SPS Commerce, Inc. (NASDAQ:SPSC) Given Consensus Rating of “Hold” by Brokerages

SPS Commerce, Inc. (NASDAQ:SPSC) has been assigned an average rating of “Hold” from the eleven research firms that are presently covering the stock, MarketBeat Ratings reports. One analyst has rated the stock with a sell recommendation, seven have assigned a hold recommendation, two have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 1-year price objective among analysts that have issued a report on the stock in the last year is $87.40.

Several research firms have commented on SPSC. Weiss Ratings restated a “sell (d+)” rating on shares of SPS Commerce in a research report on Thursday, January 22nd. Craig Hallum cut shares of SPS Commerce from a “buy” rating to a “hold” rating and set a $70.00 target price for the company. in a research note on Friday, February 13th. Morgan Stanley set a $95.00 price target on shares of SPS Commerce in a report on Friday, February 13th. Citigroup restated a “buy” rating and set a $84.00 price target (down from $110.00) on shares of SPS Commerce in a research report on Friday, February 13th. Finally, DA Davidson cut their price objective on shares of SPS Commerce from $80.00 to $65.00 and set a “neutral” rating for the company in a report on Tuesday, February 17th.

SPS Commerce Stock Performance

NASDAQ SPSC opened at $63.72 on Friday. The firm has a market capitalization of $2.38 billion, a P/E ratio of 26.01 and a beta of 0.62. The stock has a 50-day simple moving average of $78.29 and a two-hundred day simple moving average of $91.10. SPS Commerce has a fifty-two week low of $52.56 and a fifty-two week high of $153.16.

SPS Commerce (NASDAQ:SPSC) last issued its earnings results on Thursday, February 12th. The software maker reported $1.14 EPS for the quarter, topping analysts’ consensus estimates of $1.00 by $0.14. The firm had revenue of $192.65 million for the quarter, compared to the consensus estimate of $193.60 million. SPS Commerce had a return on equity of 12.73% and a net margin of 12.42%.The company’s revenue was up 12.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.89 earnings per share. SPS Commerce has set its FY 2026 guidance at 4.420-4.500 EPS and its Q1 2026 guidance at 0.950-0.990 EPS. As a group, analysts forecast that SPS Commerce will post 2.73 earnings per share for the current year.

Insiders Place Their Bets

In other SPS Commerce news, EVP Jamie Thingelstad sold 2,418 shares of the company’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $54.94, for a total transaction of $132,844.92. Following the completion of the transaction, the executive vice president directly owned 56,344 shares in the company, valued at approximately $3,095,539.36. This represents a 4.11% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Marty M. Reaume sold 1,732 shares of the stock in a transaction on Wednesday, January 7th. The shares were sold at an average price of $92.26, for a total transaction of $159,794.32. Following the transaction, the director directly owned 9,158 shares in the company, valued at approximately $844,917.08. The trade was a 15.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 24,834 shares of company stock worth $1,527,223. Company insiders own 0.98% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of SPSC. Salomon & Ludwin LLC purchased a new stake in SPS Commerce during the 3rd quarter worth approximately $28,000. NewEdge Advisors LLC boosted its stake in shares of SPS Commerce by 545.7% in the first quarter. NewEdge Advisors LLC now owns 226 shares of the software maker’s stock worth $30,000 after acquiring an additional 191 shares during the last quarter. Advisory Services Network LLC purchased a new stake in shares of SPS Commerce during the third quarter worth approximately $32,000. Global Retirement Partners LLC increased its position in shares of SPS Commerce by 2,130.0% during the fourth quarter. Global Retirement Partners LLC now owns 446 shares of the software maker’s stock worth $40,000 after purchasing an additional 426 shares in the last quarter. Finally, Summit Securities Group LLC acquired a new position in SPS Commerce in the 4th quarter valued at $45,000. 98.96% of the stock is 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.