SPS Commerce sells its 3P revenue recovery unit for $9.5M to focus on 1P suppliers
SPS Commerce has sold its 3P revenue recovery unit for $9.5 million. This strategic move allows the company to refocus its efforts and resources on its primary business, catering to 1P suppliers. The divestiture aims to streamline operations and enhance its core offerings.
Analysts Offer Insights on Technology Companies: SPS Commerce (SPSC) and Par Technology (PAR)
This article highlights bullish sentiments from analysts for two technology companies, SPS Commerce (SPSC) and Par Technology (PAR). Needham analysts maintained Buy ratings for both companies, with specific price targets. SPS Commerce received a $75.00 price target, while Par Technology received a $25.00 price target, reflecting potential upside.
ETFs Investing in SPS Commerce, Inc. Stocks
This article lists various Exchange Traded Funds (ETFs) that hold shares of SPS Commerce, Inc. (1SPSC), providing details such as market value, weight of 1SPSC in the fund, issuer, management style, expense ratio, and performance metrics like 3-year NAV total return. The ETFs predominantly focus on small-cap and information technology sectors, making SPS Commerce stock accessible to a broader range of investors through diversified funds.
SPS Commerce Announces Agreement to Sell 3P Revenue Recovery Business
SPS Commerce (NASDAQ: SPSC) has announced the sale of its 3P Revenue Recovery business, which was previously acquired through the Carbon6 Technologies acquisition. This divestment allows SPS Commerce to sharpen its focus on strategic opportunities with 1P suppliers who manage multi-retailer trading relationships. The company retains the 1P revenue recovery business, which supports major retailers, and received $9.5 million from the sale, though it expects to incur an estimated loss of $20 million in Q2 2026.
Needham reiterates SPS Commerce stock rating after divestiture
Needham maintained its Buy rating and $75.00 price target for SPS Commerce (NASDAQ:SPSC) after the company divested its 3P revenue recovery business for $9.5 million. This move is expected to eliminate volatility from Amazon policy changes and restore predictability to SPS Commerce's financial performance, leading to a slight increase in organic revenue growth for the second half of 2026. Despite a 59% stock price drop over the past year, InvestingPro data suggests the company is significantly undervalued with a Fair Value of $93.96 and maintains strong financial health.
SPS Commerce Announces Agreement to Sell 3P Revenue Recovery Business
SPS Commerce announced the sale of its 3P Revenue Recovery business, previously acquired through Carbon6 Technologies, Inc. This strategic divestiture allows SPS Commerce to sharpen its focus on the 1P revenue recovery business, which supports major retailers like Amazon and Walmart. The company received a $9.5 million cash payment at closing and anticipates an estimated loss on sale of approximately $20 million in Q2 2026.
SPS Commerce exits 3P Revenue Recovery, takes $20M hit in Q2
SPS Commerce (NASDAQ: SPSC) has completed the sale of its 3P Revenue Recovery business, originally acquired with Carbon6 in February 2025. The company received $9.5 million in cash at closing but expects to record an estimated $20 million loss on sale in Q2 2026. This divestiture is intended to sharpen SPS Commerce's focus on strategic opportunities with 1P suppliers operating multi-retailer relationships, retaining the 1P revenue recovery business that serves major retailers like Amazon, Walmart, and Kroger.
SPS Commerce Announces Agreement to Sell 3P Revenue Recovery Business
SPS Commerce, Inc. has completed the sale of its 3P Revenue Recovery business, which was previously acquired through Carbon6 Technologies. The company will retain the 1P revenue recovery portion, focusing on suppliers who engage in multi-retailer trading relationships. This divestiture aims to sharpen SPS Commerce's strategic focus and is expected to result in an estimated loss on sale of approximately $20 million in Q2 2026.
SPS Commerce, Inc.(NasdaqGS: SPSC) added to Russell 2000 Value Benchmark
SPS Commerce, Inc. (NasdaqGS: SPSC) has been added to the Russell 2000 Value Benchmark. This inclusion highlights the company's position within a key small-cap value index. The article also provides recent news regarding SPS Commerce, including a report of the company exploring a sale amid activist investor pressure.
