SPS Commerce stock hits 52-week low at $58.72
SPS Commerce (SPSC) stock has fallen to a new 52-week low of $58.72, representing a 62% decline from its high and a 59.67% drop over the past year. Despite being in oversold territory based on RSI and appearing significantly undervalued according to InvestingPro's Fair Value analysis, the company reported strong Q4 2025 EPS but slightly missed revenue projections, leading to a downgrade from Craig-Hallum due to revenue results and a conservative 2026 outlook.
With A 31% Price Drop For SPS Commerce, Inc. (NASDAQ:SPSC) You'll Still Get What You Pay For
SPS Commerce Inc. experienced a 31% stock price drop over the past month and a 58% loss over the last year. Despite this, its P/E ratio of 25x is still higher than the market average in the United States, which is attributed to its strong earnings growth, with EPS rising by 19% last year and 62% over three years. Analysts forecast continued strong growth of 17% per year for the next three years, outpacing the market's 12% forecast, justifying the higher P/E.
SPS Commerce, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
SPS Commerce (NASDAQ:SPSC) shares plunged 22% last week despite the company beating analyst profit forecasts with a statutory profit of US$2.46 per share, exceeding expectations. While revenues of US$752m were in line with predictions, analysts have since slightly downgraded their earnings per share forecasts for 2026 to US$2.55 and cut their price target by 16% to US$83.91, reflecting a lowered sentiment and slower projected revenue growth compared to the overall industry.
SPS Commerce, Inc. Just Recorded A 5.8% EPS Beat: Here's What Analysts Are Forecasting Next
SPS Commerce, Inc. (NASDAQ: SPSC) recently reported its yearly results, showing a 5.8% EPS beat with statutory earnings per share of US$2.46, though shares plunged 22% afterwards. Analysts are forecasting US$802.8m in revenue for 2026 and a slight decline in EPS estimates to US$2.55, indicating a small dip in overall sentiment. The consensus price target also fell by 16% to US$83.91, suggesting analysts are linking lower forecast earnings to the stock's performance.
Public Sector Pension Investment Board Purchases 18,474 Shares of SPS Commerce, Inc. $SPSC
Public Sector Pension Investment Board increased its stake in SPS Commerce, Inc. (NASDAQ:SPSC) by 14.3%, acquiring an additional 18,474 shares to bring its total holdings to 147,903 shares valued at approximately $15.4 million. This purchase represents about 0.39% of the company. Despite beating Q4 EPS estimates and providing strong FY2026 guidance, the company experienced mixed analyst sentiment due to slight revenue misses and insider selling.
SPS Commerce (SPSC) Earnings Growth Outpaces Revenue Expectations And Tests Bullish Narratives
SPS Commerce (SPSC) reported strong FY 2025 results with Q4 revenue of US$192.7 million and EPS of US$0.69, demonstrating earnings growth of 21.1% over the last year. While the company's valuation metrics, including a P/E of 25x and a DCF fair value of US$125.55, suggest potential upside, revenue growth forecasts at 6.9% annually are below the broader US market, sparking a debate between bullish and bearish narratives concerning valuation and growth prospects. Profitability remains solid, with current net margins at 12.4% and projected earnings growth of 16.6% per year.
SPS Commerce (SPSC) Q4 Earnings Beat Estimates
SPS Commerce (SPSC) reported Q4 earnings of $1.14 per share, surpassing the Zacks Consensus Estimate of $1 per share and exceeding last year's $0.89. Despite the earnings beat, the company's Q4 revenues of $192.65 million missed the consensus estimate by 0.45%. SPS Commerce shares have lost 23.1% year-to-date, and the stock currently holds a Zacks Rank #3 (Hold).
SPS Commerce, Inc. (NASDAQ:SPSC) Q4 2025 Earnings Call Transcript
SPS Commerce, Inc. reported its Q4 2025 earnings, marking its 100th consecutive quarter of revenue growth despite a challenging macroeconomic environment. The company achieved $192.7 million in revenue for Q4 and $751.5 million for the full year 2025, with adjusted EBITDA increasing by 22% and 24% respectively. SPS Commerce also announced the retirement of CFO Kim Nelson and the appointment of Joseph DelPretto as her successor, along with the addition of two new independent directors to its board.
