CMRC Commerce.com, Inc.

neutral track record → $3.08 -0.07 (-2.2%)
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Mkt Cap $259M 52wk $2.41 - $5.59 Earnings 2026-05-07 48d ago
Insider selling: $8,449,765 sold by 15 insiders (30d)
Est. revisions: +3.8% (5 up, 0 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +1.6)

Factor Model

net +1.6 3.5 / 10
Est. Revisions
+0.2
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+1.0
Narrative Gap
+0.0

Commerce Posts 3% Growth, Targets 2-8% in 2026

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.

Commerce.com reported 2025 revenue of $342M, up 3% year-over-year, with B2B subscription ARR accelerating 20% and gross merchandise volume climbing 12% to nearly $32B. The company expanded non-GAAP operating margin 230 basis points and guided 2026 revenue to $347.5–369.5M, implying 2–8% growth. Management highlighted AI partnerships with OpenAI, Google, and Microsoft as strategic positioning.

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.

Evidence

9d ago Insider buy by SIMINOFF ELLEN F (CMRC): $147,625
9d ago Insider buy by SIMINOFF ELLEN F (CMRC): $1,176,382
9d ago Insider buy by SIMINOFF ELLEN F (CMRC): $294,080
48d ago Ceragon Networks (CRNT) Reports 2025 Revenue of $338.7M Amid 14.1% Annual Decline yahoo-finance
57d ago Commerce.com (CMRC) Reports 2025 Revenue of $342M and 20% B2B Subscription ARR Growth yahoo-finance
57d ago Commerce.com (CMRC) Reports 2025 Revenue of $342M and 20% B2B Subscription ARR Growth yahoo-finance
Fundamentals & Data ▾
Commerce.com, Inc. Technology · Software - Application
Mkt Cap
$259M
Beta
1.16
52w Range
$2.41 - $5.59
Short Interest
6.0M 8.37%
Days to Cover
8.6 +8%
Technicals downtrend
from 52w Hi
-2.2%
1w return
+22.7%
Insiders
buying 2B / 1S
EPS Estimate
$0.11 +3.8% 30d 5up / 0dn
Est. Dispersion
31% 6 analysts
Analyst Target
$5 $2 - $8
Options P/C
0.20
Insider Cluster
strong sell 1B / 5S
Fund Convergence
strong Renaissance, Citadel, Two Sigma
Financials
Revenue
$90M +3% YoY
FCF
$-2M
Gross Margin
78%
Op Margin
1%
Momentum: accelerating
Top Holders
Renaissance $5M
Citadel $2M
Two Sigma
Recent Filings & Data
insider trade 53
net selling · $8,449,765 sold · $1,618,087 bought
15 insiders · 53 transactions (30d)
Recent transactions
HESS CHRISTOPHER TRAVIS · award
CASSIDY CHARLES D · award
BAN HUBERT S · award
LENTZ DANIEL · award
CLARKE DONALD E. · award
KAMATH ANIL · award
MALHOTRA SATISH · award
GILLIGAN SARAH · award
SIMINOFF ELLEN F · buy · $294,080
CLARKE DONALD E. · award
KAMATH ANIL · award
MALHOTRA SATISH · award
GILLIGAN SARAH · award
KLEIN RUSSELL SCOTT · sell · $450,168
KLEIN RUSSELL SCOTT · exercise · $38,251
CLARKE DONALD E. · award
KAMATH ANIL · award
MALHOTRA SATISH · award
GILLIGAN SARAH · award
CLARKE DONALD E. · award
MALHOTRA SATISH · award
GILLIGAN SARAH · award
BOHN LAWRENCE S · sell · $6,012,000
SIMINOFF ELLEN F · buy · $1,176,382
CLARKE DONALD E. · award
DHATT BRIAN SINGH · award
HESS CHRISTOPHER TRAVIS · award
KLEIN RUSSELL SCOTT · award
MALHOTRA SATISH · award
GILLIGAN SARAH · award
CASSIDY CHARLES D · award
BAN HUBERT S · award
LENTZ DANIEL · award
WALTER ROBERT · award
SIMINOFF ELLEN F · buy · $147,625
SIMINOFF ELLEN F · award
CLARKE DONALD E. · award
MALHOTRA SATISH · award
GILLIGAN SARAH · award
SIMINOFF ELLEN F · award
CLARKE DONALD E. · award
RICHARDS JEFFREY GORDON · sell · $722,994
MALHOTRA SATISH · award
GILLIGAN SARAH · award
RICHARDS JEFFREY GORDON · sell · $869,364
HESS CHRISTOPHER TRAVIS · award
BELLM BRENT · sell · $266,401
DHATT BRIAN SINGH · sell · $48,317
KLEIN RUSSELL SCOTT · sell · $80,521
SIMINOFF ELLEN F · award
CLARKE DONALD E. · award
MALHOTRA SATISH · award
GILLIGAN SARAH · award
6 signals · latest 9d ago

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