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Cloud-based EDI And Omni-Channel Analytics Will Strengthen Retail Supply Chains

Published
27 Aug 24
Updated
25 Sep 25
AnalystConsensusTarget's Fair Value
US$147.82
27.7% undervalued intrinsic discount
25 Sep
US$106.89
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1Y
-46.2%
7D
0.9%

Author's Valuation

US$147.8227.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on25 Sep 25
Fair value Decreased 2.98%

Analysts have trimmed their price targets for SPS Commerce to $147.82, citing the company’s transition to a more mature growth phase with tempered expectations and reduced upside catalysts, despite ongoing business model strength. Analyst Commentary SPS Commerce is perceived to have entered a more mature growth phase, prompting lower growth expectations.

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.