SPS Commerce CFO to retire after nearly two decades, 100 straight quarters of growth
Kim Nelson, the CFO of SPS Commerce, is set to retire after nearly two decades with the company, during which she oversaw its 2009 IPO and 100 consecutive quarters of revenue growth. Joseph Del Preto, formerly of Sprout Social, will succeed her. The Minneapolis/St. Paul Business Journal is also currently accepting nominations for its 2026 CFO of the Year awards.
SPS Commerce Reports Fourth Quarter and Fiscal Year 2025 Financial Results
SPS Commerce, Inc. (NASDAQ: SPSC) announced strong financial results for the fourth quarter and full fiscal year 2025, marking its 100th consecutive quarter of revenue growth. The company reported significant revenue increases and outlined its future growth strategies, including leveraging AI enhancements in its product portfolio. Additionally, SPS Commerce announced the planned retirement of its CFO, Kim Nelson, and the appointment of Joseph Del Preto as the new CFO, along with an increase to its share repurchase program.
SPS Commerce: Fourth Quarter Earnings Overview
SPS Commerce announced strong financial results for the fourth quarter, with adjusted earnings per share of $1.14 surpassing analyst expectations. While quarterly revenue of $192.7 million slightly missed estimates, the company reported solid full-year profits and revenue. SPS Commerce also provided an optimistic outlook for the upcoming quarter and the full year, projecting continued growth in earnings and revenue.
SPS Commerce: Q4 Earnings Snapshot
SPS Commerce Inc. reported a fourth-quarter net income of $25.8 million, or 68 cents per share, topping analyst expectations for earnings. Adjusted earnings were $1.14 per share, exceeding the average estimate of $1 per share. However, the supply chain software provider's revenue of $192.7 million fell short of Street forecasts.
(SPSC) SPS Commerce, Inc. Expects Q1 Revenue Range $191.6M - $193.6M
SPS Commerce, Inc. (SPSC) anticipates its Q1 revenue to fall within the range of $191.6 million to $193.6 million. Additionally, the company projects Q1 adjusted EPS to be between $0.95 and $0.99. These financial expectations follow the announcement of Q4 revenue of $192.7 million and Q4 adjusted EPS of $1.14 per share, surpassing FactSet estimates.
SPS Commerce Appoints New Independent Directors to the Board
SPS Commerce, Inc. has appointed Michael McConnell and Fumbi Chima as independent directors to its Board, effective immediately, following a cooperation agreement with Anson Funds. McConnell rejoins the Board and will be on the Finance & Strategy Committee, while Chima, a new appointee, will join the Audit Committee. These appointments are part of an ongoing Board refreshment strategy, and concurrently, the company announced an increase in its share repurchase authorization to $300 million.
SPS Commerce Reports Fourth Quarter and Fiscal Year 2025 Financial Results
SPS Commerce announced strong financial results for the fourth quarter and full fiscal year 2025, marking its 100th consecutive quarter of revenue growth. The company reported significant increases in revenue, net income, and Adjusted EBITDA, and also announced the appointment of Joseph Del Preto as its new CFO, succeeding the retiring Kim Nelson. Additionally, SPS Commerce increased its share repurchase program by an extra $200 million, bringing the total authorized amount to $300 million, and provided optimistic guidance for Q1 and the full fiscal year 2026.
SPS Commerce Reports Fourth Quarter and Fiscal Year 2025 Financial Results
SPS Commerce, the intelligent supply chain network, announced strong financial results for the fourth quarter and fiscal year 2025, marking its 100th consecutive quarter of revenue growth. The company reported significant increases in revenue, net income, and Adjusted EBITDA for both periods, exceeding analyst expectations. Additionally, SPS Commerce announced the planned retirement of its CFO, Kim Nelson, and the appointment of Joseph Del Preto as her successor, along with an increase to its share repurchase program.
SPS Commerce Earnings Report: Q4 Overview
SPS Commerce (NASDAQ: SPSC) announced its Q4 earnings, revealing an EPS of $1.14, surpassing the estimate of $0.9 by 26.67%. The company also reported a revenue increase of $21.75 million compared to the same period last year. Historically, the company's share price saw a 20.84% drop the day after beating EPS in the previous quarter.