Price to earnings forward of SPS Commerce, Inc. – NASDAQ:SPSC
This article provides the "Price to earnings forward" value for SPS Commerce, Inc. (NASDAQ: SPSC). The content appears to be a stub or a data point from a financial platform, indicating a specific financial metric for the company. It references the stock market and various data providers.
SPS Commerce Jumps 5.2% Amid Sector-Wide Rally
SPS Commerce (SPSC) saw its stock jump 5.2% on Friday, closing at $58.58 with robust trading volume, as part of a broad rally across the software sector. This coordinated move, with several peers also posting gains, suggests sector-wide institutional interest or macro factors rather than company-specific news. Investors will be watching whether this momentum continues or fades, given the absence of a clear fundamental catalyst.
SPS Commerce Jumps 5.2% Amid Sector-Wide Rally
SPS Commerce (SPSC) surged 5.2% on Friday, closing at $58.58 on robust trading volume, as it participated in a sector-wide rally among software peers. Six other companies in its sector also saw gains, indicating a broader market rotation into the group rather than company-specific news. Investors will monitor if this momentum continues into the next week, as the rally lacks a specific fundamental catalyst.
Price to sales forward of SPS Commerce, Inc. – NASDAQ:SPSC
This article provides financial information for SPS Commerce, Inc. (NASDAQ: SPSC), specifically focusing on its forward price-to-sales ratio. It indicates that the market was closed at the time of viewing, with no trades activity. The content is presented within the context of TradingView's financial analysis tools.
Enterprise value to EBIT forward of SPS Commerce, Inc. – NASDAQ:SPSC
The article focuses on the enterprise value to EBIT forward ratio for SPS Commerce, Inc. (NASDAQ: SPSC). It highlights the company's financials under the Packaged Software industry section on the Nasdaq Stock Market. The content is presented within the TradingView platform, which provides various financial tools and market data services.
SPS Commerce Inc
SPS Commerce Inc, a supply chain software maker, is reportedly exploring a sale. This exploration comes amid increasing pressure from activist investors. The company is currently engaged in talks with potential buyers.
SPS Commerce explores sale after activist pressure, stock slide, report says
SPS Commerce is reportedly exploring a sale following pressure from activist investors, including Anson Funds, and a significant slide in its stock value, which has pushed its market capitalization down to approximately $2 billion. The company, based in downtown Minneapolis, leases 200,000 square feet of space and is facing calls for changes from its activist investors.
SPS Commerce explores sale amid activist pressure, sources say
SPS Commerce (SPSC) is reportedly exploring a sale due to pressure from activist investors, according to anonymous sources. The company and its advisors are said to be sounding out potential buyers for a deal. This news comes amidst a backdrop of increasing activism in the corporate world.
SPS Commerce Inc (SPSC) Valuation: PE, PB & Fair Value Analysis
The article provides a valuation analysis of SPS Commerce Inc (SPSC), noting its current valuation score of 6.96, which ranks 383 out of 488 in the Software & IT Services industry. The company's P/E ratio is currently 22.79, significantly lower than its recent high but slightly above its recent low. However, relevant data for P/B, P/S, and P/CF ratios have not yet been disclosed by the company.
SPS Commerce Inc (SPSC) Financial Health: Profitability & Balance Sheet Analysis
SPS Commerce Inc (SPSC) exhibits robust financial health, ranking 86th out of 489 in the Software & IT Services industry with a score of 8.53. The company reported a 5.82% year-over-year revenue increase to $192.12 million and an 11.11% year-over-year net profit increase in its latest quarter. Key performance indicators like cash and cash equivalents, total assets, and operating profit are noted, though specific data points for these metrics are stated as undisclosed by the company.
SPS Commerce Inc (SPSC) Institutional Confidence
SPS Commerce Inc (SPSC) has a high institutional shareholding score of 10.00, placing it first in the Software & IT Services industry. The company's institutional shareholding proportion increased by 10.11% quarter-over-quarter, with ETHSX being the largest institutional shareholder. Several major institutional investors, including BlackRock and State Street Investment Management, hold significant shares in SPSC, with some showing substantial increases in their holdings.
SPS Commerce Inc (SPSC) Shareholder Structure: Major Shareholders & Institutional Holdings
This article details the shareholder structure of SPS Commerce Inc (SPSC), identifying its major institutional holders like BlackRock, Vanguard, State Street, and Neuberger Berman. It also categorizes shareholders by type, revealing that investment advisors hold the largest proportion. Additionally, the report provides a historical overview of institutional shareholding data and lists related ETFs that include SPSC.
