Kimberly Nelson to Retire as SPS Commerce CFO; Joseph Del Preto Succeeds
SPS Commerce announced that Kimberly Nelson will retire as CFO effective June 1, 2026, with Joseph Del Preto taking over the role on March 16, 2026. Nelson is retiring after meeting age and service requirements and will assist in the transition until her retirement date.
SPS Commerce (SPSC) confirms June 1, 2026 retirement for former CFO Nelson
SPS Commerce announced that former Executive Vice President and CFO Kimberly Nelson's retirement will be effective June 1, 2026. She had transitioned out of the CFO role on March 16, 2026, when Joseph Del Preto became CFO. The Compensation & Talent Committee waived the six-month notice requirement for her equity awards, granting her retirement treatment without any cash payments or severance.
SPS Commerce (SPSC) price target decreased by 11.74% to 75.41
This article reports a decrease in SPS Commerce's (SPSC) price target by 11.74%, bringing it down to $75.41.
SPS Commerce (SPSC) price target decreased by 11.74% to 75.41
This article reports a price target decrease for SPS Commerce (SPSC). The new target is $75.41, representing an 11.74% decrease from the previous target. No additional details are provided in this brief update.
SPS Commerce (SPSC) price target decreased by 11.74% to 75.41
This article reports a significant 11.74% decrease in the price target for SPS Commerce (SPSC), bringing it down to $75.41.
Bessemer Group Inc. Acquires 90,346 Shares of SPS Commerce, Inc. $SPSC
Bessemer Group Inc. significantly increased its stake in SPS Commerce, Inc. (NASDAQ:SPSC) during the fourth quarter, purchasing 90,346 additional shares, bringing its total to 98,208 shares valued at approximately $8.75 million. Despite this large acquisition, analysts currently maintain a "Hold" rating on the stock with an average price target of $76.45, even after the company reported better-than-expected earnings of $1.10 per share. Insiders, including the CEO and an EVP, have recently sold a substantial number of shares.
SPS Commerce (SPSC) price target decreased by 11.74% to 75.41
The price target for SPS Commerce (SPSC) has been reduced by 11.74%, bringing it down to $75.41. This adjustment reflects a significant change in analyst expectations for the company's valuation.
SPS Commerce (NASDAQ:SPSC) Raised to "Buy" at Wall Street Zen
Wall Street Zen upgraded SPS Commerce (NASDAQ:SPSC) from a "hold" to a "buy" rating, despite the stock currently holding a consensus "Hold" rating from other analysts with an average target price of $76.45. The company recently reported better-than-expected quarterly earnings of $1.10 per share and a 5.8% year-over-year revenue growth. Shares rose 2.4% to $51.17, near its 52-week low, while insiders have recently sold shares, though institutional investors still own the majority of the company.
SPS Commerce (SPSC) price target decreased by 11.74% to 75.41
The article states that the price target for SPS Commerce (SPSC) has been reduced by 11.74%, bringing it down to $75.41. This indicates a revised outlook on the stock's future performance.
SPS Commerce (SPSC) price target decreased by 11.74% to 75.41
The article reports that SPS Commerce (SPSC) has had its price target decreased by 11.74%, bringing the new target to $75.41. This adjustment indicates a revised outlook on the company's future stock performance.
SPS Commerce (NasdaqGS:SPSC) Stock Forecast & Analyst Predictions
SPS Commerce (NasdaqGS:SPSC) is forecast to grow earnings by 16.5% and revenue by 6.8% annually. Recent guidance for Q2 2026 anticipates revenue between $194.5 million and $196.5 million, with full-year 2026 revenue projected between $796.0 million and $802.0 million. Analyst price targets have seen various adjustments, with a recent target decrease to US$72.91, 24% above the last closing price.
SPS Commerce stock hits 52-week low at 50.51 USD By Investing.com
SPS Commerce Inc. (SPSC) stock reached a 52-week low of $50.66, resulting in a market capitalization of approximately $1.86 billion and a 1-year total return of -65.95%. Despite the significant decline, InvestingPro analysis suggests the stock may be undervalued with solid fundamentals, including a Piotroski Score of 9 and more cash than debt. Recent Q1 2026 earnings showed an EPS of $1.10, surpassing forecasts, though revenue of $192.1 million fell short of expectations.
