SPS Commerce (SPSC) Projected to Post Earnings on Thursday

SPS Commerce (NASDAQ:SPSC) is expected to post its Q2 2025 quarterly earnings results before the market opens on Thursday, July 24th. Analysts expect SPS Commerce to post earnings of $0.90 per share and revenue of $185.88 million for the quarter. SPS Commerce has set its Q2 2025 guidance at 0.870-0.900 EPS and its FY 2025 guidance at 3.860-3.930 EPS.

SPS Commerce (NASDAQ:SPSC) last announced its quarterly earnings data on Thursday, April 24th. The software maker reported $1.00 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.85 by $0.15. The business had revenue of $181.55 million during the quarter, compared to analysts’ expectations of $179.57 million. SPS Commerce had a return on equity of 12.37% and a net margin of 12.13%. The firm’s quarterly revenue was up 21.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.86 earnings per share. On average, analysts expect SPS Commerce to post $3 EPS for the current fiscal year and $3 EPS for the next fiscal year.

SPS Commerce Trading Up 1.6%

Shares of NASDAQ:SPSC opened at $140.35 on Thursday. The stock has a fifty day simple moving average of $140.77 and a two-hundred day simple moving average of $147.76. The stock has a market capitalization of $5.33 billion, a price-to-earnings ratio of 65.58 and a beta of 0.71. SPS Commerce has a 12-month low of $120.09 and a 12-month high of $218.61.

Institutional Trading of SPS Commerce

Several large investors have recently modified their holdings of SPSC. NewEdge Advisors LLC grew its holdings in 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. Advisors Asset Management Inc. grew its holdings in SPS Commerce by 39.9% during the first quarter. Advisors Asset Management Inc. now owns 393 shares of the software maker’s stock valued at $52,000 after purchasing an additional 112 shares during the period. Finally, AQR Capital Management LLC grew its holdings in 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. Institutional investors own 98.96% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the company. Robert W. Baird boosted their price target on SPS Commerce from $154.00 to $159.00 and gave the stock a “neutral” rating in a research note on Friday, April 25th. Needham & Company LLC restated a “buy” rating and issued a $210.00 price target on shares of SPS Commerce in a research note on Friday, April 25th. DA Davidson decreased their price target on SPS Commerce from $245.00 to $175.00 and set a “buy” rating for the company in a research note on Monday, April 14th. Morgan Stanley assumed coverage on SPS Commerce in a research note on Monday. They issued an “overweight” rating and a $180.00 price target for the company. Finally, Cantor Fitzgerald assumed coverage on SPS Commerce in a research note on Tuesday, June 3rd. They issued an “overweight” rating and a $170.00 price target for the company. Four research analysts have rated the stock with a hold rating and seven have issued a buy rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $191.30.

About SPS Commerce

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.