Board shake-up at SPS Commerce (NASDAQ: SPSC) with $300M buyback
SPS Commerce (NASDAQ: SPSC) has announced a board shake-up and an increased share repurchase authorization of $300 million following a cooperation agreement with investor Anson Funds Management. The agreement adds two Anson-supported independent directors, Michael McConnell and Fumbi Chima, to the board and includes commitments from Anson to support the company's nominees at the 2026 annual meeting and abide by standstill limits. Long-time director Sven Wehrwein will not stand for reelection due to age-based guidelines, leading to a nine-member board with expanded independent oversight.
Shareholder deal brings new voices to SPS Commerce board and a $300M buyback
SPS Commerce has appointed two new independent directors, Michael McConnell and Fumbi Chima, to its board and increased its share repurchase authorization to $300 million. These changes come as part of a cooperation agreement with Anson Funds, and follow a commitment to board refreshment, which will result in nine directors, eight of whom are independent, after the 2026 annual meeting. The announcement led to a significant positive market reaction for SPSC.
More Unpleasant Surprises Could Be In Store For SPS Commerce, Inc.'s (NASDAQ:SPSC) Shares After Tumbling 26%
SPS Commerce, Inc.'s shares have dropped 26% in the last month, contributing to a 54% decline over the past year. Despite this, the company's P/E ratio of 30.4x remains high compared to the broader market, which analysts believe is not justified given its projected earnings growth of 13% against a market average of 16%. Investors hoping for a turnaround might be disappointed as current analyst forecasts do not support such an elevated valuation.
SPS Commerce faces earnings test amid activist push for sale By Investing.com
SPS Commerce is set to release its fourth-quarter earnings, facing scrutiny over its potential to achieve 100 consecutive quarters of revenue growth. The company is also under pressure from activist investor Irenic Capital Management to explore strategic options, including a sale, amidst a significant drop in its stock price. Investors will be closely watching management's response to these demands, along with the impact of recent product innovations.
SPS Commerce: Q4 Earnings Snapshot
SPS Commerce Inc. reported fourth-quarter net income of $25.8 million, or 68 cents per share, which adjusted for one-time items, was $1.14 per share, exceeding analyst expectations. While revenue for the quarter was $192.7 million, slightly below forecasts, the company provided positive guidance for its upcoming quarter and the full year. SPS Commerce anticipates first-quarter earnings between 95 and 99 cents per share, with full-year earnings projected between $4.42 and $4.50 per share.
More Unpleasant Surprises Could Be In Store For SPS Commerce, Inc.'s (NASDAQ:SPSC) Shares After Tumbling 26%
SPS Commerce, Inc.'s shares have dropped 26% in the last month, contributing to a 54% decline over the past year. Despite this fall, the company's P/E ratio of 30.4x remains high compared to the broader market, and analysts expect its earnings growth of 13% next year to lag behind the market's 16% growth. This suggests that the stock may still be overvalued given its less optimistic future earnings outlook.
Marty Reaume Sells 1,000 Shares of SPS Commerce (NASDAQ:SPSC) Stock
Marty Reaume, a Director at SPS Commerce (NASDAQ:SPSC), sold 1,000 shares of the company's stock for a total of $79,920. This transaction reduced his holding by 9.84% to 9,158 shares. The sale comes as SPS Commerce's shares have fallen by 8.7% to $68.33, trading near its 12-month low, while analysts maintain a consensus "Hold" rating with an average target price of $99.22.
SPS Commerce Introduces New Agentic Capabilities
SPS Commerce has launched MAX, an AI-powered platform designed to enhance supply chain operations by leveraging its vast network of 300,000 trading connections and billions of transactions. MAX aims to embed agentic capabilities into existing workflows, offering features like MAX Chat for direct insights and proactive issue resolution, and MAX Monitor for continuous transaction supervision and automation. The platform also includes MAX Connect, which facilitates collaboration with other AI systems and data platforms to maximize AI's impact for retailers, suppliers, and logistics partners.
