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SPSC Stock Chart & Stats
$80.56
$2.90(4.74%)
At close: 4:00 PM EDT
$80.56
$2.90(4.74%)
Day’s Range― - ―
52-Week Range$49.04 - $113.47
Previous CloseN/A
Volume27.38K
Average Volume (3M)481.43K
Market Cap
$3.26B
Enterprise Value$1.92B
Total Cash (Recent Filing)$173.17M
Total Debt (Recent Filing)$6.31M
Price to Earnings (P/E)43.5
Beta0.97
Next Earnings
Oct 29, 2026EPS Estimate
1.23Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)2.08
Shares Outstanding36,000,175
10 Day Avg. Volume458,161
30 Day Avg. Volume481,427
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 Cap0.59
Enterprise Value/Revenue2.49
Enterprise Value/Gross Profit3.57
Enterprise Value/Ebitda10.50
Forecast
1Y Price Target
$79.88Price Target Upside-0.85% Downside
Rating ConsensusHold
Number of Analyst Covering9
EPS Forecast (FY)4.9
Revenue Forecast (FY)$790.55M
Bulls Say, Bears Say
Bulls Say
Recurring SaaS And Network ModelRecurring subscription revenue creates an ongoing economic relationship with customers that need continuous EDI compliance and data exchange. Retailer requirements and network participation can support retention, expansion into additional connections, higher transaction volumes, and cross-selling of modules over time.
Sustained Growth With Strong MarginsThe multi-year revenue increase, combined with a high gross margin, indicates a scalable software model with meaningful operating leverage potential. Continued growth in the core business can support reinvestment in products and distribution while preserving the company’s ability to expand profitability.
Strong Cash Generation And Conservative LeverageHigh operating and free cash flow give SPS Commerce internal funding capacity for product development, acquisitions, or shareholder returns without relying heavily on external financing. Minimal leverage also provides resilience and preserves flexibility if growth investments or market conditions change.
Bears Say
Divestiture Reduces Revenue ScaleThe divestiture removes a meaningful revenue stream and creates unfavorable near-term comparability, even though management expects it to be neutral to second-half adjusted EBITDA. Lower customer counts and the recorded loss may also complicate assessment of underlying growth and operating progress.
Complex ERP Onboarding Delays Time-to-valueLonger implementation cycles can delay customer activation, revenue realization, and the productivity of sales investments. If medium-to-large ERP onboarding remains slow, SPS Commerce may face a longer path from contract signing to recurring revenue and reduced predictability in customer growth.
Analytics Demand Is More DiscretionaryBecause analytics spending is more discretionary than core compliance connectivity, customers may prioritize essential transaction functions before expanding analytics deployments. That could slow adoption of the replatformed offering and limit near-term upsell contribution despite improved scale and usability.
SPS Commerce News
SPSC FAQ
What was Sps Commerce’s price range in the past 12 months?
Sps Commerce lowest stock price was $49.04 and its highest was $113.47 in the past 12 months.
What is Sps Commerce’s market cap?
Sps Commerce’s market cap is $3.26B.
When is Sps Commerce’s upcoming earnings report date?
Sps Commerce’s upcoming earnings report date is Oct 29, 2026 which is in 2 days.
How were Sps Commerce’s earnings last quarter?
Sps Commerce released its earnings results on Jul 30, 2026. The company reported $1.27 earnings per share for the quarter, beating the consensus estimate of $1.094 by $0.176.
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 1.23.
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 $1.27 in its last earnings report, beating expectations of $1.094. Following the earnings report the stock price went up 11.484%.
Which hedge fund is a major shareholder of Sps Commerce?
Currently, no hedge funds are holding shares in SPSC
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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3
4
5
6
7
8
9
10
Analyst Consensus
Hold
Average Price Target:
$79.88 (-0.85% Downside)
$79.88 (-0.85% Downside)
Blogger Sentiment
Bullish
SPSC Sentiment 70%
Sector Average 66%
Sector Average 66%
Hedge Fund Trend
Increased
By 186.7K Shares
Last Quarter.
Last Quarter.
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
-19.31%
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.
SPSC Company Deck
SPSC 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 SPSC earnings summariesSPSC Stock 12 Month Forecast
Average Price Target
$79.88
▼(-0.85% Downside)
Technical Analysis
Ownership Overview
2.32% Insiders
32.50% Mutual Funds
1.26% Other Institutional Investors
33.30% Public Companies and
Individual Investors