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Sps Commerce (SPSC)
NASDAQ:SPSC
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SPS Commerce (SPSC) Price & Analysis

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SPSC Stock Chart & Stats


Bulls Say, Bears Say

Bulls Say
EarningsSPS Commerce reported a solid second quarter with total and recurring revenue growing 22% and 24%, respectively, approximately $2 million ahead of expectations.
Market PositionSPS Commerce is well positioned to capture share in this $4B market as the leading EDI vendor with a large 500K network.
Strategic ExpansionSupplyPike is expanding into four new department stores, marking a significant acceleration in retailer growth for SPS' new revenue recovery solution.
Bears Say
Growth ProjectionsManagement's cautious outlook for 2026 fell short of projections and Street consensus, reflecting concerns over future performance.
Macroeconomic ImpactRevenue was on the lower end of its historical reported range due to macro and tariff-driven trepidation impacting supply chain software purchasing decisions.
Sales CycleIncreased market uncertainty surrounding tariffs and consumer spending is causing elongated sales cycles and tempered growth expectations.

SPS Commerce News

SPSC FAQ

What was Sps Commerce’s price range in the past 12 months?
Sps Commerce lowest stock price was $102.05 and its highest was $201.06 in the past 12 months.
    What is Sps Commerce’s market cap?
    Sps Commerce’s market cap is $4.03B.
      When is Sps Commerce’s upcoming earnings report date?
      Sps Commerce’s upcoming earnings report date is Oct 23, 2025 which is in 33 days.
        How were Sps Commerce’s earnings last quarter?
        Sps Commerce released its earnings results on Jul 30, 2025. The company reported $1 earnings per share for the quarter, beating the consensus estimate of $0.906 by $0.094.
          Is Sps Commerce overvalued?
          According to Wall Street analysts Sps Commerce’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Sps Commerce pay dividends?
            Sps Commerce does not currently pay dividends.
            What is Sps Commerce’s EPS estimate?
            Sps Commerce’s EPS estimate is 1.
              How many shares outstanding does Sps Commerce have?
              Sps Commerce has 37,908,764 shares outstanding.
                What happened to Sps Commerce’s price movement after its last earnings report?
                Sps Commerce reported an EPS of $1 in its last earnings report, beating expectations of $0.906. Following the earnings report the stock price went down -21.998%.
                  Which hedge fund is a major shareholder of Sps Commerce?
                  Currently, no hedge funds are holding shares in SPSC

                  Company Description

                  Sps Commerce

                  SPS Commerce, Inc. provides cloud-based supply chain management solutions worldwide. It offers solutions through the SPS Commerce, a cloud-based platform that enhances the way retailers, suppliers, grocers, distributors, and logistics firms manage and fulfill omnichannel orders, optimize sell-through performance, and automate new trading relationships. The company also provides Fulfillment solution that provides fulfillment automation and replaces or augments an organization's existing staff and trading partner electronic communication infrastructure by enabling easy compliance with retailers' rulebooks, automatic, and digital exchange of information among numerous trading partners through various protocols, and greater visibility into the journey of an order; and Analytics solution, which consists of data analytics applications that enables customers to enhance their visibility across supply chains through greater analytics capabilities. In addition, it offers various complimentary products, such as assortment product, which enables accurate order management and rapid fulfillment; and community product that accelerates vendor onboarding and ensures trading partner adoption of new supply chain requirements. The company was formerly known as St. Paul Software, Inc. and changed its name to SPS Commerce, Inc. in May 2001. SPS Commerce, Inc. was incorporated in 1987 and is headquartered in Minneapolis, Minnesota.

                  SPS Commerce (SPSC) Earnings & Revenues

                  SPSC Company Deck

                  SPSC Earnings Call

                  Q2 2025
                  0:00 / 0:00
                  Earnings Call Sentiment|Neutral
                  The earnings call presented a strong performance for SPS Commerce with consistent revenue and EBITDA growth. However, challenges related to macroeconomic uncertainties and supplier spending scrutiny pose potential risks to future growth. Despite these challenges, the company remains optimistic about its growth potential and strategic positioning in the market.View all SPSC earnings summaries

                  SPSC Stock 12 Month Forecast

                  Average Price Target

                  $153.30
                  ▲(41.10% Upside)
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16,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":183.99,"date":1735689600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 20,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":184.68,"date":1738368000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 23,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 7, \t&nbsp;</span>\n  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                  Ownership Overview

                  22.79%36.77%3.44%9.37%
                  22.79% Insiders
                  3.44% Other Institutional Investors
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