This HubSpot Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Friday

Barclays Maintains Underweight on Commerce.com, Lowers Price Target to $2

Barclays analyst Raimo Lenschow maintains Commerce.com (NASDAQ:CMRC) with a Underweight and lowers the price target from $3 to $2.

Canaccord Genuity Downgrades Commerce.com to Hold, Lowers Price Target to $3

Canaccord Genuity analyst David Hynes downgrades Commerce.com (NASDAQ:CMRC) from Buy to Hold and lowers the price target from $6 to $3.

Commerce.com’s Q2 Results Validate Rezolve Ai’s Strategic Case as Standalone Outlook Deteriorates

Rezolve Ai highlighted Commerce.com's weak Q2 2026 results—featuring flat revenue growth (0.1%), declining subscriptions, margin compression, and reduced guidance—as validation of concerns raised when Commerce.com's board rejected their strategic combination proposal in April. In contrast, Rezolve Ai reported nearly 20x H1 growth and reaffirmed ~$360 million FY2026 revenue guidance, significantly outpacing Commerce.com's revised outlook.

Shares of enterprise application software are trading higher amid sympathy with Salesforce after the company reported Q2 financial results.

Salesforce To Report Mixed Q2; Investors Remain Skeptical About H2 Acceleration

Salesforce Q2 has analysts expecting mixed results. One expert maintains a Buy rating, citing positive signs in core growth drivers.

Shares of software companies are trading higher after B of A Securities raised its price targets on several stocks. The analyst attributed the raise to a combination of strong earnings, accelerated growth across several names and a re-rating of valuations as concerns about AI-related disruption ease.