SPS Commerce (NASDAQ:SPSC) Hits New 52-Week Low - Here's Why
SPS Commerce (NASDAQ:SPSC) shares recently hit a new 52-week low, trading for as low as $70.10 and closing near $69.50, representing a 9.5% drop. This decline follows analyst downgrades and target price reductions, with the company now holding a "Hold" consensus rating and a target of $99.22. An insider also sold a significant number of shares in January, while institutional investors maintain a substantial stake in the company.
SPS Commerce stock hits 52-week low at $72.89 By Investing.com
SPS Commerce Inc. stock has fallen to a new 52-week low of $72.89, representing a 52.03% decline over the past year. Despite this downturn and indications that the stock is oversold, the company maintains "GOOD" financial health with 19.28% revenue growth and more cash than debt. The stock's current P/E ratio suggests it may be undervalued compared to its InvestingPro Fair Value, even as it faces market volatility and mixed analyst ratings following the introduction of its new AI capabilities, MAX.
SPS Commerce, Inc. (NASDAQ:SPSC) Given Average Recommendation of "Hold" by Analysts
SPS Commerce, Inc. (NASDAQ:SPSC) has received an average "Hold" rating from ten analysts, with a consensus one-year price target of $99.22, considerably higher than its current $74.83 share price. Despite some recent analyst target cuts and a director's stock sale, institutional investors hold a significant 98.96% stake in the company. SPS Commerce specializes in cloud-based supply chain management solutions, connecting retailers, suppliers, and logistics providers.
New MAX AI from SPS watches 300,000 supply links to catch problems early
SPS Commerce has launched MAX, a new AI-powered platform embedded in its supply chain network designed to monitor 300,000 trading connections and billions of transactions. MAX aims to proactively identify potential issues, automate routine tasks, and integrate with existing systems to enhance supply chain efficiency for retailers, suppliers, and logistics partners. This initiative builds on SPS Commerce's prior AI-driven fulfillment capabilities, focusing on delivering agentic AI features to improve decision-making and workflow guidance.
Federated Hermes Inc. Cuts Stock Position in SPS Commerce, Inc. $SPSC
Federated Hermes Inc. significantly reduced its stake in SPS Commerce, Inc. by 99.4% in the third quarter of 2025, selling over 106,000 shares. Meanwhile, other institutional investors have altered their positions, and a company director also sold shares. The stock is currently trading near its 12-month low, and analysts have a "Hold" consensus rating with a target price of $106.80.
SPS Commerce Inc (SPSC) Stock Price Down 2.99% on Feb 9
SPS Commerce Inc (SPSC) stock declined by 2.99% on February 9th, reaching an intraday low of $76.47 before closing at $77.09. Wall Street analysts provide an average one-year price target of $103.02, indicating a potential upside of 33.63%, with an "Outperform" consensus recommendation. GuruFocus estimates a GF Value of $264.00, suggesting a significant upside of 242.46% from the current price.
Renaissance Group LLC Increases Position in SPS Commerce, Inc. $SPSC
Renaissance Group LLC significantly increased its stake in SPS Commerce (NASDAQ:SPSC) by 53.9% in Q3, now owning 76,113 shares valued at $7.93 million. Other institutions like Nordea, Van Berkom, and Norges Bank also added substantial positions, pushing institutional ownership to nearly 99%. Despite this institutional interest, a company director recently sold shares, and analysts currently have a "Hold" consensus rating with a target price of $106.80, while the stock trades around $79.53.
498,154 Shares in SPS Commerce, Inc. $SPSC Bought by Van Berkom & Associates Inc.
Van Berkom & Associates Inc. initiated a new position in SPS Commerce (NASDAQ:SPSC) during the third quarter, acquiring 498,154 shares valued at approximately $51.9 million. Despite this significant institutional buying, analysts maintain a "Hold" rating for SPS Commerce with a consensus price target of $106.80, and a director recently sold a portion of their holdings. Institutional investors and hedge funds collectively own 98.96% of SPS Commerce.
Brown Capital Management LLC Has $22.65 Million Position in SPS Commerce, Inc. $SPSC
Brown Capital Management LLC recently reduced its stake in SPS Commerce, Inc. by 16.8%, holding 217,514 shares valued at $22.65 million. Several other institutional investors also adjusted their positions in SPSC. The article also details recent insider trading activity, stock performance metrics, and current analyst ratings for SPS Commerce.
