Q4 Earnings Roundup: BigCommerce (NASDAQ:BIGC) And The Rest Of The E-commerce Software Segment
Quarterly earnings results are a good time to check in on a company's progress, especially compared to its peers in the same sector. Today we are looking at BigCommerce (NASDAQ:BIGC) and the best and worst performers in the e-commerce software industry.
While e-commerce has been around for over two decades and enjoyed meaningful growth, its overall penetration of retail still remains low. Only around $1 in every $5 spent on retail purchases comes from digital orders, leaving over 80% of the retail market still ripe for online disruption. It is these large swathes of the retail where e-commerce has not yet taken hold that drives the demand for various e-commerce software solutions.
The 5 e-commerce software stocks we track reported a mixed Q4. As a group, revenues beat analysts' consensus estimates by 0.9% while next quarter's revenue guidance was in line.
While some e-commerce software stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 4.3% since the latest earnings results.
Weakest Q4: BigCommerce (NASDAQ:BIGC)
Founded in Sydney, Australia in 2009 by Mitchell Harper and Eddie Machaalani, BigCommerce (NASDAQ:BIGC) provides software for businesses to easily create online stores.
BigCommerce reported revenues of $87.03 million, up 3.4% year on year. This print was in line with analysts' expectations, but overall, it was a slower quarter for the company with a miss of analysts' billings estimates.
'Over the last several months, we have focused on executing our go-to-market transformation, aligning our strategy, structure and messaging to reflect the full power of BigCommerce,' said Travis Hess, CEO of BigCommerce.
BigCommerce delivered the slowest revenue growth of the whole group. The stock is up 6% since reporting and currently trades at $7.10.
.
Best Q4: Shopify (NYSE:SHOP)
Originally created as an internal tool for a snowboarding company, Shopify (NYSE:SHOP) provides a software platform for building and operating e-commerce businesses.
Shopify reported revenues of $2.81 billion, up 31.2% year on year, outperforming analysts' expectations by 3%. The business had a strong quarter with an impressive beat of analysts' EBITDA estimates and a solid beat of analysts' total payment volume estimates.
Shopify delivered the biggest analyst estimates beat and fastest revenue growth among its peers. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 5.5% since reporting. It currently trades at $113.32.
Is now the time to buy Shopify? Access our full analysis of the earnings results here, it's free.
Wix (NASDAQ:WIX)
Founded in 2006 in Tel Aviv, Wix.com (NASDAQ:WIX) offers a free and easy to operate website building platform.
Wix reported revenues of $460.5 million, up 14% year on year, in line with analysts' expectations. It was a decent quarter as it posted revenue guidance for next quarter meeting analysts' expectations.
Wix delivered the weakest performance against analyst estimates and weakest full-year guidance update in the group. As expected, the stock is down 12.4% since the results and currently trades at $199.50.
GoDaddy (NYSE:GDDY)
Founded by Bob Parsons after selling his first company to Intuit, GoDaddy (NYSE:GDDY) provides small and mid-sized businesses with the ability to buy a web domain and tools to create and manage a website.
GoDaddy reported revenues of $1.19 billion, up 8.4% year on year. This result surpassed analysts' expectations by 1.4%. It was a satisfactory quarter as it also recorded a solid beat of analysts' EBITDA estimates.
GoDaddy pulled off the highest full-year guidance raise among its peers. The stock is down 16.8% since reporting and currently trades at $176.87.
Read our full, actionable report on GoDaddy here, it's free.
VeriSign (NASDAQ:VRSN)
While the company is not a domain registrar and does not directly sell domain names to end users, Verisign (NASDAQ:VRSN) operates and maintains the infrastructure to support domain names such as .com and .net.
VeriSign reported revenues of $395.4 million, up 3.9% year on year. This number was in line with analysts' expectations. However, it was a mixed quarter as it underperformed in some other aspects of the business.
The stock is up 7.3% since reporting and currently trades at $236.20.
Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
Join Paid Stock Investor Research
Help us make StockStory more helpful to investors like yourself. Join our paid user research session and receive a $50 Amazon gift card for your opinions. Sign up here.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Globe and Mail
an hour ago
- Globe and Mail
Crinetics Pharmaceuticals Announces June 2025 Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
SAN DIEGO, June 10, 2025 (GLOBE NEWSWIRE) -- Crinetics Pharmaceuticals, Inc. (Nasdaq: CRNX) today announced that on June 10, 2025, the Compensation Committee of the Board of Directors granted non-qualified stock option awards to purchase an aggregate of 74,000 shares of its common stock and granted an aggregate of 48,850 restricted stock unit ('RSU') awards to 20 new non-executive employees, in each case, under the Crinetics Pharmaceuticals, Inc. 2021 Employment Inducement Incentive Award Plan (the '2021 Inducement Plan'). The stock options and RSUs were granted as inducements material to the employees entering into employment with Crinetics in accordance with Nasdaq Listing Rule 5635(c)(4). The 2021 Inducement Plan is used exclusively for granting equity awards to individuals who were not previously employees of Crinetics, or following a bona fide period of non-employment, as an inducement material to such individuals' entering into employment with Crinetics, pursuant to Nasdaq Listing Rule 5635(c)(4). The stock options have an exercise price of $33.08 per share, which is equal to the closing price of Crinetics' common stock on the Nasdaq Global Select Market on June 10, 2025. The shares subject to the stock options will vest over four years, with 25% of the shares vesting on the one-year anniversary of the applicable vesting commencement date and the balance of the shares vesting in a series of 36 successive equal monthly installments thereafter, subject to each employee's continued employment with Crinetics on such vesting dates. The RSUs will vest over four years in equal annual installments beginning on the one-year anniversary of the applicable vesting commencement date, also subject to each employee's continued employment with Crinetics on such vesting dates. The stock option and RSU awards are subject to the terms and conditions of the 2021 Inducement Plan and the terms and conditions of an applicable stock option award agreement or RSU award agreement covering the respective grant. About Crinetics Pharmaceuticals Crinetics Pharmaceuticals is a clinical stage pharmaceutical company focused on the discovery, development, and commercialization of novel therapeutics for endocrine diseases and endocrine-related tumors. Crinetics' lead development candidate, paltusotine, is the first investigational once-daily, oral, selective somatostatin receptor type 2 (SST2) nonpeptide agonist that is in clinical development for acromegaly and carcinoid syndrome associated with neuroendocrine tumors. Atumelnant is currently in development for congenital adrenal hyperplasia and ACTH-dependent Cushing's syndrome. All of the company's drug candidates are orally delivered, small molecule, new chemical entities resulting from in-house drug discovery efforts, including additional discovery programs addressing a variety of endocrine conditions such as hyperparathyroidism, polycystic kidney disease, Graves' disease (including thyroid eye disease), diabetes, obesity and GPCR-targeted oncology indications. Investors: Gayathri Diwakar Head of Investor Relations gdiwakar@ (858) 345-6340
Globe and Mail
an hour ago
- Globe and Mail
HP Inc. Declares Dividend
PALO ALTO, Calif., June 10, 2025 (GLOBE NEWSWIRE) -- HP Inc. (NYSE: HPQ) has declared a cash dividend of $0.2894 per share on the company's common stock. The dividend, the fourth in HP's fiscal year 2025, is payable on October 1, 2025, to stockholders of record as of the close of business on September 10, 2025. HP has approximately 0.9 billion shares of common stock outstanding. About HP Inc. HP Inc. (NYSE: HPQ) is a global technology leader and creator of solutions that enable people to bring their ideas to life and connect to the things that matter most. Operating in more than 170 countries, HP delivers a wide range of innovative and sustainable devices, services and subscriptions for personal computing, printing, 3D printing, hybrid work, gaming, and more. For more information, please visit:
Globe and Mail
2 hours ago
- Globe and Mail
Tesla Stock Dips to Buy Zone—Robotaxi Catalyst Ahead?
