/SPSC
SPSC Stock - SPS Commerce, Inc.
Technology|Software - InfrastructureNASDAQ
$92.00-3.64%
$3.48 (-3.64%) • Jan 13
62
GoAI Score
GoAI Score
Weighted average: Momentum (25%) + Sentiment (35%) + Risk (20%) + Value (20%). ≥70 = BUY, ≤35 = SELL.HOLD
Medium Confidence
Momentum
Momentum Score
Based on price vs 50-day MA (40%), 200-day MA (40%), and MA crossover (20%). Higher = stronger uptrend.34
Sentiment
Sentiment Score
Based on analyst price target upside. 50 = neutral, 100 = very bullish (25%+ upside expected).68
Risk Score
Risk Score
Based on stock beta (volatility). Higher score = lower risk. Red (<40) = high volatility, Green (>60) = stable.97
Price Target
Price Target
Average analyst price target from the last quarter. Shows expected upside/downside from current price.+9.1%upside
Target: $100.37
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ENTRY ZONE$91.08 – $92.92
TARGET (TP)$100.38
STOP LOSS$84.64
RISK/REWARD1:1.1
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Price Chart
Financial Statements
Revenue & Profitability Trend
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Revenue
Net Income (Profit)
Net Loss
Key Metrics
Market CapN/A
P/E RatioN/A
Beta0.57
52W High$197.59
52W Low$73.05
Avg VolumeN/A
Income Statement (Fiscal Year)
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $637.76M | $536.91M | $450.88M | $385.28M | $312.63M |
| Gross Profit | $427.05M | $354.84M | $297.81M | $253.60M | $212.79M |
| Gross Margin | 67.0% | 66.1% | 66.1% | 65.8% | 68.1% |
| Operating Income | $88.88M | $77.25M | $71.18M | $55.09M | $50.16M |
| Net Income | $77.05M | $65.82M | $55.13M | $44.60M | $45.59M |
| Net Margin | 12.1% | 12.3% | 12.2% | 11.6% | 14.6% |
| EPS | $2.07 | $1.80 | $1.53 | $1.24 | $1.29 |
Company Overview
SPS Commerce, Inc. provides cloud-based supply chain management solutions worldwide. It offers solutions through the SPS Commerce, a cloud-based platform that enhances the way retailers, suppliers, grocers, distributors, and logistics firms manage and fulfill omnichannel orders, optimize sell-through performance, and automate new trading relationships. The company also provides Fulfillment solution that provides fulfillment automation and replaces or augments an organization's existing staff and trading partner electronic communication infrastructure by enabling easy compliance with retailers' rulebooks, automatic, and digital exchange of information among numerous trading partners through various protocols, and greater visibility into the journey of an order; and Analytics solution, which consists of data analytics applications that enables customers to enhance their visibility across supply chains through greater analytics capabilities. In addition, it offers various complimentary products, such as assortment product, which enables accurate order management and rapid fulfillment; and community product that accelerates vendor onboarding and ensures trading partner adoption of new supply chain requirements. The company was formerly known as St. Paul Software, Inc. and changed its name to SPS Commerce, Inc. in May 2001. SPS Commerce, Inc. was incorporated in 1987 and is headquartered in Minneapolis, Minnesota.