SPS Commerce Announces Date of Fourth Quarter and Fiscal Year 2025 Financial Results
SPS Commerce, Inc. (NASDAQ: SPSC) announced it will release its financial results for the fourth quarter and fiscal year ended December 31, 2025, after market close on Thursday, February 12, 2026. The company will host a conference call to discuss these results at 3:30 p.m. Central Time on the same day. Investors can access the call via phone or live webcast, with a replay available on their investor relations website.
SPS Commerce Announces Date of Fourth Quarter and Fiscal Year 2025 Financial Results
SPS Commerce, Inc. announced that it will release its financial results for the fourth quarter and full fiscal year ended December 31, 2025, after market close on Thursday, February 12, 2026. The company will host a conference call and webcast on the same day at 3:30 p.m. Central Time to discuss the results. Interested participants can access the call via dial-in or live webcast through the investor relations section of SPS Commerce's website.
SPS Commerce (SPSC) Expected to Announce Quarterly Earnings on Monday
SPS Commerce (SPSC) is expected to announce its Q4 2025 earnings before market open on Monday, February 9th, with analysts forecasting earnings of $1.00 per share. The company previously reported strong Q3 2025 results, beating EPS estimates and showing a 16% year-over-year revenue increase. Despite this, the stock carries a "Hold" rating from analysts with an average target price of $106.80, and a director recently sold 1,732 shares.
Activist Irenic pushing SPS Commerce to explore sale - report (SPSC:NASDAQ)
Activist investor Irenic Capital Management has acquired a stake in SPS Commerce (SPSC) and is urging the supply chain software company to consider strategic alternatives, including a potential sale. This development was reported by Bloomberg, indicating that Irenic has already engaged with SPS Commerce's board and management regarding its proposals.
Y Intercept Hong Kong Ltd Buys 27,390 Shares of SPS Commerce, Inc. $SPSC
Y Intercept Hong Kong Ltd significantly increased its holdings in SPS Commerce, Inc. (NASDAQ:SPSC) by 136.7%, acquiring an additional 27,390 shares, bringing its total ownership to 47,424 shares valued at approximately $4.94 million. This increased stake makes Y Intercept Hong Kong Ltd own about 0.13% of the company. The article also notes that SPS Commerce beat EPS estimates but missed revenue expectations and has received multiple analyst downgrades, resulting in a consensus "Hold" rating.
Precision Trading with Sps Commerce Inc. (SPSC) Risk Zones
This article provides a precision trading analysis for Sps Commerce Inc. (SPSC), highlighting a neutral sentiment in shorter horizons but a weak long-term bias. It details three AI-generated institutional trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis and risk-reward setups. The stock shows an exceptional 64.5:1 risk-reward setup targeting an 18.6% gain versus 0.3% risk.
Did SPS Commerce’s New Supply Chain Cloud Tools Just Shift SPSC’s Investment Narrative?
SPS Commerce Inc. recently launched new supply chain tools, including SAP S/4HANA cloud connectivity and Shopify automation, aiming to establish its network as essential infrastructure for fragmented supply chains. This move reinforces the company's "shared operating layer" narrative for investors, although it will take time for these enhancements to reflect in revenue. Despite a recent stock retreat, the company's shares are still considered to be trading above their fair value, presenting a potential risk for investors.
Did SPS Commerce’s New Supply Chain Cloud Tools Just Shift SPSC’s Investment Narrative?
SPS Commerce (SPSC) recently launched new supply chain products, including enhanced SAP S/4HANA connectivity, Shopify automation, and a Manufacturing Suite, aiming to position its network as a critical shared operating layer for fragmented supply chains. While these tools could strengthen SPSC's long-term investment case, the immediate catalysts remain centered on sustaining earnings growth and successful cross-selling. Investors should be aware of potential overvaluation despite a recent stock drawdown, as the company might be paying "platform" multiples without fully proven "platform" economics.