SPS Commerce (SPSC) director Reaume exercises options, sells 1,000 shares under 10b5-1 plan
SPS Commerce director Marty M. Reaume exercised stock options for 1,000 shares at $51.80 each and then sold those 1,000 shares on the open market at an average price of $57.03 per share on May 7, 2026. These transactions were conducted under a pre-arranged Rule 10b5-1 trading plan. Following these sales, Reaume directly holds 9,158 shares of SPS Commerce common stock.
SPS Commerce director Marty Reaume sells $57,030 in stock
SPS Commerce director Marty M. Reaume sold 1,000 shares of company stock for $57,030 on May 7, 2026, under a pre-arranged trading plan. This sale followed his exercise of stock options for the same number of shares, valued at $51,800, on the same day. The company recently reported Q1 2026 EPS of $1.10, beating expectations, but revenue of $192.1 million fell short of projections.
SPS Commerce (SPSC) CTO awarded 39,433 RSUs, now holds 95,777 shares
SPS Commerce (SPSC) EVP and CTO Jamie Thingelstad was granted 39,433 restricted stock units (RSUs) on May 8, 2026, as reported in a recent Form 4 SEC filing. These RSUs vest in four equal 25% installments annually from the grant date and were awarded at a price of $0.0000 per share. Following this grant, Thingelstad directly holds 95,777 shares of common stock, in addition to 499.189 shares held indirectly through a 401(k) plan.
SPS Commerce (SPSC) CFO Joseph Del Preto receives two stock grants
SPS Commerce (SPSC) Executive VP and CFO Joseph Del Preto was granted two stock-based compensation awards on May 7, 2026. These awards totaled 33,240 and 108,467 shares of Common Stock, both at a price of $0.00 per share, indicating they were equity grants rather than open-market purchases. One of the awards is a Restricted Stock Unit grant that vests in four equal installments annually from March 2027 to March 2030, tying the compensation to long-term service.
How 2026 Guidance and Buybacks At SPS Commerce (SPSC) Has Changed Its Investment Story
SPS Commerce (SPSC) reported Q1 2026 results with increased revenue but slightly lower net income and diluted EPS. The company completed a US$63.64 million share repurchase program and issued 2026 guidance projecting further revenue growth and stable profitability, reinforcing management's confidence in its business model. This update shapes the investment narrative by providing a clearer outlook on demand trends and offering a benchmark for evaluating future performance, although investors should be aware of potential customer efforts to reduce invoices.
How 2026 Guidance and Buybacks At SPS Commerce (SPSC) Has Changed Its Investment Story
SPS Commerce reported its Q1 2026 results with increased revenue but decreased net income. The company also issued 2026 guidance forecasting revenue between US$796.0 million and US$802.0 million and diluted EPS of US$2.66 to US$2.69, along with completing a US$63.64 million share repurchase program. This updated guidance and buyback activity are shaping the investment narrative for the cloud-based supply chain management solutions provider, amidst analyst opinions and customer efforts to trim invoices.
Number of shareholders of SPS Commerce, Inc. – DUS:S86
This article provides details on where to find the number of shareholders for SPS Commerce, Inc. (DUS:S86) on TradingView. It specifies the path through "Markets / Germany / Stocks / Technology Services / Packaged Software / S86 / Financials" and lists the relevant data providers like ICE Data Services and FactSet.
Number of shareholders of SPS Commerce, Inc. – MIL:1SPSC
This article provides information about the number of shareholders for SPS Commerce, Inc. (MIL:1SPSC), available on the TradingView platform. It highlights that this data is part of the financial overview for the company, accessible through the Markets section.
SPSC (NASDAQ: SPSC) Rule 144 notice: 1,000 shares sold after option exercise
SPS Commerce (NASDAQ: SPSC) filed a Rule 144 notice indicating the sale of 1,000 shares of common stock on May 7, 2026, following the exercise of stock options. The shares were sold through Morgan Stanley Smith Barney LLC. The filing also detailed prior 10b5-1 sales by Martha Reaume, including 1,000 shares each in February, March, and April 2026 for various proceeds.
