Digitization And E-Commerce Will Expand Automated Supply Networks

AN

AnalystHighTarget

AnalystHighTarget

Not Invested

Community Contributor

Published

22 Apr 25

Updated

11 Mar 26

Views

9

n/a

n/a

AnalystHighTarget's Fair Value

n/a

1Y

-53.0%

7D

-2.6%

Loading

1Y

-53.0%

7D

-2.6%

You can edit this narrative until Mar 12 2:05 AM. Then, changes will post as Updates.

Author's Valuation

US$11045.0% undervalued

AnalystHighTarget Fair Value

Shared on 11 Mar 26

Fair value Decreased 12%

SPSC: Activist Sale Push And AI Suite Will Reset Sentiment

We are lowering our fair value estimate for SPS Commerce to $110 from $125, reflecting analysts' reduced price targets after Q4 revenue landed at the low end of guidance and FY26 revenue growth guidance of 6% to 7% came in below prior expectations. Analyst Commentary Street research after the Q4 print has generally reset expectations lower for SPS Commerce, with several cuts to price targets and at least one downgrade to a more cautious rating.

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Shared on 10 Feb 26

SPSC: Activist Sale Pressure And New Capabilities Will Support Sentiment Reset

Analysts have maintained their fair value estimate for SPS Commerce at $125.00. Modest adjustments to assumptions around the discount rate, revenue growth, profit margin, and future P/E help explain the updated price target narrative.

1 view

Shared on 11 Jan 26

SPSC: Share Repurchases And Product Expansion Will Support Sentiment Reset

Analysts have reset expectations on SPS Commerce, with published price targets moving from a prior range of around $125 to a band of roughly $80 to $110. This shift reflects concerns about constrained near term growth, Q3 revenue shortfalls, and softer guidance.

1 view

Shared on 25 Dec 25

Fair value Decreased 46%

SPSC: Share Repurchases Will Support Confidence After Growth Expectations Reset

Analysts have reset their outlook on SPS Commerce, cutting the price target from $230 to $125 as they factor in slower expected revenue growth, a higher discount rate and lower peer multiples, even as profit margins are modeled to improve. Analyst Commentary Recent research has highlighted a more cautious overall stance on SPS Commerce, with multiple firms lowering ratings and price targets in response to softer growth expectations and a weaker retail spending backdrop.

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Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$110

45.0% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

6.98%

Historical revenue growth rate

17.15%

Software revenue growth rate

1.20%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.48%

Calculation

US$161.69m

Earnings '29

x

30.42x

PE Ratio '29

=

US$4.92b

Market Cap '29

US$4.92b

Market Cap '29

/

35.69m

No. shares '29

=

US$137.81

Share Price '29

US$137.81 Share Price '29

Discounted to 2026 @ 8.50% p.a.

=

US$107.89

Fair Value '26