SPS Commerce (SPSC) Aperçu de l'action
SPS Commerce, Inc. fournit des solutions de gestion de la chaîne d'approvisionnement basées sur le cloud aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 1/6 |
| Performances passées | 2/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
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SPSC Community Fair Values
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Analyst Price Targets
SPS Commerce, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$60.85 |
| Plus haut sur 52 semaines | US$143.55 |
| Plus bas sur 52 semaines | US$49.04 |
| Bêta | 0.56 |
| Variation sur 1 mois | 10.16% |
| Variation sur 3 mois | 14.75% |
| Variation sur 1 an | -53.81% |
| Variation sur 3 ans | -67.92% |
| Variation sur 5 ans | -36.88% |
| Évolution depuis l'introduction en bourse | 794.85% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jul 07
SPSC: Fair Outlook Balances Lower Street Expectations With Potential Sale Process
The analyst fair value estimate for SPS Commerce has been revised from $80.00 to $55.00, reflecting updated expectations for revenue growth, profit margins, and future P/E multiples that are broadly consistent with recent price target reductions highlighted in Street research from several firms. Analyst Commentary Recent research on SPS Commerce points to a more cautious stance, with a series of reduced price targets and at least one downgrade signaling that some on the Street see a less favorable risk and reward profile at current levels.
Mise à jour du récit • Jun 23
SPSC: Execution And Buybacks Will Drive Rebound Despite Recent Downgrades
The latest Narrative Update on SPS Commerce reflects a reduced analyst price target of $93.92, with analysts pointing to updated assumptions around the discount rate, revenue growth, profit margin, and future P/E as key drivers of the reset. Analyst Commentary Recent Street research on SPS Commerce has centered on recalibrated price targets, with several firms adjusting their models to reflect updated assumptions around discount rates, growth expectations, and profit margins.Seeking Alpha • Jun 14
SPS Commerce: Amazon Weakness Has Created A Buying Opportunity
Summary SPS Commerce has declined ~60% as Amazon-related revenue recovery faces headwinds, but core business growth remains resilient. Excluding Amazon, SPSC is growing at a high single-digit rate, with recurring revenue and adjusted EBITDA outpacing revenue growth. Management is aggressively repurchasing shares, capitalizing on a valuation well below software peers, while maintaining a net cash position. I maintain a Buy rating, as the current valuation overstates Amazon-related risks; second-half acceleration is a key catalyst to monitor. Read the full article on Seeking AlphaMise à jour du récit • Jun 05
SPSC: Execution And Buybacks Will Support Rerating Despite Recent Downgrades
Analysts have trimmed their blended price target for SPS Commerce by roughly $8 to reflect updated assumptions on discount rate, revenue growth, profit margins, and future P/E, following a series of target cuts from Citi, Morgan Stanley, Cantor Fitzgerald, and Needham, along with a downgrade from Rothschild & Co Redburn. Analyst Commentary Recent research suggests that, even with trimmed targets and a fresh downgrade in the mix, some bullish analysts still view SPS Commerce as an execution story tied closely to its ability to grow revenue and protect margins over time.Recent updates
Mise à jour du récit • Jul 07
SPSC: Fair Outlook Balances Lower Street Expectations With Potential Sale Process
The analyst fair value estimate for SPS Commerce has been revised from $80.00 to $55.00, reflecting updated expectations for revenue growth, profit margins, and future P/E multiples that are broadly consistent with recent price target reductions highlighted in Street research from several firms. Analyst Commentary Recent research on SPS Commerce points to a more cautious stance, with a series of reduced price targets and at least one downgrade signaling that some on the Street see a less favorable risk and reward profile at current levels.Mise à jour du récit • Jun 23
SPSC: Execution And Buybacks Will Drive Rebound Despite Recent Downgrades
The latest Narrative Update on SPS Commerce reflects a reduced analyst price target of $93.92, with analysts pointing to updated assumptions around the discount rate, revenue growth, profit margin, and future P/E as key drivers of the reset. Analyst Commentary Recent Street research on SPS Commerce has centered on recalibrated price targets, with several firms adjusting their models to reflect updated assumptions around discount rates, growth expectations, and profit margins.Seeking Alpha • Jun 14
SPS Commerce: Amazon Weakness Has Created A Buying Opportunity
Summary SPS Commerce has declined ~60% as Amazon-related revenue recovery faces headwinds, but core business growth remains resilient. Excluding Amazon, SPSC is growing at a high single-digit rate, with recurring revenue and adjusted EBITDA outpacing revenue growth. Management is aggressively repurchasing shares, capitalizing on a valuation well below software peers, while maintaining a net cash position. I maintain a Buy rating, as the current valuation overstates Amazon-related risks; second-half acceleration is a key catalyst to monitor. Read the full article on Seeking AlphaMise à jour du récit • Jun 05
SPSC: Execution And Buybacks Will Support Rerating Despite Recent Downgrades
Analysts have trimmed their blended price target for SPS Commerce by roughly $8 to reflect updated assumptions on discount rate, revenue growth, profit margins, and future P/E, following a series of target cuts from Citi, Morgan Stanley, Cantor Fitzgerald, and Needham, along with a downgrade from Rothschild & Co Redburn. Analyst Commentary Recent research suggests that, even with trimmed targets and a fresh downgrade in the mix, some bullish analysts still view SPS Commerce as an execution story tied closely to its ability to grow revenue and protect margins over time.Mise à jour du récit • May 08
SPSC: Reset Expectations And Buybacks Will Reframe Sentiment Despite Softer Guidance
The analyst price target for SPS Commerce has been revised lower to $93.92 from $110.00, as analysts factor in softer revenue growth expectations, slightly reduced profit margin assumptions, and a lower future P/E multiple following recent target cuts across the Street. Analyst Commentary Recent Street research on SPS Commerce has centered on recalibrating expectations after quarterly results and updated guidance, with several firms trimming price targets and, in some cases, ratings.Mise à jour du récit • Apr 23
SPSC: Activist Sale Pressure Will Reframe Sentiment Despite Softer Guidance
Analysts have trimmed their average price targets on SPS Commerce, with several firms cutting estimates by $5 to $30 after Q4 revenue came in at the low end of guidance and the FY26 revenue outlook was set at 6% to 7% year over year, compared with a prior 7% to 8% range, reflecting ongoing headwinds in the business. Analyst Commentary Recent research on SPS Commerce has centered on the softer Q4 revenue outcome and the recalibrated FY26 revenue outlook of 6% to 7% year over year, which came in below the prior 7% to 8% range.
