SPS Commerce, Inc. (NASDAQ:SPSC) Receives Consensus Rating of “Hold” from Analysts

SPS Commerce, Inc. (NASDAQ:SPSC) has received an average rating of “Hold” from the eleven brokerages that are currently covering the company, Marketbeat.com reports. Two analysts have rated the stock with a sell rating, six have assigned a hold rating, two have issued a buy rating and one has issued a strong buy rating on the company. The average 12-month price target among brokers that have covered the stock in the last year is $74.60.

SPSC has been the topic of a number of recent analyst reports. Rothschild & Co Redburn set a $60.00 price objective on SPS Commerce and gave the company a “neutral” rating in a research note on Thursday, April 16th. Weiss Ratings raised SPS Commerce from a “sell (d)” rating to a “sell (d+)” rating in a research note on Thursday. Cantor Fitzgerald reaffirmed a “neutral” rating and set a $70.00 target price (up from $60.00) on shares of SPS Commerce in a research note on Friday, July 31st. Zacks Research upgraded SPS Commerce from a “strong sell” rating to a “hold” rating in a report on Monday, July 20th. Finally, Stifel Nicolaus set a $70.00 price target on SPS Commerce and gave the company a “hold” rating in a research note on Friday, July 31st.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Advisors Asset Management Inc. grew its holdings in SPS Commerce by 39.9% in the first quarter. Advisors Asset Management Inc. now owns 393 shares of the software maker’s stock worth $52,000 after purchasing an additional 112 shares during the period. AQR Capital Management LLC raised its holdings in shares of SPS Commerce by 2.0% during the first quarter. AQR Capital Management LLC now owns 14,134 shares of the software maker’s stock valued at $1,876,000 after purchasing an additional 275 shares during the period. NewEdge Advisors LLC raised its holdings in shares of SPS Commerce by 545.7% during the first quarter. NewEdge Advisors LLC now owns 226 shares of the software maker’s stock valued at $30,000 after purchasing an additional 191 shares during the period. EverSource Wealth Advisors LLC boosted its position in shares of SPS Commerce by 137.7% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 649 shares of the software maker’s stock worth $88,000 after purchasing an additional 376 shares in the last quarter. Finally, First Trust Advisors LP boosted its position in shares of SPS Commerce by 83.2% during the 2nd quarter. First Trust Advisors LP now owns 10,132 shares of the software maker’s stock worth $1,379,000 after purchasing an additional 4,602 shares in the last quarter. Institutional investors and hedge funds own 98.96% of the company’s stock.

SPS Commerce Stock Up 1.9%

SPSC opened at $74.75 on Thursday. SPS Commerce has a twelve month low of $49.04 and a twelve month high of $117.37. The company has a fifty day moving average of $61.17 and a 200-day moving average of $61.40. The stock has a market cap of $2.69 billion, a PE ratio of 36.11 and a beta of 0.53.

SPS Commerce (NASDAQ:SPSC) last released its earnings results on Thursday, July 30th. The software maker reported $1.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.09 by $0.18. The business had revenue of $197.81 million for the quarter, compared to analyst estimates of $195.46 million. SPS Commerce had a net margin of 10.10% and a return on equity of 13.04%. SPS Commerce’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.00 earnings per share. SPS Commerce has set its Q3 2026 guidance at 1.200-1.230 EPS and its FY 2026 guidance at 4.840-4.930 EPS. Sell-side analysts anticipate that SPS Commerce will post 3.56 EPS for the current fiscal year.

SPS Commerce Company Profile

SPS Commerce, Inc is a leading provider of cloud-based supply chain management solutions that enable seamless collaboration between retailers, suppliers and logistics providers. Through its robust network, SPS Commerce connects trading partners with electronic data interchange (EDI) capabilities, helping businesses automate order processing, inventory management and fulfillment workflows. The company’s platform ensures data accuracy, accelerates order-to-cash cycles and reduces manual intervention, supporting a wide range of industries including retail, grocery, consumer goods and automotive.

The company offers a suite of services encompassing EDI, retail-ready compliance, order management and data analytics.