SPSC Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides a financial overview of SPS Commerce Inc (SPSC), detailing its revenue breakdown, profitability margins, and a comparison with competitors. The company's primary revenue driver is Fulfillment, accounting for 85.2% of total sales, with strong gross, operating, and net margins. SPSC's financial performance and market capitalization are benchmarked against industry peers like AVPT and EVCM to assess its competitive standing.
SPSC Technical Analysis & Stock Price Forecast
This article provides a technical analysis and stock price forecast for SPS Commerce Inc (SPSC), indicating a "Strong Sell" consensus based on various technical indicators and moving averages as of April 2, 2026. Key metrics like MACD, RSI, and different moving averages all point towards a bearish outlook, with the stock trading significantly below its long-term moving averages. The analysis also highlights crucial support and resistance levels for traders to monitor.
SPSC Earning Date, Earning Analysis and Earning Prediction
The article provides an in-depth analysis of SPS Commerce Inc. (SPSC) earnings, including historical performance, future predictions, and stock price correlation with earnings forecasts. It highlights recent earnings reports, analyst estimates for Q1 2026, and the impact of these factors on investor decisions. The sentiment for SPSC's Q4 2025 earnings call summary is neutral, suggesting potential challenges despite positive guidance and product development.
SPS Commerce Inc (SPSC) Stock Price Quote Today & Current Price Chart | Capital.com Australia
The article provides a stock price quote and current price chart for SPS Commerce Inc (SPSC) on Capital.com Australia. While the complete article content is not available, it indicates that Capital.com offers online trading services.
SPS Commerce, Inc. (NASDAQ:SPSC) Short Interest Up 22.9% in March
SPS Commerce, Inc. (NASDAQ:SPSC) experienced a significant 22.9% increase in short interest in March, totaling 2,641,219 shares, representing about 7.1% of its shares. Analysts currently hold a "Hold" consensus rating with a target price of $87.40, despite recent insider share sales by the CEO and CFO. The company recently reported better-than-expected EPS and a 12.7% year-over-year revenue increase.
Vanguard amends Schedule 13G/A; SPS Commerce (NASDAQ: SPSC) ownership reported as 0
The Vanguard Group has filed an Amendment No. 9 to its Schedule 13G/A for SPS Commerce Inc (NASDAQ: SPSC), reporting 0% beneficial ownership following an internal realignment on January 12, 2026. This realignment means certain Vanguard subsidiaries will now report beneficial ownership separately. The filing clarifies Vanguard's reporting structure, indicating it no longer holds beneficially owned shares in SPS Commerce Inc.
SPS Commerce (NASDAQ: SPSC) CFO Del Preto files initial insider ownership
SPS Commerce, Inc. CFO Joseph Del Preto has filed an initial statement of beneficial ownership (Form 3) as a company insider. The filing, dated March 25, 2026, indicates that there are no reportable transactions, shareholdings, or derivative positions for Del Preto at this time. This Form 3 merely establishes his status as an insider, with no buying or selling activity reported.
Tudor Investment Corp ET AL Increases Position in SPS Commerce, Inc. $SPSC
Tudor Investment Corp ET AL significantly increased its stake in SPS Commerce, Inc. (NASDAQ:SPSC) by 161.5% in Q3, bringing its total to 70,389 shares valued at approximately $7.33 million. This comes as other institutional investors also acquired substantial positions, leading to institutional ownership of nearly 99% of the company. SPS Commerce recently beat Q4 EPS estimates and provided positive FY2026 guidance, while analysts currently hold a consensus "Hold" rating with an average $87.40 price target.
SPSC SEC Filings - Sps Commerce 10-K, 10-Q, 8-K Forms
This page on Stock Titan provides comprehensive access to SPS Commerce (SPSC) SEC filings, including 10-K, 10-Q, and 8-K forms, alongside insider trading information. It offers AI-powered summaries of key financial data and recent event disclosures, helping investors understand the company's financial health, governance, and executive transactions. Recent filings highlight details on executive appointments, share repurchase programs, and corrected insider stock award reporting.
How Sps Commerce Inc. (SPSC) Affects Rotational Strategy Timing
The article analyzes Sps Commerce Inc. (SPSC) using AI models to provide institutional trading strategies. It highlights a near-term weak sentiment within broader long-term weakness, but notes a mid-term strength and an exceptional 94.3:1 risk-reward setup. Three distinct strategies are presented: a Position Trading, a Momentum Breakout, and a Risk Hedging Strategy, along with multi-timeframe signal analysis.
