Commerce.com Q1 revenue rises 5%, beats analyst expectations

Commerce.com

07/05/2026 12:18

Overview

US commerce platform's Q1 revenue rose 5%, beating analyst expectations

Adjusted EPS for Q1 rose to $0.13 from $0.07 a year ago

Company launched new PayPal and Stripe integrations, expanding AI-driven commerce capabilities

Outlook

Commerce.com expects Q2 revenue between $84.5 mln and $85.5 mln

Company sees Q2 non-GAAP operating income between $4 mln and $5 mln

Commerce.com forecasts 2026 revenue between $347.5 mln and $369.5 mln

Result Drivers

AI-DRIVEN PLATFORM INNOVATION - Co said Q1 results reflect progress in AI-driven commerce, payments, and core platform advancements

PAYMENTS INTEGRATION - Launch of BigCommerce Payments by PayPal and expanded Stripe partnership contributed to platform capabilities

GMV GROWTH - Gross Merchandise Volume rose 14% year-over-year, supporting revenue growth

Company press release: ID:nGNX5Tmhw8

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$86.80 mln
$83.02 mln (9 Analysts)
Q1 Gross Margin
77.00%
Q1 Adjusted Gross Margin
77.00%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 5 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy."

Wall Street's median 12-month price target for Commerce.com Inc is $4.00, about 38.9% above its May 6 closing price of $2.88

The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 10 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)