SPS Commerce raises FY26 EPS view to $4.73-$4.76 from $4.42-$4.50

Consensus $4.49. Lowers FY26 revenue view to $796M-$802M from $798.5M-$806.8M, consensus $801.83M. Sees FY26 adjusted EBITDA $262.8M-$267.3M. “SPS Commerce’s (SPSC) core business fundamentals remain strong. We are focused on driving margin expansion through operating leverage and AI-driven efficiencies,” said Joe Del Preto, CFO of SPS Commerce. “With a large addressable market, a clear path to scale, and disciplined capital allocation, SPS is well positioned to deliver balanced growth and long-term shareholder value.”