[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Beanie [@beaniemaxi](/creator/twitter/beaniemaxi) on x 228.4K followers Created: 2025-07-25 16:15:09 UTC $BIGC is down XX% from its fomo peak and XX% from the very hyped day X high IPO price. It’s a positive FCF partner-focused ecommerce platform in the midst of a transtion back to growth and asset light self-service model. Bigcommerce has a new CEO from Accenture who has led X companies that were sold to Shopify. He’s also brought along several team members with him. Anecdotally a very impressive and crisp speaker with over XX years of evommerce experience. Frankly a career of stacking W after W. This really is a misunderstood story that is trading at an all time low. The fud is that it’s simply worse than Shopify. And that may be true for simple ecommerce sites. Bigcommerce doesn’t purport to be a monolith. With Shopify it’s all plug and play down to payments. Perfect for normal businesses. Bigcommerce is increasingly focused on composability and openness. That is, businesses that require some degree of customization in its offerings. Like MLM, direct selling, travel. Essentially more complex businesses that aren’t served well by Shopify. This is its right to win. Especially true is Bigcommerce market dominance in B2B. Something it has recently laid into heavy. A market that Shopify doesn’t really compete in because of its limitations to serve the type of manufacturer business that require catalogs and flexible payment options that can be easily integrated. It sounds small but is still a relatively large scale SaaS with $350M of ARR. trading at only 1x ARR. Which is ridiculously cheap for a company that creates cash flow, regardless of growth. To put in persoective, Demandware had less ARR than that when it was sold to private equity and then again to Adobe. But immediate share price gains in tech come from growth. So how does revenue quickly scale? It owns Feedanomics for starters, which is a leading AI pricing intelligence tool. It recently partnered with Perplexity. Recently Cramer was asked about Bigcommerce and he said he favors Amazon stock instead. Which proves how little people understand this business as Feedonomics is a highly popular Amazon seller tool. The new CEO has talked alot about payments. We saw what Shop Pay has done to raducally increase Shopify earnings. The highly anticipated payments offering is set to drop early next year. Ofc this will be frontran. So you want to buy before that hype and the revenue revisions. As mentioned, the platform is in the midst of a transformational transition to self-service. Bigcommerce, Feedonomics, MakeSwift (store builder it acquired) and payments are all being integrated into a single platform. This will drive massive synergy. I’ve gone very deep on this name. I discovered (hasn’t been publicly announced) that it purchased the Commerce .com domain. I believe that a rebrand is coming with the new self-service platform. This is pretty awesome and not currently known by the market. I have alot more to say but will stop here for now. Q2 earnings are reported on Tuesday. Will update following that. But based on my research, I think expectations are sandbagged. Which is what you want to see in these sorts of opportunities. Especially when the stock is heavily shorted like this one is. XXXXXX engagements  **Related Topics** [ipo](/topic/ipo) [$bigc](/topic/$bigc) [accenture](/topic/accenture) [stocks technology](/topic/stocks-technology) [$shop](/topic/$shop) [Post Link](https://x.com/beaniemaxi/status/1948779062878482517)
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Beanie @beaniemaxi on x 228.4K followers
Created: 2025-07-25 16:15:09 UTC
$BIGC is down XX% from its fomo peak and XX% from the very hyped day X high IPO price. It’s a positive FCF partner-focused ecommerce platform in the midst of a transtion back to growth and asset light self-service model.
Bigcommerce has a new CEO from Accenture who has led X companies that were sold to Shopify. He’s also brought along several team members with him. Anecdotally a very impressive and crisp speaker with over XX years of evommerce experience. Frankly a career of stacking W after W.
This really is a misunderstood story that is trading at an all time low.
The fud is that it’s simply worse than Shopify. And that may be true for simple ecommerce sites. Bigcommerce doesn’t purport to be a monolith. With Shopify it’s all plug and play down to payments. Perfect for normal businesses.
Bigcommerce is increasingly focused on composability and openness. That is, businesses that require some degree of customization in its offerings. Like MLM, direct selling, travel. Essentially more complex businesses that aren’t served well by Shopify. This is its right to win.
Especially true is Bigcommerce market dominance in B2B. Something it has recently laid into heavy. A market that Shopify doesn’t really compete in because of its limitations to serve the type of manufacturer business that require catalogs and flexible payment options that can be easily integrated.
It sounds small but is still a relatively large scale SaaS with $350M of ARR. trading at only 1x ARR. Which is ridiculously cheap for a company that creates cash flow, regardless of growth. To put in persoective, Demandware had less ARR than that when it was sold to private equity and then again to Adobe.
But immediate share price gains in tech come from growth. So how does revenue quickly scale?
It owns Feedanomics for starters, which is a leading AI pricing intelligence tool. It recently partnered with Perplexity. Recently Cramer was asked about Bigcommerce and he said he favors Amazon stock instead. Which proves how little people understand this business as Feedonomics is a highly popular Amazon seller tool.
The new CEO has talked alot about payments. We saw what Shop Pay has done to raducally increase Shopify earnings. The highly anticipated payments offering is set to drop early next year. Ofc this will be frontran. So you want to buy before that hype and the revenue revisions.
As mentioned, the platform is in the midst of a transformational transition to self-service. Bigcommerce, Feedonomics, MakeSwift (store builder it acquired) and payments are all being integrated into a single platform. This will drive massive synergy.
I’ve gone very deep on this name. I discovered (hasn’t been publicly announced) that it purchased the Commerce .com domain. I believe that a rebrand is coming with the new self-service platform. This is pretty awesome and not currently known by the market.
I have alot more to say but will stop here for now. Q2 earnings are reported on Tuesday. Will update following that. But based on my research, I think expectations are sandbagged. Which is what you want to see in these sorts of opportunities. Especially when the stock is heavily shorted like this one is.
XXXXXX engagements
Related Topics ipo $bigc accenture stocks technology $shop