SPSC - SPS Commerce, Inc.
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.
The mean of analysts' price targets for SPS Commerce (SPSC) points to a 32.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
The mean of analysts' price targets for SPS Commerce (SPSC) points to a 27.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
SPS Commerce, Inc. (SPSC) Q1 2026 Earnings Call Transcript
SPS Commerce (SPSC) came out with quarterly earnings of $1.1 per share, beating the Zacks Consensus Estimate of $0.97 per share. This compares to earnings of $1 per share a year ago.
First quarter 2026 revenue grew 6% and recurring revenue grew 7% from the first quarter of 2025 First quarter 2026 revenue grew 6% and recurring revenue grew 7% from the first quarter of 2025
The Conestoga SMid Cap Composite returned -10.24% net-of-fees in the first quarter, lagging the Russell 2500 Growth Index's return of -3.52%. RBC's performance was driven by continued strength in aerospace and defense, where demand remains robust and increasingly visible through a growing backlog. Despite a solid quarter, Repligen stock underperformed as investors focused on a more measured outlook and lingering concerns around end-market demand.
SPS Commerce provides cloud-based supply chain software, helping retailers and distributors automate and streamline fulfillment operations.
Shares of SPS Commerce, Inc. (NASDAQ: SPSC - Get Free Report) have been assigned a consensus recommendation of "Hold" from the eleven analysts that are currently covering the firm, MarketBeat Ratings reports. One research analyst has rated the stock with a sell recommendation, seven have assigned a hold recommendation, two have issued a buy recommendation and
Allspring Global Investments Holdings LLC boosted its position in SPS Commerce, Inc. (NASDAQ: SPSC) by 13.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 105,950 shares of the software maker's stock after purchasing an additional 12,506 shares
Assenagon Asset Management S.A. decreased its holdings in shares of SPS Commerce, Inc. (NASDAQ: SPSC) by 23.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 36,987 shares of the software maker's stock after selling 11,162 shares during the quarter.
Nordea Investment Management AB trimmed its stake in SPS Commerce, Inc. (NASDAQ: SPSC) by 5.8% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 1,216,642 shares of the software maker's stock after selling 75,414 shares during the quarter. Nordea Investment Management AB owned approximately 3.23% of
Granahan Investment Management sold 368,776 shares of SPS Commerce, an estimated $34.19 million trade based on quarterly average pricing. Meanwhile, the quarter-end position value decreased by $38.82 million, reflecting both share sales and price changes.
Fisher Asset Management LLC reduced its position in SPS Commerce, Inc. (NASDAQ: SPSC) by 81.1% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 40,100 shares of the software maker's stock after selling 172,075 shares during the quarter. Fisher Asset Management