JPMorgan Chase & Co. Sells 57,923 Shares of SPS Commerce, Inc. $SPSC
JPMorgan Chase & Co. reduced its stake in SPS Commerce by 11.1% in the third quarter, selling 57,923 shares and retaining 1.23% of the company, valued at $48.42 million. Amidst this, company insiders, including the CEO and CFO, sold 24,834 shares, causing insider ownership to drop to 0.98%. SPS Commerce surpassed quarterly EPS estimates and provided positive FY2026 guidance, while analysts currently hold a "Hold" rating with an average price target of $87.40.
SPSC PE Ratio & Valuation, Is SPSC Overvalued
SPS Commerce Inc (SPSC) is currently considered undervalued, with a forward P/E ratio of 20.15 compared to its five-year average of 52.04. The fair price for SPSC is estimated to be between $103.11 and $165.72, making its current price of $58.02 undervalued by 43.73%. Despite a strong P/S ratio compared to competitors, its P/B ratio and FCF yield indicate potential value.
SPS Commerce (NASDAQ: SPSC) director exercises options for 5,732 shares
SPS Commerce director Tami Reller exercised stock options for 5,732 shares of common stock at an exercise price of $51.80 per share on March 13, 2026. Following this transaction, Reller directly owns 51,172 shares of SPS Commerce Common Stock, with no shares reported as sold. The transaction was detailed in an SEC Form 4 filing, which also noted a previous stock split on July 25, 2019, that adjusted the number of shares and exercise price.
Fred Alger Management LLC Sells 312,119 Shares of SPS Commerce, Inc. $SPSC
Fred Alger Management LLC significantly reduced its stake in SPS Commerce, Inc. (NASDAQ:SPSC) by selling 312,119 shares, leaving it with 175,057 shares worth $18.23 million. This comes amidst other institutional investors adjusting their positions and insider selling from CEO Chadwick Collins and CFO Kimberly K. Nelson. Analysts currently give SPS Commerce an average "Hold" rating with a consensus price target of $87.40.
Granahan Investment Management LLC Has $41.32 Million Stock Holdings in SPS Commerce, Inc. $SPSC
Granahan Investment Management LLC increased its stake in SPS Commerce, Inc. by 6.5% to 396,780 shares, now holding 1.05% of the company, valued at approximately $41.32 million. SPS Commerce exceeded Q4 EPS expectations but slightly missed revenue estimates, showing 12.7% year-over-year revenue growth. Analysts currently rate SPS Commerce with an average "Hold" rating and a target price of $87.40, while the stock trades near $60.55.
Thematics Asset Management Has $20.51 Million Holdings in SPS Commerce, Inc. $SPSC
Thematics Asset Management increased its stake in SPS Commerce, Inc. ($SPSC) by 12.4% to 196,914 shares, valued at $20.51 million, contributing to a high institutional ownership of 98.96%. While institutional investors are increasing positions, company insiders have been net sellers, disposing of over $1.5 million in shares in the last 90 days. SPS Commerce recently beat EPS estimates, reported 12.7% YoY revenue growth, and provided FY2026 EPS guidance, though analysts maintain a mixed "Hold" rating with an average target of $87.40.
Geneva Capital Management LLC Sells 139,044 Shares of SPS Commerce, Inc. $SPSC
Geneva Capital Management LLC significantly reduced its stake in SPS Commerce, Inc. (NASDAQ:SPSC) by selling 139,044 shares, now holding approximately 1.27% of the company valued at $49.99 million. This move is part of broader insider selling activity, with CEO Chadwick Collins and Director Marty M. Reaume also selling shares in recent months. Despite mixed analyst ratings, SPS Commerce reported strong quarterly earnings, beating estimates, and provided positive FY2026 EPS guidance.
SPS Commerce CFO to retire after nearly two decades, 100 straight quarters of growth
Kim Nelson, CFO of SPS Commerce, is retiring after a nearly two-decade tenure during which the company achieved 100 consecutive quarters of revenue growth and underwent a 2009 IPO. Joseph Del Preto, formerly of Sprout Social, will succeed her. Nelson was recognized at the Minneapolis/St. Paul Business Journal's 2021 CFO of the Year Awards.
Martha Reaume (NASDAQ: SPSC) files Form 144 for multiple share sales
Martha Reaume, associated with SPS Commerce Inc. (NASDAQ: SPSC), has filed a Form 144 detailing proposed and recent sales of company stock. The filing reports a 1,000-share sale via stock option exercise on March 9, 2026, and two prior 10b5-1 sales: 1,000 shares on February 9, 2026, for $79,200, and 1,732 shares on January 7, 2026, for $159,794.15. These filings are routine disclosures of insider trading activity.
