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SPS Commerce, Inc. (SPSC)

85.78 +0.19 (+0.22%)
At close: October 29 at 4:00:00 PM EDT
82.00 -3.78 (-4.41%)
After hours: October 29 at 5:00:19 PM EDT
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SPSC Q3 2026 earnings call
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Chart Range Bar
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  • Previous Close 85.59
  • Open 83.94
  • Bid 60.63 x 200
  • Ask 107.36 x 200
  • Day's Range 82.11 - 85.92
  • 52 Week Range 49.04 - 106.50
  • Volume 704,253
  • Avg. Volume 541,076
  • Market Cap (intraday) 3.088B
  • Beta (5Y Monthly) 0.62
  • PE Ratio (TTM) 41.44
  • EPS (TTM) 2.07
  • Earnings Date Oct 29, 2026
  • Forward Dividend & Yield -- (0.00%)
  • 1y Target Est 81.55
  • Zacks Rating Neutral

SPS Commerce, Inc. provides cloud-based supply chain management solutions in the United States. It offers solutions through SPS Commerce, a cloud-based platform that connects retailers, brands, distributors, manufacturers, and logistics providers, handling the complexity of modern commerce operations. The company also provides Fulfillment, a comprehensive solution designed to streamline supply chain operation that sends and receives order data, ensuring accurate execution of required processes from order to invoicing and revenue recovery through fully automated operations; and Analytics product that simplifies managing sell-through data from customers business partners that handle data acquisition, cleansing, normalization, and delivery. In addition, it offers various complimentary products, such as assortment product, which simplifies the communication of robust, accurate item data by automatically translating item attributes, and hierarchies through single connection across all sales channels; and relationship management product that allows organizations to accelerate digitization of their supply chain and improve collaboration with suppliers through change management, onboarding programs, and supplier score carding. The company was formerly known as St. Paul Software, Inc. and changed its name to SPS Commerce, Inc. in May 2001. SPS Commerce, Inc. was incorporated in 1987 and is headquartered in Minneapolis, Minnesota.

www.spscommerce.com

2,948

Full Time Employees

December 31

Fiscal Year Ends

Technology

Sector

Recent News

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Performance Overview

Trailing total returns as of 10/29/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

SPSC
3.76%
S&P 500 (^GSPC)
12.78%

1-Year Return

SPSC
18.44%
S&P 500 (^GSPC)
12.04%

3-Year Return

SPSC
44.38%
S&P 500 (^GSPC)
87.51%

5-Year Return

SPSC
43.84%
S&P 500 (^GSPC)
67.64%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q2 FY26
Revenue 197.81M
Earnings 6.86M
Profit Margin 3.47%

Q3

FY25

Q4

FY25

Q1

FY26

Q2

FY26

0
50M
100M
150M
4.0%
6.0%
8.0%
10.0%
12.0%

Analyst Insights

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Analyst Price Targets

65.00 Low
81.55 Average
85.78 Current
103.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 10/20/2026
Analyst Citigroup
Rating Action Maintains
Rating Buy
Price Action Raises
Price Target 82 -> 99

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (current)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • Enterprise Value/EBITDA

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    10.10%

  • Return on Assets (ttm)

    6.80%

  • Return on Equity (ttm)

    8.26%

  • Revenue (ttm)

    772.49M

  • Net Income Avi to Common (ttm)

    78M

  • Diluted EPS (ttm)

    2.07

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    173.17M

  • Total Debt/Equity (mrq)

    0.67%

  • Levered Free Cash Flow (ttm)

    176.57M

Company Insights

Research Reports

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