Commerce.com, the Technology sector company, was revisited by a Wall Street analyst yesterday. Analyst Koji Ikeda from Bank of America Securities maintained a Sell rating on the stock and has a $5.00 price target.
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Koji Ikeda has given his Sell rating due to a combination of factors that suggest Commerce.com may face challenges in the near future. Despite an optimistic tone at a recent investor session and a positive outlook on its agentic commerce strategy, the company’s projected revenue growth is expected to lag behind its peers. While Commerce.com is making strides in AI-focused offerings and has revamped its go-to-market strategy, its anticipated revenue growth of 4% by 2026 falls short compared to the industry average of 9%.
Moreover, although there are promising signs of momentum in high-value sectors and improved sales cycles, these developments may not be sufficient to offset the slower growth rate. The company’s conservative guidance and potential for revenue acceleration later in the year could serve as catalysts, but the easier comparable revenue growth rates in the latter half of 2025 suggest that the current underperformance may persist. Therefore, Ikeda maintains a cautious outlook, reflected in the Sell rating.
In another report released today, Barclays also maintained a Sell rating on the stock with a $6.00 price target.
CMRC’s price has also changed moderately for the past six months – from $6.240 to $4.480, which is a -28.21% drop .