SPSC
SPS Commerce, Inc. NASDAQ Listed Apr 22, 2010$53.13
+0.55%
vs $52.84
Mkt Cap $2.0B
52w Low $49.91
3.5% of range
52w High $142.50
50d MA $54.86
200d MA $77.59
P/E (TTM)
21.6x
EV/EBITDA
10.3x
P/B
2.1x
Debt/Equity
0.0x
ROE
9.6%
P/FCF
13.3x
RSI (14)
36.10
ATR (14)
$2.26
Beta
0.61
50d MA
$54.86
200d MA
$77.59
Avg Volume
604.0K
SPS Commerce, Inc. provides cloud-based supply chain management solutions worldwide. It offers solutions through the SPS Commerce, a cloud-based platform that enhances the way retailers, suppliers, grocers, distributors, and logistics firms manage and fulfill omnichannel orders, optimize sell-through performance, and automate new trading relationships. The company also provides Fulfillment solution that provides fulfillment automation and replaces or augments an organization's existing staff and trading partner electronic communication infrastructure by enabling easy compliance with retailers' rulebooks, automatic, and digital exchange of information among numerous trading partners through various protocols, and greater visibility into the journey of an order; and Analytics solution, which consists of data analytics applications that enables customers to enhance their visibility across supply chains through greater analytics capabilities. In addition, it offers various complimentary products, such as assortment product, which enables accurate order management and rapid fulfillment; and community product that accelerates vendor onboarding and ensures trading partner adoption of new supply chain requirements. 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.
333 South Seventh Street · Minneapolis, MN 55402 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 30, 2026 | AMC | 0.97 | 1.10 | +13.4% | 56.12 | +6.2% | +5.0% | -0.6% | -0.2% | -4.3% | +2.3% | — |
| Feb 12, 2026 | AMC | 1.00 | 1.14 | +14.0% | 64.75 | +5.2% | -4.4% | -3.0% | -2.8% | -0.1% | -0.7% | — |
| Oct 30, 2025 | AMC | 0.99 | 1.13 | +14.1% | 103.89 | -28.8% | -20.8% | +0.4% | -1.7% | +0.1% | -0.9% | — |
| Jul 30, 2025 | AMC | 0.90 | 1.00 | +11.1% | 139.56 | -17.2% | -22.0% | -4.6% | +3.1% | +2.0% | +1.1% | — |
| Apr 24, 2025 | AMC | 0.84 | 1.00 | +19.0% | 139.03 | -3.1% | -0.9% | +1.2% | +1.8% | +1.1% | -1.0% | — |
| Feb 10, 2025 | AMC | 0.87 | 0.89 | +2.3% | 177.17 | -3.4% | -13.8% | +0.1% | -2.9% | -1.5% | +0.0% | — |
| Oct 24, 2024 | AMC | 0.83 | 0.92 | +10.8% | 190.98 | -0.1% | -10.7% | +0.3% | +1.0% | -2.2% | -2.4% | — |
| Jul 25, 2024 | AMC | 0.76 | 0.80 | +5.3% | 205.62 | +2.5% | +1.6% | -1.5% | +0.9% | +3.7% | -3.0% | — |
| Apr 25, 2024 | AMC | 0.73 | 0.86 | +17.8% | 169.43 | +6.2% | +5.6% | +2.0% | -4.7% | +2.9% | +1.7% | — |
| Feb 8, 2024 | AMC | 0.69 | 0.75 | +8.7% | 183.77 | +8.2% | +14.8% | -4.7% | -4.0% | +1.6% | +0.3% | — |
| Oct 26, 2023 | AMC | 0.66 | 0.75 | +13.6% | 155.27 | +1.8% | -0.7% | +2.2% | +1.8% | +0.5% | +1.3% | — |
| Jul 27, 2023 | AMC | 0.62 | 0.69 | +11.3% | 172.82 | +0.0% | +1.0% | +3.4% | -2.9% | -3.6% | -0.2% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 1 | Needham | Maintains | Buy → Buy | — | $56.12 | $59.60 | +6.2% | +5.0% | -0.6% | -0.2% | -4.3% | +2.3% |
| May 1 | DA Davidson | Maintains | Neutral → Neutral | — | $56.12 | $59.60 | +6.2% | +5.0% | -0.6% | -0.2% | -4.3% | +2.3% |
