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Sps Commerce (SPSC)
NASDAQ:SPSC

SPS Commerce (SPSC) Price & Analysis

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268 Followers

SPSC Stock Chart & Stats

$56.51
-$0.29(-0.16%)
At close: 4:00 PM EST
$56.51
-$0.29(-0.16%)

Bulls Say, Bears Say

Bulls Say
European Market GrowthElectronic invoicing mandates in Europe are accelerating retailer digitization and can drive the company's regional expansion and revenue opportunity.
Governance And LeadershipAnalyst highlights collaboration with activist investors that resulted in a new CFO appointment and two board additions, which can sharpen strategic focus and boost investor confidence.
Margin ExpansionCompany's emphasis on gross margin improvement and operating margin discipline supports profitability resilience even amid revenue pressures.
Bears Say
Below-consensus GuidanceManagement's guidance coming in below consensus indicates reduced expectations and raises the risk of near-term share price pressure.
Customer Base Macro SensitivityHigh exposure to small and midsize supplier customers increases vulnerability to macroeconomic weakness, elevating the risk of continued growth deceleration.
Supplier Budget HeadwindsSupplier budget scrutiny and timing issues in enablement campaigns are weighing on the recovery business and could keep revenue growth subdued.

SPS Commerce News

SPSC FAQ

What was Sps Commerce’s price range in the past 12 months?
Sps Commerce lowest stock price was $52.56 and its highest was $153.16 in the past 12 months.
    What is Sps Commerce’s market cap?
    Sps Commerce’s market cap is $2.11B.
      When is Sps Commerce’s upcoming earnings report date?
      Sps Commerce’s upcoming earnings report date is Apr 23, 2026 which is in 51 days.
        How were Sps Commerce’s earnings last quarter?
        Sps Commerce released its earnings results on Feb 12, 2026. The company reported $1.14 earnings per share for the quarter, beating the consensus estimate of $1.008 by $0.132.
          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 0.98.
              How many shares outstanding does Sps Commerce have?
              Sps Commerce has 37,390,873 shares outstanding.
                What happened to Sps Commerce’s price movement after its last earnings report?
                Sps Commerce reported an EPS of $1.14 in its last earnings report, beating expectations of $1.008. Following the earnings report the stock price went down -4.371%.
                  Which hedge fund is a major shareholder of Sps Commerce?
                  Currently, no hedge funds are holding shares in SPSC
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    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

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call presented a mix of strong execution and durable fundamentals—notably milestone growth streak, healthy revenue and EBITDA expansion, ARPU improvement, cash generation, acquisitions, and AI product launches— tempered by near-term headwinds: macro/tariff impacts, Amazon policy effects on revenue recovery, 3P customer declines, timing delays on enablement campaigns, and a conservative near-term revenue guide. Management emphasized margin expansion, buybacks, and strategic focus on 1P and AI-driven cross-sell as offsets to the short-term pressures.View all SPSC earnings summaries

                    SPSC Stock 12 Month Forecast

                    Average Price Target

                    $83.11
                    ▲(47.07% Upside)
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<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              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":133.2,"date":1740787200000,"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 17,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":134.25,"date":1743465600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n          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15,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":138.87,"date":1751328000000,"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 21,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":103.88,"date":1754006400000,"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 13, \t&nbsp;</span>\n 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","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":82.24,"date":1761955200000,"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 29,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 20, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":80.72,"date":1764547200000,"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 27,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 21, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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