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SPS Commerce, Inc. SPSC · Stock Open SPS Commerce, Inc. in new tab

79.40 USD
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P/E
36.01
EPS
2.08
P/B
2.89
ROE
8.26
Beta
0.49
Target Price
73.18 USD
SPS Commerce, Inc. logo

SPS Commerce, Inc.

🧾 Earnings Recap – Q2 2026

The stock rose 5.7% post-earnings, reflecting investor enthusiasm about SPS Commerce’s AI-powered product rollout and strong customer validation supporting expansion in addressable market and ARPU.

  • SPS’s AI agent, Max, advanced from beta to full launch, delivering immediate ROI examples such as $290,000 in invoice error recovery and 90% weekly time savings on overdue order management for key customers.
  • The network supports over 3,500 buying organizations, 2,000 logistics providers, and 400 tech partners, underpinning scalable supply chain integration and partner connectivity.
  • Customer surveys indicate 83% improved AI readiness and 87% better scalability attributed to SPS’s network, with all surveyed customers recognizing its role as a strategic growth partner.
  • Recent divestiture of the 3P revenue recovery business sharpens focus on multi-retailer 1P supplier relationships to drive intelligent supply chain solutions and expand AI use cases.
  • The company is accelerating autonomous onboarding and internal agentification processes for greater operational efficiency, positioning for ARPU expansion through AI monetization.
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1M 6M YTD 1Y 2Y 5Y Max
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Key Metrics
Earnings dateOct. 29, 2026
P/E36.01
EPS2.08
Book Value25.93
Price to Book2.89
Debt/Equity0.67
% Insiders1.029%
Growth
Revenue Growth0.06%
Earnings Growth-0.64%
Estimates
Forward P/E14.07
Forward EPS5.33
Target Mean Price73.18

DCF Valuation

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SPS Commerce, Inc. Logo SPS Commerce, Inc. Analysis (SPSC)

United States Information Technology Official Website Stock

Is SPS Commerce, Inc. a good investment? SPS Commerce, Inc. (SPSC) is currently trading at 79.40 USD. Market analysts have a consensus price target of 73.18 USD. This suggests the asset is currently trading above analyst expectations.

In terms of valuation, the stock trades at a P/E ratio of 36.01. This high multiple suggests investors have priced in significant future growth expectations.

Earnings Schedule: SPS Commerce, Inc. is expected to release its next earnings report on Oct. 29, 2026. The market consensus estimate for Forward EPS is 5.33.

Investor FAQ

Does SPS Commerce, Inc. pay a dividend?

No, it does not currently pay a dividend.

What asset class is SPS Commerce, Inc.?

SPS Commerce, Inc. is classified as a Stock. You can compare it against 2 other assets in the "Related Symbols" list on this page.

When is the next earnings date?

The next earnings date is projected to be Oct. 29, 2026. The company currently has a trailing EPS of 2.08.

Company Profile

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.

Exchange Ticker
NMS (United States) SPSC
STU (Germany) S86.SG
Trades
Dividend History paid per year (USD)
No dividend history available.
Stock Splits
Split Date Split Ratio to 1
Aug. 23, 2019 2.000000
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