SPS Commerce, Inc. (SPSC) Stock Forecasts
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SPS Commerce, Inc. (SPSC) Stock Price, News, Quote & History
This page provides comprehensive financial information for SPS Commerce, Inc. (SPSC), including its current stock price, historical data, and key performance indicators. The article details the company's cloud-based supply chain management solutions and presents analyst insights, earnings trends, and valuation measures.
SPS Commerce Announces General Availability Of Embedded Agentic AI MAX And Unveils New Solutions Including Visibility Management And Decision Intelligence
SPS Commerce has announced the general availability of its embedded Agentic AI MAX and new solutions including Visibility Management and Decision Intelligence. These innovations combine agentic AI with the intelligence of a vast network to help brands and retailers shift from reactive to proactive supply chain management. MAX is now assisting customer onboarding, and new capabilities aim to provide greater visibility and faster decision-making across supply chains.
SPS Commerce Brings Network Intelligence to AI, Enabling Supply Chain Leaders to Turn Investment into Insight
SPS Commerce has launched new product innovations combining agentic AI with its intelligent supply chain network to help businesses move from reactive to proactive supply chain management. The company announced the general availability of MAX, its agentic AI offering, now assisting thousands of fulfillment customers and streamlining customer onboarding. These advancements aim to provide clearer returns on AI investments by leveraging SPS's extensive network data to enhance decision-making, visibility, and operational efficiency across supply chains.
SPSC Surges As GTCR Buyout Talks Drive Deal Hype
SPS Commerce Inc. (SPSC) stock surged by 7.33% due to advanced talks of a potential acquisition by private equity firm GTCR. While a deal announcement could be weeks away, the market is pricing in a takeout premium, with Citi estimating a potential acquisition price near $94 per share. The company's strong financials, including high gross margins and recurring revenue, make it an attractive target for private equity.
SPS Commerce in Talks to Be Acquired by GTCR
SPS Commerce (SPSC) is reportedly in discussions to be acquired by GTCR, a private equity firm. This news follows SPS Commerce's recent presentation at Citi's 2026 Global TMT Conference and its Q2 2026 earnings report, which showed increased adjusted earnings and revenue. The potential acquisition suggests significant interest in the company's retail supply chain cloud services.
GTCR in talks to acquire SPS Commerce - Bloomberg
Private equity firm GTCR is reportedly in discussions to acquire SPS Commerce Inc., a supply-chain software maker, with a potential deal announcement in the coming weeks. SPS Commerce has been exploring a sale following pressure from activist investors like Irenic Capital Management and Anson Funds Management. The talks are not final and could still fall apart.
SPS Commerce jumps on report GTCR in talks to purchase (SPSC:NASDAQ)
SPS Commerce (SPSC) shares surged 11% following a Bloomberg report that private equity firm GTCR is in discussions to acquire the supply chain software manufacturer. The report suggests that an announcement regarding the deal could be made within the next few weeks.
SPS Commerce to Present at Citi's 2026 Global TMT Conference
SPS Commerce, a leading intelligent supply chain network, announced that its management will present at Citi's 2026 Global TMT Conference on September 9, 2026. A webcast of the presentation will be available on the company's investor relations website. The company connects over 300,000 trading relationships and processes more than $650 billion in gross merchandise value annually.
A supply-chain network links 300,000+ trading relationships. SPS Commerce presents at Citi Sept. 9.
SPS Commerce (SPSC) will present at Citi's 2026 Global TMT Conference on September 9, 2026, at 8:50 AM E.T. The company, which operates an AI-powered supply chain network supporting over 300,000 trading relationships and processing over $650 billion in gross merchandise value annually, will share its story with investors. A live webcast will be available on their investor relations website.
SPS Commerce AI Network Handles $650B GMV as Marketplace Agents Advance
SPS Commerce leverages its intelligent supply chain network, processing over $650 billion in annual gross merchandise value (GMV), as AI agents expand into the $3.8 trillion marketplace commerce sector. The company's recent addition of "MAX," an agentic AI capability, aims to enhance supply-chain relationships and capitalize on the growing demand for automated ordering systems, particularly in the B2B online grocery market. Analysts maintain varied ratings but have generally raised price targets for SPS Commerce, reflecting confidence in its strategic positioning and AI advancements.
