SPS Commerce, Inc. (SPSC)

NASDAQ: SPSC · Real-Time Price · USD
59.64
+2.89 (5.09%)
At close: Jun 1, 2026, 4:00 PM EDT
58.20
-1.44 (-2.41%)
Pre-market: Jun 2, 2026, 7:44 AM EDT
Market Cap2.19B -61.5%
Revenue (ttm)762.08M +13.8%
Net Income90.87M +11.8%
EPS2.41 +12.5%
Shares Out 36.71M
PE Ratio24.76
Forward PE12.26
Dividendn/a
Ex-Dividend Daten/a
Volume1,139,812
Open58.49
Previous Close56.75
Day's Range56.65 - 60.19
52-Week Range49.04 - 147.61
Beta0.58
AnalystsHold
Price Target68.09 (+14.17%)
Earnings DateApr 30, 2026

About SPSC

SPS Commerce, Inc. provides cloud-based supply chain management solutions in the United States. It offers solutions through SPS Commerce, a cloud-based platform that connects retailers, brands, distributors, manufacturers, and logistics providers, handling the complexity of modern commerce operations. The company also provides Fulfillment, a comprehensive solution designed to streamline supply chain operation that sends and receives order data, ensuring accurate execution of required processes from order to invoicing and revenue recovery throug... [Read more]

Sector Technology
IPO Date Apr 22, 2010
Employees 2,948
Stock Exchange NASDAQ
Ticker Symbol SPSC
Full Company Profile

Financial Performance

In 2025, SPS Commerce's revenue was $751.51 million, an increase of 17.83% compared to the previous year's $637.77 million. Earnings were $93.34 million, an increase of 21.13%.

Financial Statements

Analyst Summary

According to 12 analysts, the average rating for SPSC stock is "Hold." The 12-month stock price target is $68.09, which is an increase of 14.17% from the latest price.

Price Target
$68.09
(14.17% upside)
Analyst Consensus: Hold
Stock Forecasts

News

SPS Commerce Transcript: AGM 2026

The meeting covered director elections, auditor ratification, and executive compensation, with all proposals approved by shareholders. Vote results will be certified and filed with the SEC. Stockholder questions will be addressed later.

4 days ago - Transcripts

SPS Commerce to Present at the William Blair 46th Annual Growth Stock Conference

MINNEAPOLIS, May 26, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced that management will present at the William Blair 46th An...

6 days ago - GlobeNewsWire

These 10 tech stocks have been models of consistency for a decade — none are chip stocks

Investors caught up in AI euphoria may need to be reminded that some industries go through slow periods.

14 days ago - Market Watch

SPS Commerce Proxy statement: Proxy filing

SPS Commerce filed a proxy statement on May 15, 2026, providing details for shareholder voting and corporate governance matters.

18 days ago - Filings

SPS Commerce participates in a conference call with William Blair

William Blair holds a conference call with management on May 13 at 11 am. Webcast Link

24 days ago - TheFly

SPS Commerce price target lowered to $76 from $84 at Citi

Citi lowered the firm’s price target on SPS Commerce (SPSC) to $76 from $84 and keeps a Buy rating on the shares.

4 weeks ago - TheFly

SPS Commerce price target lowered to $70 from $95 at Morgan Stanley

Morgan Stanley lowered the firm’s price target on SPS Commerce (SPSC) to $70 from $95 and keeps an Equal Weight rating on the shares. Q1 results disappointed, with revenue missing…

4 weeks ago - TheFly

SPS Commerce price target lowered to $60 from $70 at Cantor Fitzgerald

Cantor Fitzgerald lowered the firm’s price target on SPS Commerce (SPSC) to $60 from $70 and keeps a Neutral rating on the shares. SPS Commerce is showing gradual core recovery…

4 weeks ago - TheFly

SPS Commerce price target lowered to $75 from $110 at Needham

Needham lowered the firm’s price target on SPS Commerce (SPSC) to $75 from $110 and keeps a Buy rating on the shares. The company missed consensus revenue estimates and lowered…

4 weeks ago - TheFly

SPS Commerce price target lowered to $60 from $65 at Stifel

Stifel analyst J. Parker Lane lowered the firm’s price target on SPS Commerce (SPSC) to $60 from $65 and keeps a Hold rating on the shares.

