SPS Commerce Inc. (SPSC)
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.
SPS Commerce, Inc. (SPSC) Q3 2025 Earnings Call Transcript
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) Q3 Earnings Beat Estimates
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.
SPS Commerce: Large TAM, Solid Moat, Renewed Sales Strategy
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. (SPSC) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference (Transcript)
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.