GSC Launches AI Agent Class for Beauty Brands
GreenCore Solutions Corp. (GSC) has launched its new AI Orderability (AIO) Agent Class and GSC Marketplace, designed to enable AI agents to discover and order beauty and personal care (BPC) products across online marketplaces. This expansion moves GSC beyond its previous focus on retail grocery procurement, targeting the significant marketplace commerce sector, valued at over US$3.8 trillion annually. The company uses its CPG Knowledge Graph to help AI agents efficiently source and procure BPC brands, and has also established an Asia-Pacific joint venture to support CPG manufacturers in that region.
Needham raises SPS Commerce stock price target to $100 on growth outlook
Needham has increased its price target for SPS Commerce (NASDAQ: SPSC) to $100 from $75, maintaining a Buy rating. The firm's confidence in the company's growth outlook stems from discussions with management, who anticipate a return to high near-term visibility and strong predictability following the Carbon6 3P divestiture. SPS Commerce is expected to achieve high single-digit growth, potentially reaching double digits through factors like AI Max monetization and improved retention.
SPS Commerce, Inc. : Needham Raises Target Pr
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Walgreens, Petco and US Foods join SPS Commerce's initial 50 honorees
SPS Commerce announced its inaugural "Top Supply Chain Leaders" list, recognizing 50 operational leaders from across the U.S. and Canada for their innovation and excellence in supply chain management. Companies like Walgreens, US Foods, Petco, and Ace Hardware are among those honored for navigating disruptions and transforming operations with AI. This initiative aims to highlight the crucial role these leaders play in the evolving supply chain landscape.
Descartes Stock And 2 Software Picks For Tariff And Trade Compliance Demand
With potential U.S. tariffs on Canadian exports looming, the article highlights three software companies that could benefit from increased demand for customs and trade compliance services. SPS Commerce (SPSC) offers a cloud platform for supply chain management, Descartes Systems Group (DSG) provides logistics software for customs filings, and Xometry (XMTR) operates an AI-powered manufacturing marketplace that accounts for tariff changes. These companies present varying degrees of direct and indirect exposure to the evolving trade landscape.
Summit Global Investments Buys New Position in SPS Commerce, Inc. $SPSC
Summit Global Investments initiated a new position in SPS Commerce (NASDAQ:SPSC) during the second quarter, purchasing 14,478 shares valued at approximately $828,000. The software maker exceeded its Q2 earnings and revenue estimates, reporting $1.27 EPS against a $1.09 consensus and revenue of $197.81 million, a 5.6% year-over-year increase. Despite strong institutional ownership at 98.96%, analysts maintain a consensus "Hold" rating with an average price target of $74.60, which is below the stock's current trading price of $79.40.
180,912 Shares in SPS Commerce, Inc. $SPSC Bought by Long Path Partners LP
Long Path Partners LP has acquired 180,912 shares of SPS Commerce, Inc. (NASDAQ:SPSC), valued at approximately $10.3 million, making it their 6th largest holding and representing 0.49% of the company. Despite a consensus "Hold" rating from analysts with an average price target of $74.60, the company exceeded quarterly earnings and revenue estimates. SPS Commerce reported $1.27 EPS against an estimated $1.09 and revenue of $197.81 million, marking a 5.6% year-over-year increase.
Disciplined Growth Investors (SPSC) discloses 5.9% stake in SPS Commerce
Disciplined Growth Investors, a Minnesota-based investment adviser, has disclosed a beneficial ownership of 2,123,881 shares of SPS Commerce, Inc. common stock, which represents 5.9% of the class as of June 30, 2026. The firm holds sole voting power over 1,996,804 shares and sole dispositive power over all 2,123,881 shares. The Schedule 13G filing, signed by Peter G. Rieke, Chief Operating & Compliance Officer, indicates no shared voting or dispositive authority.
Brown Capital Management LLC Sells 34,154 Shares of SPS Commerce, Inc. $SPSC
Brown Capital Management LLC significantly reduced its stake in SPS Commerce, Inc. (NASDAQ:SPSC) by selling 34,154 shares, retaining 38,208 shares valued at approximately $2.18 million. Despite mixed analyst ratings, with a consensus "Hold" and an average price target of $74.60, SPS Commerce exceeded quarterly expectations with adjusted EPS of $1.27 and revenue of $197.81 million. Institutional investors hold a substantial 98.96% of the stock.
SPS Commerce MAX AI Fuels B2B Grocery Supply Chain Growth
SPS Commerce's new MAX agentic AI capabilities are targeting the rapidly growing B2B online grocery market, projected to reach $38.88 billion by 2031. The article highlights how knowledge graphs are crucial for enabling AI to automate complex supply chain decisions. SPS Commerce, UL Solutions, and GreenCore Solutions Corp. are key players leveraging AI and knowledge graphs to enhance supply chain efficiency and safety across various sectors.
