Commerce.com, Inc.(CMRC)
$2.24
Chart
Q4 2026 EPS Estimate
$0.04
Nov 5, 2026 · Reports before open
Revenue Estimate
$83M
FY2026E EPS$0.29
FY2027E EPS$0.32

Analyst Sentiment

Wall St. Consensus
Hold
17 analysts·Moderate coverage
50
Score
4 Buy (24%)9 Hold (53%)4 Sell (23%)
Rating Breakdown
Strong Buy
00%
Buy
424%
Hold
953%
Sell
424%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Bear
$3.50
+56.2%
Consensus
$4.25
+89.7%
Bull
$5.00
+123.2%
12-Month Target Range17 analysts
$3.50$4.25$5.00
Current $2.24Consensus
Current Price
$2.24
Upside to Consensus
$2.01

Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev+0.45%
EPS+8.75%
FY2028
Rev+7.07%
EPS+43.82%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
MetricFY2026EFY2027EFY2028E
Revenue Avg$340M$341M$365M
Low$339M$335M$350M
High$340M$347M$380M
EBITDA Avg$131M$132M$141M
Low$131M$129M$135M
High$131M$134M$147M
EBIT Avg$117M$118M$126M
Low$117M$115M$121M
High$117M$120M$131M
Net Income Avg$23M$26M$37M
Low$22M$22M$36M
High$24M$29M$38M
EPS Avg$0.29$0.32$0.46
Low$0.27$0.28$0.45
High$0.30$0.36$0.48
Analysts (Rev / EPS)4 / 44 / 41 / 1
Quarterly
MetricQ3 2026Q4 2026Q1 2027Q2 2027Q3 2027Q4 2027Q1 2028Q2 2028
Revenue Avg$83M$85M$84M$84M$85M$88M$88M$88M
Low$83M$84M$83M$83M$84M$87M$87M$88M
High$84M$85M$85M$84M$85M$88M$88M$89M
EBITDA Avg$32M$33M$32M$32M$33M$34M$34M$34M
Low$32M$33M$32M$32M$32M$34M$34M$34M
High$32M$33M$33M$33M$33M$34M$34M$34M
EBIT Avg$29M$29M$29M$29M$29M$30M$30M$30M
Low$29M$29M$29M$29M$29M$30M$30M$30M
High$29M$29M$29M$29M$29M$30M$30M$31M
Net Income Avg$3M$4M$7M$6M$6M$8M
Low$2M$4M$7M$6M$6M$8M
High$3M$4M$7M$6M$6M$8M
EPS Avg$0.04$0.05$0.09$0.07$0.07$0.10
Low$0.03$0.05$0.09$0.07$0.07$0.10
High$0.04$0.05$0.09$0.07$0.07$0.10
Analysts (Rev / EPS)4 / 44 / 42 / 12 / 12 / 12 / 11 / 21 / 2

Earnings Surprises

Recent Analyst Actions

Aug 10, 2026Goldman Sachs
Commerce.com price target lowered to $5 from $5.75 at Goldman Sachs
Target:$5.00
+125.2%from $2.22
Jul 21, 2026UBS
Commerce.com assumed with a Neutral at UBS
Target:$3.50
+17.1%from $2.99
Feb 17, 2026Barclays
Commerce.com price target lowered to $2 from $3 at Barclays
Target:$2.00
-27.8%from $2.77
Feb 13, 2026UBS
Commerce.com price target lowered to $3 from $6 at UBS
Target:$3.00
+22.0%from $2.46
Feb 13, 2026Canaccord Genuity
Commerce.com price target lowered to $6 from $11 at Canaccord
Target:$6.00
+143.9%from $2.46
Jan 20, 2026Morgan Stanley
Commerce.com downgraded to Underweight from Equal Weight at Morgan Stanley
Target:$4.00
+7.2%from $3.73
Jan 12, 2026Barclays
Commerce.com price target lowered to $3 from $5 at Barclays
Target:$3.00
-25.9%from $4.05
Oct 21, 2025Barclays
Commerce.com price target lowered to $5 from $6 at Barclays
Target:$5.00
+3.1%from $4.85
Oct 3, 2024Stifel Nicolaus
BigCommerce Holdings (BIGC) PT Lowered to $8 at Stifel
Target:$8.00
+43.0%from $5.59
Aug 29, 2024Bank of America Securities
BigCommerce price target lowered to $6 from $8 at BofA
Target:$6.00
+3.6%from $5.79
Apr 15, 2024Barclays
BigCommerce price target lowered to $7 from $10 at Barclays
Target:$7.00
+12.7%from $6.21
Mar 25, 2024BOCOM International Holdings Company
BigCommerce Is Likely To Perform Much Worse Than This Major Peer, Says Bearish Analyst
Target:$7.50
+7.8%from $6.96
Feb 7, 2023Piper Sandler
Piper Sandler Maintains Overweight on BigCommerce Holdings, Lowers Price Target to $12
Target:$12.00
+0.5%from $11.94
Jan 10, 2023Barclays
Barclays Maintains Equal-Weight on BigCommerce Holdings, Lowers Price Target to $10
Target:$10.00
+13.0%from $8.85
Dec 19, 2022Jefferies
BigCommerce price target lowered to $9.50 from $11 at Jefferies
Target:$9.50
+12.7%from $8.43
Dec 19, 2022Morgan Stanley
Morgan Stanley Maintains Equal-Weight on BigCommerce Holdings, Lowers Price Target to $11
Target:$11.00
+23.6%from $8.90
Dec 16, 2022Piper Sandler
Piper Sandler Maintains Overweight on BigCommerce Holdings, Lowers Price Target to $16
Target:$16.00
+76.4%from $9.07
Nov 29, 2022Needham
BigCommerce's Strong Black Friday And Thanksgiving Sales Data Impresses Analysts
Target:$20.00
+142.9%from $8.23
Aug 8, 2022Barclays
Barclays Maintains Equal-Weight on BigCommerce Holdings, Lowers Price Target to $20
Target:$20.00
+2.6%from $19.50
Jul 14, 2022Morgan Stanley
Morgan Stanley Maintains Equal-Weight on BigCommerce Holdings, Lowers Price Target to $19
Target:$19.00
+6.0%from $17.93
May 3, 2022Morgan Stanley
Morgan Stanley Maintains Equal-Weight on BigCommerce Holdings, Lowers Price Target to $21
Target:$21.00
+11.8%from $18.79
May 3, 2022Barclays
Barclays Maintains Equal-Weight on BigCommerce Holdings, Lowers Price Target to $22
Target:$22.00
+17.1%from $18.79
Apr 25, 2022Piper Sandler
Piper Sandler Maintains Overweight on BigCommerce Holdings, Lowers Price Target to $32
Target:$32.00
+84.8%from $17.32
Mar 1, 2022Piper Sandler
BigCommerce Holdings (BIGC) PT Lowered to $40 at Piper Sandler
Target:$40.00
+83.1%from $21.85
Mar 1, 2022Goldman Sachs
BigCommerce Holdings (BIGC) Gets a Buy Rating from Goldman Sachs
Target:$29.00
+32.7%from $21.85
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.