CMRC · Commerce.com, Inc.
$2.19
-0.03 (-1.35%)
At close · Aug 14
Market Cap
$181.46M
Shares
82.86M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$2.19
Open$2.20
Day$2.18–2.24
52W close$2.11–5.51
Avg vol 30d910K
Short int6.3M · 7.6% float · 11.3d
Short vol63%
Last earningsAug 6, 2026
DataAug 2020–Aug 2026
Filing10-Q · Aug 6
Up next
Next earnings call
Nov 9, 2026
Est · unconfirmed
· in 12 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed Aug 6, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
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 adviceOverall
Sell
SellHoldBuy
Technical
Strong Sell
Momentum
Very Weak
Sentiment
Bullish
Fundamentals
Strong
Quant / Vol
Very High
Market backdrop
VIX 14.3 · calm
Equity put/call 0.52
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−34%
below
Price vs 50-day avg
−23%
below
RSI (14)
36
neutral
MACD trend
Negative
52-week position
2%
near low
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
−28%
trailing
6-month return
−19%
trailing
YTD return
−47%
this year
Relative strength
−33%
vs S&P · 6-mo
Sentiment
smart money
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
65
elevated · 0–100
Fundamentals
Revenue growth
+3%
Y/Y
Gross margin
79%
expanding
EPS growth
+31%
Y/Y
Balance sheet
$295.9M
net debt
Quant / Vol
risk profile
Volatility
70%
annualized · 1-yr
Max drawdown
−62%
past year
ATR
10.2%
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
Latest guidance
· from the 8-K filed Aug 6, 2026
third quarter of 2026
Total revenue
$82.5M – $85.5M
Non-GAAP operating income
Non-GAAP
$3.3M – $5.3M
full year 2026
Total revenue
$336.5M – $344.5M
Non-GAAP operating income
Non-GAAP
$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 2 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
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong Sell
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−34%
Bearish
Price vs 50-day avg
−23%
Bearish
RSI (14)
36
Neutral
MACD trend
Negative
Bearish
52-week position
2%
Bearish
Volume (OBV)
Confirms
Neutral
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 · 2%
Range high $6
vs 200-day avg -34%
vs 50-day avg -23%
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 |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | 23.48M | Six months ended June 30, 2026 | — |
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| Free cash flow non-GAAP | 14.14M | Six months ended June 30, 2026 | — |
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| Gross Merchandise Volume (GMV) | $8.8B | Q2 FY2026 | — |
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| Net Revenue Retention (NRR) | 95.8% | Trailing twelve months as of June 30, 2026 | — |
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| Non-GAAP gross margin non-GAAP | 76% | Q2 FY2026 | — |
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| Non-GAAP net income non-GAAP | 16.92M | Six months ended June 30, 2026 | — |
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| Non-GAAP operating income non-GAAP | 20.56M | Six months ended June 30, 2026 | — |
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| 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| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CMRC
this stock
Commerce.com, Inc.
|
$181.46M | -46.8% | +2.8% | — | 7.6% |
|
SAP
Sap SE
|
$240.04B | -14.4% | — | — | 0.7% |
|
SHOP
Shopify Inc.
|
$198.55B | -4.1% | +30.1% | 103.6 | 1.6% |
|
CRM
Salesforce, Inc.
|
$160.70B | -25.9% | +25.9% | 22.7 | 3.6% |
|
UBER
Uber Technologies, Inc
|
$155.13B | -7.0% | +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 sectionOwnership
Short & Settlement
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CMRC | -1.4% | -28.0% | -19.5% | -30.0% | -46.8% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | -1.8% | -32.4% | -33.3% | -34.0% | -60.7% |
Key facts
CIK
1626450
CUSIP
08975P108
13F (30d)
153 filings
150 filers
Visit website
Investor relations