SPS Commerce

SPSC

Market cap $3.04B

The Touchstone Small Company Fund underperformed its benchmark, the Russell 2000 Index, for the quarter ended September 30, 2025. Among the Fund's top-performing sectors in terms of adding value were Financials and Consumer Staples. From a factor perspective, the Fund's focus on profitable, liquid, and higher quality small cap stocks negatively impacted relative performance during the quarter.

Some of these companies are firing on all cylinders and trading at lofty valuations. Others face short-term challenges that have them looking like "buy the dip" opportunities.

Class A shares of the Alger Weatherbie Specialized Growth Fund underperformed the Russell 2500 Growth Index during the third quarter of 2025. Semtech Corporation (SMTC), Impinj Inc. (PI), and Artivion, Inc. (AORT) were among the top contributors to performance. SPS Commerce, Inc. (SPSC), Palomar Holdings, Inc. (PLMR), and Vertex, Inc. (VRTX) were among the top detractors from performance.

Q3 2025 has knocked down several stocks, but sometimes the market does throw the baby out with the bathwater.

SPS Commerce reported solid third-quarter earnings on Thursday. However, the market didn't enjoy them, as sales fell short of analysts' hopes.

U.S. stock futures were mostly higher this morning, with the Nasdaq futures gaining more than 1% on Friday.

SPS Commerce, Inc. (NASDAQ:SPSC) reported mixed third-quarter financial results and issued fourth-quarter guidance below estimates. Also, the company cut its FY25 sales guidance below estimates.

SPS Commerce, Inc. ( SPSC ) Q3 2025 Earnings Call October 30, 2025 4:30 PM EDT Company Participants Irmina Blaszczyk - Managing Director Chad Collins - CEO & Director Kimberly Nelson - Executive VP & CFO Conference Call Participants Scott Berg - Needham & Company, LLC, Research Division Christopher Quintero - Morgan Stanley, Research Division Matthew VanVliet - Cantor Fitzgerald & Co., Research Division George Kurosawa - Citigroup Inc. Exchange Research J. Lane - Stifel, Nicolaus & Company, Incorporated, Research Division Timothy Greaves - Loop Capital Markets LLC, Research Division Jackson Bogli - William Blair & Company L.L.C.

SPS Commerce (SPSC) came out with quarterly earnings of $1.13 per share, beating the Zacks Consensus Estimate of $0.99 per share. This compares to earnings of $0.92 per share a year ago.

MINNEAPOLIS, Oct. 16, 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 third quarter ended September 30, 2025, after the market close on Thursday, October 30, 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.