SPS Commerce, Inc. (SPSC)
| Market Cap | 2.90B -5.2% |
| Revenue (ttm) | 780.24M +6.9% |
| Net Income | 83.12M -2.3% |
| EPS | 2.25 +0.6% |
| Shares Out | 35.44M |
| PE Ratio | 36.34 |
| Forward PE | 15.27 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 541,462 |
| Open | 80.95 |
| Previous Close | 82.58 |
| Day's Range | 79.00 - 82.91 |
| 52-Week Range | 49.04 - 96.54 |
| Beta | 0.65 |
| Analysts | Hold |
| Price Target | 84.82 (+3.55%) |
| Earnings Date | 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 $84.82, which is an increase of 3.55% from the latest price.
News
SPS Commerce price target raised to $76 from $74 at Morgan Stanley
Morgan Stanley raised the firm’s price target on SPS Commerce (SPSC) to $76 from $74 and keeps an Underweight rating on the shares. The firm updated its model following Q3…
SPS Commerce price target raised to $70 from $65 at DA Davidson
DA Davidson analyst Gil Luria raised the firm’s price target on SPS Commerce (SPSC) to $70 from $65 and keeps a Neutral rating on the shares. The company’s Q3 revenue…
SPS Commerce sees Q4 adjusted EPS $1.31-$1.36, consensus $1.31
Sees Q4 revenue $199.3M-$201.3M, consensus $203.41M.
SPS Commerce Earnings Call Transcript: Q3 2026
Q3 revenue grew 4% YoY and adjusted EBITDA margin reached 36%. Amazon policy changes and the 3P divestiture weighed on reported growth, while retail programs, AI products, and onboarding efficiencies supported core momentum and future margin expansion.
SPS Commerce Earnings release: Q3 2026
SPS Commerce released its Q3 2026 earnings on October 29, 2026, summarizing the period's financial results.
SPS Commerce Quarterly report: Q3 2026
SPS Commerce has published its Q3 2026 quarterly earnings report on October 29, 2026.
SPS Commerce Slides: Q3 2026
SPS Commerce has posted slides in relation to its Q3 2026 quarterly earnings report, which was published on October 29, 2026.
SPS Commerce sees FY26 adjusted EPS $5.05-$5.11, consensus $4.90
Sees FY26 revenue $786.9M-$788.9M, consensus $790.74M.
SPS Commerce reports Q3 adjusted EPS $1.39, consensus $1.23
Reports Q3 revenue $197.65M, consensus $197.45M.
SPS Commerce Reports Strong Third Quarter 2026 Financial Results
MINNEAPOLIS, Oct. 29, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced financial results for the third quarter ended September ...
SPS Commerce price target raised to $74 from $59 at Morgan Stanley
Morgan Stanley raised the firm’s price target on SPS Commerce (SPSC) to $74 from $59 and keeps an Underweight rating on the shares.
SPS Commerce price target raised to $99 from $82 at Citi
Citi analyst George Kurosawa raised the firm’s price target on SPS Commerce (SPSC) to $99 from $82 and keeps a Buy rating on the shares. The firm is “constructive” on…
SPS Commerce Announces Date of Third Quarter 2026 Financial Results
MINNEAPOLIS, Oct. 15, 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 third q...
SPS Commerce price target raised to $85 from $70 at Stifel
Stifel analyst J. Parker Lane raised the firm’s price target on SPS Commerce (SPSC) to $85 from $70 and keeps a Hold rating on the shares as part of a…
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…