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SPS Commerce, Inc.
SPSC
NASDAQ·Technology·Software - Infrastructure·Mkt cap $2.1B
$59.42
▲ +1.94%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$49.04 - $143.55
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 58.4% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
3 reasons
- Established market leadership with 35+ years of supply chain software expertise
- High customer switching costs through deep integration with retailer rulebooks and trading partner networks
- Comprehensive platform addressing order management, fulfillment, analytics, and vendor onboarding in single solution
Bear Case
1 risk
- Low volatility (beta 0.6).
Growth
Stable outlook
Accelerating omnichannel commerce requiring sophisticated order fulfillment automation
Value
Undervalued - trading well below Cloud Infrastructure (IaaS/PaaS) peers
Momentum
Stable
+3.9% over 3m
Quality
Excellent
Excellent business quality
Dividend
None
No dividend
Smart-money signal
Who's buying SPSC right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Apr 22, 2026
APR 30, 2026
Reported EPS of $1.10 vs $0.97 consensus (+13.4% surprise). Revenue of $192.1M vs $192.5M expected (-0.2%).
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+13.4%
Next: Apr 22, 2026
Revenue trend · last 8Q
—
—
+18%
+21%
+22%
+16%
+13%
+6%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$153.6M
$163.7M
$170.9M
$181.5M
$187.4M
$189.9M
$192.7M
$192.1M
Margins · last 8Q
Gross
—
Operating
—
Profit
10.3%
Wall Street consensus
6 analysts · 33% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
33%
Hold
67%
Sell
0%
Median Price Target
$60.00
▲ +1.0% vs $59.42
Latest: Citi · May 4, 2026
5 analysts covering
vs Industry
How SPSC stacks vs Software - Infrastructure
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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