CMRC Earnings
Thursday, May 07 2026
EPS Estimate
$0.11
$0.09 – $0.12
Revenue Estimate
$83M
Current Price
$3.08
Our Position
neutralCommerce Posts 3% Growth, Targets 2-8% in 2026
structured data
est. revisions falling
(-45.1pp / 30d)
Modest revenue growth masks stronger underlying momentum in subscription revenue and scale — B2B ARR's 20% clip and margin expansion to 230 basis points show the core business is firing despite headline numbers. AI partnerships don't yet translate to revenue, but they're table-stakes for staying relevant in a competitive e-commerce platform market.
Watch: Watch 2026 execution against the $347.5–369.5M guide, especially B2B subscription ARR trends and whether AI partnerships generate material revenue uplift in H1.
Data Signal Summary
2 bullish
2 bearish
Estimates up +4%
Insider selling cluster
Put/call 0.2 (bullish skew)
Price downtrend
Key Context
Insider Activity
buying
Price Trend
downtrend
From 52w High
-2.2%
Est. Revisions (30d)
+3.8% 5up/0dn
Analyst Target (mean)
$5 $2–$8 +53%
Options P/C Ratio
0.20
Est. Dispersion
31% 6 analysts
Insider Cluster
strong sell
Fund Convergence
strong Renaissance, Citadel, Two Sigma
Recent Activity
insider trades
53 transactions
Award
·
HESS CHRISTOPHER TRAVIS (Chief Executive Officer)
·458,467 shares
Award
·
CASSIDY CHARLES D (General Counsel)
·79,607 shares
Award
·
BAN HUBERT S (Officer)
·36,897 shares
Award
·
LENTZ DANIEL (Chief Operating Officer)
·266,584 shares
Award
·
CLARKE DONALD E. (Director)
·4,664 shares
48 more
Award
·
KAMATH ANIL
·3,470 shr
Award
·
MALHOTRA SATISH
·3,731 shr
Award
·
GILLIGAN SARAH
·3,656 shr
Buy
·
SIMINOFF ELLEN F
·100,000 shr
·$294,080
Award
·
CLARKE DONALD E.
·3,275 shr
Award
·
KAMATH ANIL
·2,437 shr
Award
·
MALHOTRA SATISH
·2,620 shr
Award
·
GILLIGAN SARAH
·2,568 shr
Sell
·
KLEIN RUSSELL SCOTT
·98,080 shr
·$450,168
Exercise
·
KLEIN RUSSELL SCOTT
·98,080 shr
·$38,251
Award
·
CLARKE DONALD E.
·3,169 shr
Award
·
KAMATH ANIL
·73,550 shr
Award
·
MALHOTRA SATISH
·2,535 shr
Award
·
GILLIGAN SARAH
·2,485 shr
Award
·
CLARKE DONALD E.
·37,296 shr
Award
·
MALHOTRA SATISH
·36,349 shr
Award
·
GILLIGAN SARAH
·36,657 shr
Sell
·
BOHN LAWRENCE S
·1,200,000 shr
·$6,012,000
Buy
·
SIMINOFF ELLEN F
·177,158 shr
·$1,176,382
Award
·
CLARKE DONALD E.
·2,135 shr
Award
·
DHATT BRIAN SINGH
·47,577 shr
Award
·
HESS CHRISTOPHER TRAVIS
·172,297 shr
Award
·
KLEIN RUSSELL SCOTT
·48,852 shr
Award
·
MALHOTRA SATISH
·1,649 shr
Award
·
GILLIGAN SARAH
·1,746 shr
Award
·
CASSIDY CHARLES D
·33,135 shr
Award
·
BAN HUBERT S
·22,642 shr
Award
·
LENTZ DANIEL
·102,969 shr
Award
·
WALTER ROBERT
·27,000 shr
Buy
·
SIMINOFF ELLEN F
·22,842 shr
·$147,625
Award
·
SIMINOFF ELLEN F
·2,207 shr
Award
·
CLARKE DONALD E.
·2,403 shr
Award
·
MALHOTRA SATISH
·1,857 shr
Award
·
GILLIGAN SARAH
·1,966 shr
Award
·
SIMINOFF ELLEN F
·1,678 shr
Award
·
CLARKE DONALD E.
·1,828 shr
Sell
·
RICHARDS JEFFREY GORDON
·130,289 shr
·$722,994
Award
·
MALHOTRA SATISH
·1,412 shr
Award
·
GILLIGAN SARAH
·1,496 shr
Sell
·
RICHARDS JEFFREY GORDON
·157,527 shr
·$869,364
Award
·
HESS CHRISTOPHER TRAVIS
·360,264 shr
Sell
·
BELLM BRENT
·31,907 shr
·$266,401
Sell
·
DHATT BRIAN SINGH
·5,787 shr
·$48,317
Sell
·
KLEIN RUSSELL SCOTT
·9,644 shr
·$80,521
Award
·
SIMINOFF ELLEN F
·30,780 shr
Award
·
CLARKE DONALD E.
·30,959 shr
Award
·
MALHOTRA SATISH
·30,463 shr
Award
·
GILLIGAN SARAH
·30,562 shr
Explore more
