Commerce.com Market Sentiment

Commerce.com Inc

CMRCNASDAQ

$3.45

0.154.55%

Last update: Nov 4, 5:36 PM

Earnings: Q3 2026 earnings tomorrow on Thu Nov 5th before the market open

Conference Call: Conference call scheduled tomorrow at 8:00 AM

Market sentiment signals for Commerce.com (CMRC): analyst consensus, short interest, options flow and insider activity.

Analyst Consensus— Underweight

Short Interest▼ 9.2% short float

Options Flow— N/A

Insider Activity▼ Net Seller (30d)

Analyst Consensus

Underweight

5 analysts

Options Flow (P/C)

—

Avg Consensus PT

+15.9%

Highest Price Target

+117.4%

Needham

Lowest Price Target

-42.0%

Barclays

Short Interest

9.2%

Rising — Bearish

Insider Activity (30d)

Net Seller

Short Interest — % of Float

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Aug 11, 2026	Barclays	Raimo Lenschow—	-42.0%	$3 → $2	Maintained	Underweight
Aug 7, 2026	Canaccord Genuity	David Hynes—	-13.0%	$6 → $3	Downgrade	Buy→Hold
Jul 21, 2026	UBS	Chris Zhang—	+1.4%	$4	Assumes	Neutral
May 11, 2026	Barclays	Raimo Lenschow—	-13.0%	$2 → $3	Maintained	Underweight
Apr 30, 2026	Needham	Scott Berg—	+117.4%	$8 → $8	Maintained	Buy
Apr 8, 2026	Needham	Scott Berg—	+117.4%	$10 → $8	Maintained	Buy
Feb 17, 2026	Barclays	Raimo Lenschow—	-42.0%	$3 → $2	Maintained	Underweight
Feb 13, 2026	Canaccord Genuity	David Hynes—	+73.9%	$11 → $6	Maintained	Buy
Jan 20, 2026	Morgan Stanley	Josh Baer—	+15.9%	$7 → $4	Downgrade	Equal-Weight→Underweight
Jan 12, 2026	Barclays	Raimo Lenschow—	-13.0%	$5 → $3	Maintained	Underweight
Oct 21, 2025	Barclays	Raimo Lenschow—	+44.9%	$6 → $5	Maintained	Underweight
Aug 20, 2025	Needham	Scott Berg—	+189.9%	$10 → $10	Maintained	Buy