Recent Stock Surge: Commerce.com, Inc. has seen a notable uptick in attention on social media following a 5.79% surge in its stock price earlier this month. Many are debating whether this momentum can hold, with some pointing to positive analyst upgrades as a driving factor. The buzz reflects a renewed interest in the company’s growth potential.
Analyst Upgrades: A recent upgrade by a prominent research firm, moving CMRC from a hold to a strong-buy rating, has fueled further discussion. Users on social media are split, with some expressing optimism about the company’s future, while others question the sustainability of recent gains. This development has kept the ticker in the spotlight.
Q4 Guidance Concerns: Posts circulating on social media also highlight concerns over the company’s reiterated Q4 guidance and significant layoffs, with severance costs drawing scrutiny. Some are critical of high spending on sales and marketing relative to revenue growth, sparking heated debates. The conversation remains dynamic as investors weigh these challenges against recent positives.
Note: This discussion summary was generated from an AI condensation of post data.
Commerce.com, Inc. Insider Trading Activity
Commerce.com, Inc. 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.
Commerce.com, Inc. Revenue
Commerce.com, Inc. 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.
Commerce.com, Inc. Hedge Fund Activity
We have seen 79 institutional investors add shares of Commerce.com, Inc. 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.
Commerce.com, Inc. 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 Commerce.com, Inc., check out Quiver Quantitative's $CMRC forecast page.
Commerce.com, Inc. 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 $7.5.
Here are some recent targets:
- Raimo Lenschow from Barclays set a target price of $5.0 on 10/21/2025
- Scott Berg from Needham set a target price of $10.0 on 08/20/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
