Commerce.com Q4 revenue just shy of misses estimates, EPS in-line

Commerce.com

12/02/2026 12:10

Overview

E-commerce solutions provider's Q4 revenue slightly missed analyst expectations, up 3% yr/yr

Adjusted EPS for Q4 met analyst expectations

Company highlighted transformation with rebranding and AI-powered commerce focus

Outlook

Commerce.com expects Q1 2026 revenue between $82.5 mln and $83.5 mln

Company projects full-year 2026 revenue between $347.5 mln and $369.5 mln

Commerce.com anticipates Q1 2026 non-GAAP operating income between $9.3 mln and $10.3 mln

Result Drivers

ENTERPRISE GROWTH - ARR from enterprise accounts grew 10% yr/yr, now comprising 80% of total ARR

REGIONAL PERFORMANCE - EMEA revenue grew 20% while APAC revenue declined 5% yr/yr

REBRANDING AND STRATEGIC SHIFT - Co completed rebranding to Commerce, focusing on AI-powered commerce

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Miss*
$89.50 mln
$90.16 mln (8 Analysts)
Q4 Adjusted EPS
Meet
$0.07
$0.07 (8 Analysts)
Q4 Gross Margin
78.00%
Q4 Adjusted Gross Margin
79.00%


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

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 3 "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 $6.00, about 119% above its February 11 closing price of $2.74

The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nGNX62Jmgf

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.)