BigCommerce Partners with Stripe to Support New Agentic Commerce Suite and Empower Merchants to Sell Through AI Agents While Maintaining Security

Rhea-AI Summary

Commerce (Nasdaq: CMRC) announced on Dec 18, 2025 that BigCommerce integrated with Stripe’s Agentic Commerce Suite, enabling merchants to make product catalogs discoverable and purchasable by AI agents through a single integration.

Key benefits include agentic discovery without separate LLM integrations, a flexible agent-powered checkout that supports taxes, shipping and order handoff using BigCommerce order systems, merchant-of-record control over customer relationships, and fraud protection via Shared Payment Tokens and Stripe Radar. The integration is built for interoperability so merchants can test and adopt agentic commerce incrementally.

Positive

• Single integration connects product catalogs to AI agents
• Agentic checkout supports taxes, shipping, and order handoff
• Fraud protection via Shared Payment Tokens and Stripe Radar

Negative

• Agentic commerce exposes merchants to unique non-human fraud risks
• Merchants must test and adopt agentic flows incrementally

News Market Reaction

+1.88%

1 alert

+1.88% News Effect

On the day this news was published, CMRC gained 1.88%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Reality Check

Price: $3.99 Vol: Volume 569,480 is at 0.92...

normal vol

$3.99 Last Close

Volume Volume 569,480 is at 0.92x its 20-day average of 615,947 shares. normal

Technical Shares at $4.25 are trading below the 200-day MA of $4.68 and 23.35% under the 52-week high.

Peers on Argus

CMRC was down 1.16% while key peers like BIGC (-7.72%), OOMA (-3.71%), API (-1.2...

CMRC was down 1.16% while key peers like BIGC (-7.72%), OOMA (-3.71%), API (-1.27%), PUBM (-0.78%) and LAW (-0.12%) also traded lower, suggesting broader software pressure but without confirmed sector-wide momentum.

Historical Context

5 past events · Latest: Dec 15 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 15	Customer success case	Positive	+0.5%	EuroOptic reported higher sales, traffic and conversion on Commerce stack.
Nov 25	Investor conferences	Neutral	+1.6%	Participation in two December technology investor conferences with webcasts.
Nov 06	Industry recognition	Positive	+0.6%	BigCommerce named Challenger in 2025 Gartner Magic Quadrant for commerce.
Nov 06	Q3 2025 earnings	Positive	+0.6%	Q3 revenue and ARR growth with stronger margins and positive non‑GAAP income.
Nov 05	Product launch	Positive	+3.5%	New Feedonomics apps for Shopify to optimize listings and fulfillment.

Pattern Detected

Recent product, recognition, and earnings announcements have generally coincided with modestly positive next-day price reactions.

Recent Company History

Over the last few months, CMRC has reported several constructive updates. On Nov 6, 2025, Q3 2025 results showed revenue of $86.0M and ARR of $355.7M, with improved profitability metrics, and the stock rose about 0.64%. Multiple product and partnership‑style announcements on Nov 5 and Dec 15, 2025, plus recognition in the 2025 Gartner Magic Quadrant, also saw small positive reactions. Today’s Stripe agentic commerce integration fits this pattern of incremental ecosystem and AI‑focused enhancements.

Market Pulse Summary

This announcement highlights CMRC’s focus on AI-driven commerce by integrating BigCommerce with Stri...

Analysis

This announcement highlights CMRC’s focus on AI-driven commerce by integrating BigCommerce with Stripe’s Agentic Commerce Suite. Merchants gain agentic discovery, configurable checkout, fraud tools like Shared Payment Tokens, and the ability to keep merchant-of-record control while using existing catalogs and order systems. In recent quarters CMRC reported Q3 revenue of $86.0M and ARR of $355.7M, alongside other ecosystem launches, so investors may watch for tangible adoption metrics and revenue contributions from these AI and payments capabilities.

Key Terms

agentic commerce, AI Agents, Shared Payment Tokens, LLM integrations, +1 more

5 terms

agentic commerce technical

"capitalize on the emerging era of AI agent-driven shopping with speed..."

Agentic commerce is buying and selling driven by autonomous digital agents — such as smart apps, bots, or AI assistants — that act on a person’s or business’s behalf to find, compare, negotiate and execute transactions. Investors should care because these agents can change who controls customer relationships, cut costs and speed up sales like a personal shopper that never sleeps, but they also shift competitive dynamics, data value and regulatory risk for platforms and retailers.

AI Agents technical

"making products discoverable and purchasable by AI Agents."

AI agents are computer programs designed to perform tasks or make decisions automatically, often by learning from data and adapting to new information. They act like virtual assistants or robots that can handle complex activities without human intervention, which can help businesses and individuals save time and improve efficiency. For investors, AI agents matter because they can enhance decision-making and automate processes that influence markets and financial outcomes.

Shared Payment Tokens financial

"Process agentic payments using Shared Payment Tokens (SPTs) and Stripe Radar..."

A shared payment token is a digital stand-in for a customer’s actual card or bank details that can be used across multiple merchants, devices, or payment apps without exposing the real account number. Think of it like a library card number that works at many branches: it speeds checkout, reduces the risk of fraud, and makes it easier for different sellers and payment providers to accept the same secure credential. Investors care because wider token adoption can lower fraud losses, change transaction fees, and shift competitive dynamics in the payments industry.

