SPS Commerce, Inc. (SPSC)
| Market Cap | 2.04B |
| Revenue (ttm) | 751.51M |
| Net Income (ttm) | 93.34M |
| Shares Out | 36.97M |
| EPS (ttm) | 2.46 |
| PE Ratio | 22.48 |
| Forward PE | 12.31 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 410,926 |
| Open | 56.25 |
| Previous Close | 54.88 |
| Day's Range | 55.07 - 57.74 |
| 52-Week Range | 50.55 - 153.16 |
| Beta | 0.62 |
| Analysts | Hold |
| Price Target | 96.80 (+75.08%) |
| Earnings Date | Apr 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]
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 Forecast
According to 10 analysts, the average rating for SPSC stock is "Hold." The 12-month stock price target is $96.8, which is an increase of 75.08% from the latest price.
News
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.
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...
SPS Commerce Earnings Call Transcript: Q4 2025
Achieved 100 consecutive quarters of revenue growth in 2025, with revenue up 18% year-over-year and strong recurring revenue. Guidance for 2026 anticipates 7% revenue growth and continued margin expansion, despite macro headwinds and Amazon policy changes.
SPS Commerce Appoints New Independent Directors to the Board
MINNEAPOLIS, Feb. 12, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, announced today that its Board of Directors appointed Michael McConnell ...
SPS Commerce Introduces MAX, New Capabilities Embedded in SPS' Agentic Supply Chain Network
MINNEAPOLIS--(BUSINESS WIRE)--SPS Commerce (NASDAQ: SPSC), the leading intelligent supply chain network, today announced MAX, delivering new and unparalleled agentic capabilities. MAX draws on 300,000...
SPS Commerce Transcript: 28th Annual Needham Growth Conference Virtual
The event highlighted a focus on expanding revenue recovery solutions, especially for medium and large customers, and adapting to recent Amazon policy changes. Growth will be driven by cross-selling, M&A, and European expansion, with margin improvements expected from operational efficiencies and AI.
SPS Commerce Announces New Product Innovations Enabling Retailers and Brands to Meet the Needs of Evolving Supply Chains
MINNEAPOLIS--(BUSINESS WIRE)--SPS Commerce, Inc. (NASDAQ:SPSC), a leader in retail supply chain cloud services, today announced new products and capabilities to address four key trends reshaping how g...
SPS Commerce to Present at the 28th Annual Needham Growth Conference
MINNEAPOLIS, Jan. 06, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), a leader in retail supply chain cloud services, today announced that management will present at the 28th Annual Needha...
SPS Commerce Transcript: 53rd Annual Nasdaq Investor Conference
The discussion highlighted a unique network-driven approach to digitizing retail supply chains, with growth focused on ARPU expansion and cross-selling new products like Revenue Recovery. Despite recent supplier-side pressures, the long-term opportunity is seen in further TAM penetration and global expansion.
SPS Commerce to Present at the Nasdaq 53rd Investor Conference
MINNEAPOLIS, Dec. 02, 2025 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), a leader in retail supply chain cloud services, today announced that management will present at the Nasdaq 53rd Invest...
Roku, SPS Commerce, Newell Brands And Other Big Stocks Moving Lower In Friday's Pre-Market Session
U.S. stock futures were mostly higher this morning, with the Nasdaq futures gaining more than 1% on Friday.
SPS Commerce Analysts Slash Their Forecasts After Q3 Results
SPS Commerce, Inc. (NASDAQ:SPSC) reported mixed third-quarter financial results and issued fourth-quarter guidance below estimates. Also, the company cut its FY25 sales guidance below estimates.
SPS Commerce Earnings Call Transcript: Q3 2025
Q3 2025 saw 16% revenue growth and strong recurring revenue, but revenue recovery underperformed due to seasonality and Amazon policy changes. Guidance for 2026 anticipates 7%-8% revenue growth, with margin expansion and continued focus on cross-sell and operational efficiency.
SPS Commerce Announces Date of Third Quarter 2025 Financial Results
MINNEAPOLIS, Oct. 16, 2025 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), a leader in retail supply chain cloud services, today announced that it will issue its financial results for the third...
SPS Commerce Transcript: Investor Day 2025
The event outlined a strategy centered on expanding a cloud-based retail network, leveraging data and AI for growth, and enhancing product offerings through acquisitions and innovation. Financial guidance targets high single-digit revenue growth and margin expansion, supported by a large addressable market and proven customer value.
SPS Commerce to Host Investor Day on September 23, 2025
MINNEAPOLIS, Sept. 09, 2025 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), a leader in retail supply chain cloud services, today announced that it will host its Investor Day on Tuesday, Septem...
SPS Commerce Transcript: Citi’s 2025 Global Technology, Media and Telecommunications Conference
The conference highlighted strong network growth, a refreshed $11B TAM, and a multi-year outlook of high single-digit organic growth with 2% annual EBITDA margin expansion. Revenue recovery and international expansion are key growth drivers, while AI and operational efficiencies support margin gains.
SPS Commerce to Present at Citi's 2025 Global TMT Conference
MINNEAPOLIS, Aug. 28, 2025 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), a leader in retail supply chain cloud services, today announced that management will present at Citi's 2025 Global TMT...
SPS Commerce Earnings Call Transcript: Q2 2025
Q2 2025 saw 22% revenue growth and strong recurring revenue, with adjusted EBITDA up 27%. Guidance for 2025 remains robust, though supplier-side caution and macro uncertainty are impacting deal cycles and ARPU. Integration of recent acquisitions is progressing well.
SPS Commerce Reports Second Quarter 2025 Financial Results
Company delivers 98th consecutive quarter of topline growth Second quarter 2025 re venue grew 22% and recurring revenue grew 24% from the second quarter of 2024 MINNEAPOLIS, July 30, 2025 (GLOBE NEWSW...
SPS Commerce Announces Date of Second Quarter 2025 Financial Results
MINNEAPOLIS, July 16, 2025 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), a leader in retail supply chain cloud services, today announced that it will issue its financial results for the secon...
SPS Commerce Transcript: D.A. Davidson 1st Annual Consumer & Technology Conference
SPS Commerce is expanding its cloud-based supply chain network through community enablement, new product launches, and strategic acquisitions. Recent growth is driven by new retailer programs, cross-sell opportunities, and international expansion, with a focus on increasing supplier connections and leveraging network data for future monetization.
SPS Commerce to Present at the 1st Annual D.A. Davidson Technology & Consumer Conference
MINNEAPOLIS, June 03, 2025 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), a leader in retail supply chain cloud services, today announced that management will present at the 1st Annual D.A. Da...
SPS Commerce Enhances Offering to Include Suite of Services for Manufacturing Supply Chain
MINNEAPOLIS--(BUSINESS WIRE)--SPS Commerce, Inc. (NASDAQ: SPSC), a leader in retail supply chain cloud services, today announced Manufacturing Supply Chain Performance Suite, a Full-service EDI offeri...
SPS Commerce Earnings Call Transcript: Q1 2025
Q1 FY25 revenue grew 21% to $181.5M, with recurring revenue up 23% and adjusted EBITDA up 22%. The Carbon6 acquisition added 8,500 customers, and FY25 guidance remains strong despite macro uncertainty, with automation and efficiency driving demand.