SPS Commerce, Inc. : Needham Raises Target Pr
This article mentions that Needham has raised its target price for SPS Commerce, Inc. The complete article content, however, is not provided in the input, only the title and a placeholder indicating "Document".
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 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.
SPS Commerce Number of Employees 2026 | Employee Count & Headcount Data
SPS Commerce, Inc. (NASDAQ: SPSC) had approximately 3,015 employees worldwide as of March 2026, representing an 18.5% growth from 2023. The company is actively hiring, with 112 active job postings in 2026, a 106.8% increase from 2025. The workforce is primarily concentrated in North America (72.7%), and the average salary is $85,250.
Analysts Offer Insights on Technology Companies: SPS Commerce (SPSC), F5, Inc. (FFIV) and Rambus (RMBS)
Three analysts have issued bullish sentiments on technology companies SPS Commerce (SPSC), F5, Inc. (FFIV), and Rambus (RMBS). Scott Berg of Needham maintained a Buy rating on SPS Commerce with a $75.00 price target, Matthew Hedberg of RBC Capital maintained a Buy rating on F5, Inc. with a $508.00 price target, and Sebastien Naji of William Blair maintained a Buy rating on Rambus, which has a Strong Buy consensus from analysts.
SPS Commerce, Inc. Revenue Breakdown – LSX:A1CW7W
SPS Commerce, Inc. (A1CW7W) generated 639.85 million EUR in revenue last year. Its top-performing segment, Fulfillment, contributed 542.91 million EUR, an increase from 505.89 million EUR the previous year. The majority of the company's revenue, 537.47 million EUR, came from the United States market.
SPS Commerce Inc (SPSC) Institutional Confidence
SPS Commerce Inc (SPSC) has an institutional shareholding score of 10.00, placing it first among 486 companies in the Software & IT Services industry. The institutional shareholding proportion stands at 118.03%, marking a 10.11% increase quarter-over-quarter. ETHSX is the largest institutional shareholder, holding 441.91K shares, which represents 1.14% of shares outstanding.
Needham reiterates Buy on SPS Commerce stock ahead of earnings
Needham has reiterated a Buy rating and a $75.00 price target for SPS Commerce (NASDAQ:SPSC), advising investors to purchase the stock aggressively after its second-quarter earnings report. The positive outlook is supported by the company's Carbon6 3P divestiture, improving demand, a new CFO, and a historically low valuation. Despite a recent revenue miss and downgrade from Morgan Stanley, Needham expects the divestiture to improve predictability, while the company maintains strong financial health.
Needham reiterates Buy on SPS Commerce stock ahead of earnings By Investing.com
Needham has reiterated a Buy rating and a $75.00 price target for SPS Commerce (NASDAQ: SPSC) ahead of its Q2 earnings report. The firm suggests investors buy the stock aggressively, citing factors such as the Carbon6 3P divestiture, improving EDI demand, and a new CFO. Despite recent revenue misses, the company maintains strong financial health, and Needham expects predictability to return in Q3.
SPS Commerce, Inc. Revenue Breakdown – NASDAQ:SPSC
SPS Commerce, Inc. (NASDAQ: SPSC) generated $751.50 million USD in revenue last year, with its Fulfillment segment contributing the largest share at $637.65 million USD. The United States was the primary revenue source, accounting for $631.26 million USD. These figures represent an increase from the previous year's performance.
SPS Commerce Up Nearly 8%, on Pace for Largest Percent Increase Since April 2025 -- Data Talk
SPS Commerce (SPSC) stock is up nearly 8% in early trading, putting it on track for its biggest percentage gain since April 2025. The trading volume is significantly higher than its full-day average, with the day's high of $177.30 marking a 7.9% increase from the previous close.
SPS Commerce Jumps 6.8% Amid Sector-Wide Rally
SPS Commerce, Inc. saw its stock surge by 6.8% on Monday, July 27, 2026, closing at $65.31, as part of a broad sector-wide rally that lifted several software application peers. While no specific catalyst was identified, the coordinated movement suggests a rotation of investors into software application names. Despite mixed analyst sentiment in the past week, the rally highlights the impact of broader market trends on technology stocks.
SPSC|SPS Commerce Inc|Price:61.160|Chg%:+2.180
This article provides a detailed financial overview of SPS Commerce Inc (SPSC), including its latest
SPSC|SPS Commerce Inc|Price:61.160|Chg%:+2.180
SPS Commerce Inc. (SPSC) is a provider of retail supply chain cloud services, connecting trading partners globally to optimize operations. The company's products include Fulfillment and Analytics, with Fulfillment being its largest revenue driver. The article also details key company executives, their shareholdings, and institutional ownership statistics.
SPS Commerce, Inc. Revenue Breakdown – MIL:1SPSC
This article provides a revenue breakdown for SPS Commerce, Inc. (MIL:1SPSC). It highlights that the company generated 639.85 million EUR last year, with its Fulfillment segment being the top performer, contributing 542.91 million EUR. The United States was the primary regional contributor, accounting for 537.47 million EUR of the total revenue.
Morgan Stanley Downgrades SPS Commerce(SPSC.US) to Sell Rating, Cuts Target Price to $57
Morgan Stanley has downgraded SPS Commerce (SPSC.US) from an "Equal-Weight" to a "Sell" rating, while simultaneously reducing its target price for the stock from $65 to $57. This adjustment reflects a more cautious outlook from the investment bank regarding the company's future stock performance.
Citi Maintains SPS Commerce(SPSC.US) With Buy Rating, Raises Target Price to $82
Citi has reiterated its Buy rating on SPS Commerce (SPSC.US) and increased its price target to $82. This indicates a continued positive outlook from the firm regarding the company's stock performance.
