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SPSC SPS Commerce, Inc.

USTechnology
$59.44+0.59%OpenMarket Cap: $2.18B

As of 2026-07-09 13:46

Why SPSC matters now

SPS Commerce, Inc. (SPSC) is a US stock in Technology. The latest InvestLog snapshot shows $59.44 with +0.59% on the session and $2.18B in market capitalization; recent performance reads 1-month +1.20% and YTD -40.39%.

The latest financial table shown here is Q1 2026, with revenue of $192.1M, net income of $19.7M, and EPS of $0.53. Investors can compare that operating picture with valuation signals such as P/E 23.63 and FCF yield 8.6%.

The latest indexable market news headline is "SPS Commerce Announces Agreement to Sell 3P Revenue Recovery Business" from GlobeNewsWire.

Additional event context on this page matters because analyst consensus is Hold with a median target of $70.00; recent insider activity includes Ward Anne Sempowski filing A-Award. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

23.63

PEG

1.12

P/B

2.06

P/S

2.56

EV/EBITDA

9.93

DCF Value

$185.93

FCF Yield

8.6%

Div Yield

0.0%

Margins & Returns

Gross Margin

66.8%

Operating Margin

15.3%

Net Margin

11.9%

ROE

9.5%

ROA

7.8%

ROIC

8.7%

Financials

PeriodRevenueNet IncomeEPS
Q1 2026$192.1M$19.7M$0.53
Q4 2025$192.7M$25.8M$0.68
FY 2025$751.5M$93.3M$2.46
Q3 2025$189.9M$25.6M$0.67

Analyst Ratings

Consensus

Hold

Target (Consensus)

$68.71

Target (Median)

$70.00

Target Range

$60.00 - $86.00

Strong Buy: 1Buy: 2Hold: 9Sell: 0Strong Sell: 0
CitigroupBuy
2026-05-04
DA DavidsonNeutral
2026-05-01
NeedhamBuy
2026-05-01
Cantor FitzgeraldNeutral
2026-05-01
Rothschild & CoNeutral
2026-04-16

Trading Activity

Insider Trades

Ward Anne Sempowskidirector
Sell2026-06-01
Chima Fumbi F.director
Sell2026-06-01
SORAN PHILIPdirector
Sell2026-06-01
Reller Tamidirector
Sell2026-06-01
Reaume Marty Mdirector
Sell2026-06-01

Company Info

Sector

Technology

Industry

Software - Infrastructure

Country

US

Exchange

Beta

0.56

SPS Commerce, Inc. delivers comprehensive, cloud-based solutions for supply chain management across the globe. The company's central offering is its "SPS Commerce" platform, an advanced system that enhances operations for retailers, suppliers, grocers, distributors, and logistics firms. This platform allows these businesses to streamline the management and fulfillment of omnichannel orders, boost sell-through efficiency, and automate the creation of new trading partnerships. Key components include the Fulfillment solution, which automates order processing and can either replace or augment a client's existing staff and electronic communication systems. It simplifies adherence to retailer-specific rules, facilitates seamless digital data exchange with numerous trading partners using various protocols, and provides greater transparency into an order's journey. Additionally, the Analytics solution features data analysis applications that empower clients with deeper insights throughout their supply chains. SPS Commerce also offers complementary products like an assortment tool for accurate order management and rapid fulfillment, and a community product designed to expedite vendor onboarding and ensure trading partner compliance with evolving supply chain demands. The company, initially incorporated in 1987 as St. Paul Software, Inc., adopted its current name, SPS Commerce, Inc., in May 2001. It is headquartered in Minneapolis, Minnesota.