Internet Services and Infrastructure

Commerce.com

Commerce.com released FY2026 Q1 earnings on May 7 Pre-Market (EST), actual revenue USD 86.84 M (forecast USD 83.21 M), actual EPS USD 0.0454 (forecast USD 0.0191)

Commerce Launches BigCommerce Payments Payment Product

Commerce.com to Release FY2026 Q1 Earnings on May 7 Pre-Market EST, Forecast Revenue USD 83.07 M, EPS USD 0.0094

Rezolve AI Reinstates Merger Talks with Commerce.com

Commerce.com released FY2025 Q4 earnings on February 12 Pre-Market EST with actual revenue USD 0 (forecast USD 90.22 M) and actual EPS USD 0 (forecast USD -0.045)

Commerce.com released FY2025 earnings on February 12 Pre-Market (EST), actual revenue USD 342.35 M (forecast USD 343.1 M), actual EPS USD -0.2408 (forecast USD -0.18)

Commerce.com to Release FY2025 Q4 Earnings on February 12, Pre-Market EST; Forecast Revenue USD 90.22 M, EPS USD -0.045

Commerce.com Inc CFO to Attend Barclays Global Technology Conference

Commerce.com released FY2025 Q3 earnings on November 6, Pre-Market (EST), actual revenue USD 86.03 M (forecast USD 86.03 M), actual EPS USD -0.0277 (forecast USD -0.1028)

Commerce.com released FY2025 9 Months Earnings on November 6 Pre-Market EST, with actual revenue of USD 252.83 M and EPS of USD -0.1368

Commerce.com to release FY2025 Q3 earnings on November 6, Pre-Market EST, with forecasted revenue of USD 86.03 M and EPS of USD -0.1028

Commerce.com Inc. Collaborates with PayPal and Others to Enhance AI Business Solutions

Commerce.com released FY2024 Q2 earnings on July 31 Pre-Market (EST), actual revenue USD 81.83 M (forecast USD 81.12 M), actual EPS USD -0.1453 (forecast USD -0.1251)

Commerce.com released FY2025 Semi-Annual Earnings on July 31 Pre-Market EST, actual revenue USD 166.8 M, actual EPS USD -0.1098

Commerce.com released FY2024 Semi-Annual earnings on July 31 Pre-Market (EST), actual revenue USD 162.19 M, actual EPS USD -0.229

Commerce.com released FY2025 Q2 earnings on July 31 Pre-Market EST, actual revenue USD 84.43 M (forecast USD 83.33 M), actual EPS USD -0.1046 (forecast USD -0.0883)

Commerce.com released FY2024 Q1 earnings on May 8 Pre-Market (EST), actual revenue USD 80.36 M (forecast USD 77.22 M), actual EPS USD -0.0834 (forecast USD -0.1094)

Commerce.com released FY2025 Q1 earnings on May 8 Pre-Market (EST), actual revenue USD 82.37 M (forecast USD 82.45 M), actual EPS USD -0.0044 (forecast USD -0.0848)

Commerce.com released FY2022 Annual Earnings on February 27 After-Market (EST), actual revenue USD 279.08 M (forecast USD 279.94 M), actual EPS USD -1.9107

Commerce.com released FY2024 Q4 earnings on February 27 Pre-Market (EST), actual revenue USD 87.03 M (forecast USD 86.89 M), actual EPS USD -0.0304 (forecast USD -0.1083)

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CMRC

Commerce.Com, Inc. (CMRC) has implemented a poison pill strategy effective April 13, 2026, which may prevent potential acquirers from making premium takeover bids until April 12, 2027. This plan triggers significant dilution for investors exceeding 10% ownership, or 20% for passive institutional holders, without Board approval. The average stock price target for CMRC is $4.50, indicating a potential upside of 26.40%.

Tip Ranks

Commerce.Com’s 2026 Poison Pill May Thwart Premium Takeover Bids Until 2027

AAON

AAON shares are trading higher after the company reported better-than-expected Q1 financial results.

benzinga_article

Aaon

Commerce (CMRC) is set to announce its Q1 earnings this Thursday, with expectations of flat revenue year-on-year, following a previous quarter where it missed revenue estimates. Analysts have maintained their estimates, indicating stability. In contrast, peers like Shopify and GoDaddy reported significant revenue growth. Despite past misses, Commerce's stock has risen 9% recently, with an average analyst price target of $4.71 against a current price of $2.98. Investors are keenly watching the earnings report for insights on the company's performance.

Stock Story

Shopify 

GoDaddy

Commerce (CMRC) Q1 Earnings Report Preview: What To Look For

RZLV

Rezolve AI has announced its critique of Commerce.com during the 2026 Commerce Live conference, highlighting a 96% decline in Commerce.com’s value since its IPO and urging shareholders to question the board's decisions. Rezolve proposes a merger to create a large-scale AI commerce platform, potentially generating over $700 million in revenue. The transaction is subject to negotiations and approvals. Analyst ratings for Rezolve AI (RZLV) are mixed, with a Buy rating and a $15 price target, but concerns remain over its financial performance and valuation.

Rezolve AI

REZOLVE AI PLC C/WTS 15/08/2029 (TO PUR COM)

Rezolve AI Presses Case for Commerce.com Tie-Up With Critical Flyer at Commerce Live

ETSY

SHOP

IBUY

SHPD

EBIZ

ONLN

SHPU

Dropshipping is a business model that allows entrepreneurs to sell products without holding inventory. Instead, items are listed on an online store and shipped directly from suppliers to customers after an order is placed. This model reduces startup costs, eliminates inventory management, and offers location independence, making it appealing for new business owners. However, it also presents challenges such as reliance on supplier reliability and thinner profit margins. Platforms like Shopify and BigCommerce facilitate easy store setup and integration with suppliers, enabling quick business launches with minimal upfront investment.

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Amplify Online Retail ETF

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VanEck Retail ETF

Direxion Daily SHOP Bull 2X ETF

BigCommerce Holdings - Ser 1

What Is Dropshipping?: Everything You Need To Know

Commerce.com, Inc. (NASDAQ:CMRC) has received an average recommendation of "Reduce" from seven research firms. Three analysts rated it as a sell, two as hold, and two as buy. The average 12-month price target is $5.17. Recent ratings changes include a downgrade from "strong-buy" to "buy" by Wall Street Zen and a price target reduction by Needham & Company from $10.00 to $7.50. The stock opened at $2.94, with a market cap of $241.67 million and a P/E ratio of -12.78. Insider Ellen F. Siminoff bought 100,000 shares at $2.94 each, increasing her stake by 39.47%.

Market Beat

Commerce.com, Inc. (NASDAQ:CMRC) Receives Consensus Rating of "Reduce" from Brokerages

Rezolve AI has reopened merger talks with Commerce.com after a previously rejected bid, aiming to create an AI-native commerce platform. A joint investor call is scheduled to discuss potential collaboration, marking a shift from earlier disputes. The merger could enhance Rezolve's offerings by integrating AI tools with Commerce.com's merchant network. However, risks include ongoing losses, shareholder dilution, and reliance on large partners like Microsoft. Investors should monitor the upcoming call for details on deal structure and integration timelines, as well as the impact of new products on existing channels.

Commerce.com(CMRC.US)