| May 1 | Cantor Fitzgerald | Maintains | Neutral → Neutral | — | $56.12 | $59.60 | +6.2% | +5.0% | -0.6% | -0.2% | -4.3% | +2.3% |
| Apr 16 | Rothschild & Co | Downgrade | Buy → Neutral | — | $55.36 | $54.73 | -1.1% | +2.1% | +1.9% | +1.0% | -1.4% | +1.0% |
| Feb 17 | DA Davidson | Maintains | Neutral → Neutral | — | $61.92 | $61.39 | -0.9% | -3.0% | -2.8% | -0.1% | -0.7% | -6.4% |
| Feb 13 | Stifel | Maintains | Hold → Hold | — | $64.75 | $68.10 | +5.2% | -4.4% | -3.0% | -2.8% | -0.1% | -0.7% |
| Feb 13 | Citigroup | Maintains | Buy → Buy | — | $64.75 | $68.10 | +5.2% | -4.4% | -3.0% | -2.8% | -0.1% | -0.7% |
| Nov 11 | Morgan Stanley | Downgrade | Overweight → Equal Weight | — | $81.65 | $80.30 | -1.7% | +0.0% | +0.4% | +0.3% | -0.9% | -2.0% |
| Oct 31 | Stifel | Downgrade | Buy → Hold | — | $103.89 | $73.99 | -28.8% | -20.8% | +0.4% | -1.7% | +0.1% | -0.9% |
| Oct 31 | Needham | Maintains | Buy → Buy | — | $103.89 | $73.99 | -28.8% | -20.8% | +0.4% | -1.7% | +0.1% | -0.9% |
| Oct 31 | DA Davidson | Maintains | Neutral → Neutral | — | $103.89 | $73.99 | -28.8% | -20.8% | +0.4% | -1.7% | +0.1% | -0.9% |
| Oct 31 | Citigroup | Maintains | Buy → Buy | — | $103.89 | $73.99 | -28.8% | -20.8% | +0.4% | -1.7% | +0.1% | -0.9% |
| Oct 31 | Cantor Fitzgerald | Downgrade | Overweight → Neutral | — | $103.89 | $73.99 | -28.8% | -20.8% | +0.4% | -1.7% | +0.1% | -0.9% |
| Oct 14 | Morgan Stanley | Maintains | Overweight → Overweight | — | $108.09 | $105.34 | -2.5% | +1.1% | +0.1% | -2.0% | +1.8% | +1.5% |
| Sep 25 | DA Davidson | Maintains | Neutral → Neutral | — | $107.49 | $106.09 | -1.3% | -2.4% | +1.3% | -1.2% | -0.9% | -0.7% |
| Sep 24 | Cantor Fitzgerald | Maintains | Overweight → Overweight | — | $107.36 | $109.68 | +2.2% | +0.1% | -2.4% | +1.3% | -1.2% | -0.9% |
| Sep 24 | Needham | Maintains | Buy → Buy | — | $107.36 | $109.68 | +2.2% | +0.1% | -2.4% | +1.3% | -1.2% | -0.9% |
| Jul 31 | Morgan Stanley | Maintains | Overweight → Overweight | — | $139.56 | $115.50 | -17.2% | -22.0% | -4.6% | +3.1% | +2.0% | +1.1% |
| Jul 31 | Loop Capital | Downgrade | Buy → Hold | — | $139.56 | $115.50 | -17.2% | -22.0% | -4.6% | +3.1% | +2.0% | +1.1% |
| Jul 31 | Needham | Maintains | Buy → Buy | — | $139.56 | $115.50 | -17.2% | -22.0% | -4.6% | +3.1% | +2.0% | +1.1% |
| Jul 31 | Stifel | Maintains | Buy → Buy | — | $139.56 | $115.50 | -17.2% | -22.0% | -4.6% | +3.1% | +2.0% | +1.1% |
| Apr 25 | Baird | Maintains | Neutral → Neutral | — | $139.03 | $134.70 | -3.1% | -0.9% | +1.2% | +1.8% | +1.1% | -1.0% |
| Apr 25 | Needham | Maintains | Buy → Buy | — | $139.03 | $134.70 | -3.1% | -0.9% | +1.2% | +1.8% | +1.1% | -1.0% |
| Apr 14 | DA Davidson | Maintains | Buy → Buy | — | $131.69 | $133.86 | +1.6% | -1.1% | +0.4% | -1.6% | +0.3% | -1.6% |
| Mar 26 | Needham | Maintains | Buy → Buy | — | $135.00 | $136.36 | +1.0% | +0.5% | +0.4% | -2.0% | -0.6% | +1.1% |
| Feb 11 | Baird | Maintains | Neutral → Neutral | — | $177.17 | $171.20 | -3.4% | -13.8% | +0.1% | -2.9% | -1.5% | +0.0% |
| Feb 11 | Piper Sandler | Maintains | Neutral → Neutral | — | $177.17 | $171.20 | -3.4% | -13.8% | +0.1% | -2.9% | -1.5% | +0.0% |
