Acquisition Of Carbon6 And EDI Integration Will Expand Capabilities

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AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Published
27 Aug 24
Updated
04 Aug 25
AnalystConsensusTarget's Fair Value
US$152.36
27.5% undervalued intrinsic discount
04 Aug
US$110.40
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1Y
-41.6%
7D
-20.9%

Author's Valuation

US$152.4

27.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Decreased 14%

SPS Commerce’s consensus price target has been substantially reduced, primarily reflecting analysts’ lower expectations for both future earnings growth and revenue growth, resulting in a new target of $152.36. What's in the News Repurchased 144,786 shares for $20 million in Q2 2025, completing the repurchase of 425,787 shares for $59.99 million under the July 2024 buyback program.

Shared on07 May 25
Fair value Increased 1.53%

Shared on30 Apr 25
Fair value Decreased 11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 3.52%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 3.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 0.81%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 4.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.