Commerce.com raises 2026 non-GAAP operating income outlook to $35.3 million-$37.3 million
CMRC•Commerce.com raised its 2026 non-GAAP operating income outlook to $35.3 million-$37.3 million, lifting the midpoint by $2.3 million, while keeping revenue guidance at $339 million-$342 million.
1. Raised income outlook
Commerce.com raised its 2026 non-GAAP operating income outlook to $35.3 million-$37.3 million, increasing the midpoint by $2.3 million. Full-year revenue guidance remains $339 million-$342 million, with the midpoint unchanged.
2. Fourth-quarter and 2027 plans
The company forecast fourth-quarter revenue of $83.4 million-$86.4 million and non-GAAP operating income of $6.8 million-$8.8 million. Preliminary 2027 planning assumes broadly flat revenue and targets a non-GAAP operating margin of at least 20%.
3. Cost savings
Commerce.com maintained its targeted annualized cost savings of $60 million-$80 million and raised expected 2026 savings to approximately $5 million from $3 million.
