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

Published
27 Aug 24
Updated
29 Oct 25
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AnalystConsensusTarget's Fair Value
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1Y
-55.7%
7D
-0.2%

Author's Valuation

US$142.2742.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 29 Oct 25

Analysts have recently reduced their price targets for SPS Commerce. New estimates generally fall in the $125 to $145 range, citing lower peer multiples and expectations for more moderate medium-term growth.

Shared on 14 Oct 25

Fair value Decreased 3.75%

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

Analysts have lowered their average price target on SPS Commerce by approximately $5.55. This adjustment reflects reduced peer multiples and slightly moderated growth expectations following recent earnings and investor updates.

Shared on 25 Sep 25

Fair value Decreased 2.98%

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

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 on 04 Aug 25

Fair value Decreased 14%

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

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 on 07 May 25

Fair value Increased 1.53%

Acquisition Of Carbon6 And EDI Integration Will Expand Capabilities

Shared on 30 Apr 25

Fair value Decreased 11%

Acquisition Of Carbon6 And EDI Integration Will Expand Capabilities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 3.52%

Acquisition Of Carbon6 And EDI Integration Will Expand Capabilities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 3.47%

Acquisition Of Carbon6 And EDI Integration Will Expand Capabilities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.81%

Acquisition Of Carbon6 And EDI Integration Will Expand Capabilities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 4.45%

Acquisition Of Carbon6 And EDI Integration Will Expand Capabilities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Acquisition Of Carbon6 And EDI Integration Will Expand Capabilities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.54%

Acquisition Of Carbon6 And EDI Integration Will Expand Capabilities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 13%

Acquisition Of Carbon6 And EDI Integration Will Expand Capabilities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.