SPSC icon

SPS Commerce

152.31 USD
-0.36
0.24%
Updated May 14, 1:37 PM EDT
1 day
-0.24%
5 days
5.65%
1 month
17.00%
3 months
4.17%
6 months
-15.26%
Year to date
-16.68%
1 year
-22.15%
5 years
169.34%
10 years
352.09%
 

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

0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 3 analysts

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

3 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$159
4%
upside
Avg. target
$181
19%
upside
High target
$210
38%
upside

3 analyst ratings

positive
67%
neutral
33%
negative
0%
Baird
Joe Vruwink
74% 1-year accuracy
20 / 27 met price target
4%upside
$159
Neutral
Maintained
25 Apr 2025
Needham
Scott Berg
37% 1-year accuracy
36 / 97 met price target
38%upside
$210
Buy
Reiterated
25 Apr 2025
DA Davidson
Gil Luria
58% 1-year accuracy
21 / 36 met price target
15%upside
$175
Buy
Maintained
14 Apr 2025

Financial journalist opinion

Based on 6 articles about SPSC published over the past 30 days

Positive
The Motley Fool
1 week ago
2 Super Growth Stocks Down 34% and 61% to Buy on the Dip
While I don't typically wait for a stock to dip in price to buy it, it can be an excellent opportunity to add to a holding -- provided my original investment thesis remains intact.
2 Super Growth Stocks Down 34% and 61% to Buy on the Dip
Neutral
Business Wire
1 week ago
SPS Commerce Enhances Offering to Include Suite of Services for Manufacturing Supply Chain
MINNEAPOLIS--(BUSINESS WIRE)--SPS Commerce, Inc. (NASDAQ: SPSC), a leader in retail supply chain cloud services, today announced Manufacturing Supply Chain Performance Suite, a Full-service EDI offering designed to help companies who manufacture products modernize and optimize their procurement and supply chain processes. Based on years of experience supporting these organizations, SPS developed this comprehensive solution to help brands, co-manufacturers, and co-packers achieve a better perfor.
SPS Commerce Enhances Offering to Include Suite of Services for Manufacturing Supply Chain
Neutral
Seeking Alpha
2 weeks ago
SPS Commerce, Inc. (SPSC) Q1 2025 Earnings Call Transcript
SPS Commerce, Inc. (NASDAQ:SPSC ) Q1 2025 Earnings Conference Call April 24, 2025 4:30 PM ET Company Participants Irmina Blaszczyk - Investor Relations Chad Collins - CEO & Director Kim Nelson - Executive VP & CFO Conference Call Participants Parker Lane - Stifel Rob Morelli - Needham & Co. Lachlan Brown - Redburn Atlantic George Kurosawa - Citi Dylan Becker - William Blair Joe Vruwink - Baird Jeff Rhee - Craig Hallum Nehal Chokshi - Northland Capital Markets Mark Schappel - Loop Capital Markets Operator Good day. And welcome to the SPS Commerce First Quarter FY25 Conference Call.
SPS Commerce, Inc. (SPSC) Q1 2025 Earnings Call Transcript
Positive
Zacks Investment Research
2 weeks ago
SPS Commerce (SPSC) Q1 Earnings and Revenues Top Estimates
SPS Commerce (SPSC) came out with quarterly earnings of $1 per share, beating the Zacks Consensus Estimate of $0.84 per share. This compares to earnings of $0.86 per share a year ago.
SPS Commerce (SPSC) Q1 Earnings and Revenues Top Estimates
Neutral
GlobeNewsWire
2 weeks ago
SPS Commerce Reports First Quarter 2025 Financial Results
Company delivers 97th consecutive quarter of topline growth First quarter 2025 revenue grew 21% and recurring revenue grew 23% from the first quarter of 2024
SPS Commerce Reports First Quarter 2025 Financial Results
Positive
Zacks Investment Research
3 weeks ago
SPS Commerce (SPSC) Expected to Beat Earnings Estimates: Should You Buy?
SPS Commerce (SPSC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
SPS Commerce (SPSC) Expected to Beat Earnings Estimates: Should You Buy?
Neutral
GlobeNewsWire
1 month ago
SPS Commerce Announces Date of First Quarter 2025 Financial Results
MINNEAPOLIS, April 10, 2025 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), a leader in retail supply chain cloud services, today announced that it will issue its financial results for the first quarter ended March 31, 2025, after the market close on Thursday, April 24, 2025. SPS Commerce will host a call to discuss the results at 3:30 p.m. Central Time (4:30 p.m. Eastern Time) on the same day.
SPS Commerce Announces Date of First Quarter 2025 Financial Results
Neutral
Benzinga
1 month ago
PROS, Global-E, SPS Commerce Stand Out As Tariffs Reshape Software Spending Priorities: Analyst
Needham analyst Scott Berg is taking a look at the software sector following the Trump administration's reciprocal tariffs announcement on all imported products.
PROS, Global-E, SPS Commerce Stand Out As Tariffs Reshape Software Spending Priorities: Analyst
Neutral
GlobeNewsWire
1 month ago
SPS Commerce Releases 2024 ESG Report, Reinforcing Commitment to Sustainable and Responsible Growth
MINNEAPOLIS, March 26, 2025 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), a leader in retail supply chain cloud services, today announced the release of its 2024 Environmental, Social, and Governance (ESG) Report, outlining the company's ongoing commitment to sustainability, ethical business practices, and social responsibility. This inaugural report highlights the company's key advancements in governance, employee experience, community engagement, and environmental stewardship.
SPS Commerce Releases 2024 ESG Report, Reinforcing Commitment to Sustainable and Responsible Growth
Neutral
24/7 Wall Street
1 month ago
3 Beaten-Down Stocks (MDB, SPSC and DDOG) With Up To 125% Upside According To Wall Street Experts
The stock market has recovered from its correction territory, but there's still significant fear due to tariff-related uncertainty.
3 Beaten-Down Stocks (MDB, SPSC and DDOG) With Up To 125% Upside According To Wall Street Experts
Charts implemented using Lightweight Charts™