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) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
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, 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 (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) 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) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
SPS Commerce (SPSC) is well positioned to outperform the market, as it exhibits above-average growth in financials.
SPS Commerce, Inc. (NASDAQ:SPSC ) Q4 2024 Earnings Conference Call February 10, 2025 4:30 PM ET Company Participants Irmina Blaszczyk - Investor Relations Chad Collins - Chief Executive Officer Kim Nelson - Executive Vice President & Chief Financial Officer Conference Call Participants George Kurosawa - Citi Dylan Becker - William Blair Lachlan Brown - Redburn Atlantic Parker Lane - Stifel Joe Vruwink - Baird William Jellison - D.A. Davidson Jeff Van Rhee - Craig-Hallum Quinton Gabrielli - Piper Sandler Mark Schappel - Loop Capital Markets Nehal Chokshi - Northland Capital Markets Operator Good day and welcome to the SPS Commerce Q4 2024 Earnings Conference Call.
SPS Commerce (SPSC) came out with quarterly earnings of $0.89 per share, beating the Zacks Consensus Estimate of $0.87 per share. This compares to earnings of $0.75 per share a year ago.