Visit WebsiteRating Distribution
Strong Buy
0%
Buy / Outperform
4
40%
Hold / Neutral
6
60%
Sell / Underperform
0%
Analyst Consensus🔴 Bearish
4 Bullish6 Neutral/Bearish
Price Targets
$158
Average Target
↑ 71.4% Upside
Now
$80
Low
$158
Average
$220
High
Based on 12 analysts
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| November 11th 2025 | Morgan Stanley | Downgrade | Equal Weight | $100 |
| October 31st 2025 | Stifel | Downgrade | Hold | $80 |
| October 31st 2025 | Cantor Fitzgerald | Downgrade | Neutral | $80 |
| July 31st 2025 | Loop Capital | Downgrade | Hold | $120 |
| July 14th 2025 | Morgan Stanley | Initiation | Overweight | $180 |
| June 3rd 2025 | Cantor Fitzgerald | Initiation | Overweight | $170 |
| November 25th 2024 | Piper Sandler | Initiation | Neutral | $198 |
| July 29th 2024 | Northland Capital | Downgrade | Market Perform | - |
| May 14th 2024 | Redburn Atlantic | Initiation | Buy | $220 |
| March 13th 2024 | Citigroup | Initiation | Buy | $216 |
| November 14th 2023 | DA Davidson | Initiation | Buy | $200 |
| October 27th 2023 | Northland Capital | Upgrade | Outperform | $177← $175 |
| December 14th 2022 | Robert W. Baird | Downgrade | Neutral | $151 |
Earnings History & Surprises
SPSCBeat Rate
100%
Last 17 quarters
Avg Surprise
+12.9%
EPS vs Estimate
Beats / Misses
17/0
Last 12 quarters
Latest EPS
$1.13
Q4 2025
EPS Surprise History
Q4 23
+13.6%
$0.75vs$0.66
Q1 24
+8.7%
$0.75vs$0.69
Q2 24
+17.8%
$0.86vs$0.73
Q3 24
+5.3%
$0.80vs$0.76
Q4 24
+10.8%
$0.92vs$0.83
Q1 25
+2.3%
$0.89vs$0.87
Q3 25
+11.1%
$1.00vs$0.90
Q4 25
+14.1%
$1.13vs$0.99
Beat Estimate
Missed Estimate
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 22, 2026 | — | — | — | — |
Q1 2026 | Feb 9, 2026 | $1.00 | — | — | — |
Q4 2025 | Oct 30, 2025 | $0.99 | $1.13 | +14.1% | ✓ BEAT |
Q3 2025 | Jul 30, 2025 | $0.90 | $1.00 | +11.1% | ✓ BEAT |
Q1 2025 | Feb 10, 2025 | $0.87 | $0.89 | +2.3% | ✓ BEAT |
Q4 2024 | Oct 24, 2024 | $0.83 | $0.92 | +10.8% | ✓ BEAT |
Q3 2024 | Jul 25, 2024 | $0.76 | $0.80 | +5.3% | ✓ BEAT |
Q2 2024 | Apr 25, 2024 | $0.73 | $0.86 | +17.8% | ✓ BEAT |
Q1 2024 | Feb 8, 2024 | $0.69 | $0.75 | +8.7% | ✓ BEAT |
Q4 2023 | Oct 26, 2023 | $0.66 | $0.75 | +13.6% | ✓ BEAT |
Q3 2023 | Jul 27, 2023 | $0.62 | $0.69 | +11.3% | ✓ BEAT |
Q2 2023 | Apr 26, 2023 | $0.57 | $0.67 | +17.5% | ✓ BEAT |
Q1 2023 | Feb 9, 2023 | $0.53 | $0.63 | +18.9% | ✓ BEAT |
Q4 2022 | Oct 27, 2022 | $0.52 | $0.63 | +21.2% | ✓ BEAT |
Q3 2022 | Jul 27, 2022 | $0.49 | $0.53 | +8.2% | ✓ BEAT |
Q2 2022 | Apr 28, 2022 | $0.47 | $0.55 | +17.0% | ✓ BEAT |
Q1 2022 | Feb 9, 2022 | $0.41 | $0.46 | +12.2% | ✓ BEAT |
Q4 2021 | Oct 28, 2021 | $0.41 | $0.47 | +14.6% | ✓ BEAT |
Q4 2021 | Oct 28, 2021 | — | $0.31 | — | — |
Q3 2021 | Jul 29, 2021 | $0.40 | $0.46 | +15.0% | ✓ BEAT |
Latest News
Reported Earlier: 'Anson Pushes SPS Commerce Explore Sale, Management Changes' - Bloomberg Law
➖ NeutralBenzinga•Dec 9, 2025, 09:48 PM
Morgan Stanley downgrades SPS Commerce on negative impact of macroeconomic environment
📉 NegativeSeeking Alpha•Nov 11, 2025, 03:15 PM
Morgan Stanley Downgrades SPS Commerce to Equal-Weight, Lowers Price Target to $100
📉 NegativeBenzinga•Nov 11, 2025, 10:33 AM
Citigroup Maintains Buy on SPS Commerce, Lowers Price Target to $110
📈 PositiveBenzinga•Oct 31, 2025, 08:15 PM•Also:
DA Davidson Maintains Neutral on SPS Commerce, Lowers Price Target to $80
➖ NeutralBenzinga•Oct 31, 2025, 01:40 PM
SPS Commerce tumbles 30% after Q3 revenue, outlook miss bring rating downgrades
📉 NegativeSeeking Alpha•Oct 31, 2025, 01:17 PM
SPS Commerce shares are trading lower after the company reported mixed Q3 financial results and issued Q4 guidance below estimates. Also, the company cut its FY25 sales guidance below estimates.
