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CMRC

Commerce.comD
Nasdaq / Software & Services
Last Price
At close
2026-06-02
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
Defensive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta +0.0.
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
32
Value
58
Sentiment
52
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $3.20 · Bull $4.80 · Bear $2.10
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-05 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Neutral
Target $4.96
Why
Momentum32 · Δ7d -7.4
Value58 · Δ7d +0.0
Sentiment52 · Δ7d -3.6
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Lead driver: Value · See fundamentals
Momentum
32
34% active weight
Current posture
7d trendSoftening
Δ7d
-7.4
Δ21d
-19.7
Value
58
32% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
+0.0
Sentiment
52
33% active weight
Current posture
7d trendImproving
Δ7d
-3.6
Δ21d
+1.9
Why this grade

Composite grade D. Momentum 32.2 / Value 58.4 / Sentiment 51.7

Fundamentals (TTM)
As of 2026-06-01
Market Cap
$269.82M
Beta
1.15
Shares Out
81.26M
P/E (TTM) · Derived
-13.8
P/S (TTM)
1.03
P/FCF (TTM)
12.36
Rev YoY
+2.8%
EPS YoY
+69.1%
Gross Margin
+78.6%
Op Margin
-1.9%
Net Debt
$38.31M
Current Ratio
2.14
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology