Commerce.com Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
21.0%projected annual EPS growth
Analyst Coverage
5analysts covering
FY Revenue (est.)
$355.4Mnext fiscal year
FY EPS (est.)
$0.43next fiscal year
Monitoring Framework
Key Performance Indicators
Total Revenue Quarterly86.8MTarget: 347.5M to 369.5M (Full-Year 2026)
Annual Recurring Revenue (ARR) Quarterly359.8M
Gross Merchandise Volume (GMV) Quarterly8.3B
Dollarized Net Revenue Retention (NRR) Quarterly95.4
Watch Items
- Hostile Takeover Bid from Rezolve Ai PLCTrigger: Rezolve Ai acquiring 10% or more of outstanding common stock (or 20% for passive institutional investors)Action: Activation of the Stockholder Rights Plan (Poison Pill) allowing other stockholders to purchase heavily diluted shares at twice the exercise price of $13.00.
- Sequential Step-Down in Q2 2026 RevenueTrigger: Revenue falling below the guided range of $84.5 million to $85.5 millionAction: Re-evaluate the timing differences of BigCommerce Payments revenue recognition and assess underlying merchant transaction volumes.
Research as of 19 Jun 2026