growth (YoY)
0.1%

Higher than 36% of US stocks

Gross margin
75.2%

Higher than 87% of US stocks

Operating margin
3.2%

Higher than 51% of US stocks

Net margin
−1.7%

Higher than 28% of US stocks

Returns & dividend
Return on equity
−12.8%

Higher than 34% of US stocks

Return on assets
2.0%

Higher than 58% of US stocks

Dividend yield
0.0%

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.

Key statistics

Commerce.com, Inc. (CMRC) statistics: revenue, profit & scale

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 $269.3M and an enterprise value of $277.5M.

  • 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.

  • Shares outstanding: 82.8M.

  • Trailing P/E: −13.6×; forward P/E: 5.6× — 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.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 6 Oct 2026

Data provided by Twelve Data

Peers

CMRC vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSoftware - Application
CompanyMarket capTKN rank
CMRCCommerce.com, Inc.$269.3M
81
XPERXperi, Inc.$257.5M
54
LAWCS Disco, Inc.$269.4M
81
BLNDBlend Labs, Inc.$247.0M
69
ALITAlight, Inc.$243.4M
50
SVCOSilvaco Group, Inc.$282.4M
37
IMMRImmersion Corp.$238.0M
59

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 →

News

Latest CMRC news & analysis

Commerce Introduces Data Enrichment for BigCommerce and Feedonomics to Power Agentic Commerce

GlobeNewsWire · 29 Sept 2026positive

Commerce introduced data enrichment capabilities for BigCommerce and Feedonomics, helping B2C and B2B merchants create richer, AI-ready product data at scale. These new features form the foundation of Commerce's broader agentic commerce solutions.

Why it matters — CMRC watchers would care because the expansion positions the company's platform for AI-driven commerce and strengthens product offerings for merchants.

Commerce Announces Strategic Operating Plan to Accelerate Profitability and Free Cash Flow Generation

GlobeNewsWire · 10 Sept 2026positive

Commerce.com, Inc. announced a strategic operating plan aimed at accelerating profitability and free cash flow generation. The company targets full-year non-GAAP operating margins of at least 20% beginning in 2027 and materially higher free cash flow.

Why it matters — A CMRC watcher would care because the company has laid out concrete financial targets for future profitability and cash flow that signal improved operational performance.

CMRC Q2 Earnings Beat Estimates on Cost Discipline, Revenues Miss

Zacks Investment Research · 7 Aug 2026neutral

Commerce.com (CMRC) reported Q2 earnings that doubled and beat estimates due to cost discipline and operating leverage, but revenue fell short of expectations as AI-related costs and a softer outlook weighed on results.

Why it matters — The mixed results show that while cost controls are driving earnings improvements, revenue weakness and AI expense pressures raise questions about near-term growth and profitability for CMRC.

CMRC Q2 Earnings Call Flags Softer B2C Demand, Outlook Cut

Zacks Investment Research · 7 Aug 2026negative

CMRC lowered its 2026 outlook after softer B2C replatforming and partner revenues, while reallocating investment toward AI, payments, and product intelligence initiatives during its Q2 earnings discussion.

Why it matters — A CMRC watcher would care because the reduced guidance signals weakening demand in the company's B2C segment and a strategic pivot away from those operations.

Commerce.com, Inc. (CMRC) Q2 2026 Earnings Call Transcript

Seeking Alpha · 6 Aug 2026neutral

Commerce.com, Inc. (CMRC) held its Q2 2026 earnings call, the transcript of which was published by Seeking Alpha.

Why it matters — Earnings call transcripts provide direct insight into management's commentary on the company's quarterly performance and outlook.

FAQ

Frequently asked questions about CMRC stock

What is the CMRC stock price forecast for 2026-2027?

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.

Is CMRC stock a buy right now?

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. 81 out of 100 across roughly 4,600 US stocks as at 6 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank CMRC?

As at 6 Oct 2026, Commerce.com, Inc. ranks 81 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).

Will CMRC stock go up?

No one can know that. What the data says: the median 12-month target from 7 analysts implies -6.3% from the last close, and Ticker Nerd's factor model ranks Commerce.com, Inc. 81 out of 100 as at 6 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the CMRC stock forecast for 2030?

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.

How has CMRC stock performed over the past year?

Commerce.com, Inc. returned -34.4% over the 12 months to 6 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Commerce.com, Inc. do?

Commerce.com, Inc. is a software-as-a-service company that provides digital commerce infrastructure for businesses of different sizes and sales models.

What is the latest news on CMRC?

The most recent item we track (GlobeNewsWire, 29 Sept 2026): "Commerce Introduces Data Enrichment for BigCommerce and Feedonomics to Power Agentic Commerce". Commerce introduced data enrichment capabilities for BigCommerce and Feedonomics, helping B2C and B2B merchants create richer, AI-ready product data at scale. These new features form the foundation of Commerce's broader agentic commerce solutions.

Company

About Commerce.com, Inc.

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