This Company's Software Manages Supply Chains for Retailers. Its Stock Can Surge 30%.
SPS Commerce has recovered almost all SaaSpocalypse losses and is poised to rally further from here.
SPSC - SPS Commerce, Inc.
Price:
--
--
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CONSENSUS:
Hold
DETAILS
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PRICE TARGET:
$69.00
DETAILS
HIGH:
$100.00
LOW:
$59.00
MEDIAN:
$62.50
CONSENSUS:
$69.00
DOWNSIDE:
17.95%
Stock News
SPS Commerce Brings Network Intelligence to AI, Enabling Supply Chain Leaders to Turn Investment into Insight
MINNEAPOLIS--(BUSINESS WIRE)--SPS Commerce (NASDAQ: SPSC), the leading intelligent supply chain network, today announced a new wave of product innovation that combines agentic AI with the intelligence of a network trained on more real trading partner activity than any other, giving brands and retailers the data foundation to move from reactive supply chain management to proactive operations. Spanning fulfillment, onboarding, analytics, and supply chain visibility, the new suite of capabilities.
SPS Commerce (SPSC) Surges 7.1%: Is This an Indication of Further Gains?
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.
Why SPS Commerce Rallied on Friday
Bloomberg reported that SPS was in advanced talks with a large private equity firm. SPS had said it was exploring a sale back in June.
SPS Commerce, Inc. (SPSC) Presents at Citi's 2026 Global TMT Conference Transcript
SPS Commerce, Inc. (SPSC) Presents at Citi's 2026 Global TMT Conference Transcript
SPS Commerce to Present at Citi's 2026 Global TMT Conference
MINNEAPOLIS, Sept. 02, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced that management will present at Citi's 2026 Global TMT Conference on Wednesday, September 9, 2026, at 8:50 AM E.T.
SPS Commerce, Inc. (NASDAQ:SPSC) Receives Average Rating of “Hold” from Brokerages
Shares of SPS Commerce, Inc. (NASDAQ: SPSC - Get Free Report) have earned an average recommendation of "Hold" from the eleven brokerages that are presently covering the company, MarketBeat Ratings reports. Two equities research analysts have rated the stock with a sell rating, six have given a hold rating, two have issued a buy rating and
American Capital Management Inc. Makes New $4.23 Million Investment in SPS Commerce, Inc. $SPSC
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
Why SPS Commerce Stock Was a Winner on Wednesday
This followed discussions with its CEO and CFO. In the pundit's view, the supply chain software developer stands before several growth-producing opportunities.
Walgreens, US Foods, Petco and More Recognized in the Inaugural Class of Top Supply Chain Leaders by SPS Commerce
[url="]SPS Commerce[/url] (NASDAQ: SPSC), the leading intelligent supply chain network, today announced the inaugural class of its [url="]Top Supply Chain Leade
Walgreens, US Foods, Petco and More Recognized in the Inaugural Class of Top Supply Chain Leaders by SPS Commerce
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. Has $1.42 Million Stock Position in SPS Commerce, Inc. $SPSC
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
AI Strategy Enhances SPS Commerce's Appeal And Potential Network Value
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.
Why SPS Commerce Stock Crushed it on Friday
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 Has $19.74 Million Position in SPS Commerce, Inc. $SPSC
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, Inc. (SPSC) Q2 2026 Earnings Call Transcript
SPS Commerce (SPSC) Q2 Earnings and Revenues Beat Estimates
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.
SPS Commerce Reports Strong Second Quarter 2026 Financial Results
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. Sells 220,710 Shares of SPS Commerce, Inc. $SPSC
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
SPS Commerce Announces Date of Second Quarter 2026 Financial Results
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.
Price Targets
SPS Commerce (SPSC) PT Raised to $100 at Needham
$100.00
(was $77.38)
Scott Berg
·
Needham
SPS Commerce price target raised to $59 from $57 at Morgan Stanley
$59.00
(was $72.33)
Morgan Stanley
SPS Commerce price target raised to $65 from $55 at DA Davidson
$65.00
(was $73.69)
Gil Luria
·
D.A. Davidson
SPS Commerce price target raised to $70 from $60 at Stifel
$70.00
(was $65.83)
Stifel Nicolaus
Morgan Stanley Downgrades SPS Commerce (SPSC) to Underweight
$57.00
(was $65.72)
Chris Quintero
·
Morgan Stanley
DA Davidson Reiterates Neutral Rating on SPS Commerce (SPSC) on Sale of 3P Revenue Recovery Business
$55.00
(was $59.78)
Clark Wright
·
D.A. Davidson
SPS Commerce price target lowered to $70 from $95 at Morgan Stanley
$70.00
(was $57.67)
Morgan Stanley
SPS Commerce price target lowered to $60 from $70 at Cantor Fitzgerald
$60.00
(was $57.55)
Cantor Fitzgerald
SPS Commerce price target lowered to $75 from $110 at Needham
$75.00
(was $56.12)
Needham
SPS Commerce price target lowered to $60 from $65 at Stifel
$60.00
(was $56.12)
Parker Lane
·
Stifel Nicolaus
SPS Commerce downgraded to Neutral from Buy at Rothschild & Co Redburn
$60.00
(was $55.36)
Redburn Partners
SPS Commerce price target lowered to $95 from $100 at Morgan Stanley
$95.00
(was $63.44)
Morgan Stanley
SPS Commerce price target lowered to $86 from $104 at Baird
$86.00
(was $62.91)
Robert W. Baird
SPS Commerce price target lowered to $70 from $100 at Cantor Fitzgerald
$70.00
(was $65.91)
Cantor Fitzgerald
SPS Commerce downgraded to Hold from Buy at Craig-Hallum
$70.00
(was $64.75)
Craig-Hallum
SPS Commerce price target lowered to $65 from $80 at Stifel
$65.00
(was $64.75)
Stifel Nicolaus
SPS Commerce downgraded to Equal Weight from Overweight at Morgan Stanley
$100.00
(was $81.65)
Chris Quintero
·
Morgan Stanley
SPS Commerce upgraded to Outperform from Market Perform at Northland
$109.00
(was $80.43)
Northland Securities
SPS Commerce price target lowered to $104 from $145 at Baird
$104.00
(was $77.06)
Robert W. Baird
SPS Commerce price target lowered to $80 from $125 at DA Davidson
$80.00
(was $103.89)
D.A. Davidson