SPS CommerceSPSC
About: SPS Commerce Inc is a provider of cloud-based supply chain management services for retailers, grocers, distributors, suppliers, and logistics firms to increase supply chain performance, optimize inventory levels and sell-through, reduce operational costs, improve order visibility, and satisfy consumer demands for a seamless omnichannel experience. Its solutions are delivered through the SPS Commerce platform and provide integrations and retail performance analytics to its customers. Its products are; Fulfillment, Analytics, and Other products like Assortment and Community also it provides one-time services such as professional services and testing and certification. The group derives revenue from subscription-based recurring revenue services.
Employees: 2,783
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
69% more call options, than puts
Call options by funds: $18M | Put options by funds: $10.7M
2.02% more ownership
Funds ownership: 98.15% [Q3] → 100.17% (+2.02%) [Q4]
8% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 50
0% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 4 (+0) [Q4]
0% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 176
1% less funds holding
Funds holding: 456 [Q3] → 452 (-4) [Q4]
2% less capital invested
Capital invested by funds: $7.06B [Q3] → $6.92B (-$131M) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Baird Joe Vruwink 50% 1-year accuracy 22 / 44 met price target | 11%upside $159 | Neutral Maintained | 25 Apr 2025 |
Needham Scott Berg 24% 1-year accuracy 38 / 160 met price target | 46%upside $210 | Buy Reiterated | 25 Apr 2025 |
DA Davidson Gil Luria 49% 1-year accuracy 26 / 53 met price target | 22%upside $175 | Buy Maintained | 14 Apr 2025 |
Stifel Parker Lane 39% 1-year accuracy 19 / 49 met price target | 39%upside $200 | Buy Maintained | 11 Feb 2025 |
Piper Sandler Quinton Gabrielli 33% 1-year accuracy 1 / 3 met price target | 22%upside $175 | Neutral Maintained | 11 Feb 2025 |
Financial journalist opinion
Based on 6 articles about SPSC published over the past 30 days
