Commerce.com, Inc. (NASDAQ: CMRC) disclosed that Executive Chair Ellen F. Siminoff acquired 100,000 shares of Series 1 Common Stock on February 17, 2026. Share prices for the block ranged from $2.905 to $2.99, producing an aggregate transaction value of $294,080.
The transaction occurred while Commerce.com shares are trading close to their 52-week low of $2.41 and after the stock has fallen roughly 53% over the last 12 months.
Following the February 17 purchase, Siminoff’s direct ownership stands at 77,986 shares. In addition, she holds an indirect interest of 353,333 shares through The D & E Living Trust.
Recent corporate developments
Commerce.com has announced expansions to its payments and AI-related offerings through deeper integrations with Stripe. The company said it extended a partnership to give BigCommerce merchants worldwide access to Stripe’s Optimized Checkout Suite, which includes dynamic local and alternative payment methods as well as AI-driven fraud prevention tools.
Separately, BigCommerce, a Commerce.com subsidiary, integrated with Stripe’s Agentic Commerce Suite. That integration allows merchants to connect product catalogs to AI shopping agents.
Analyst actions and market context
On the analyst front, Morgan Stanley downgraded Commerce.com from Equalweight to Underweight. The firm cited ongoing execution issues and a structural disadvantage related to the company’s fragmented portfolio, and it lowered its price target to $4.00 from $6.50.
Canaccord Genuity also reduced its price target for Commerce.com, cutting it from $11.00 to $6.00 while maintaining a Buy rating. Canaccord noted that the company’s growth profile may not be strong enough to attract new investors in the current market.
Takeaway
The insider purchase by Siminoff increases her stake in Commerce.com at a time when the stock is near annual lows and when several analysts have trimmed expectations and targets. The company’s recent product and partner integrations with Stripe were highlighted alongside the analyst assessments, underscoring both opportunities in payments and AI-enabled commerce and ongoing execution and portfolio consolidation challenges.