SPS Commerce Inc. (SPSC)
SPS Commerce (SPSC) Soars 5.7%: Is Further Upside Left in the Stock?
SPS Commerce (SPSC) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
SPS Commerce explores sale amid activist pressure, sources say
Supply chain software maker SPS Commerce is exploring a sale amid pressure from activist investors, according to three people familiar with the matter.
SPS Commerce: High Quality, Fair Valuation, And A Growth Inflection Ahead
Shares of SPSC are in a downtrend as growth has slowed due to headwinds facing the business. There are several underlying growth drivers in place, and the top line should inflect higher later this year. The business is AI resilient and benefits from strong industry tailwinds, especially in the European market.
SPS Commerce: Amazon Weakness Has Created A Buying Opportunity
SPS Commerce has declined ~60% as Amazon-related revenue recovery faces headwinds, but core business growth remains resilient. Excluding Amazon, SPSC is growing at a high single-digit rate, with recurring revenue and adjusted EBITDA outpacing revenue growth. Management is aggressively repurchasing shares, capitalizing on a valuation well below software peers, while maintaining a net cash position.
How Much Upside is Left in SPS Commerce (SPSC)? Wall Street Analysts Think 32.42%
The mean of analysts' price targets for SPS Commerce (SPSC) points to a 32.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Can SPS Commerce (SPSC) Climb 27.35% to Reach the Level Wall Street Analysts Expect?
The mean of analysts' price targets for SPS Commerce (SPSC) points to a 27.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
SPS Commerce, Inc. (SPSC) Q1 2026 Earnings Call Transcript
SPS Commerce, Inc. (SPSC) Q1 2026 Earnings Call Transcript
SPS Commerce (SPSC) Tops Q1 Earnings Estimates
SPS Commerce (SPSC) came out with quarterly earnings of $1.1 per share, beating the Zacks Consensus Estimate of $0.97 per share. This compares to earnings of $1 per share a year ago.
SPS Commerce: Buybacks, AI Features, Low Valuation Support 2026 Recovery Potential (Upgrade)
I'm upgrading SPS Commerce to a Buy at around $64, since I'm anticipating a stronger H2 2026 despite recent revenue headwinds. SPSC maintains a disciplined cost structure, robust free cash flow, and shareholder-friendly capital allocation, including a recently expanded $300 million buyback authorization. AI-driven MAX platform rollout and retail enablement programs are expected to drive customer adds and client value-add in late 2026.
SPS Commerce, Inc. (SPSC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
SPS Commerce, Inc. (SPSC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
SPS Commerce, Inc. (SPSC) Q4 2025 Earnings Call Transcript
SPS Commerce, Inc. (SPSC) Q4 2025 Earnings Call Transcript
SPS Commerce (SPSC) Q4 Earnings Beat Estimates
SPS Commerce (SPSC) came out with quarterly earnings of $1.14 per share, beating the Zacks Consensus Estimate of $1 per share. This compares to earnings of $0.89 per share a year ago.
