SecBot SecBot

CMRC

Commerce.com, Inc.
Nasdaq· Services-Prepackaged Software· Inc. DE· CIK 0001626450 Software & IT
$3.53 −0.03 (−0.84%)
Oct 26 4:00 PM ET · prev $3.56
Market cap
$304.1M
Small cap
Consensus
Hold
8% Buy or better · 12 analysts
Median target
$3.00
−15% · range $2.00–7.50
Next earnings
Nov 5
in 9 days · EPS est. $0.04
1 year
−26.9%
from $4.83 · Oct 27
30 days
+11.4%
from $3.17
52-week range
$2.06–5.51
−36% from high · low Aug 17
Avg volume 20D
620.9K
Oct 7 spike 1.72M
Short interest
🔒 Subscribers only
Insider net
−$26.2K
0 buyers · 1 seller · 12 mo
New fund stakes
0
Q2 2026 13F · 0 exits
Filing reports
7
analyzed by SecBot
SecBot read MIXED 4 reports · 90 days
Balance 1 bearish · 1 bullish · 2 neutral oldest → newest, height = score
Avg score ·High conf. 4/4 ·Next Earnings date, Nov 5, 2026
Strongest BULLISH Commerce.com announced a strategic operating plan targeting $60M-$80M in annualized cost savings, a $50M…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    1 insider sold $26.2K.

  • InstitutionsBULLISH

    Q2 2026: 26 added (0 new), 9 trimmed or exited.

  • AnalystsMIXED

    1 of 12 rate it Buy or better. Median target $3.00 (−15%).

  • EstimatesFALLING

    Current-quarter EPS estimate $0.117 → $0.036 over 90 days. 0 up, 1 down in 30 days.

  • TrendUPTREND

    17% above its 50-day average.

Who's buying

13F· Q2 2026
0
new positions
0
exits
FundMoveSharesValue
GEODE CAPITAL MANAGEMENT, LLCADD1,858,023$5.5M
GOLDMAN SACHS GROUP INCADD818,882$2.4M
Legal & General Group PlcADD527,084$1.6M
Man Group plcDOUBLED425,672$1.3M
JACOBS LEVY EQUITY MANAGEMENT, INCTRIM394,234$1.2M
FMR LLCADD353,627$1.0M
Vanguard Global Advisers, LLCADD272,086$805.4K
VICTORY CAPITAL MANAGEMENT INCADD230,151$681.2K

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

12 analysts
Hold 8% rate it Buy or better
Strong Buy0Buy1Hold7Sell2Strong Sell2
12-month targets · 5 analysts

Price is inside the target range. Median implies −15%.Targets as of Oct 27, 2026.

Recent actions
DateFirmActionRating
Aug 11, 2026Barclays
MAINTAIN
MAINTAINUnderweight
Aug 7, 2026Canaccord Genuity
DOWNGRADE
DOWNGRADEHold
May 11, 2026Barclays
MAINTAIN
MAINTAINUnderweight
Apr 30, 2026Needham
REITERATE
REITERATEBuy

Insider ledger

Form 4
$0
bought · 0 insiders
$26.2K
sold · 1 insider
DateInsiderTypeValue
Oct 21, 2026
Lentz Daniel
CFO & COO
TAX W/H$6.2K
Oct 21, 2026
Hess Christopher Travis
Chief Exec Officer
TAX W/H$12.5K
Oct 21, 2026
Ban Hubert S
Chief Accounting Officer
TAX W/H$1.4K
Oct 21, 2026
Cassidy Charles D
General Counsel and Secretary
TAX W/H$1.5K
Sep 21, 2026
Cassidy Charles D
General Counsel and Secretary
TAX W/H$935.73
Aug 24, 2026
Lentz Daniel
CFO & COO
SELL$1.8K
Aug 21, 2026
Hess Christopher Travis
Chief Exec Officer
TAX W/H$7.7K
Aug 21, 2026
Ban Hubert S
Chief Accounting Officer
TAX W/H$7.2K

Earnings setup

Estimates
Nov 5
reports in 9 days
$0.04
EPS estimate, this quarter
−69%
estimate change, 90 days
0↑ 1↓
revisions, 30 days
Current-quarter EPS estimate
PeriodEPS est.Range30D rev.Revenue
Current Q$0.04$0.03–$0.05+0.0%$83.4M
Next Q$0.07$0.04–$0.09+0.0%$84.7M
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only

Short side

FINRA· Oct 15, 2026
🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 23, 2026 SEC
Daniel Lentz, an officer of Commerce.com, Inc., filed a Form 144 notice of intent to sell 797 shares of common stock…
144 — Impact 2/10
Oct 21, 2026 Insider
Lentz Daniel surrendered for taxes 1,724 shares
CFO & COO @ $3.62 ($6.2K)
Oct 21, 2026 Insider
Hess Christopher Travis surrendered for taxes 3,448 shares
Chief Exec Officer @ $3.62 ($12.5K)
Oct 21, 2026 Insider
Ban Hubert S surrendered for taxes 388 shares
Chief Accounting Officer @ $3.62 ($1.4K)
Oct 15, 2026 SEC
Commerce.com, Inc. announced it will report its Q3 2026 results on November 5, 2026.
PRESS-RELEASE — Impact 1/10
Oct 15, 2026 Earnings
Commerce to Announce Third Quarter 2026 Financial Results on November 5, 2026
AUSTIN, Texas, Oct. 15, 2026 (GLOBE NEWSWIRE) -- Commerce.com, Inc. (Nasdaq: CMRC), the open commerc
Sep 10, 2026 SEC
Commerce.com announced a strategic operating plan targeting $60M-$80M in annualized cost savings, a $50M share…
8-K — Impact 6/10
Jun 30, 2026 Inst.
GEODE CAPITAL MANAGEMENT, LLC — ADD
1,858,023 shares ($5.5M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 5, 2026
Earnings date
CMRC Q3 2026 Earnings Scheduled — 2026-11-05
Recent
Oct 15, 2026
Earnings
Commerce to Announce Third Quarter 2026 Financial Results on November 5, 2026
AUSTIN, Texas, Oct. 15, 2026 (GLOBE NEWSWIRE) -- Commerce.com, Inc. (Nasdaq: CMRC), the open commerce ecosystem built to help merchants win as AI...
Sep 10, 2026
Press release
Commerce Announces Strategic Operating Plan to Accelerate Profitability and Free Cash Flow Generation
Company targets full-year non-GAAP operating margins of at least 20% beginning in 2027 and materially higher free cash flow
Aug 6, 2026
Earnings
Commerce Announces Second Quarter 2026 Financial Results
Total ARR of $360.5 Million, an Increase of 2% Versus Prior Year. GAAP Net Income of $1.1 Million Versus Net Loss in Prior Year Period. Operating…
Aug 6, 2026
Earnings date
CMRC Q2 2026 Earnings Scheduled — 2026-08-06
Jul 20, 2026
Press release
BigCommerce Powered by Commerce Scores 24/24 Total Medals in 2026 Paradigm B2B Combine Midmarket and Enterprise Editions for Fourth Consecutive Year
Company improves Enterprise Edition ranking and scores more gold medals than other platforms in the Midmarket Edition; receives accolades for its…

SecBot reports

7 filings · 2 bullish · 1 bearish · 4 neutral
All CMRC filing & press-release reports (7)