Mise à jour du récit • Apr 09
SPSC: Share Repurchases And Potential Sale Will Support Future Returns
Analysts have trimmed their blended price target on SPS Commerce by $0 overall, reflecting recent target cuts from several firms after Q4 revenue landed at the low end of guidance and the FY26 revenue growth outlook of 6% to 7% came in below the prior 7% to 8% range. Key model inputs such as fair value, revenue growth, profit margin, and future P/E assumptions remain essentially unchanged.Mise à jour du récit • Mar 25
SPSC: Activist Sale Pressure And AI Rollout Will Reframe Sentiment
Analysts have trimmed their blended price target on SPS Commerce by aligning with recent cuts to around $95, reflecting Q4 revenue at the low end of guidance and a FY26 revenue outlook of 6% to 7%, which sits below prior expectations as headwinds persist. Analyst Commentary Even with a reset in expectations around Q4 and the FY26 outlook, some bullish analysts still see room for SPS Commerce to execute on its long term model.Mise à jour du récit • Mar 11
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.Mise à jour du récit • Feb 24
SPSC: Share Repurchases Will Support Returns As FY26 Headwinds Ease
Our updated narrative on SPS Commerce reflects a lower fair value estimate, moving from about $99.82 to $82.09. This is in line with recent analyst price target cuts that cite softer revenue trends, a more conservative 6% to 7% FY26 growth guide, and a reset to a lower future P/E assumption despite slightly higher projected profit margins.Article d’analyse • Feb 15
SPS Commerce, Inc. Just Recorded A 5.8% EPS Beat: Here's What Analysts Are Forecasting Next
One of the biggest stories of last week was how SPS Commerce, Inc. ( NASDAQ:SPSC ) shares plunged 22% in the week since...Article d’analyse • Feb 12
More Unpleasant Surprises Could Be In Store For SPS Commerce, Inc.'s (NASDAQ:SPSC) Shares After Tumbling 26%
SPS Commerce, Inc. ( NASDAQ:SPSC ) shareholders won't be pleased to see that the share price has had a very rough...Mise à jour du récit • Feb 10
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.Mise à jour du récit • Jan 27
SPSC: Share Repurchases And New Products Will Offset Forecasting Setbacks
Analysts now see fair value for SPS Commerce at about US$99.82 per share, up from roughly US$98, as they factor in a slightly lower discount rate, steady revenue growth and margins, and a modestly higher future P/E, despite recent price target cuts tied to softer near term growth expectations and the Q3 revenue miss. Analyst Commentary Recent Street research around SPS Commerce points to a more cautious stance overall, with several firms cutting ratings and reducing price targets after the Q3 revenue miss and updated guidance.Mise à jour du récit • Jan 11
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.Mise à jour du récit • Dec 25
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.Mise à jour du récit • Dec 11
SPSC: Share Repurchases And Durable Cash Flows Will Support Future Upside
Analysts have sharply reduced their price targets on SPS Commerce to a range of $80 to $110 from prior levels as high as $170, citing constrained near term growth, a weaker retail end market, and tempered long term growth expectations despite the company’s still solid fundamentals. Analyst Commentary Street research reflects a more balanced but cautious stance on SPS Commerce, with recent notes highlighting both the durability of the business model and the near term pressures on growth, execution, and valuation.Article d’analyse • Dec 09
Returns On Capital At SPS Commerce (NASDAQ:SPSC) Have Stalled
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Mise à jour du récit • Nov 27
SPSC: Share Buybacks And Cash Flow Will Drive Further Upside
Analysts have lowered their average price target for SPS Commerce. Reductions from firms such as Morgan Stanley, Needham, DA Davidson, and Cantor Fitzgerald cite weaker near-term growth prospects and the impact of a disappointing Q3 revenue performance.Mise à jour du récit • Nov 12
SPSC: Share Buybacks And Cash Flow Will Support Investor Confidence
Analysts have significantly reduced their price targets for SPS Commerce, lowering the fair value estimate from $142.27 to $98.00. They cite constrained near-term growth and ongoing headwinds in the retail end market as reasons for the adjustment.Mise à jour du récit • Oct 29
