SPS Commerce, Inc.
SPSC
NASDAQ·Technology·Software - Application·Mkt cap $3.0B
$83.00
▼ -1.44%
P/E
40.10
Mkt Cap
$3.0B
52-Wk Range
$49.04–$114.87
52-Week Range
$49.04 - $114.87
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 24.9% 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 0.5).
Growth
Stable outlook
Accelerating omnichannel commerce requiring sophisticated order fulfillment automation
Value
Attractively priced below Cloud Infrastructure (IaaS/PaaS) peer average
Momentum
Hot
+50.3% over 3m
Quality
Excellent
Strong fundamentals
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
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 22, 2026
JUL 30, 2026
Reported EPS of $1.27 vs $1.09 consensus (+16.5% surprise). Revenue of $197.8M vs $195.5M expected (+1.2%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+16.5%
Revenue trend · last 8Q
—
+18%
+21%
+22%
+16%
+13%
+6%
+6%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$163.7M
$170.9M
$181.5M
$187.4M
$189.9M
$192.7M
$192.1M
$197.8M
Margins · last 8Q
Gross
74.9%
Operating
4.3%
Profit
3.5%
Wall Street consensus
6 analysts · 33% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
33%
Hold
50%
Sell
17%
Median Price Target
—
Latest: Cantor Fitzgerald · Jul 31, 2026
vs Industry
How SPSC stacks vs Software - Application
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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