SPS Commerce, Inc. (NASDAQ:SPSC) Given Average Rating of "Hold" by Brokerages
SPS Commerce, Inc. (NASDAQ:SPSC) has received an average "Hold" rating from twelve brokerages, with an average 12-month price target of $106.80. Analyst price targets have seen recent trims, reflecting mixed views, despite the company beating EPS estimates for its most recent quarter. Institutional investors have been actively trading shares, with a director also making an insider sale.
SPS Commerce, Inc. $SPSC Shares Sold by Campbell & CO Investment Adviser LLC
Campbell & CO Investment Adviser LLC significantly reduced its stake in SPS Commerce (SPSC) by 41.9%, selling nearly 15,000 shares, while other large institutions like Nordea Investment Management and Norges Bank increased their holdings. This comes as analysts have recently trimmed price targets and ratings, resulting in an average "Hold" rating for SPSC, with the company beating EPS estimates but narrowly missing revenue expectations in its latest quarter. SPS Commerce's stock has a 52-week range of $73.05–$197.59 and a current market capitalization of approximately $3.4 billion.
SPS Commerce (SPSC) Fell Following Muted Outlook
Fenimore Asset Management highlighted SPS Commerce, Inc. (NASDAQ: SPSC) as a significant detractor in its Small Cap Strategy for Q4 2025 due to a "muted near-term business outlook" and a "poor acquisition" that led to activist targeting. Despite a 16% YoY revenue growth in Q3 2025, the firm believes that other AI stocks hold greater promise for higher returns. SPS Commerce's shares have lost 52.23% over the last 52 weeks, closing at $91.24 on January 15, 2026.
SPS Commerce (SPSC) Fell Following Muted Outlook
Fenimore Asset Management highlighted SPS Commerce, Inc. (SPSC) as a significant detractor in its Q4 2025 investor letter, attributing its underperformance to a muted near-term outlook and a poor acquisition. Despite this, Fenimore believes the company has inherent advantages and multiple avenues for value creation, even as an activist investor targets the firm. SPS Commerce's Q3 2025 revenue grew 16% year-over-year, but its shares experienced a substantial decline over the past year.
Analysts Have Conflicting Sentiments on These Technology Companies: SailPoint, Inc. (SAIL), Silicon Laboratories (SLAB) and SPS Commerce (SPSC)
This article reports on analyst ratings for three technology companies: SailPoint, Inc. (SAIL), Silicon Laboratories (SLAB), and SPS Commerce (SPSC). SailPoint received a "Strong Buy" consensus with a significant upside, while Silicon Laboratories had a "Moderate Buy" consensus with a smaller upside. SPS Commerce also garnered a "Moderate Buy" consensus, indicating potential growth.
SPS Commerce Inc (NASDAQ:SPSC) Shows Strong Growth and a Positive Technical Setup
SPS Commerce Inc (NASDAQ:SPSC) is highlighted as a company with strong fundamental growth, including impressive revenue and EPS increases, solid profitability, and no debt. Despite a mixed valuation and a low overall technical rating due to past underperformance, the stock shows a promising technical setup with recent sideways trading and a shift to a positive near-term trend. This combination suggests a potential entry opportunity for growth investors.
EULAV Asset Management Sells 46,900 Shares of SPS Commerce, Inc. $SPSC
EULAV Asset Management significantly reduced its stake in SPS Commerce (NASDAQ:SPSC) by 44.9% in Q3, selling 46,900 shares and retaining 57,600 shares valued at $5.998 million. Despite beating Q3 EPS estimates with $1.13 versus $0.99 and a 16% revenue increase to $189.9 million, analysts have largely lowered expectations for SPS Commerce, resulting in a consensus "Hold" rating and an average price target of $106.80. The company provided FY2025 EPS guidance between $4.10 and $4.15.
Did SPS Commerce's New AI Retail and Manufacturing Suites Just Shift SPS Commerce's (SPSC) Investment Narrative?
SPS Commerce has launched new AI-enabled product suites, including direct SAP S/4HANA cloud integrations and Shopify automation, aimed at improving real-time visibility and coordination in retail and manufacturing supply chains. These developments, particularly the SPS Commerce Relationship Center and Manufacturing Suite, are expected to enhance partner onboarding and multi-tier network management. The article explores how these innovations could reshape SPS Commerce's investment narrative, supporting its growth targets and potential fair value upside despite competitive pressures.
