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SPS Commerce, Inc. SPSC

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Price alert · SPSC

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82.99 USD -2.79 -3.25%

At close · Oct 30

82.99 0.00 0.00%

After hours · Oct 30, 4:00 PM ET

Bid
82.93 × 2
Ask
82.99 × 2
80.87 Day range 86.14
49.91 52-week range 103.89
YTD
-6.89%
1 year
-20.12%
Open
85.78
Prev close
85.78
Mkt cap
2.99B
Vol
659.41K
Avg vol
541.23K
EPS
2.07
P/E
40.09
Div yield
0.00%
More statistics
Low
80.87
High
86.14
Forward P/E
15.36
Beta
0.62
Short ratio
5.89
Inst. own
114.69%
Dividend
0.00
Ex-div date
Earnings
Feb 11, 2027
50-d avg
83.31
200-d avg
68.12
1y target
81.55

3M chart

Chart tools
Interval
SPSC three-month price chart69.075.080.986.992.8Jul 31Aug 19Sep 8Sep 24Oct 13Oct 30

Key statistics

Market cap
2.99B
Enterprise value
2.92B
Trailing P/E
40.09
Forward P/E
15.36
PEG ratio
4.55
Price / sales
3.87
Price / book
3.20
EPS (TTM)
2.07
Beta
0.62
Dividend yield
0.00%
Payout ratio
0.00%
Profit margin
10.10%
Revenue (TTM)
772.49M
Revenue growth
5.60%
Free cash flow
176.57M
Total cash
173.17M
Total debt
6.31M
Return on equity
8.26%
Shares outstanding
36.00M
Short % of float
9.45%
50-day average
83.31
200-day average
68.12

Analyst view

Consensus: hold

Hold
Price target (mean) 81.55 -1.7% downside
Target (low)
65.00
Target (mean)
81.55
Target (high)
103.00
Ratings (0m) 12 3 buy · 8 hold · 1 sell
  • Strong buy1
  • Buy2
  • Hold8
  • Sell1
  • Strong sell0

Next earnings

Feb 11, 2027

Expected Feb 11, 2027. Consensus EPS estimate 1.31.

Earnings history

Financials — quick view

All financials
SPSC Revenue — quarterly 197.65M
2022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 20262026-Q3 2026
SPSC Net income — quarterly 30.68M
2022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 20262026-Q3 2026
SPSC EPS — quarterly 0.85
2022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 20262026-Q3 2026

Earnings

SPSC recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Feb 11, 2027Dec 30, 20261.31———
Oct 29, 2026Sep 30, 20261.231.39+0.16+13.01%
Jul 30, 2026Jun 30, 20261.091.27+0.18+16.51%
Apr 30, 2026Mar 31, 20261.021.10+0.08+7.84%
Feb 12, 2026Dec 31, 20251.001.14+0.14+14.00%
Oct 30, 2025Sep 30, 20250.991.13+0.14+14.14%

Upgrades / downgrades

SPSC analyst upgrades and downgrades
DateFirmActionFromTo
Oct 30, 2026DA DavidsonmainNeutralNeutral
Oct 20, 2026CitigroupmainBuyBuy
Oct 14, 2026StifelmainHoldHold
Aug 19, 2026NeedhammainBuyBuy
Jul 31, 2026Morgan StanleymainUnderweightUnderweight
Jul 31, 2026Cantor FitzgeraldmainNeutralNeutral

About SPS Commerce, Inc.

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 through fully automated operations; and Analytics product that simplifies managing sell-through data from customers business partners that handle data acquisition, cleansing, normalization, and delivery. In addition, it offers various complimentary products, such as assortment product, which simplifies the communication of robust, accurate item data by automatically translating item attributes, and hierarchies through single connection across all sales channels; and relationship management product that allows organizations to accelerate digitization of their supply chain and improve collaboration with suppliers through change management, onboarding programs, and supplier score carding. 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.

Sector
Technology
Industry
Software - Application
Country
United States

News

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Insider holders

SPSC insider holders
InsiderRelationLatest transactionDateShares held
COLLINS CHADWICKChief Executive OfficerSaleFeb 19, 2026174,238
DEL PRETO JOSEPH M IIChief Financial OfficerStock Award(Grant)May 6, 2026141,707
JUCKNIESS DANIELOfficerSaleFeb 19, 20251,367,200
NELSON KIMBERLY KChief Financial OfficerSaleFeb 19, 2026185,617
REAUME MARTY MDirectorStock Award(Grant)May 27, 202612,894
RELLER TAMI LDirectorStock Award(Grant)May 27, 202654,908

Institution ownership

SPSC institution ownership
Holder% heldSharesValueReported
Blackrock Inc.16.48%5,934,211492.48MJun 29, 2026
Vanguard Portfolio Management LLC8.10%2,914,709241.89MJun 29, 2026
Disciplined Growth Investors, Inc.5.90%2,123,881176.26MJun 29, 2026
Neuberger Berman Group, LLC4.95%1,780,876147.79MJun 29, 2026
Vanguard Capital Management LLC4.44%1,598,383132.65MJun 29, 2026
State Street Corporation4.29%1,545,696128.28MJun 29, 2026

Fund ownership

SPSC fund ownership
Holder% heldSharesValueReported
iShares Trust-iShares Core S&P Small-Cap ETF5.95%2,143,472177.89MSep 29, 2026
NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund3.34%1,203,89799.91MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.08%1,110,02192.12MJun 29, 2026
VANGUARD WORLD FUND-Vanguard Information Technology Index Fund2.66%958,06979.51MAug 30, 2026
iShares Trust-iShares Russell 2000 ETF2.64%949,93278.83MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.22%799,32966.34MJun 29, 2026
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