Analysts Set Expectations for SPS Commerce FY2026 Earnings

SPS Commerce, Inc. (NASDAQ:SPSC) – Stock analysts at Northland Capmk issued their FY2026 earnings per share estimates for shares of SPS Commerce in a research note issued to investors on Tuesday, February 11th. Northland Capmk analyst N. Chokshi expects that the software maker will post earnings per share of $3.36 for the year. The consensus estimate for SPS Commerce’s current full-year earnings is $2.38 per share.

Several other research analysts have also recently commented on SPSC. Stifel Nicolaus decreased their target price on shares of SPS Commerce from $225.00 to $200.00 and set a “buy” rating for the company in a research report on Tuesday. Citigroup decreased their price objective on SPS Commerce from $237.00 to $233.00 and set a “buy” rating for the company in a report on Monday, January 27th. Northland Securities restated a “market perform” rating and issued a $181.00 target price (down from $209.00) on shares of SPS Commerce in a research report on Tuesday. Needham & Company LLC reduced their price target on SPS Commerce from $230.00 to $210.00 and set a “buy” rating for the company in a research report on Tuesday. Finally, Robert W. Baird lowered their price target on SPS Commerce from $188.00 to $175.00 and set a “neutral” rating on the stock in a report on Tuesday. Six investment analysts have rated the stock with a hold rating and six have assigned a buy rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $207.11.

SPS Commerce Stock Down 2.9 %

Shares of NASDAQ:SPSC opened at $148.50 on Thursday. The company has a market cap of $5.58 billion, a PE ratio of 71.05 and a beta of 0.88. SPS Commerce has a fifty-two week low of $147.27 and a fifty-two week high of $218.61. The firm has a 50-day simple moving average of $186.73 and a 200 day simple moving average of $189.28.

SPS Commerce (NASDAQ:SPSC) last released its quarterly earnings results on Monday, February 10th. The software maker reported $0.66 EPS for the quarter, missing the consensus estimate of $0.87 by ($0.21). SPS Commerce had a return on equity of 12.60% and a net margin of 12.83%.

Insider Activity

In other SPS Commerce news, CFO Kimberly K. Nelson sold 9,290 shares of SPS Commerce stock in a transaction dated Wednesday, February 5th. The stock was sold at an average price of $181.09, for a total transaction of $1,682,326.10. Following the transaction, the chief financial officer now directly owns 147,002 shares in the company, valued at approximately $26,620,592.18. The trade was a 5.94 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Dan Juckniess sold 9,819 shares of the firm’s stock in a transaction that occurred on Thursday, January 30th. The stock was sold at an average price of $184.66, for a total transaction of $1,813,176.54. Following the sale, the executive vice president now owns 22,570 shares in the company, valued at $4,167,776.20. This trade represents a 30.32 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 34,230 shares of company stock worth $6,379,187. Company insiders own 1.00% of the company’s stock.

Institutional Trading of SPS Commerce

Hedge funds and other institutional investors have recently modified their holdings of the stock. Barclays PLC grew its stake in SPS Commerce by 209.6% in the 3rd quarter. Barclays PLC now owns 66,387 shares of the software maker’s stock valued at $12,890,000 after buying an additional 44,946 shares during the last quarter. B. Metzler seel. Sohn & Co. Holding AG acquired a new position in shares of SPS Commerce in the third quarter valued at approximately $3,178,000. Synovus Financial Corp acquired a new position in shares of SPS Commerce in the third quarter valued at approximately $1,809,000. JPMorgan Chase & Co. increased its stake in shares of SPS Commerce by 69.4% during the third quarter. JPMorgan Chase & Co. now owns 254,439 shares of the software maker’s stock worth $49,404,000 after purchasing an additional 104,210 shares during the period. Finally, State Street Corp lifted its holdings in SPS Commerce by 1.1% during the 3rd quarter. State Street Corp now owns 1,444,083 shares of the software maker’s stock worth $280,398,000 after purchasing an additional 16,357 shares during the last quarter. Institutional investors and hedge funds own 98.96% of the company’s stock.

SPS Commerce Company Profile

SPS Commerce, Inc provides cloud-based supply chain management solutions in the United States and internationally. It offers solutions through the SPS Commerce, a cloud-based platform that enhances the way retailers, grocers, suppliers, distributors, and logistics firms manage and fulfill omnichannel orders, optimize sell-through performance, and automate new trading relationships.