VELA Investment Management LLC Purchases New Holdings in SPS Commerce, Inc. $SPSC
VELA Investment Management LLC has acquired a new stake of 20,171 shares, valued at approximately $1.80 million, in SPS Commerce, Inc. (NASDAQ:SPSC) during the fourth quarter. This acquisition comes as SPS Commerce reported strong Q1 2026 earnings, beating EPS consensus and raising future guidance, despite some analysts trimming price targets and insider selling activities. Institutional ownership in the company remains very high at nearly 99%.
SPS Commerce Introduces MAX, New Capabilities Embedded in SPS' Agentic Supply Chain Network
SPS Commerce has introduced MAX, a new set of capabilities integrated into its Agentic Supply Chain Network. This announcement was delivered via a press release highlighted by Quantisnow. The article also provides recent analyst ratings and related SEC filings for SPS Commerce Inc. (SPSC).
SPS Commerce, Inc. $SPSC Shares Acquired by UBS Group AG
UBS Group AG significantly increased its stake in SPS Commerce, Inc. by 182.3% in Q4, now owning 3.43% of the company, while institutional investors hold nearly 99% of the stock. SPS Commerce exceeded Q1 EPS estimates and raised its FY2026 EPS guidance, though revenue was in line with expectations, and insider selling and mixed analyst sentiment temper enthusiasm. The company specializes in cloud-based supply chain management, connecting retailers and suppliers with EDI capabilities.
Analysts’ Top Technology Picks: SPS Commerce (SPSC), Monolithic Power (MPWR)
Needham analysts have issued bullish ratings for two technology companies: SPS Commerce (SPSC) and Monolithic Power (MPWR). SPS Commerce received a Buy rating with a $75.00 price target, while Monolithic Power also received a Buy rating with a target of $1750.00. These recommendations highlight positive sentiment within the tech sector from multiple analysts.
SPSC SEC Filings - Sps Commerce 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for SPS Commerce (SPSC) SEC filings, including 10-K, 10-Q, 8-K, and insider trading forms, with AI-powered summaries and impact analysis. It details recent material events like financial results, share repurchases, leadership changes, and insider equity compensation adjustments. The platform aims to help investors and analysts interpret regulatory disclosures related to SPS Commerce's retail supply chain cloud services.
SPS Commerce, Inc. (NASDAQ:SPSC) Q1 2026 Earnings Call Transcript
SPS Commerce, Inc. (NASDAQ:SPSC) reported solid Q1 2026 results, with revenue up 6% to $192.1 million, driven by 7% recurring revenue growth despite headwinds from Amazon policy changes in their revenue recovery business. The company is actively integrating AI solutions like MAX to enhance efficiency for customers and internal operations, showcasing examples like Siete Foods benefiting from inventory and sales protection. SPS Commerce also detailed plans to introduce a subscription platform fee for smaller 3P take-rate customers, expecting some churn but no material revenue impact, while outlining guidance for Q2 and the full year 2026 with an anticipated reacceleration of growth in the second half.
SPS Commerce Reports First Quarter 2026 Financial Results
SPS Commerce, Inc. announced its financial results for the first quarter of 2026, reporting a 6% revenue growth and 7% recurring revenue growth compared to Q1 2025. The company also provided guidance for the second quarter and full fiscal year 2026, anticipating continued revenue and adjusted EBITDA growth. Key highlights include the launch of new AI capabilities called MAX and a focus on margin expansion through operating leverage.
[8-K] SPS COMMERCE INC Reports Material Event
SPS Commerce (SPSC) filed an 8-K report detailing its Q1 2026 financial results, with revenue growing 6% to $192.1 million and Adjusted EBITDA increasing 7% to $57.9 million. While GAAP net income decreased, non-GAAP diluted EPS improved, and the company repurchased $47.1 million in stock. SPS Commerce also announced the launch of MAX, a new AI capability for supply chain workflows, and provided Q2 and full-year 2026 guidance.
SPS Commerce SPSC Q1 2026 Earnings Transcript
SPS Commerce reported Q1 2026 revenue of $192.1 million, a 6% increase, with recurring revenue up 7%. The company is navigating Amazon-related revenue recovery headwinds, which have impacted customer churn and guidance, but expects these to trough by mid to end of 2026. SPS Commerce is focusing on cross-selling to 1P customers, leveraging AI-enabled solutions like MAX for operational efficiency, and returning capital to shareholders through share repurchases, while maintaining a long-term growth target of high single digits.
