SPS Commerce, Inc. (SPSC)
| Market Cap | 2.96B -26.6% |
| Revenue (ttm) | 772.49M +9.8% |
| Net Income | 78.00M -6.0% |
| EPS | 2.09 -4.2% |
| Shares Out | 36.00M |
| PE Ratio | 39.36 |
| Forward PE | 16.13 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 388,483 |
| Open | 80.88 |
| Previous Close | 81.01 |
| Day's Range | 80.45 - 82.27 |
| 52-Week Range | 49.04 - 114.87 |
| Beta | 0.51 |
| Analysts | Hold |
| Price Target | 75.45 (-8.16%) |
| Est. Earnings | Oct 29, 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]
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 StatementsAnalyst Summary
According to 12 analysts, the average rating for SPSC stock is "Hold." The 12-month stock price target is $75.45, which is a decrease of -8.16% from the latest price.
News
This Company's Software Manages Supply Chains for Retailers. Its Stock Can Surge 30%.
Faxes? According to Scott Berg, managing director of software research at Needham, many companies today still send invoices through this 20th-century technology. That fun fact means that after 29 year...
SPS Commerce Brings Network Intelligence to AI, Enabling Supply Chain Leaders to Turn Investment into Insight
MINNEAPOLIS--(BUSINESS WIRE)--SPS Commerce (NASDAQ: SPSC), the leading intelligent supply chain network, today announced a new wave of product innovation that combines agentic AI with the intelligence...
Peer deal multiples imply possible $94 takeout price for SPS Commerce, says Citi
Citi analyst George Kurosawa noted that Bloomberg reported that SPS Commerce (SPSC) is said to be in discussions to be acquired by private equity firm GTCR, which follows reporting from…
SPS Commerce jumps 11% after report on go-private talks
11:25 EDT SPS Commerce (SPSC) jumps 11% after report on go-private talks
SPS Commerce in talks to be bought by GTCR, Bloomberg says
11:23 EDT SPS Commerce (SPSC) in talks to be bought by GTCR, Bloomberg says
SPS Commerce Transcript: Citi’s 2026 Global TMT Conference
The business is leveraging its managed network and AI-driven products to drive efficiency, margin expansion, and growth, with new agentic solutions set for broader rollout by 2027. Recent go-to-market and organizational changes are fueling a strong sales pipeline, while international expansion and capital allocation remain focused on long-term value.
SPS Commerce to Present at Citi's 2026 Global TMT Conference
MINNEAPOLIS, Sept. 02, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced that management will present at Citi's 2026 Global TMT...
Walgreens, US Foods, Petco and More Recognized in the Inaugural Class of Top Supply Chain Leaders by SPS Commerce
MINNEAPOLIS--(BUSINESS WIRE)--SPS Commerce (NASDAQ: SPSC), the leading intelligent supply chain network, today announced the inaugural class of its Top Supply Chain Leaders, recognizing an initial 50 ...
SPS Commerce management to meet with Needham
Meeting to be held in New York on August 18 hosted by Needham.
SPS Commerce price target raised to $59 from $57 at Morgan Stanley
Morgan Stanley raised the firm’s price target on SPS Commerce (SPSC) to $59 from $57 and keeps an Underweight rating on the shares. After three consecutive quarters of missing consensus…
SPS Commerce price target raised to $65 from $55 at DA Davidson
DA Davidson analyst Gil Luria raised the firm’s price target on SPS Commerce (SPSC) to $65 from $55 and keeps a Neutral rating on the shares. The company’s Q2 results…
SPS Commerce price target raised to $70 from $60 at Cantor Fitzgerald
Cantor Fitzgerald raised the firm’s price target on SPS Commerce (SPSC) to $70 from $60 and keeps a Neutral rating on the shares. The Q2 results showed early stabilization in…
SPS Commerce price target raised to $78 from $70 at Baird
Baird analyst Joe Vruwink raised the firm’s price target on SPS Commerce (SPSC) to $78 from $70 and keeps a Neutral rating on the shares. The firm updated its model…
SPS Commerce price target raised to $70 from $60 at Stifel
Stifel raised the firm’s price target on SPS Commerce (SPSC) to $70 from $60 and keeps a Hold rating on the shares.
SPS Commerce raises FY26 adjusted EPS view to $4.84-$4.93 from $4.73-$4.76
Consensus $4.74. Cuts FY26 revenue view to $788.4M-$793.4M from $796M-$802M, consensus $796.22M. Raises FY26 adjusted EBITDA view to $264.6M-$269.1M from $262.8M-$267.3M. The company said, “As a resul...
SPS Commerce reports Q2 EPS $1.27, consensus $1.09
Reports Q2 revenue $197.82M, consensus $195.45M. “SPS Commerce (SPSC) is executing its growth and innovation roadmap. MAX, our agentic capabilities embedded within SPS’ supply chain network, has alrea...
SPS Commerce sees Q3 EPS $1.20-$1.23, consensus $1.24
Sees Q3 revenue $196.3M-$198.3M, consensus $201.91M. Sees Q3 adjusted EBITDA $67.4M-$69.4M. “Solid second-quarter performance reflects up-sell and cross-sell momentum across our core business,” said J...
SPS Commerce Earnings Call Transcript: Q2 2026
Q2 2026 saw 6% revenue growth and strong margin expansion, driven by upsell/cross-sell momentum and a focus on 1P suppliers after divesting the 3P segment. AI-powered solutions and a new Analytics platform delivered tangible customer ROI, with guidance reaffirming high single-digit core revenue growth and a 34% EBITDA margin for 2026.
SPS Commerce Earnings release: Q2 2026
SPS Commerce released its Q2 2026 earnings on July 30, 2026, summarizing the period's financial results.
SPS Commerce Quarterly report: Q2 2026
SPS Commerce has published its Q2 2026 quarterly earnings report on July 30, 2026.
SPS Commerce Slides: Q2 2026
SPS Commerce has posted slides in relation to its Q2 2026 quarterly earnings report, which was published on July 30, 2026.
SPS Commerce Reports Strong Second Quarter 2026 Financial Results
Second quarter 2026 revenue and Adjusted EBITDA exceed high end of guidance range Company provides updated full year 2026 guidance following recently completed divestiture
SPS Commerce price target raised to $82 from $76 at Citi
Citi raised the firm’s price target on SPS Commerce (SPSC) to $82 from $76 and keeps a Buy rating on the shares ahead of earnings. The firm says improving web…
SPS Commerce downgraded to Underweight from Equal Weight at Morgan Stanley
Morgan Stanley downgraded SPS Commerce (SPSC) to Underweight from Equal Weight with a price target of $57, down from $70. The company’s recent execution has been disappointing, and it will…
SPS Commerce Announces Date of Second Quarter 2026 Financial Results
MINNEAPOLIS, July 16, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced that it will issue its financial results for the second ...