S86 Stock Chart & Stats
€67.38
-€0.77(-1.53%)
At close: 4:00 PM EDT
€67.38
-€0.77(-1.53%)
Day’s Range― - ―
52-Week Range€40.27 - €95.50
Previous CloseN/A
Volume0.00
Average Volume (3M)0.00
Market Cap
€2.63B
Enterprise Value€1.92K
Total Cash (Recent Filing)€173.17M
Total Debt (Recent Filing)€6.31M
Price to Earnings (P/E)41.1
Beta0.65
Next Earnings
Oct 22, 2026EPS Estimate
1.05Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)2.08
Shares Outstanding36,000,175
10 Day Avg. Volume0
30 Day Avg. Volume0
Financial Highlights & Ratios
PEG Ratio1.92
Price to Book (P/B)3.47
Price to Sales (P/S)4.49
P/FCF Ratio22.17
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
€63.87Price Target Upside-5.21% Downside
Rating ConsensusHold
Number of Analyst Covering9
EPS Forecast (FY)4.25
Revenue Forecast (FY)€687.15M
Bulls Say, Bears Say
Bulls Say
Recurring SaaS Revenue And Core GrowthRecurring subscription revenue and the established commerce network support visibility and retention. High-single-digit core growth indicates continued customer adoption and expansion despite the planned revenue reduction from the divested business.
Margin Expansion And Profitable ScaleA projected 300-basis-point EBITDA margin improvement suggests operating leverage as the SaaS platform scales. Sustained gross margins near 66.8% and disciplined execution can support stronger earnings conversion over the next several quarters.
Strong Cash Generation And Low LeverageRobust free cash flow provides funding for product investment, acquisitions or shareholder returns without relying heavily on external capital. Very low leverage also gives SPS financial flexibility to manage execution risks and changing customer demand.
Bears Say
Divestiture Reduces Revenue Base And Customer CountThe portfolio rationalization creates a smaller reported revenue and customer base, complicating year-over-year comparisons and near-term growth interpretation. The $23.5M loss on sale also reduces reported earnings and highlights execution costs from repositioning.
Complex ERP Onboarding Delays Time To ValueLonger implementation cycles can delay customer activation, revenue realization and network expansion. If ERP complexity remains elevated, SPS may face slower customer growth and higher service demands before subscriptions reach their full recurring potential.
Recent Earnings Pressure And Ongoing Investment NeedsLower net income despite continued revenue growth indicates pressure below the operating line. At the same time, AI and agent development require sustained spending, which may limit near-term earnings conversion before new monetization opportunities scale.
S86 FAQ
What was Sps Commerce’s price range in the past 12 months?
Sps Commerce lowest stock price was €40.27 and its highest was €95.50 in the past 12 months.
What is Sps Commerce’s market cap?
Sps Commerce’s market cap is €2.63B.
When is Sps Commerce’s upcoming earnings report date?
Sps Commerce’s upcoming earnings report date is Oct 22, 2026 which is in 51 days.
How were Sps Commerce’s earnings last quarter?
Sps Commerce released its earnings results on Jul 30, 2026. The company reported €1.086 earnings per share for the quarter, beating the consensus estimate of €0.936 by €0.151.
Is Sps Commerce overvalued?
According to Wall Street analysts Sps Commerce’s price is currently Overvalued.
Does Sps Commerce pay dividends?
Sps Commerce does not currently pay dividends.
What is Sps Commerce’s EPS estimate?
Sps Commerce’s EPS estimate is 1.05.
How many shares outstanding does Sps Commerce have?
Sps Commerce has 36,000,175 shares outstanding.
What happened to Sps Commerce’s price movement after its last earnings report?
Sps Commerce reported an EPS of €1.086 in its last earnings report, beating expectations of €0.936. Following the earnings report the stock price went down -1.868%.
Which hedge fund is a major shareholder of Sps Commerce?
Currently, no hedge funds are holding shares in DE:S86
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
SPS Commerce Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Hold
Average Price Target:
€63.87 (-5.21% Downside)
€63.87 (-5.21% Downside)
Blogger Sentiment
Bullish
DE:S86 Sentiment 100%
Sector Average 59%
Sector Average 59%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-55.61%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
0.39%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Sps Commerce
SPS Commerce, Inc. delivers comprehensive, cloud-based solutions for supply chain management across the globe. The company's central offering is its "SPS Commerce" platform, an advanced system that enhances operations for retailers, suppliers, grocers, distributors, and logistics firms. This platform allows these businesses to streamline the management and fulfillment of omnichannel orders, boost sell-through efficiency, and automate the creation of new trading partnerships. Key components include the Fulfillment solution, which automates order processing and can either replace or augment a client's existing staff and electronic communication systems. It simplifies adherence to retailer-specific rules, facilitates seamless digital data exchange with numerous trading partners using various protocols, and provides greater transparency into an order's journey. Additionally, the Analytics solution features data analysis applications that empower clients with deeper insights throughout their supply chains. SPS Commerce also offers complementary products like an assortment tool for accurate order management and rapid fulfillment, and a community product designed to expedite vendor onboarding and ensure trading partner compliance with evolving supply chain demands. The company, initially incorporated in 1987 as St. Paul Software, Inc., adopted its current name, SPS Commerce, Inc., in May 2001. It is headquartered in Minneapolis, Minnesota.
S86 Company Deck
S86 Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
Overall the call emphasized solid operational and financial execution: revenue and recurring revenue growth, strong free cash flow (trailing 12-month FCF +40% YoY), margin expansion, active capital return, and compelling early AI/analytics customer outcomes (MAX and replatformed analytics). The primary negatives were a one-time loss on the divestiture of the 3P revenue recovery business and resulting customer-count/revenue comparability noise, plus ongoing investments and timing noise around ERP onboarding and AI expense timing. On balance the company showed profitable growth, strong cash generation, and clear paths to AI monetization, while managing one-time portfolio rationalization and near-term investment timing.View all DE:S86 earnings summariesS86 Stock 12 Month Forecast
All Analysts
Top Analysts
Average Price Target
€63.87
▼(-5.21% Downside)
Technical Analysis
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