SPS Commerce, Inc. $SPSC Shares Bought by Bank of America Corp DE
Bank of America Corp DE increased its stake in SPS Commerce, Inc. (NASDAQ:SPSC) by 3.3% in the first quarter, now owning 998,622 shares valued at approximately $55.6 million. The software maker recently reported strong Q2 earnings, with EPS of $1.27 and revenue of $197.81 million, both surpassing analyst estimates. Despite mixed analyst sentiment, SPS Commerce maintains a consensus "Hold" rating with a target price of $74.60.
Royal Bank of Canada Sells 42,947 Shares of SPS Commerce, Inc. $SPSC
Royal Bank of Canada reduced its stake in SPS Commerce, Inc. by 20.5% in Q1 2026, selling 42,947 shares but retaining 166,710 shares valued at $9.28 million. Despite this, institutional ownership remains high at 98.96%, with several firms increasing their positions. SPS Commerce exceeded Q1 earnings and revenue estimates, and analysts maintain a "Hold" rating with an average price target of $74.60.
SPS Commerce Inc (SPSC) Earnings Forecast: Future EPS & Revenue Growth Estimates
SPS Commerce Inc (SPSC) has an earnings forecast score of 6.46, ranking 358 out of 484 in its industry. Analysts have set an average price target of $102.00 for SPSC, with most analysts recommending a "Hold" position. The company's expected revenue for the next quarter is $197.51M, and its EPS for the previous quarter was $0.53, with a forecast of $1.23 for the upcoming quarter.
The Bull Case For SPS Commerce (SPSC) Could Change Following Mixed 2026 Outlook And Major Buyback - Learn Why
SPS Commerce reported mixed Q2 2026 results with rising sales but falling net income and EPS, and provided a 2026 revenue guidance of US$788.4 million to US$793.4 million. The company completed a US$113.64 million share buyback, signaling capital return amidst expectations for revenue growth but lower profitability compared to 2025. This combination of higher revenue, weaker profitability outlook, and a significant buyback prompts a re-evaluation of SPS Commerce's investment narrative and long-term earnings power.
SPS Commerce Inc (SPSC) Stock News Today
This article from TradingKey provides current stock information for SPS Commerce Inc (SPSC), including its latest stock price, market cap, and P/E TTM. It indicates that more news regarding the company's earnings, analyst ratings, and key developments will be available soon. The page serves as a hub for investors to track SPSC's performance and related news.
SPS Commerce, Inc. Revenue Breakdown – DUS:S86
SPS Commerce, Inc. (DUS:S86) reported total revenue of 639.85 million EUR last year. The majority of this revenue, 542.91 million EUR, came from its Fulfillment segment, an increase from 505.89 million EUR in the prior year. The United States was the largest geographical contributor, accounting for 537.47 million EUR of the company's revenue.
The Bull Case For SPS Commerce (SPSC) Could Change Following Mixed 2026 Outlook And Major Buyback - Learn Why
SPS Commerce reported mixed Q2 2026 results with rising sales but falling net income and EPS, alongside a 2026 revenue guidance of US$788.4 million to US$793.4 million. The company completed a US$113.64 million share buyback, reducing shares by 4.93%, which signals capital return but contrasts with expectations of lower profitability in 2026 compared to 2025. This situation raises questions about the sustainability of SPS Commerce's earnings power if revenue growth remains in the mid-single digits and margin pressure continues.
Renaissance Technologies LLC Takes $5.53 Million Position in SPS Commerce, Inc. $SPSC
Renaissance Technologies LLC has acquired a new position in SPS Commerce, Inc. (NASDAQ:SPSC) during the first quarter, purchasing 99,360 shares valued at approximately $5.53 million, representing 0.27% of the company. Other institutional investors have also adjusted their holdings in SPS Commerce, which has seen its stock performance and analyst ratings fluctuating. The company recently exceeded quarterly earnings expectations and provided positive fiscal year 2026 EPS guidance.
Janus Henderson Group PLC Increases Stake in SPS Commerce, Inc. $SPSC
Janus Henderson Group PLC significantly increased its holdings in SPS Commerce, Inc. by 94.7% in the first quarter, now owning 304,549 shares valued at $16.9 million. Other institutional investors also adjusted their positions, and nearly 99% of SPS Commerce's stock is held by institutional investors. Analysts currently maintain a "Hold" rating on SPS Commerce, with an average price target of $74.60, and the company recently surpassed its quarterly earnings and revenue expectations.
