Update shared on04 Aug 2025
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.
- Issued Q3 2025 guidance with expected revenue of $191.7–$193.2 million (17–18% YoY growth) and net income per diluted share of $0.50–$0.54.
- Full-year 2025 guidance anticipates revenue of $759.0–$763.0 million (19–20% YoY growth) and net income per diluted share of $2.17–$2.22.
Valuation Changes
Summary of Valuation Changes for SPS Commerce
- The Consensus Analyst Price Target has significantly fallen from $177.73 to $152.36.
- The Future P/E for SPS Commerce has significantly fallen from 72.59x to 55.06x.
- The Consensus Revenue Growth forecasts for SPS Commerce has significantly fallen from 14.5% per annum to 11.1% per annum.
Disclaimer
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