SPSC - SPS Commerce, Inc.
American Capital Management Inc. bought a new stake in shares of SPS Commerce, Inc. (NASDAQ: SPSC) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 73,958 shares of the software maker's stock, valued at approximately $4,228,000. American Capital Management Inc. owned 0.21% of SPS
This followed discussions with its CEO and CFO. In the pundit's view, the supply chain software developer stands before several growth-producing opportunities.
[url="]SPS Commerce[/url] (NASDAQ: SPSC), the leading intelligent supply chain network, today announced the inaugural class of its [url="]Top Supply Chain Leade
MINNEAPOLIS--(BUSINESS WIRE)--SPS Commerce (NASDAQ: SPSC), the leading intelligent supply chain network, today announced the inaugural class of its Top Supply Chain Leaders, recognizing an initial 50 operational leaders and their teams from organizations across the U.S. and Canada, including Walgreens, US Foods, Petco, Fastenal, Ace Hardware, Gordon Food Service, and Canadian Tire. The recognition celebrates leadership in driving innovation, resilience, and operational excellence across retail,.
Assenagon Asset Management S.A. reduced its position in SPS Commerce, Inc. (NASDAQ: SPSC) by 88.3% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 24,830 shares of the software maker's stock after selling 186,577 shares during the quarter. Assenagon
SPS Commerce remains a Buy as its Gen AI strategy potentially enhances network value and positions the company for future growth. SPSC reported Q2 2026 results ahead of estimates, with 6% YoY revenue growth, improved gross margin, and robust operating leverage. The company's clean balance sheet, aggressive stock buybacks, and discounted valuation (3.2x FWD revenue, 9.5x FWD EBITDA) support upside potential.
Its full-year 2026 profitability guidance also topped the consensus analyst estimate. These days, managing the supply chain effectively through software is crucial for retailers.
Arrowstreet Capital Limited Partnership grew its stake in shares of SPS Commerce, Inc. (NASDAQ: SPSC) by 13,031.0% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 354,538 shares of the software maker's stock after acquiring an additional 351,838 shares
SPS Commerce, Inc. (SPSC) Q2 2026 Earnings Call Transcript
SPS Commerce (SPSC) came out with quarterly earnings of $1.27 per share, beating the Zacks Consensus Estimate of $1.08 per share. This compares to earnings of $1 per share a year ago.
Second quarter 2026 revenue and Adjusted EBITDA exceed high end of guidance range Company provides updated full year 2026 guidance following recently completed divestiture
American Capital Management Inc. reduced its position in SPS Commerce, Inc. (NASDAQ: SPSC) by 71.9% in the undefined quarter, according to its most recent filing with the SEC. The firm owned 86,076 shares of the software maker's stock after selling 220,710 shares during the period. American Capital Management Inc. owned 0.23% of SPS
MINNEAPOLIS, July 16, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced that it will issue its financial results for the second quarter ended June 30, 2026, after the market close on Thursday, July 30, 2026. SPS Commerce will host a call to discuss the results at 3:30 p.m. Central Time (4:30 p.m. Eastern Time) on the same day.
MINNEAPOLIS, June 30, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced it has completed the sale of its 3P Revenue Recovery business. The company previously acquired the business through the Carbon6 Technologies, Inc. (Carbon6) acquisition which closed on February 7, 2025.
SPS Commerce (SPSC) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Supply chain software maker SPS Commerce is exploring a sale amid pressure from activist investors, according to three people familiar with the matter.
Shares of SPSC are in a downtrend as growth has slowed due to headwinds facing the business. There are several underlying growth drivers in place, and the top line should inflect higher later this year. The business is AI resilient and benefits from strong industry tailwinds, especially in the European market.
SPS Commerce has declined ~60% as Amazon-related revenue recovery faces headwinds, but core business growth remains resilient. Excluding Amazon, SPSC is growing at a high single-digit rate, with recurring revenue and adjusted EBITDA outpacing revenue growth. Management is aggressively repurchasing shares, capitalizing on a valuation well below software peers, while maintaining a net cash position.
MINNEAPOLIS, May 26, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced that management will present at the William Blair 46th Annual Growth Stock Conference on Tuesday, June 2, 2026, at 8:40 AM C.T.
MINNEAPOLIS, May 26, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced that management will present at the William Blair 46th Annual Growth Stock Conference on Tuesday, June 2, 2026, at 8:40 AM C.