SPSC|SPS Commerce Inc|Price:75.960|Chg%:+2.570
This article provides a comprehensive stock analysis of SPS Commerce Inc (SPSC), highlighting its strong fundamentals, significant growth potential, and "fairly valued" status. It notes high institutional ownership, a "Hold" analyst rating with a target price of $78.18, and strong revenue and profit growth. The analysis also covers various scoring dimensions including financial health, valuation, earnings forecast, price momentum, institutional confidence, and risk assessment, alongside a peer comparison.
SPSC Jumps As SPS Commerce Beats Q2 And Lifts EPS Outlook
SPS Commerce (SPSC) stock jumped over 11% after beating Q2 earnings and revenue expectations, driven by strong early customer savings from new AI-driven MAX tools. The company raised its full-year adjusted EPS and EBITDA guidance, although revenue guidance was slightly trimmed due to a divestiture. Analysts raised price targets, citing improved web traffic and stabilizing core operations, with the stock showing aggressive post-earnings buying interest and an actionable technical level at $68.
SPSC Jumps As SPS Commerce Beats Earnings And Lifts EPS Outlook
SPS Commerce (SPSC) stock surged by 11.48% after beating Q2 earnings and revenue estimates. The company raised its FY26 adjusted EPS and EBITDA guidance, attributing this to improving margins and the potential of new AI-driven MAX tools. Despite trimming revenue targets due to a divestiture and slightly lower Q3 guidance, analyst sentiment remains positive, with several brokers raising price targets.
SPSC Jumps As SPS Commerce Beats Earnings And Lifts EPS Outlook
SPS Commerce Inc. (NASDAQ: SPSC) saw its stock jump by 11.48% after beating Q2 earnings and revenue estimates and raising its full-year EPS and EBITDA guidance. The company's AI-driven MAX tools showed early customer savings, with a broader rollout planned. Despite a slight trim in revenue guidance due to a divestiture and Q3 guidance slightly below street estimates, analyst sentiment is positive, with multiple banks lifting price targets.
SPSC Jumps As SPS Commerce Beats Earnings And Lifts EPS Outlook
SPS Commerce Inc. (SPSC) stock jumped over 11% after beating Q2 earnings and revenue estimates and raising its full-year 2026 adjusted EPS and EBITDA guidance. The company highlighted early success with AI-driven MAX tools and strong fundamentals in cloud EDI and retail supply-chain integration. Analysts updated price targets, with a consensus favoring upside to $80 over 6-12 months, despite a slightly soft Q3 guidance and a revenue trim from a divestiture.
SPS Commerce, Inc. Stock 12‑Month Price Target Raised to $72.73, Implies 10% Upside
SPS Commerce, Inc.'s average 12-month price target has been increased to $72.73 from $67.45 by 11 analysts, with forecasts ranging from $59 to $103. This new target suggests a 10% potential upside based on the Jul. 30 closing price. The consensus rating among 13 analysts is now "Hold," including 4 Buys, 8 Holds, and 1 Sell.
SPS Commerce: Q2 Earnings Snapshot
This article is a Q2 earnings snapshot for SPS Commerce. It does not provide specific financial details but focuses on reporting that an earnings announcement has occurred.
SPS COMMERCE INC : MORGAN STANLEY RAISES TARGET PRICE TO $59.00 FROM $57.00
Morgan Stanley has increased its target price for SPS Commerce Inc. (SPSC.O) to $59.00, up from the previous $57.00. This update indicates a revised outlook from the financial institution regarding the company's valuation.
SPS Commerce, Inc. Stock 12‑Month Price Target Raised to $72, Implies 9% Upside
The average price target for SPS Commerce, Inc. (SPSC) stock has been raised from $67.45 to $72 by 11 analysts, with forecasts ranging from $59 to $103 per share. This new target implies a 9% potential upside based on the July 30 closing price. The consensus rating among 13 analysts has shifted to a "Hold," comprising 4 Buys, 8 Holds, and 1 Sell recommendation.
SPS Commerce (SPSC): Do Rising Revenues And Falling Earnings Hint At A Strategic Inflection Point?
SPS Commerce reported Q2 2026 results showing rising revenues but a sharp decline in net income and EPS, complicating its investment narrative. Despite sales growth, profitability pressures are evident, with the company exploring a potential sale following activist pressure. This situation makes near-term margin recovery and cost control crucial for investors assessing the company's future.