SPS Commerce: Q1 Earnings Snapshot
SPS Commerce Inc. reported first-quarter net income of $19.7 million, or 53 cents per share, surpassing Wall Street expectations with adjusted earnings of $1.10 per share. Despite revenue of $192.1 million falling short of forecasts, the company provided optimistic guidance for the current quarter and the full year. SPS Commerce anticipates per-share earnings between $1.06 and $1.09 and revenue from $194.5 million to $196.5 million for the second quarter.
SPS Commerce Reports First Quarter 2026 Financial Results
SPS Commerce reported its first-quarter 2026 financial results, with revenue growing 6% to $192.1 million and recurring revenue increasing by 7% compared to the prior year. The company announced the launch of MAX, new AI capabilities designed to optimize supply chain operations, and provided guidance for both the second quarter and the full fiscal year 2026, anticipating continued growth.
Vanguard Portfolio Management reports 8.01% stake in SPS Commerce (SPSC)
Vanguard Portfolio Management has disclosed an 8.01% stake in SPS Commerce (SPSC) as of March 31, 2026, holding 2,995,571 shares of common stock. This filing, a Schedule 13G, indicates a passive investment intent, with Vanguard exercising sole dispositive power over all shares but sole voting power over only 36,732 shares. The disclosure reflects holdings across Vanguard funds and managed accounts.
SPS Commerce, Inc. Experiences Valuation Adjustment Reflecting Shift in Financial Standing
SPS Commerce, Inc., a small-cap software products company, has adjusted its valuation, now showing a P/E ratio of 25 and a price-to-book value of 2.39. The company's financial profile, including an enterprise value to EBITDA of 12.34 and a ROCE of 14.31%, is stronger compared to many of its peers such as Toast, Inc., Nutanix, Inc., and Confluent, Inc., highlighting its competitive position in the industry. This valuation revision underscores SPS Commerce's potential resilience amidst market fluctuations within the software sector.
Should You Consider Selling Your Position in SPS Commerce (SPSC)?
Conestoga Capital Advisors, in its first-quarter 2026 investor letter, indicated concerns about SPS Commerce, Inc. (NASDAQ:SPSC). Despite beating Q4 2025 earnings, the company's Q1 2026 outlook projects decelerated revenue growth to 7%, a significant drop from its historical mid-teens trajectory, raising questions about its total addressable market and sustained growth. The firm suggests that while SPSC has potential, other AI stocks may offer higher returns in a shorter timeframe.
Granahan Investment Management, LLC's SPS Commerce Inc(SPSC) Holding History
As of December 31, 2025, Granahan Investment Management, LLC held 28,004 shares of SPS Commerce Inc (SPSC), valued at $2.50 million, representing 0.11% of its portfolio. The firm has a long history with SPSC, beginning initial trades in Q4 2013, with an estimated gain of $88.13 million on its current holdings. The article details the firm's purchase and sale history for SPSC.
SPS Commerce gains after activist Anson Funds discloses stake
SPS Commerce (SPSC) stock rose after activist hedge fund Anson Funds disclosed a stake in the company. Anson Funds believes SPS Commerce is undervalued and that its shares could double. They also indicated that they have been discussing "value-enhancing actions" with the company.
SPS Commerce Stock Hits Day Low at $52.42 Amid Price Pressure
SPS Commerce, Inc. experienced a significant stock decline, hitting an intraday low of $52.42, reflecting a 7.93% drop. The stock has seen substantial decreases over the past week, month, and year, contrasting sharply with the S&P 500's gains. Despite these challenges, the company maintains strong operating profit growth and high institutional support.
Assessing SPS Commerce (SPSC) Valuation After A Challenging Year For Shareholder Returns
SPS Commerce (SPSC) has seen a significant 56% decline in its stock over the past year, despite a recent 9.15% bounce. The article discusses whether the current weakness represents undervaluation, with some analysts suggesting a fair value of $82.09, driven by robust demand for cloud-based supply chain solutions. However, potential challenges like softer US supplier spending and competitive pricing pressure could impact future recurring revenue and margin assumptions.
