Commerce.com, Inc. (CMRC)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
$3.29-4.36%
Close 2026-10-30 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
Research Workspace
Put CMRC beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Achieve total revenue between $347.5M and $369.5M in 2026: Revenue guidance: $336.5M to $344.5M.
View ThesisRevenue is growing steadily — about 3% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 40% in its worst 12-month stretch.
View RiskCMRC’s bet rests on sustaining revenue growth, yet Q2 FY2026 revenue grew only 0.1% year over year. Its non-GAAP earnings beat, but recent financial performance has weakened. CMRC trades at 11× P/E versus a 30× peer median. The price reflects less growth than our forecast, despite that peer discount. The 2026 revenue guidance range of $336.5M to $344.5M falls below the $347.5M floor of its annual target. Our model puts the next-quarter miss probability at 25%. Peer multiples imply a price about 51% above where it trades; the thesis has broken. This read is provisional.
Trailing returns as of 2026-10-30. CMRC is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 7 analysts currently covering CMRC (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare CMRC with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CMRC Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put CMRC next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Improve non-GAAP operating income and profitability
Stock jump indicates market confidence in profitability plan.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Invest in AI-driven commerce and product innovation
AI-driven commerce aligns with product innovation goals.
Shareholder angst may impact deal approval and future growth.