Press Release: SPS Commerce Reports Strong Second Quarter 2026 Financial Results
SPS Commerce announced strong second-quarter 2026 financial results, exceeding guidance with revenue reaching $165.7 million, a 16% increase year-over-year. Subscription revenue also grew by 16% to $150.1 million. The company provided optimistic guidance for the third quarter and full fiscal year 2026, anticipating continued growth in revenue and adjusted EBITDA.
SPS Commerce: Q2 Earnings Snapshot
This article is an earnings snapshot for SPS Commerce's Q2 performance. It is a placeholder or an incomplete article as it does not contain any specific financial details or further information beyond the title.
(SPSC) SPS Commerce, Inc. Expects Q3 Revenue Range $196.3M - $198.3M
SPS Commerce, Inc. (SPSC) predicts its Q3 revenue to fall between $196.3 million and $198.3 million. This announcement follows their Q2 2026 earnings call where they reported adjusted earnings and revenue increases, with Q2 revenue reaching $197.8 million against an estimated $195.5 million. The company also anticipates Q3 adjusted EPS to be in the range of $1.20 to $1.23.
SPS Commerce Inc Q2 2026: Revenue $197.8M, EPS $0.19— 10-Q Summary
SPS Commerce Inc reported its Q2 2026 results, showing revenue of $197.8M, a 5.6% increase year-over-year, but net income declined to $6.9M, and diluted EPS was $0.19, primarily due to a $23.5M loss from a divestiture. The company highlighted recurring revenue growth, strategic divestiture of third-party revenue recovery, and increased average revenue per user (ARPU) due to deeper product adoption. Management expects continued growth in customer count and ARPU following these strategic changes and ongoing investment in system projects and potential M&A.
SPS Commerce (NASDAQ: SPSC) grows revenue but records divestiture loss
SPS Commerce reported Q2 2026 revenue of $197.8 million, a 6% year-over-year increase, with recurring revenue making up 96% of the total. Despite this growth, GAAP net income declined significantly to $6.9 million due to a $23.5 million loss from divesting its 3P revenue recovery business. However, Adjusted EBITDA increased to $66.6 million, and the company maintained a strong cash position of $173.2 million after repurchasing 1.66 million shares.
Earnings Flash (SPSC) SPS Commerce, Inc. Reports Q2 Revenue $197.8M, vs. FactSet Est of $195.5M
SPS Commerce, Inc. (SPSC) reported its Q2 revenue at $197.8 million, surpassing the FactSet estimate of $195.5 million. The company also announced adjusted EPS of $1.27 per share against an estimated $1.09, and provided Q3 revenue guidance between $196.3 million and $198.3 million. Additionally, SPS Commerce expects Q3 adjusted EPS to be in the range of $1.20 to $1.23.
SPS Commerce faces earnings test after Carbon6 divestiture
SPS Commerce is due to report its second-quarter earnings, with investors focused on the impact of its recent divestiture of the Carbon6 Technologies unit. Analysts are keen to see if this move restores predictability to the company's supply chain software business, which has seen volatility due to the divested segment. The company's new CFO is also expected to provide clearer guidance amidst a mixed analyst sentiment and long-term concerns about EDI's relevance.
SPS Commerce Reports Strong Second Quarter 2026 Financial Results
SPS Commerce announced strong financial results for the second quarter of 2026, with revenue reaching $197.8 million and Adjusted EBITDA increasing by 19% to $66.6 million. The company exceeded its guidance ranges and provided updated full-year 2026 guidance, factoring in a recently completed divestiture. SPS Commerce highlighted the success of its new AI capabilities, MAX, and ongoing operational rigor.
SPS Commerce Reports Strong Second Quarter 2026 Financial Results
SPS Commerce reported strong second-quarter 2026 financial results, with revenue of $197.8 million and Adjusted EBITDA increasing 19% to $66.6 million, both exceeding guidance. The company also provided updated full-year 2026 guidance following the recent divestiture of its 3P Revenue Recovery business, projecting revenue between $788.4 million to $793.4 million. SPS Commerce highlighted the success of its AI-powered MAX platform and continued operational rigor.
SPS Commerce: Q2 Earnings Snapshot
SPS Commerce Inc. (SPSC) reported strong second-quarter results, with earnings of $6.9 million, or 19 cents per share, and adjusted earnings of $1.27 per share, surpassing Wall Street's expectations. The company also posted revenue of $197.8 million, exceeding analyst forecasts. SPS Commerce provided optimistic guidance for the third quarter and the full fiscal year, projecting continued growth in both earnings and revenue.