| Feb 11 | Northland Capital Markets | Maintains | Market Perform → Market Perform | — | $177.17 | $171.20 | -3.4% | -13.8% | +0.1% | -2.9% | -1.5% | +0.0% |
| Feb 11 | Needham | Maintains | Buy → Buy | — | $177.17 | $171.20 | -3.4% | -13.8% | +0.1% | -2.9% | -1.5% | +0.0% |
| Feb 11 | Stifel | Maintains | Buy → Buy | — | $177.17 | $171.20 | -3.4% | -13.8% | +0.1% | -2.9% | -1.5% | +0.0% |
| Jan 27 | Citigroup | Maintains | Buy → Buy | — | $191.56 | $191.56 | +0.0% | +1.2% | +1.1% | -4.2% | -2.3% | +0.7% |
| Jan 15 | Needham | Maintains | Buy → Buy | — | $182.32 | $186.07 | +2.1% | +2.8% | +2.1% | -0.2% | +2.3% | -0.7% |
| Jan 3 | Needham | Maintains | Buy → Buy | — | $182.81 | $185.73 | +1.6% | +2.2% | -1.9% | +0.3% | -0.2% | -2.3% |
| Jan 3 | Stifel | Maintains | Buy → Buy | — | $182.81 | $185.73 | +1.6% | +2.2% | -1.9% | +0.3% | -0.2% | -2.3% |
| Oct 28 | Baird | Maintains | Neutral → Neutral | — | $170.49 | $172.64 | +1.3% | +0.3% | +1.0% | -2.2% | -2.4% | +0.9% |
| Oct 25 | Needham | Maintains | Buy → Buy | — | $190.98 | $190.71 | -0.1% | -10.7% | +0.3% | +1.0% | -2.2% | -2.4% |
| Oct 25 | Stifel | Maintains | Buy → Buy | — | $190.98 | $190.71 | -0.1% | -10.7% | +0.3% | +1.0% | -2.2% | -2.4% |
| Aug 2 | Needham | Maintains | Buy → Buy | — | $208.96 | $200.52 | -4.0% | -4.0% | -4.7% | +0.6% | -1.8% | +5.0% |
| Jul 29 | Northland Capital Markets | Downgrade | Outperform → Market Perform | — | $209.00 | $208.39 | -0.3% | -1.5% | +0.9% | +3.7% | -3.0% | -4.0% |
| Jul 26 | Needham | Maintains | Buy → Buy | — | $205.62 | $210.85 | +2.5% | +1.6% | -1.5% | +0.9% | +3.7% | -3.0% |
| Jul 26 | Stifel | Maintains | Buy → Buy | — | $205.62 | $210.85 | +2.5% | +1.6% | -1.5% | +0.9% | +3.7% | -3.0% |
| Jul 26 | Baird | Maintains | Neutral → Neutral | — | $205.62 | $210.85 | +2.5% | +1.6% | -1.5% | +0.9% | +3.7% | -3.0% |
| Jul 26 | Craig-Hallum | Maintains | Buy → Buy | — | $205.62 | $210.85 | +2.5% | +1.6% | -1.5% | +0.9% | +3.7% | -3.0% |
| Jul 26 | DA Davidson | Maintains | Buy → Buy | — | $205.62 | $210.85 | +2.5% | +1.6% | -1.5% | +0.9% | +3.7% | -3.0% |
| May 10 | Needham | Maintains | Buy → Buy | — | $193.52 | $194.67 | +0.6% | -0.6% | +0.1% | +1.6% | +1.5% | -1.3% |
| May 10 | Citigroup | Maintains | Buy → Buy | — | $193.52 | $194.67 | +0.6% | -0.6% | +0.1% | +1.6% | +1.5% | -1.3% |
| Apr 26 | Needham | Maintains | Buy → Buy | — | $169.43 | $180.00 | +6.2% | +5.6% | +2.0% | -4.7% | +2.9% | +1.7% |
| Apr 26 | Baird | Maintains | Neutral → Neutral | — | $169.43 | $180.00 | +6.2% | +5.6% | +2.0% | -4.7% | +2.9% | +1.7% |
| Feb 9 | Needham | Maintains | Buy → Buy | — | $183.77 | $198.77 | +8.2% | +14.8% | -4.7% | -4.0% | +1.6% | +0.3% |
| Jan 18 | Needham | Maintains | Buy → Buy | — | $180.62 | $182.94 | +1.3% | +0.9% | +1.4% | +1.9% | +0.6% | -1.2% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| May 7, 2026 | Reaume Marty MDir | — | Sell | 1,000 | $57.03 | $57K | 9,158 | -1.52% | +3.65% |
8-K · 5.02
!!! Very High
Unknown — 8-K 5.02: Executive Change
The double-trigger severance provision protects executives' equity awards only if terminated without cause post-acquisition, limiting costly takeover-related payouts and potentially making SPSC a more attractive acquisition target.