Whittier Trust Co. Lowers Stock Position in SPS Commerce, Inc. $SPSC
Whittier Trust Co. significantly reduced its stake in SPS Commerce (NASDAQ:SPSC) by 97.1% during the fourth quarter, selling over 25,000 shares. This move leaves them with only 756 shares valued at $69,000. Despite this, SPS Commerce recently beat quarterly EPS estimates and provided positive FY2026 guidance, while institutional investors still own a substantial portion of the company's stock.
SPS Commerce Announces Date of First Quarter 2026 Financial Results
SPS Commerce, Inc. announced that it will release its financial results for the first quarter ended March 31, 2026, after the market closes on Thursday, April 30, 2026. The company will host a call to discuss these results at 3:30 p.m. Central Time on the same day. Investors can access the call via phone or a live webcast on the SPS Commerce investor relations website.
SPS Commerce will release quarterly results after market close April 30
SPS Commerce (NASDAQ: SPSC) announced it will release its first-quarter 2026 financial results after market close on April 30, 2026. The company will also host a conference call on the same day at 3:30 p.m. CT (4:30 p.m. ET) to discuss the results, with live webcast and replay options available for investors and analysts. This announcement follows a consistent pattern of investor communications, with previous earnings date announcements showing varied market reactions.
SPS Commerce Announces Date of First Quarter 2026 Financial Results
SPS Commerce (NASDAQ: SPSC) announced it will release its financial results for the first quarter ended March 31, 2026, after market close on Thursday, April 30, 2026. The company will host a conference call on the same day at 3:30 p.m. Central Time to discuss the results, with a live webcast also available on their investor relations website.
SPS Commerce Announces Date of First Quarter 2026 Financial Results
SPS Commerce (SPSC) is scheduled to release its first quarter 2026 financial results on April 27, 2026, after market close. Management will then host a conference call and webcast to discuss these results on April 28, 2026, at 8:30 a.m. CT. Interested parties can access details for the webcast and replay on the company's investor relations website.
Rothschild & Co downgrades SPS Commerce (SPSC)
The article states that Rothschild & Co has downgraded SPS Commerce (SPSC). No further details about the downgrade or the company are provided in the current content.
Rothschild & Co downgrades SPS Commerce (SPSC)
Rothschild & Co has downgraded its rating for SPS Commerce (SPSC). This news indicates a change in the investment bank's outlook on the company's stock performance.
SPS Commerce Announces Date of First Quarter 2026 Financial Results
SPS Commerce, Inc. (NASDAQ: SPSC) announced it will release its first-quarter 2026 financial results on Thursday, April 30, 2026, after market close. The company will host a conference call and webcast on the same day at 3:30 p.m. Central Time to discuss the results. SPS Commerce is a leading intelligent supply chain network, connecting over 50,000 recurring revenue customers across various industries.
SPS Commerce Announces Date of First Quarter 2026 Financial Results
SPS Commerce, Inc. announced that it will release its financial results for the first quarter ended March 31, 2026, after the market close on Thursday, April 30, 2026. The company will host a conference call on the same day at 3:30 p.m. Central Time to discuss the results. Investors can access the call via dial-in or live webcast.
82,898 Shares in SPS Commerce, Inc. $SPSC Acquired by Lightrock Netherlands B.V.
Lightrock Netherlands B.V. acquired 82,898 shares of SPS Commerce (NASDAQ:SPSC) in Q4, valued at approximately $7.39 million, making it their 27th largest holding. Insiders have recently sold 24,102 shares, totaling $1.43 million, while institutions own 98.96% of the company's stock. SPS Commerce exceeded Q4 EPS estimates and provided positive FY2026 guidance, maintaining an average analyst rating of "Hold".
SPS Commerce (SPSC) Projected to Post Quarterly Earnings on Thursday
SPS Commerce (SPSC) is expected to release its Q1 2026 earnings after market close on Thursday, April 23rd, with analysts forecasting earnings of $0.9780 per share and revenue of $192.7110 million. The company previously exceeded estimates in Q4, reporting $1.14 EPS and $192.65M in revenue, marking a 12.7% year-over-year growth. Insiders have sold a significant number of shares recently, while institutional investors have adjusted their holdings, and the stock currently holds an average "Hold" rating from analysts with an average target price of $87.40.
