SPS Commerce

SPSC

Market cap $4.06B

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.

SPS Commerce is rated a Buy, supported by its underpenetrated $11B TAM, dominant network, and strong network-led growth strategy. SPSC's vast retail network and high switching costs create a defensible moat, driving operational leverage and customer stickiness. The proactive, network-led growth motion is expected to accelerate ARPU expansion and earnings, with EPS projected to nearly double by FY28.

SPS Commerce, Inc. (NASDAQ:SPSC ) Analyst/Investor Day September 23, 2025 9:30 AM EDT Company Participants Chad Collins - CEO & Director Michael Svatek - Chief Product Officer Jamie Thingelstad - Executive VP & CTO Kimberly Nelson - Executive VP & CFO Conference Call Participants Irmina Blaszczyk - The Blueshirt Group, LLC Adam Shuman Ken Ratterree Deborah Conklin - KeHE Distributors, LLC Tony Duerr Aaron Rubin - ShipHero, LLC Scott Berg - Needham & Company, LLC, Research Division Matthew VanVliet - Cantor Fitzgerald & Co., Research Division Dylan Becker - William Blair & Company L.L.C., Research Division Christopher Quintero - Morgan Stanley, Research Division Nehal Chokshi - Northland Capital Markets, Research Division J.

MINNEAPOLIS, Sept. 09, 2025 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), a leader in retail supply chain cloud services, today announced that it will host its Investor Day on Tuesday, September 23, 2025.

SPS Commerce, Inc. (NASDAQ:SPSC ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 4, 2025 8:10 AM EDT Company Participants Chad Collins - CEO & Director Kimberly Nelson - Executive VP & CFO Conference Call Participants George Michael Kurosawa - Citigroup Inc., Research Division Unknown Attendee Presentation George Michael Kurosawa Research Analyst Excellent. All right.

MINNEAPOLIS, Aug. 28, 2025 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), a leader in retail supply chain cloud services, today announced that management will present at Citi's 2025 Global TMT Conference on Thursday, September 4, 2025, at 8:10 AM E.T.

SPS Commerce's growth is slowing, with much of recent expansion driven by M&A and organic momentum moderating post-pandemic. Despite a 20%-plus pullback, shares remain expensive at 38x realistic earnings, as stock-based compensation materially reduces true profitability. Management's guidance points to decelerating revenue growth into 2026, with higher stock-based compensation and macro uncertainty weighing on sentiment.

SPS Commerce (SPSC) is well positioned to outperform the market, as it exhibits above-average growth in financials.

SPS Commerce, Inc. (NASDAQ:SPSC ) Q2 2025 Earnings Conference Call July 30, 2025 4:30 PM ET Company Participants Chadwick Collins - CEO & Director Kimberly K. Nelson - Executive VP & CFO Conference Call Participants Dylan Tyler Becker - William Blair & Company L.L.C.

SPS Commerce (SPSC) came out with quarterly earnings of $1 per share, beating the Zacks Consensus Estimate of $0.9 per share. This compares to earnings of $0.8 per share a year ago.