Commerce.com will announce its Q4 2025 financial results on February 12, 2026, detailing operational improvements and growth strategies.
Quiver AI Summary
Commerce.com, Inc. announced that it will release its financial results for Q4 2025 and the full year on February 12, 2026, ahead of market opening, followed by a conference call and webcast to discuss these results. The company continues to improve its operational efficiency while maintaining revenue growth and has reiterated its financial outlook for the reported periods. Recent organizational changes aim to simplify operations by leveraging artificial intelligence and automation, with expected benefits becoming more pronounced in 2026 and fully realized by 2027. Additionally, CFO Daniel Lentz has been appointed as COO to enhance operational execution. The earnings call will provide further details on these initiatives.
Potential Positives
- Announcement of financial results reporting date demonstrates transparency and commitment to keeping investors informed.
- Reaffirmation of previously issued financial outlook indicates confidence in the company's revenue and operating income projections.
- Implementation of operational and organizational changes aimed at improving profitability and cash flow reflects proactive management strategies.
- Appointment of a CFO to COO role suggests a strategic enhancement of operational execution and alignment within the company.
Potential Negatives
- The announcement of workforce realignment suggests potential layoffs or job cuts, which could impact employee morale and public perception of the company.
- The company's expectation that the majority of improvements will be realized in fiscal year 2026 and full impact in fiscal year 2027 indicates there may be short-term challenges or inefficiencies before these changes take effect.
- The reaffirmation of previously issued financial outlook could signal a lack of significant growth or improvement, raising concerns among investors about the company's overall performance and strategy.
FAQ
When will Commerce.com report its financial results?
Commerce.com will report its financial results on February 12, 2026, before market open.
How can I access the conference call for Commerce's financial results?
Access the conference call by dialing (833) 634-1254 in the U.S. or (412) 317-6012 internationally.
What changes were announced regarding Commerce's management?
Daniel Lentz has been appointed Chief Operating Officer to enhance operational execution and alignment.
What is the focus of Commerce's recent workforce realignment?
The workforce realignment aims to simplify operating complexity and enhance efficiencies through automation and AI.
How long will the webcast replay of the conference call be available?
The webcast replay will be available for 12 months on Commerce's investor relations website.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$CMRC Insider Trading Activity
$CMRC insiders have traded $CMRC stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $CMRC stock by insiders over the last 6 months:
- RUSSELL SCOTT KLEIN (Chief Commercial Officer) sold 98,080 shares for an estimated $450,167
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$CMRC Revenue
$CMRC had revenues of $86M in Q3 2025. This is an increase of 2.77% from the same period in the prior year.
You can track CMRC financials on Quiver Quantitative's CMRC stock page.
$CMRC Hedge Fund Activity
We have seen 79 institutional investors add shares of $CMRC stock to their portfolio, and 79 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FRANKLIN RESOURCES INC removed 1,601,236 shares (-96.7%) from their portfolio in Q3 2025, for an estimated $7,990,167
- DEUTSCHE BANK AG\ removed 912,376 shares (-94.6%) from their portfolio in Q3 2025, for an estimated $4,552,756
- ACADIAN ASSET MANAGEMENT LLC added 517,739 shares (+41.1%) to their portfolio in Q3 2025, for an estimated $2,583,517
- D. E. SHAW & CO., INC. added 396,426 shares (+73.5%) to their portfolio in Q3 2025, for an estimated $1,978,165
- TREXQUANT INVESTMENT LP removed 382,587 shares (-75.8%) from their portfolio in Q3 2025, for an estimated $1,909,109
- LYNROCK LAKE LP added 376,331 shares (+4.7%) to their portfolio in Q3 2025, for an estimated $1,877,891
- AQR CAPITAL MANAGEMENT LLC added 374,913 shares (+95.4%) to their portfolio in Q3 2025, for an estimated $1,870,815
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$CMRC Analyst Ratings
Wall Street analysts have issued reports on $CMRC in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Underweight" rating on 10/21/2025
To track analyst ratings and price targets for $CMRC, check out Quiver Quantitative's $CMRC forecast page.
