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
€2.73B
Enterprise Value€1.92B
Total Cash (Recent Filing)€173.17M
Total Debt (Recent Filing)€6.31M
Price to Earnings (P/E)41.0
Beta0.63
Next Earnings
Oct 29, 2026EPS Estimate
1.1Next 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
€67.71Price Target Upside0.49% Upside
Rating ConsensusHold
Number of Analyst Covering9
EPS Forecast (FY)4.38
Revenue Forecast (FY)€705.48M
Bulls Say, Bears Say
Bulls Say
Sustained Revenue GrowthSPS has expanded revenue substantially over multiple years, demonstrating durable customer adoption and market penetration. Its recurring commerce-network model can support further expansion as customers add trading partners, workflows, transaction volume, and related software services.
Strong Cash Generation And Low LeverageHigh operating and free cash flow gives SPS internal funding capacity for product investment, customer onboarding, and capital returns. Combined with exceptionally low leverage, this cash profile provides financial flexibility and reduces the balance-sheet burden during periods of slower growth or higher investment.
AI Product Monetization PotentialMAX provides SPS with a credible product-extension opportunity beyond core data exchange and workflow automation. Reported customer outcomes show practical value, while planned agent bundles could increase platform monetization, deepen customer dependence, and create additional recurring revenue avenues.
Bears Say
Divestiture Reduces Revenue BaseThe divestiture creates a lasting reduction in reported revenue and recurring customer count, making near-term comparisons less favorable and increasing execution demands on the remaining business. The recognized loss also reflects portfolio disruption, even though management expects the transaction to be neutral to second-half adjusted EBITDA.
Complex ERP Onboarding Delays GrowthLonger ERP implementation cycles can postpone customer go-live dates and delay time-to-value, slowing the conversion of sales opportunities into recurring revenue. Continued work needed to simplify complex onboarding may also require operational resources before SPS can fully accelerate growth in larger accounts.
Analytics Revenue Has Discretionary ExposureBecause analytics spending is more discretionary than core fulfillment connectivity, customers may defer or phase these purchases when budgets tighten. That makes the replatformed analytics opportunity less predictable, potentially limiting cross-sell momentum and creating greater variability in the pace of revenue expansion.
SPS Commerce News
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 €2.73B.
When is Sps Commerce’s upcoming earnings report date?
Sps Commerce’s upcoming earnings report date is Oct 29, 2026 which is in 10 days.
How were Sps Commerce’s earnings last quarter?
Sps Commerce released its earnings results on Jul 30, 2026. The company reported €1.131 earnings per share for the quarter, beating the consensus estimate of €0.974 by €0.157.
Is Sps Commerce overvalued?
According to Wall Street analysts Sps Commerce’s price is currently Undervalued.
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 1.1.
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 €1.131 in its last earnings report, beating expectations of €0.974. 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
Neutral
1
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5
6
7
8
9
10
Analyst Consensus
Hold
Average Price Target:
€67.71 (0.49% Upside)
€67.71 (0.49% Upside)
Blogger Sentiment
Bullish
DE:S86 Sentiment 70%
Sector Average 65%
Sector Average 65%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
-20.45%
12-Months-Change
Fundamentals
Return on Equity
8.14%
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
Average Price Target
€67.71
▲(0.49% Upside)