SPS Commerce Inc (SPSC) Stock Price Up 3.15% on Mar 4
SPS Commerce Inc's (SPSC) stock price increased by 3.15% on March 4, reaching an intraday high before settling at $61.92. Wall Street analysts have an average target price of $86.77 for SPSC, indicating a potential upside of 40.13%. GuruFocus estimates the fair value (GF Value) to be $261.95, suggesting an even greater upside of 323.05%.
352,748 Shares in SPS Commerce, Inc. $SPSC Acquired by Champlain Investment Partners LLC
Champlain Investment Partners LLC has acquired a new stake of 352,748 shares in SPS Commerce, Inc. (SPSC) valued at approximately $36.7 million, representing about 0.94% ownership. This acquisition comes as SPS Commerce reported stronger-than-expected Q4 EPS and provided FY2026 guidance, though some insiders, including the CFO and CEO, recently sold shares. Analyst ratings for SPSC are mixed, with a consensus "Hold" rating and an average price target of $87.40.
How Investors Are Reacting To SPS Commerce (SPSC) Earnings Beat, Revenue Miss, and CEO Stock Sale
SPS Commerce reported mixed Q4 2025 results with an earnings beat but a revenue miss and a softer 2026 outlook. The CEO also sold a significant amount of stock. This has led to questions about the company's growth trajectory, despite its strong balance sheet and recurring revenue model.
Transforming Analytics Management: How SPS Commerce Enhanced Efficiency with Strategy’s REST APIs
SPS Commerce significantly improved its analytics management and operational efficiency by transitioning from SDK-based development to Strategy's REST APIs. This shift addressed issues like metadata bloat, debugging difficulties, and language restrictions, leading to a more robust, scalable, and user-friendly system. The new architecture has reduced support tickets, enhanced reliability, and simplified the development process for SPS Commerce.
Quantbot Technologies LP Has $5.60 Million Position in SPS Commerce, Inc. $SPSC
Quantbot Technologies LP significantly increased its stake in SPS Commerce (NASDAQ:SPSC) by 105.4% in the third quarter, bringing their total holdings to 53,728 shares valued at $5.60 million. This comes as institutional ownership in SPS Commerce reaches nearly 99%, while insider selling has also increased. Analysts currently have a consensus "Hold" rating on the stock with a price target of $87.40, following a quarter where the company beat EPS expectations but slightly missed revenue estimates.
SPS Commerce Earnings Beat Meets Insider Selling And Growth Concerns
SPS Commerce reported better-than-expected earnings per share, yet faces concerns due to insider selling by its CEO and a stock downgrade from Craig Hallum citing a revenue miss and a softer 2026 outlook. The company, which provides cloud-based supply chain and retail data services, will need to address investor questions about its long-term growth strategy and how it plans to convert current profitability into sustained top-line expansion, particularly at upcoming investor events. Investors are advised to watch for management's guidance on IT budgets, uptake of new offerings like MAX AI, and future insider transactions.
SPS Commerce, Inc. Hits New 52-Week Low at $52.75 Amidst Decline
SPS Commerce, Inc. recently hit a new 52-week low of $52.75, reflecting a significant stock price decline of 70.49% over the past year. The small-cap software company has a market capitalization of $2.27 billion, a P/E ratio of 53.00, and a return on equity of 9.58% but does not pay dividends. This performance contrasts sharply with the S&P 500's 12.95% gain over the same period.
SPS Commerce Inc (NASDAQ:SPSC) Emerges as a "Decent Value" Stock with Strong Fundamentals
SPS Commerce Inc (NASDAQ:SPSC) has been identified as a "Decent Value" stock due to its strong fundamentals and relatively low valuation compared to its industry peers. The company demonstrates sound financial health with no debt, consistent earnings, and a track record of revenue and EPS growth, despite an anticipated slowing expansion rate. This combination positions SPSC as an appealing option for value investors seeking financially stable businesses at a sensible price point.
SPS Commerce to Present at the Morgan Stanley Technology, Media & Telecom Conference
SPS Commerce, a leading intelligent supply chain network, announced that its management will present at the Morgan Stanley Technology, Media & Telecom Conference on Wednesday, March 4, 2026, at 8:30 AM P.T. A webcast of the presentation will be available on the company’s investor relations website. SPS Commerce connects trading partners globally to optimize supply chain operations and has achieved 100 consecutive quarters of revenue growth.