SPS Commerce Inc (SPSC) Technical Analysis: Support, Resistance, Indicators & Moving Averages
SPS Commerce Inc (SPSC) currently has a price momentum score of 6.43, ranking 339 out of 489 in its industry. The stock is trading between a resistance level of $58.46 and a support level of $49.53, suggesting potential for range-bound swing trading. Technical indicators and moving averages predominantly signal "Sell" for SPSC based on current data.
SPS Commerce Inc (SPSC) Earnings Forecast: Future EPS & Revenue Growth Estimates
SPS Commerce Inc (SPSC) has an earnings forecast score of 6.67, ranking it 338th in the Software & IT Services industry, with an average analyst price target of $102.00. The company's stock is currently rated as "Hold" by 12 analysts. Expected revenue for the next quarter is $195.45 million, and EPS for the next quarter is projected at $1.08, following a strong performance of $0.69 in the previous quarter against an expectation of $0.53.
SPS Commerce Inc (SPSC) Revenue Breakdown: Business Segments, Regional Revenue & Profit Contribution
This article provides a detailed revenue breakdown for SPS Commerce Inc (SPSC) by business segments and regional contributions. For FY2022, Fulfillment accounted for 84.85% of revenue, followed by Analytics at 7.45%, One-time revenues at 4.46%, and Other at 3.23%. Regionally, the United States contributed 84.00% of the revenue, with areas outside the U.S. making up the remaining 16.00%.
SPS Commerce shares drop 60% amid Amazon revenue challenges but core growth stays strong
SPS Commerce's stock has dropped 60% due to difficulties in recovering Amazon-related revenue, despite its core business seeing high single-digit growth. The company's recurring revenue and adjusted EBITDA are outperforming overall revenue, demonstrating resilience. Management is aggressively buying back shares at a discounted valuation while maintaining a net cash position, suggesting the market might be overestimating Amazon-related risks.
SPSC (SPSC) · Analyst Forecast
This article provides an analyst forecast for SPSC (SPSC), detailing key financial metrics and analyst consensus. It includes information on market capitalization, trading volume, and an overview of research, earnings, and financial data. The forecast also covers analyst ratings distribution, 12-month price targets, and recommendation trends, along with forward estimates for revenue, EBITDA, EPS, and net income.
[144] SPS COMMERCE INC SEC Filing
This article reports on an SEC Form 144 filing by SPS Commerce Inc. The filing indicates a proposed sale of 32,808 shares of common stock, acquired on June 1, 2026, from restricted stock units. The aggregate market value of these shares is $1,956,669.12, with the sale expected on June 2, 2026, via Morgan Stanley Smith Barney LLC on NASDAQ.
SPS Commerce (SPSC) director granted 3,736 restricted stock units as board compensation
SPS Commerce director Marty M. Reaume was granted 3,736 restricted stock units (RSUs) as board compensation, increasing his direct holdings to 12,894 shares. These RSUs will vest in four equal installments on the last day of each fiscal quarter, commencing June 30, 2026, provided Reaume remains on the board. This transaction was reported via a Form 4 filing and represents an acquisition of stock units with no cash cost, rather than a market purchase or sale.
Director at SPS Commerce (SPSC) granted 3,736 restricted stock units
SPS Commerce director Michael J. McConnell was granted 3,736 restricted stock units (RSUs) on May 28, 2026, as a stock-based compensation award. This grant increased his direct holdings to 7,187 shares of SPS Commerce common stock. The RSUs will vest in four equal quarterly installments, beginning June 30, 2026, provided he remains on the board.
[Form 4] SPS COMMERCE INC Insider Trading Activity
SPS Commerce director Gaurav Razat reported the acquisition of 3,736 shares of common stock through a restricted stock unit award, as detailed in a recent Form 4 filing. This grant is considered stock-based compensation, not an open-market purchase, and vests in four equal quarterly installments beginning June 30, 2026, contingent on Razat's continued board service. Following this transaction, Razat directly holds 5,046 shares of SPS Commerce common stock.
