SPS Commerce (SPSC) Expected to Announce Quarterly Earnings on Monday

SPS Commerce (NASDAQ:SPSC) is anticipated to post its Q4 2025 results before the market opens on Monday, February 9th. Analysts expect SPS Commerce to post earnings of $1.00 per share for the quarter. Individuals are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Friday, February 13, 2026 at 12:00 AM ET.

SPS Commerce (NASDAQ:SPSC) last posted its quarterly earnings data on Thursday, October 30th. The software maker reported $1.13 earnings per share for the quarter, topping the consensus estimate of $0.99 by $0.14. SPS Commerce had a return on equity of 12.17% and a net margin of 11.65%.The business had revenue of $189.90 million for the quarter, compared to analysts’ expectations of $192.68 million. During the same quarter in the previous year, the firm earned $0.92 earnings per share. The business’s revenue was up 16.0% on a year-over-year basis. 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 Stock Performance

NASDAQ SPSC opened at $89.26 on Monday. The company has a market capitalization of $3.37 billion, a PE ratio of 40.03 and a beta of 0.56. SPS Commerce has a 52-week low of $73.05 and a 52-week high of $187.01. The company has a 50-day simple moving average of $88.73 and a 200 day simple moving average of $100.83.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on SPSC. Citigroup lowered their target price on SPS Commerce from $145.00 to $110.00 and set a “buy” rating on the stock in a research note on Friday, October 31st. Morgan Stanley set a $100.00 price objective on shares of SPS Commerce and gave the company an “equal weight” rating in a report on Tuesday, November 11th. Robert W. Baird set a $104.00 target price on shares of SPS Commerce in a research note on Friday, October 31st. Stifel Nicolaus restated a “hold” rating and set a $80.00 target price (down previously from $150.00) on shares of SPS Commerce in a research report on Friday, October 31st. Finally, DA Davidson reduced their price target on SPS Commerce from $125.00 to $80.00 and set a “neutral” rating for the company in a research report on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $106.80.

Insiders Place Their Bets

In other SPS Commerce news, Director Marty M. Reaume sold 1,732 shares of the business’s stock in a transaction that occurred on Wednesday, January 7th. The shares were sold at an average price of $92.26, for a total value of $159,794.32. Following the completion of the transaction, the director owned 9,158 shares of the company’s stock, valued at $844,917.08. The trade was a 15.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.98% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On SPS Commerce

Hedge funds and other institutional investors have recently modified their holdings of the company. NewEdge Advisors LLC boosted its position 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 buying an additional 191 shares during the period. Advisory Services Network LLC bought a new stake in SPS Commerce in the third quarter valued at approximately $32,000. Advisors Asset Management Inc. boosted its stake in shares of 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. Danske Bank A S bought a new position in shares of SPS Commerce in the third quarter worth approximately $52,000. Finally, Johnson Financial Group Inc. purchased a new position in shares of SPS Commerce in the third quarter worth $57,000. 98.96% of the stock is currently owned by hedge funds and other institutional investors.

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.