Apr 14
8-K · 5.02
!!! Very High
SPS Commerce, Inc. -- 8-K 5.02: Executive Change
SPS Commerce appointed new leadership in its technology division, with McConnell and Chima both taking Chief Technology roles, signaling organizational restructuring in engineering oversight.
Feb 12
8-K · 5.02
!!! Very High
SPS Commerce, Inc. -- 8-K 5.02: Executive Change
SPS Commerce appointed Joseph Del Preto as Executive Vice President effective March 16, 2026, signaling potential leadership restructuring that investors should monitor for strategic implications.
Feb 12
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Vanguard Portfolio Management Llc | 2,958,839 | $165M | New | Mar 2026 |
| 2 | Morgan Stanley | 1,744,036 | $155M | Reduced | Dec 2025 |
| 3 | Neuberger Berman Group Llc | 1,790,298 | $100M | Added | Mar 2026 |
| 4 | Vanguard Capital Management Llc | 1,698,123 | $95M | New | Mar 2026 |
| 5 | Anson Funds Management Lp | 1,150,000 | $64M | New | Mar 2026 |
| 6 | Bank Of America Corp /de/ | 998,622 | $56M | Added | Mar 2026 |
| 7 | Walleye Capital Llc | 915,270 | $51M | Added | Mar 2026 |
| 8 | Citadel Advisors Llc | 913,240 | $51M | Added | Mar 2026 |
| 9 | Bnp Paribas Asset Management Holding S.a. | 710,338 | $40M | Reduced | Mar 2026 |
| 10 | Van Berkom & Associates Inc. | 678,236 | $38M | Added | Mar 2026 |
| 11 | Irenic Capital Management Lp | 597,704 | $33M | New | Mar 2026 |
| 12 | Nordea Investment Management Ab | 537,906 | $30M | Reduced | Mar 2026 |
| 13 | D.e. Shaw & Co | 490,831 | $27M | Added | Mar 2026 |
| 14 | Northern Trust Corp | 441,720 | $25M | Reduced | Mar 2026 |
| 15 | Riverbridge Partners Llc | 407,385 | $23M | Reduced | Mar 2026 |
| 16 | Principal Financial Group Inc | 226,729 | $20M | Added | Dec 2025 |
| 17 | Arrowstreet Capital, Limited Partnership | 354,538 | $20M | Added | Mar 2026 |
| 18 | Janus Henderson Group Plc | 304,549 | $17M | New | Mar 2026 |
| 19 | Bnp Paribas Financial Markets | 295,692 | $16M | Added | Mar 2026 |
| 20 | Bank Of New York Mellon Corp | 288,780 | $16M | Added | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$2.02B
Enterprise Value
$1.87B
P/E (TTM)
21.60x
Forward P/E
11.84x
PEG Ratio
1.92x
P/B
2.07x
P/S
2.69x
P/FCF
13.26x
EV/EBITDA
10.27x
Shares Out
38.0M
Financials (TTM)
Revenue
$751.5M
Net Income
$93.3M
EBITDA
$182.1M
Free Cash Flow
$152.3M
Op Cash Flow
$178.8M
EPS Basic
$2.46
EPS Diluted
$2.46
EPS Forward
$4.49
Gross Margin
64.2%
Op Margin
15.7%
Net Margin
12.4%
Balance Sheet
Total Assets
$1.17B
Total Liab.
$196.0M
Total Equity
$973.9M
Cash
$151.4M
LT Debt
$2.8M
Book Value/Sh
$25.71
Debt/Equity
0.01x
Current Ratio
1.74
Quick Ratio
1.74
Returns & Growth
ROE
9.6%
ROA
8.0%
ROIC
8.7%
Rev Growth YoY
+17.8%
EPS Growth YoY
+18.8%
Price Returns
2W
+13.6%
1M
+1.1%
3M
+0.4%
6M
-31.9%
12M
-59.7%
Technicals
52W High
$142.50
52W Low
$49.91
50d MA
$54.86
200d MA
$77.59
RSI (14)
36.10
ATR (14)
$2.26
Beta
0.61
Avg Volume
604K
Dividends
Div Rate
$0.00
Div Yield
—
Frequency
—
Ex-Div Date
—
Analyst Price Targets
Consensus
$82.78
High
$110.00
Low
$60.00
Median
$80.00
Data updated apr 27, 2026 2:40am
· Source: financialmodelingprep.com