SPS Commerce (SPSC) director receives 3,736-share restricted stock unit grant
SPS Commerce director Tami Reller received a grant of 3,736 restricted stock units (RSUs) as compensation, increasing her direct holdings to 54,908 shares. These RSUs will vest in four equal quarterly installments, beginning June 30, 2026, provided she remains on the board. This transaction, detailed in a Form 4 SEC filing, is a compensation award and not an open-market purchase.
SPS Commerce (SPSC) director Philip Soran receives 3,736-share RSU grant
SPS Commerce director Philip Soran was granted 3,736 restricted stock units (RSUs) on May 28, 2026, as part of a compensation-related equity grant. These RSUs will vest in four equal quarterly installments, with the first on June 30, 2026, provided he remains on the board. This transaction increases his direct holdings to 25,913 shares and is considered a routine grant rather than an open-market purchase.
10 Best Russell 2000 Stocks to Invest In According to Hedge Funds
This article identifies top Russell 2000 stocks favored by hedge funds, focusing on SPS Commerce, Inc. as an example. It details analyst ratings, price targets, and financial forecasts for SPS Commerce, Inc., highlighting recent performance and future expectations. The article also lists other notable stocks and provides context on hedge fund interest in these companies.
A Look at SPS Commerce Inc (SPSC) After 6.4% Gain -- GF Value $2
SPS Commerce Inc (SPSC) shares rose 6.4% to $56.92 on May 29, 2026, despite a significant year-to-date and year-over-year decline. GuruFocus assesses SPSC as significantly undervalued with a GF Value of $240.32 and a strong GF Score of 80/100, indicating high growth and profitability but low valuation and momentum. Insider selling of $0.2M in the last three months suggests a cautious outlook from insiders which investors should consider.
SPS Commerce (SPSC) investors approve directors, KPMG auditor and say-on-pay
SPS Commerce, Inc. announced the results of its 2026 Annual Meeting of Stockholders, where shareholders elected nine directors, ratified KPMG LLP as the independent auditor for the year ending December 31, 2026, and approved the compensation of the company's named executive officers through an advisory vote. The filing details the specific vote counts for each proposal, including votes for, against, abstentions, and broker non-votes. This information was released via an 8-K filing to the SEC.
SPS Commerce to Present at the William Blair 46th Annual Growth Stock Conference
SPS Commerce, Inc. announced that it will present at the William Blair 46th Annual Growth Stock Conference on Tuesday, June 2, 2026, at 8:40 AM C.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 trading partners globally.
SPS Commerce to Present at the William Blair 46th Annual Growth Stock Conference
SPS Commerce, Inc. announced that its management will present at the William Blair 46th Annual Growth Stock Conference on June 2, 2026, at 8:40 AM C.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 trading partners to optimize retail operations.
SPS Commerce to Present at the William Blair 46th Annual Growth Stock Conference
SPS Commerce, Inc. announced that its management will present at the William Blair 46th Annual Growth Stock Conference on June 2, 2026, at 8:40 AM C.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 trading partners to optimize retail supply chain operations.
SPS Commerce to Present at the William Blair 46th Annual Growth Stock Conference
SPS Commerce, Inc. announced its management will present at the William Blair 46th Annual Growth Stock Conference on Tuesday, June 2, 2026, at 8:40 AM C.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 trading partners globally.
Do Rising Earnings Estimates and a New CFO Reshape SPS Commerce’s (SPSC) Investment Narrative?
SPS Commerce (SPSC) is under increased scrutiny after analysts raised earnings estimates and maintained favorable rankings, coinciding with the transition to a new CFO, Joseph Del Preto. These developments offer investors new insights into the company's operational momentum and governance, particularly as the company focuses on margin, buybacks, and M&A integration. While improved earnings expectations are positive, investors are cautioned about SPS Commerce's reliance on U.S. suppliers and their technology budgets.
GENEVA CAPITAL MANAGEMENT LLC's SPS Commerce Inc(SPSC) Holding History
This article details GENEVA CAPITAL MANAGEMENT LLC's historical holdings in SPS Commerce Inc (SPSC). As of March 31, 2026, GENEVA CAPITAL MANAGEMENT LLC holds 0 shares of SPSC, reflecting a -33.65% estimated gain from initial purchases made since 2022Q1. The firm made 9 purchases and 8 sales of SPSC shares.
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.
