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CMRC

Commerce.comB
Nasdaq / Software & Services
Last Price
At close
2026-07-18
View Chart
Current thesis
The bullish read is that Commerce has already done much of the restructuring work: 2025 revenue reached $342.3 million, ARR reached $359.1 million, enterprise ARR grew 10%, adjusted EBITDA improved to $31.7 million and cash plus marketable securities ended 2025 at $143.0 million, leaving room for the 2026 product and payments roadmap to translate into better growth and margin leverage. [#PR-2026-02-12]
Posture
Constructive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta +0.3.
What can break
2025 growth was only 3% for both revenue and total ARR, so any miss versus the 2026 guide could quickly pressure sentiment. [#PR-2026-02-12]
Momentum
57
Value
59
Sentiment
53
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $3.20 · Bull $4.80 · Bear $2.10
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-05 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $5.25
Why
Momentum57 · Δ7d +24.0
Value59 · Δ7d +0.3
Sentiment53 · Δ7d -0.4
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
57
26% active weight
Current posture
7d trendImproving
Δ7d
+24.0
Δ21d
+19.0
Value
59
39% active weight
Current posture
7d trendFlat
Δ7d
+0.3
Δ21d
+0.1
Sentiment
53
34% active weight
Current posture
7d trendFlat
Δ7d
-0.4
Δ21d
-6.0
Why this grade

Composite grade B. Momentum 56.8 / Value 58.6 / Sentiment 53.4

Fundamentals (TTM)
As of 2026-07-17
Market Cap
$250.84M
Beta
1.15
Shares Out
82.51M
P/E (TTM) · Derived
-12.6
P/S (TTM)
1.03
P/FCF (TTM)
12.36
Rev YoY
+5.4%
EPS YoY
-1106.7%
Gross Margin
+75.9%
Op Margin
-1.9%
Net Debt
$22.52M
Current Ratio
1.93
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology