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SPS Commerce, Inc. Stock Price

NasdaqGS:SPSC Community·US$3.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 7 Fair Values set on narratives written by author

SPSC Share Price Performance

US$86.23
-112.46 (-56.60%)
US$98.00
Fair Value
US$86.23
-112.46 (-56.60%)
12.0% undervalued intrinsic discount
US$98.00
Fair Value
Price US$86.23
AnalystConsensusTarget US$98.00
AnalystLowTarget US$80.00
AnalystHighTarget US$170.00

SPSC Community Narratives

AnalystConsensusTarget·
Fair Value US$98 12.0% undervalued intrinsic discount

Recurring Revenue And Market Position Will Drive Potential Upside Into Year End

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AnalystLowTarget·
Fair Value US$80 7.8% overvalued intrinsic discount

AI And Retail Network Data Will Shape A Moderately Favorable Long Term Outlook

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AnalystHighTarget·
Fair Value US$230 62.5% undervalued intrinsic discount

Digitization And E-Commerce Will Expand Automated Supply Networks

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US$80
7.8% overvalued intrinsic discount
Revenue
8.08% p.a.
Profit Margin
14.71%
Future PE
28.24x
Price in 2028
US$102.02

Trending Discussion

Updated Narratives

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AI And Retail Network Data Will Shape A Moderately Favorable Long Term Outlook

Fair Value: US$80 7.8% overvalued intrinsic discount
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SPSC: Share Repurchases And Durable Cash Flows Will Support Future Upside

Fair Value: US$98 12.0% undervalued intrinsic discount
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SPSC logo

Digitization And E-Commerce Will Expand Automated Supply Networks

Fair Value: US$230 62.5% undervalued intrinsic discount
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Snowflake Analysis

Flawless balance sheet and fair value.

0 Risks
3 Rewards

SPS Commerce, Inc. Key Details

US$729.8m

Revenue

US$230.3m

Cost of Revenue

US$499.5m

Gross Profit

US$414.4m

Other Expenses

US$85.1m

Earnings

Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
2.26
68.45%
11.66%
0%
View Full Analysis

About SPSC

Founded
1987
Employees
2783
CEO
Chadwick Collins
WebsiteView website
www.spscommerce.com

SPS Commerce, Inc. provides cloud-based supply chain management solutions in the United States. The company offers solutions through the SPS Commerce, a cloud-based platform that enhances the way retailers, grocers, suppliers, manufacturers, distributors, and logistics firm; and manages omnichannel, supply chain, and other business requirements. It 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, the company 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 community 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.

Recent SPSC News & Updates

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