$CMRC Price Targets
Multiple analysts have issued price targets for $CMRC recently. We have seen 2 analysts offer price targets for $CMRC in the last 6 months, with a median target of $6.5.
Here are some recent targets:
- Raimo Lenschow from Barclays set a target price of $3.0 on 01/12/2026
- Scott Berg from Needham set a target price of $10.0 on 08/20/2025
Full Release
AUSTIN, Texas, Jan. 13, 2026 (GLOBE NEWSWIRE) -- Commerce.com, Inc. (Nasdaq: CMRC) (“Commerce”), a provider of an open, intelligent commerce ecosystem that enables businesses to unlock data potential and deliver seamless, personalized experiences at scale, today announced that it will report financial results for the three months ended December 31, 2025 and the full year ended December 31, 2025 before market open on Thursday, February 12th, 2026. Commerce will host a conference call and webcast to discuss its results the same day.
As disclosed in the Company’s January 7, 2026 Form 8-K, Commerce continues to make progress improving the efficiency and financial profile of the business while maintaining growth across the platform. In connection with this update, the Company reaffirmed its previously issued financial outlook for the three months ended December 31, 2025 and the full year ended December 31, 2025 for both revenue and non-GAAP operating income. The operational and organizational changes recently implemented are expected to deliver meaningful improvement in non-gaap profitability and operating cash flow, supported by ongoing revenue growth. The workforce realignment announced is primarily focused on simplifying operating complexity and management layers, with efficiencies driven by expanded use of artificial intelligence and automation across the organization. The Company expects these actions to deliver benefits over time, with the majority reflected in fiscal year 2026 and the full annualized impact anticipated in fiscal year 2027. The Company also announced the appointment of Chief Financial Officer Daniel Lentz to the expanded role of Chief Operating Officer in order to further strengthen operational execution and alignment. Management will provide additional detail on these initiatives during the February 12, 2026 earnings call.
The financial results and business highlights will be discussed on a conference call and webcast scheduled at 7:00 a.m. CT (8:00 a.m. ET) on Thursday, February 12, 2026. The conference call can be accessed by dialing (833) 634-1254 from the United States and Canada or (412) 317-6012 internationally and requesting to join the “Commerce conference call.” The live webcast of the conference call can be accessed from Commerce’s investor relations website at http://investors.commerce.com .
Following the completion of the call through 11:59 p.m. ET on Thursday, February 19, 2026, a telephone replay will be available by dialing (855) 669-9658 from the United States and Canada or (412) 317-0088 internationally with conference ID 2151747. A webcast replay will also be available at http://investors.commerce.com for 12 months.
About Commerce
Commerce
(Nasdaq: CMRC) empowers businesses to innovate, grow, and thrive by providing an open, AI-driven commerce ecosystem. As the parent company of
BigCommerce
,
Feedonomics
, and
Makeswift
, Commerce connects the tools and systems that power growth, enabling businesses to unlock the full potential of their data, deliver seamless and personalized experiences across every channel, and adapt swiftly to an ever-changing market. Trusted by leading businesses like Coldwater Creek, Cole Haan, Harvey Nichols, King Arthur Baking Co., Mizuno, Perry Ellis, SportsShoes and Uplift Desk, Commerce delivers the storefront control, optimized data, and AI-ready tools businesses need to grow, serve diverse buyers, and operate with confidence in an increasingly intelligent, multi-surface world. For more information, visit
commerce.com
or follow us on
X
and
LinkedIn
.
BigCommerce®, the Commerce logo, and other brands are the trademarks or registered trademarks of BigCommerce Pty. Ltd. Third-party trademarks and service marks are the property of their respective owner
Media Relations Contact
Brad Hem
[email protected]
Investor Relations Contact
Tyler Duncan
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