Those who invest in shares of Tesla Inc. (NASDAQ: TSLA) know that they are signed up for one of the wildest roller coaster rides in the stock market today, not only because the stock has been historically volatile but also because the company's CEO, Elon Musk, is starting to get involved in other areas that could potentially turn his attention away from what needs to be done to secure Tesla's leadership and future. [content-module:CompanyOverview|NASDAQ:TSLA] As most are aware, Musk has resigned from his role in a special government agency called the Department of Government Efficiency (DOGE, for short). While the intentions were good regarding the type of work this agency was to accomplish, disagreements between Musk and President Trump have driven two opposing views to a volatile week in Tesla stock, leaving some shareholders to incur losses as collateral damage. Seasoned Wall Street participants would see the recent panic as an opportunity in the technology sector, especially for shareholders eyeing lower prices. For Tesla, however, this is where the charts become particularly useful. This is important, especially when viewed through an auction lens, because there is an obvious price that Tesla could reach before providing an optimal entry point. Gaming: The Future of Tesla Now that Musk can focus his energy on Tesla's development, one clear objective will be fulfilled in the coming months and quarters. The race to make the robotaxi dream a reality should return to the CEO's forefront, especially as new competition has entered the scene. Waymo, an autonomous driving platform owned by Alphabet Inc. (NASDAQ: GOOGL), has already made significant progress in this space, averaging up to 250,000 rides per week. Whether it is due to technological superiority, market share, or sheer adoption from end users, Tesla now has a lot of ground to make up in this regard. This is one positive catalyst investors can look forward to today, especially as Musk is set to come back to the ground floor at Tesla. With this in mind, investors should still command a price for the stock that prices out most (if not all) of the potential downside that could arise from this current political feud. With a robotaxi announcement expected in the coming weeks of June 2025, it is high time for investors to strategize their positioning in the stock before the information spreads out more quickly than they can react to it. For this reason, the following technical level should also be kept in mind. Where Tesla Can Be Bought Examining the one-year chart for Tesla, investors can identify a significant inefficiency. During late April 2025, the price jumped aggressively from $259 per share to $288 per share in a matter of hours, creating a pattern that some would call a buy-side imbalance, where the auction left little to no time for investors to enter and chase the upward momentum in price. On a psychological level, this means there are still bulls waiting on the sidelines for this price, making it a mental and emotional anchor for buy orders to be executed again. In fact, the $270 mark represented solid support due to this development, where impatient buyers couldn't wait to retest the lower end of the breakout and had to get in. After falling by roughly 15% in one week, the $270 area acted as a backstop for further selling, accurately fulfilling this technical and psychological setup. Therefore, those looking to buy have two choices from today's $295 per share price. One option is to make room for the price to move up toward the $310 mark again, where the opposite pattern formed. On the way down, numerous sell-side inefficiencies formed, as a fast auction didn't allow sellers to exit and cut their losses. Given the uncertainty, it wouldn't be too far from reality to expect these beaten-down bulls to revisit that price before letting go of their shares. [content-module:TradingView|NASDAQ:TSLA] So now investors can watch the reaction in Tesla's price in this range; if it continues to act as 'resistance,' then they can rest assured that the lower price area near $270 will be tested again. At this point, they will have another incentive to open new positions on the long side. Here's a good sign that supports this view: up to $20 billion of institutional buying took place over the recent quarter for Tesla stock, a period that overlaps with this inefficiency, with the stock reaching the $270 mark, indicating a footprint of institutional liquidity advantages being taken. The map is laid out, and at 60% of its 52-week high, Tesla stock offers new investors a great risk-to-reward ratio moving forward, especially with a new $500 per share price target set by Dan Ives, an analyst from Wedbush Securities as of early June 2025. In his view, Tesla promises a rally of up to 70% from its current level. Where Should You Invest $1,000 Right Now? Before you make your next trade, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. Our team has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and none of the big name stocks were on the list. They believe these five stocks are the five best companies for investors to buy now...