📉 NegativeBenzinga•Oct 31, 2025, 12:41 PM
Cantor Fitzgerald Downgrades SPS Commerce to Neutral, Lowers Price Target to $80
📉 NegativeBenzinga•Oct 31, 2025, 11:37 AM
Stifel Downgrades SPS Commerce to Hold, Lowers Price Target to $80
📉 NegativeBenzinga•Oct 31, 2025, 10:15 AM•Also:
Needham Maintains Buy on SPS Commerce, Lowers Price Target to $110
➖ NeutralBenzinga•Oct 31, 2025, 09:37 AM
SPS Commerce shares are trading lower after the company reported mixed Q3 financial results and issued Q4 guidance below estimates. Also, the company cut its FY25 sales guidance below estimates.
📉 NegativeBenzinga•Oct 30, 2025, 08:34 PM
SPS Commerce Authorizes $100M Stock Buyback Program Through December 1, 2027, Following Expiration Of The August 2024 Authorization
📈 PositiveBenzinga•Oct 30, 2025, 08:31 PM
SPS Commerce Raises FY2025 GAAP EPS Guidance from $2.17-$2.22 to $2.31-$2.34 vs $2.19 Est
📈 PositiveBenzinga•Oct 30, 2025, 08:14 PM
SPS Commerce Raises FY2025 Adj EPS Guidance from $3.99-$4.04 to $4.10-$4.15 vs $4.04 Est; Lowers FY2025 Sales Guidance from $759.000M-$763.000M to $751.600M-$753.600M vs $761.604M Est
➖ NeutralBenzinga•Oct 30, 2025, 08:14 PM
SPS Commerce Sees Q4 Adj EPS $0.98-$1.02 vs $1.05 Est; Sees Sales $192.700M-$194.700M vs $199.897M Est
📉 NegativeBenzinga•Oct 30, 2025, 08:13 PM
SPS Commerce Q3 Adj. EPS $1.13 Beats $1.00 Estimate, Sales $189.904M Miss $191.797M Estimate
➖ NeutralBenzinga•Oct 30, 2025, 08:10 PM
Morgan Stanley Maintains Overweight on SPS Commerce, Lowers Price Target to $140
➖ NeutralBenzinga•Oct 14, 2025, 04:19 PM
DA Davidson Maintains Neutral on SPS Commerce, Maintains $125 Price Target
➖ NeutralBenzinga•Sep 25, 2025, 02:05 PM
Cantor Fitzgerald Maintains Overweight on SPS Commerce, Lowers Price Target to $135
➖ NeutralBenzinga•Sep 24, 2025, 12:42 PM
Needham Reiterates Buy on SPS Commerce, Maintains $160 Price Target
📈 PositiveBenzinga•Sep 24, 2025, 10:42 AM
Frequently Asked Questions about SPSC
What is SPSC's current stock price?
SPS Commerce, Inc. (SPSC) is currently trading at $92.00 per share. The stock has moved -3.64% today.
What is the analyst price target for SPSC?
The average analyst price target for SPSC is $100.38, based on 1 analyst.
What sector is SPS Commerce, Inc. in?
SPS Commerce, Inc. operates in the Technology sector, specifically within the Software - Infrastructure industry. The company is traded on the NASDAQ exchange.
What is SPSC's market cap?
SPS Commerce, Inc. has a market capitalization of $3.48 billion, making it a mid-cap company.
Does SPSC pay dividends?
No, SPS Commerce, Inc. does not currently pay a dividend to shareholders.
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