4 weeks ago - TheFly

SPS Commerce reports Q1 EPS $1.10, consensus 98c

Reports Q1 revenue $192.1M, consensus $192.71M. “SPS Commerce (SPSC) delivered a solid performance this quarter, led by growth of our core business and momentum in cross-selling across our customer ba...

4 weeks ago - TheFly

SPS Commerce sees Q2 EPS $1.06-$1.09, consensus $1.10

Sees Q2 revenue $194.5M-$196.5M, consensus $198.44M. Sees Q2 adjusted EBITDA $60.9M-$62.4M.

4 weeks ago - TheFly

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 s...

4 weeks ago - TheFly

SPS Commerce Earnings Call Transcript: Q1 2026

Q1 2026 saw 6% revenue growth and strong recurring revenue, with AI-driven solutions like MAX gaining traction among customers. Amazon revenue recovery remains a headwind, but cross-selling and product integration are fueling growth, and share repurchases continue.

4 weeks ago - Transcripts

SPS Commerce Earnings release: Q1 2026

SPS Commerce released its Q1 2026 earnings on April 30, 2026, summarizing the period's financial results.

4 weeks ago - Filings

SPS Commerce Quarterly report: Q1 2026

SPS Commerce has published its Q1 2026 quarterly earnings report on April 30, 2026.

4 weeks ago - Filings

SPS Commerce Reports First Quarter 2026 Financial Results

First quarter 2026 revenue grew 6% and recurring revenue grew 7% from the first quarter of 2025 First quarter 2026 revenue grew 6% and recurring revenue grew 7% from the first quarter of 2025

4 weeks ago - GlobeNewsWire

SPS Commerce downgraded to Neutral from Buy at Rothschild & Co Redburn

Rothschild & Co Redburn downgraded SPS Commerce (SPSC) to Neutral from Buy with a price target of $60, down from $100. The firm believes the company has a “relatively low…

6 weeks ago - TheFly

SPS Commerce Proxy statement: Proxy filing

SPS Commerce filed a proxy statement on April 14, 2026, providing details for shareholder voting and corporate governance matters.

7 weeks ago - Filings

SPS Commerce Proxy statement: Proxy filing

SPS Commerce filed a proxy statement on April 14, 2026, providing details for shareholder voting and corporate governance matters.

7 weeks ago - Filings

SPS Commerce Transcript: Morgan Stanley Technology, Media & Telecom Conference 2026

The company is leveraging its large supply chain network and new AI-driven features to drive efficiency and growth, with a focus on upsell, cross-sell, and expanding retailer solutions. Financial priorities include margin expansion and capital allocation toward buybacks, while leadership transition supports continued execution.

3 months ago - Transcripts

SPS Commerce to Present at the Morgan Stanley Technology, Media & Telecom Conference

MINNEAPOLIS, Feb. 25, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced that management will present at the Morgan Stanley Techn...

3 months ago - GlobeNewsWire

SPS Commerce price target lowered to $95 from $100 at Morgan Stanley

Morgan Stanley lowered the firm’s price target on SPS Commerce (SPSC) to $95 from $100 and keeps an Equal Weight rating on the shares. Q4 results disappointed with revenue at…

3 months ago - TheFly

SPS Commerce price target lowered to $86 from $104 at Baird

Baird lowered the firm’s price target on SPS Commerce (SPSC) to $86 from $104 and keeps a Neutral rating on the shares. The firm updated its model following its results…

3 months ago - TheFly

Craig-Hallum downgrades SPS Commerce to Hold as unclear headwinds continue

As previously reported, Craig-Hallum downgraded SPS Commerce (SPSC) to Hold from Buy with a $70 price target following quarterly results and an underwhelming FY26 guide. While the company has now…

3 months ago - TheFly