SPS Commerce Inc (SPSC)

Currency in USD
82.58
-2.67(-3.13%)
Closed·
82.00-0.57(-0.70%)
·
SPSC is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
82.1586.01
52 wk Range
49.0496.54
Key Statistics
Prev. Close
85.24
Open
85.99
Day's Range
82.15-86.01
52 wk Range
49.04-96.54
Volume
374.95K
Average Volume (3m)
531.21K
1-Year Change
1.687%
Book Value / Share
25.91
Fair Value
unlockUnlock
Fair Value Upside
unlockUnlock
SPSC Scorecardpro icon
Company’s Health
Unlock
Fair Value
Unlock Price
Fair Price
Upside
Price Target
84.64
Upside
+2.49%
Members' Sentiments
Bearish
Bullish
ProTips
Holds more cash than debt on its balance sheet

SPS Commerce Inc News & Analysis

Show more

Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Sell
Technical Indicators
Strong Sell
Moving Averages
Strong Sell

Analyst Ratings

3 Buy
8 Hold
1 Sell
Ratings:
12 analysts
Overall Consensus
Neutral

Analysts 12-Month Price Target:

Average 84.64
(+2.49% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Morgan Stanley
Sell76.00-7.97%74.00Maintain05-11-2026
DA Davidson
Hold70.00-15.23%65.00Maintain30-10-2026
Morgan Stanley
Sell74.00-10.39%59.00Maintain26-10-2026
Citi
Buy99.00+19.88%82.00Maintain20-10-2026
Stifel
Hold85.00+2.93%70.00Maintain14-10-2026

SPS Commerce Inc Earnings Call Summary for Q3/2026

  • SPS Commerce Q3 adjusted EPS of $1.39 beat estimates by 13%, but shares fell 5% after hours on softer guidance and Amazon policy headwinds.
  • Revenue rose 4% YoY to $197.6M; adjusted EBITDA jumped 17% to $70.9M with margin at 36%, exceeding the 35% long-term target.
  • Amazon policy changes and faster shift from take-rate to subscription pricing cut growth ~500 bps; management noted guidance would've risen otherwise.
  • Q4 guidance: revenue $199.3M-$201.3M, EPS $1.31-$1.36; FY2026: revenue $786.9M-$788.9M, EPS $5.05-$5.11, underlying growth high single digits.
  • MAX Agents expected to monetize in 2027; AI-enabled Decision Intelligence launching H1 2027; company prioritizing adoption over near-term pricing.
Last Updated: 30-10-2026, 03:04 am
Read Full Transcript

Earnings

Latest Release
29-10-2026
EPS / Forecast
1.39 / 1.23
Revenue / Forecast
197.64M / 197.51M
EPS Revisions
Last 90 days

SPSC Income Statement

Compare SPSC to Peers and Sector

Metrics to compare
SPSC
Peers
Sector
Relationship
P/E Ratio
35.2x26.8x11.0x
PEG Ratio
59.610.080.01
Price/Book
3.1x6.2x2.4x
Price / LTM Sales
3.8x3.7x2.1x
Upside (Analyst Target)
2.5%7.9%48.2%
Fair Value Upside
Unlock24.7%10.8%Unlock

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.

Employees
2948

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
19.42M53.94%1.66B
Other Institutional Investors
20.29M46.06%1.73B
Public Companies & Retail Investors
0.000.00%0.00
Total
39.71M100.00%3.38B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.16.48%59,34,2115,05,832
Vanguard Portfolio Management, LLC8.10%29,14,7092,48,450

FAQ

What Is the SPS Commerce (SPSC) Share Price Today?

The SPS Commerce share price today is 82.58.

What is the current SPS Commerce (SPSC) share price and day range?

As of 05-11-2026, the SPS Commerce share price is 82.58, with a previous close of 85.24. The share price has ranged from 82.15 to 86.01 today, while the 52-week range spans from 49.04 to 96.54.

What Is the SPS Commerce Market Cap?

As of today, SPS Commerce market cap is 2.92B.

What Is the SPS Commerce (SPSC) Share Price Target?

The average 12-month share price target for SPS Commerce is 84.64, with a high estimate of 103 and a low estimate of 70. 3 analysts recommend buying, while 1 suggest selling, with an overall rating of Neutral and +2.49% Upside potential.

What Is SPS Commerce's Earnings Per Share (TTM)?

The SPS Commerce EPS (TTM) is 2.25.

When Is the Next SPS Commerce Earnings Date?

SPS Commerce will release its next earnings report on 11-02-2027.

From a Technical Analysis Perspective, Is SPSC a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Sell.

What Stock Exchange Does SPS Commerce Trade On?

SPS Commerce is listed and trades on the Nasdaq Stock Exchange.

What Is the Stock Symbol for SPS Commerce?

The stock symbol for SPS Commerce is "SPSC."

How Many Times Has SPS Commerce Stock Split?

SPS Commerce has split 1 times.

How Many Employees Does SPS Commerce Have?

SPS Commerce has 2948 employees.

What Is the SPSC Premarket Price?

SPSC's last pre-market stock price is 86.03. The pre-market share volume is 50.00, and the stock has changed by 0.79, or 0.93%.

What Is the SPSC After Hours Price?

SPSC's last after hours stock price is 82.00, the stock has changed by -0.57, or -0.70%.
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2026 - Fusion Media Limited. All Rights Reserved.