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CMRC · Commerce.com, Inc.

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$2.22 -0.03 (-1.33%) At close · Aug 21
Market Cap
$186.43M
Shares
82.86M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$2.25 Open$2.15 Day$2.12–2.40 52W close$2.06–5.51 Avg vol 30d1.0M Short int6.3M · 7.6% float · 11.3d Short vol52% Last earningsAug 6, 2026 DataAug 2020–Aug 2026 Filing10-Q · Aug 6

Up next

Next earnings call
Nov 9, 2026 Est · unconfirmed · in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Aug 6, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Sell
      SellHoldBuy
      Technical Strong Sell Momentum Very Weak Sentiment Bullish Fundamentals Strong Quant / Vol Very High
      Market backdrop VIX 16 · calm Equity put/call 0.58
      Technical
      price trend
      Strong Sell
      50 / 200-day cross No cross
      Price vs 200-day avg −31%
      below
      Price vs 50-day avg −19%
      below
      RSI (14) 40
      neutral
      MACD trend Negative
      52-week position 6%
      near low
      Momentum
      relative strength
      Very Weak
      1-month return −14%
      trailing
      6-month return −19%
      trailing
      YTD return −45%
      this year
      Relative strength −30%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $3 › 200d $3 — 200d above 50d
      Institutional flow Accumulating
      +3% holders QoQ · +24 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      7.60% of float · ▼ -3.9% MoM · 11.3 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      156 holders — mid 3-yr range
      Squeeze score 62
      elevated · 0–100
      Fundamentals
      Strong
      Revenue growth +3%
      Y/Y
      Gross margin 79%
      expanding
      EPS growth +31%
      Y/Y
      Balance sheet $295.9M
      net debt
      Quant / Vol
      risk profile
      Very High
      Volatility 70%
      annualized · 1-yr
      Max drawdown −63%
      past year
      ATR 9.2%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Beat or met 3 of last 3
      Latest guidance · from the 8-K filed Aug 6, 2026
      third quarter of 2026
      Total revenue Initiated $82.5M – $85.5M
      prior qtr $84.51M midpoint −0.6% QoQ
      Non-GAAP operating income Non-GAAP Initiated $3.3M – $5.3M
      full year 2026
      Total revenue Initiated $336.5M – $344.5M
      prior FY $342.35M midpoint −0.5% Y/Y
      Non-GAAP operating income Non-GAAP Initiated $28M – $34M
      Prior guidance period ended · from the 8-K filed May 7, 2026
      Total revenue · second quarter of 2026 $84.5M – $85.5M
      Non-GAAP operating income · second quarter of 2026 $4M – $5M
      Guided vs delivered · last 3 settled
      Total revenue fourth quarter of 2025
      guided $87.8M – $92.8M
      $89.52M In line
      Total revenue full year 2025
      guided $340.6M – $345.6M
      $342.35M In line
      Total revenue third quarter of 2025
      guided $85M – $87M
      $86.03M In line

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Strong Sell
      4 · 2 · 0
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −31% Bearish
      Price vs 50-day avg
      −19% Bearish
      RSI (14)
      40 Neutral
      MACD trend
      Negative Bearish
      52-week position
      6% Bearish
      Market signals — smart money & positioning
      Bullish · 2 of 6
      Trend (MA cross) No cross
      50d $3 › 200d $3 — 200d above 50d
      Institutional flow Accumulating
      +3% holders QoQ · +24 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      7.60% of float · ▼ -3.9% MoM · 11.3 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      156 holders — mid 3-yr range
      Price context
      position in its 52-week range
      Range low $2 Now $2 · 6% Range high $6
      vs 200-day avg -31% vs 50-day avg -19%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Non-GAAP operating margin non-GAAP 9.6% Q2 FY2026 —
      Subscription ARR 270.28M as of June 30, 2026 —
      Total ARR 360.53M as of June 30, 2026 —
      Total annual revenue run-rate (ARR) $359.8M Q1 FY2026 —
      Average revenue per account (ARPA) of enterprise accounts $43,200 Q4 FY2025 —
      Enterprise ARR $287.2M Q4 FY2025 —
      Enterprise ARR as a percent of total ARR 80% Q4 FY2025 —
      Number of enterprise accounts 6,648 Q4 FY2025 —

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Software - Application — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      CMRC
      Commerce.com, Inc.
      this stock
      		$186.43M -45.4% +2.8% — 7.6%
      SAP
      Sap SE
      		 $249.56B -10.6% — — 0.7%
      SHOP
      Shopify Inc.
      		 $188.60B -8.6% +30.1% 98.4 1.6%
      CRM
      Salesforce, Inc.
      		 $168.25B -22.5% +25.9% 23.8 3.6%
      UBER
      Uber Technologies, Inc
      		 $160.44B -3.9% +18.3% — 2.3%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      156
      % held
      74.1%
      Net QoQ
      +1.8M sh
      Top holder
      Lynrock Lake LP
      Held Float
      View
      Held by Funds
      Fund positions
      127
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      6.3M
      Days to cover
      11.3d
      Change
      -255.8K sh
      View
      Short Volume
      Short vol %
      52%
      As of
      Aug 21, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      1.0K
      Value
      $3.1K
      As of
      Jul 22, 2026
      View
      Off-Exchange
      Off-exchange %
      30.6%
      Week of
      Jul 13, 2026
      Off-exch Lit
      View
      Financials
      Financials
      Revenue (FY)
      $342.3M
      Net income (FY)
      $-19.3M
      EPS diluted
      $-0.24
      View
      Filings
      SEC Filings
      Latest
      Investor Event Transcript
      Filed
      Aug 13, 2026
      This year
      12
      View
      Proposed Sales
      Value
      $4.6K
      Shares
      1.5K
      Filed
      Jul 1, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Aug 13, 2026
      View
      Investor Relations
      Latest news
      Commerce Announces Second Quarter…
      Published
      Aug 6, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      CMRC +1.4% -13.6% -19.1% -28.1% -45.4%
      SPY -2.0% +3.3% +11.2% +2.1% +11.8%
      vs SPY +3.3% -16.9% -30.2% -30.2% -57.2%
      Key facts CIK 1626450 CUSIP 08975P108 13F (30d) 143 filings 142 filers Visit website Investor relations

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