SPS Commerce to Present at the Morgan Stanley Technology, Media & Telecom Conference
SPS Commerce, Inc. announced that its management will present at the Morgan Stanley Technology, Media & Telecom Conference on Wednesday, March 4, 2026, at 8:30 AM P.T. A webcast of the presentation will be available on the company’s investor relations website. SPS Commerce is a leading retail network connecting trading partners globally to optimize supply chain operations, serving over 50,000 customers.
SPS Commerce (SPSC) EVP Eduardo Rosini granted 29,335-share RSU award
SPS Commerce EVP Eduardo Rosini was granted 29,335 Restricted Stock Units (RSUs) on February 20, 2026. These RSUs will vest 25% annually over four years, with a reported price of $0.00 per share. Following this award, Rosini directly holds 109,860 shares of SPS Commerce Common Stock and indirectly holds an additional 10.469 shares through a 401(k) plan.
Collins, SPS Commerce CEO, sells $785k in SPSC stock
SPS Commerce CEO Chadwick Collins sold 13,384 shares of SPSC stock for approximately $785,128 on February 20, 2026, under a pre-arranged trading plan, while also acquiring 101,932 shares with a value of $0. These transactions occurred as the stock trades near its 52-week low and is considered undervalued by InvestingPro. The company recently reported mixed Q4 2025 earnings, surpassing EPS expectations but slightly missing revenue forecasts, leading to a downgrade from Craig-Hallum.
Director at SPS Commerce (NASDAQ: SPSC) granted 3,451 RSUs
SPS Commerce director Michael J. McConnell was granted 3,451 restricted stock units (RSUs) with no stated purchase price. These RSUs will vest in equal monthly installments over 36 months, conditional on his continued service on the board. Following this transaction, McConnell directly owns 3,451 shares tied to this specific award.
Director Fumbi F. Chima receives 3,451-share RSU grant at SPS Commerce (SPSC)
SPS Commerce director Fumbi F. Chima was granted 3,451 restricted stock units (RSUs) on February 20, 2026, as reported in a Form 4 SEC filing. These RSUs, valued at no cash cost, represent her total direct holdings after the transaction and will vest in equal monthly installments over 36 months, contingent on her continued service on the board. This award aligns her compensation with the company's long-term performance and is a typical form of equity compensation for directors.
Fund Builds $40 Million SPS Commerce Stake as Shares Sink 60% Despite 100 Straight Growth Quarters
Irenic Capital Management has acquired a new position in SPS Commerce, purchasing over 450,000 shares valued at $40.3 million in the fourth quarter of 2025. This investment comes despite SPS Commerce's stock sinking 60% over the past year, significantly underperforming the S&P 500. The company, a cloud-based supply chain software provider, recently reported its 100th consecutive quarter of revenue growth, with full-year 2025 revenue up 18% to $751.5 million, though market concerns exist over moderating 2026 guidance.
Fund Builds $40 Million SPS Commerce Stake as Shares Sink 60% Despite 100 Straight Growth Quarters
Irenic Capital Management has acquired a new $40 million stake in SPS Commerce (NASDAQ:SPSC), purchasing 452,066 shares in the fourth quarter of 2025. This investment comes despite a 60% drop in SPS Commerce's stock price over the past year, as the company celebrated its 100th consecutive quarter of revenue growth. The move suggests that Irenic Capital sees long-term value in the cloud-based supply chain management provider, which continues to generate profit and cash flow.
SPS Commerce to Present at the Morgan Stanley Technology, Media & Telecom Conference
SPS Commerce, Inc. announced its management will present at the Morgan Stanley Technology, Media & Telecom Conference on March 4, 2026, at 8:30 AM P.T. A webcast of the presentation will be available on the company's investor relations website. SPS Commerce is a leading intelligent supply chain network connecting over 50,000 recurring revenue customers globally.
Director Michael J. McConnell becomes reporting insider at SPS Commerce (SPSC)
SPS Commerce Inc. has filed an initial insider ownership report (Form 3) for director Michael J. McConnell. This filing formally establishes his status as a reporting insider with the SEC but does not indicate any current share transactions or changes in ownership. The Form 3 requires him to report all future changes in beneficial ownership of SPSC securities.
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.
SPS Commerce, Inc. 2025 Q4 - Results - Earnings Call Presentation (NASDAQ:SPSC)
SPS Commerce, Inc. has released its Q4 2025 earnings call presentation. The company reported an EPS of $1.14, beating estimates by $0.13, and revenue of $192.65 million, which was a 12.72% year-over-year increase but missed estimates by $949.82K. The article features the slide deck from the earnings call.
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.
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, 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.
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.
