Analyst Scott Berg from Needham maintained a Buy rating on Commerce.com and keeping the price target at $10.00.
Claim 50% Off TipRanks Premium
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential
Scott Berg has given his Buy rating due to a combination of factors centered on Commerce.com’s positioning in the emerging AI-driven commerce landscape. He underscores that the company is an early leader in what management calls “Agentic Commerce,” where intelligent agents handle discovery and checkout across major AI platforms. The rapid adoption of this agent-based model, which management believes is unfolding significantly faster than the prior mobile shift, suggests a large and accelerating addressable opportunity. Commerce.com’s focus on high-quality, structured data to power AI recommendations and transactions further strengthens its competitive moat.
In addition, Berg highlights the company’s product edge through its new Headless Agentic Checkout Kit, which enables seamless, real purchases directly within AI answer engines such as Perplexity, Gemini, and ChatGPT. This capability positions Commerce.com not just as a participant but as an infrastructure provider in the next phase of digital commerce. By enabling brands and retailers to become “agent-ready” across multiple AI ecosystems, Commerce.com is poised to benefit from the broad-based shift toward AI-native shopping experiences. These dynamics collectively support his favorable view of the stock and underpin his Buy recommendation.