LLM integrations technical

"through a connection to Stripe, removing the need for individual LLM integrations."

LLM integrations connect large language models—advanced AI systems that understand and generate human-like text—into a company’s software, products, or workflows so the AI can answer questions, draft content, summarize information, or automate routine tasks. For investors, these integrations can speed operations, reduce costs, improve customer experience and unlock new product features; think of them as adding a highly efficient, always-available team member that can scale across many tasks and influence revenue and margins.

merchant-of-record financial

"Maintain merchant-of-record status, keep control over customer relationships..."

The merchant-of-record is the legal entity listed on a customer’s receipt that processes payments, collects cash, handles taxes, issues refunds, and accepts liability for chargebacks and fraud. Think of it as the “cashier” for a sale who is legally responsible for the transaction. Investors care because that role determines who reports the revenue, who bears operational and legal risks, and how taxes and cash flow are handled, all of which affect a company’s financial picture.

AI-generated analysis. Not financial advice.

New Stripe Agentic Commerce Suite integration will give BigCommerce merchants seamless access to AI-driven discovery, checkout and payments with minimal operational change

AUSTIN, Texas, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Commerce (Nasdaq: CMRC), an open, intelligent ecosystem of technology solutions and the parent company of leading ecommerce platform BigCommerce, today announced BigCommerce’s integration with Stripe’s new Agentic Commerce Suite, which will enable BigCommerce merchants to capitalize on the emerging era of AI agent-driven shopping with speed, security and flexibility.

Stripe’s Agentic Commerce Suite is a powerful new toolset that helps merchants succeed in the new era of AI-driven discovery by making products discoverable and purchasable by AI Agents. Through a single integration, BigCommerce merchants will be able to connect their existing product catalogs to their choice of available AI Agents to power an agentic checkout experience, allowing merchants to scale while still maintaining control of their brand.

“Stripe’s Agentic Commerce Suite is a major step toward making agentic commerce truly accessible for BigCommerce merchants,” said Sharon Gee, senior vice president of product for AI at Commerce. “Stripe has taken something that used to require months of bespoke engineering work and made it possible through a single, configurable integration. BigCommerce merchants will be able to unlock AI-driven discovery and checkout flows while continuing to use their existing catalogs, order systems, and operational processes. This is exactly the kind of practical innovation merchants need to adopt agentic commerce with confidence—simplified, secure, and built to scale.”

Key benefits include:

• Agentic Discovery: Make products available to leading AI agents through a connection to Stripe, removing the need for individual LLM integrations.
• Flexible, Fast Checkout: Activate agent-powered purchases with built-in support for taxes, shipping and order handoff, using BigCommerce order systems and Stripe’s simple agentic checkout flow designed to improve conversion.
• Maintain Control: Maintain merchant-of-record status, keep control over customer relationships and communications, and inform agentic shopping with inventory and pricing logic from the BigCommerce platform.
• Fraud Protection: Process agentic payments using Shared Payment Tokens (SPTs) and Stripe Radar to mitigate fraud risks unique to non-human traffic.

All components are built with interoperability in mind, allowing BigCommerce merchants to test and adopt AI-driven commerce incrementally while maintaining full control of the customer experience.

To learn more about Stripe’s Agentic Commerce Suite, see the blog here.

About Commerce
Commerce (Nasdaq: CMRC) empowers businesses to innovate, grow, and thrive by providing an open, AI-driven commerce ecosystem. As the parent company of BigCommerce, Feedonomics, and Makeswift, Commerce connects the tools and systems that power growth, enabling businesses to unlock the full potential of their data, deliver seamless and personalized experiences across every channel, and adapt swiftly to an ever-changing market. Trusted by leading businesses like Coldwater Creek, Cole Haan, Harvey Nichols, King Arthur Baking Co., Mizuno, Perry Ellis, SportsShoes and Uplift Desk, Commerce delivers the storefront control, optimized data, and AI-ready tools businesses need to grow, serve diverse buyers, and operate with confidence in an increasingly intelligent, multi-surface world. For more information, visit commerce.com or follow us on X and LinkedIn.

BigCommerce®, the Commerce logo, and other brands are the trademarks or registered trademarks of BigCommerce Pty. Ltd. Third-party trademarks and service marks are the property of their respective owner.

Media Contact:
Brad Hem
pr@commerce.com

FAQ

What did Commerce (CMRC) announce on Dec 18, 2025 about BigCommerce and Stripe?

BigCommerce integrated with Stripe’s Agentic Commerce Suite to enable AI agent discovery, agentic checkout, and payments via a single integration.

How does the Stripe Agentic Commerce Suite affect BigCommerce checkout for CMRC merchants?

It enables agent-powered purchases with built-in support for taxes, shipping, and order handoff while using BigCommerce order systems.

Will CMRC merchants keep control of customer relationships with the Stripe integration?

Yes; merchants maintain merchant-of-record status and control over customer relationships, inventory, and pricing logic.

What fraud protections are included for CMRC merchants using agentic commerce?

Agentic payments can use Shared Payment Tokens (SPTs) and Stripe Radar to mitigate fraud risks unique to non-human traffic.

Can CMRC merchants adopt agentic commerce immediately across all channels?

Merchants can test and adopt incrementally, using interoperability to roll out AI-driven commerce gradually.