Commerce.com is trading 5.2% down now at $2.10 as investors continue digesting the August 6 earnings release and outlook reduction.

  • Second-quarter revenue reached $84.51 million, slightly below expectations, despite an EPS beat.
  • Management lowered full-year revenue guidance to $336.5 million–$344.5 million and operating-income guidance to $28 million–$34 million.
  • Softer B2C demand, cautious bookings, narrower partner focus, and higher AI infrastructure costs pressured sentiment.