Commerce.com, Inc. · Brief

Next report

5 days

Nov 5 · before openest.Q3 FY26

Expected move

No implied move.

8 reportsHistory

1 of 5≥ implied

Feb 20 '25—▼−6.73%—

May 8 '25—▲+0.67%—

Jul 31 '25—0.00%—

Nov 6 '25±18.5%▲+0.64%×0.03

Jan 7 '26±15.1%▼−3.04%×0.20

Feb 12 '26±28.3%▼−10.22%×0.36

Q1 FY26±17.3%▲+23.61%×1.36

Q2 FY26±38.8%▼−31.96%×0.82

quarterimplied−40%0+40%realized×

Q2 FY26±38.8%▼−31.96%×0.82

Q1 FY26±17.3%▲+23.61%×1.36

Feb '26±28.3%▼−10.22%×0.36

Jan '26±15.1%▼−3.04%×0.20

Nov '25±18.5%▲+0.64%×0.03

Jul '25—0.00%—

2 older reports

May '25—▲+0.67%—

Feb '25—▼−6.73%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 5 report · est.

Bull1

157managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2

3tracked funds holding CMRCN-PORT · Aug 31 '26

7 of 25of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Sep 28 '26once per report · top 2 per case

CMRC report session

No linked exposure.

Oct 22impliedImplied move: ±41.5% into Nov 5 earnings (Oct 22 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.