Recurring Revenue And Market Position Will Drive Potential Upside Into Year End
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.Mise à jour du récit • Oct 14
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.Mise à jour du récit • Sep 25
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.Article d’analyse • Jul 21
Calculating The Fair Value Of SPS Commerce, Inc. (NASDAQ:SPSC)
Key Insights Using the 2 Stage Free Cash Flow to Equity, SPS Commerce fair value estimate is US$150 SPS Commerce's...Article d’analyse • Jul 03
SPS Commerce's (NASDAQ:SPSC) Returns Have Hit A Wall
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Article d’analyse • Jun 15
Earnings Tell The Story For SPS Commerce, Inc. (NASDAQ:SPSC)
With a price-to-earnings (or "P/E") ratio of 63x SPS Commerce, Inc. ( NASDAQ:SPSC ) may be sending very bearish signals...Article d’analyse • Apr 28
Results: SPS Commerce, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
It's been a good week for SPS Commerce, Inc. ( NASDAQ:SPSC ) shareholders, because the company has just released its...Article d’analyse • Apr 25
If EPS Growth Is Important To You, SPS Commerce (NASDAQ:SPSC) Presents An Opportunity
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Article d’analyse • Apr 10
A Look At The Intrinsic Value Of SPS Commerce, Inc. (NASDAQ:SPSC)
Key Insights The projected fair value for SPS Commerce is US$153 based on 2 Stage Free Cash Flow to Equity With US$136...Seeking Alpha • Mar 25
SPS Commerce: Interesting TAM Expansion And Appears Undervalued
Summary SPS Commerce offers cloud-based SCM software and has delivered strong returns since its IPO, despite recent share price corrections. SPSC's fundamentals are solid, with steady revenue growth, profitability, and expanding operating cash flow, making it a decent growth stock. Future growth catalysts include recurring revenue from acquisitions and tapping into Amazon's FBA seller ecosystem, presenting significant TAM opportunities. My conservative price target of $149.6 per share projects a 15% upside YoY, justifying a buy rating for SPSC. Read the full article on Seeking AlphaArticle d’analyse • Mar 25
Returns On Capital At SPS Commerce (NASDAQ:SPSC) Have Stalled
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Article d’analyse • Mar 07
Why We're Not Concerned Yet About SPS Commerce, Inc.'s (NASDAQ:SPSC) 27% Share Price Plunge
The SPS Commerce, Inc. ( NASDAQ:SPSC ) share price has fared very poorly over the last month, falling by a substantial...Article d’analyse • Mar 04
Is SPS Commerce, Inc. (NASDAQ:SPSC) Potentially Undervalued?
SPS Commerce, Inc. ( NASDAQ:SPSC ), might not be a large cap stock, but it received a lot of attention from a...Article d’analyse • Feb 17
SPS Commerce's (NASDAQ:SPSC) Earnings Seem To Be Promising
Despite posting healthy earnings, SPS Commerce, Inc.'s ( NASDAQ:SPSC ) stock has been quite weak. Our analysis suggests...Article d’analyse • Jan 16
SPS Commerce, Inc.'s (NASDAQ:SPSC) Price Is Out Of Tune With Revenues
With a price-to-sales (or "P/S") ratio of 11.5x SPS Commerce, Inc. ( NASDAQ:SPSC ) may be sending very bearish signals...Seeking Alpha • Jan 04
SPS Commerce: Continued Dealmaking Adds To The Growth Path
Summary SPS Commerce continues strong growth with organic and M&A efforts, but high valuations and elevated multiples make it unattractive for investment despite solid track record. Recent acquisitions, including SupplyPike and Carbon6 Technologies, boost revenues but come with lower margins. Despite improved earnings projections, realistic earnings remain around $2 per share, making current valuation of 90 times earnings too high. Continued M&A activity and net cash balances support growth, but cautious stance remains due to demanding valuations and modest earnings improvements. Read the full article on Seeking AlphaArticle d’analyse • Jan 02
Estimating The Fair Value Of SPS Commerce, Inc. (NASDAQ:SPSC)
Key Insights The projected fair value for SPS Commerce is US$170 based on 2 Stage Free Cash Flow to Equity SPS...Article d’analyse • Dec 05
Is Now The Time To Put SPS Commerce (NASDAQ:SPSC) On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Article d’analyse • Nov 08
Is SPS Commerce, Inc. (NASDAQ:SPSC) Potentially Undervalued?
SPS Commerce, Inc. ( NASDAQ:SPSC ), is not the largest company out there, but it saw a double-digit share price rise of...Article d’analyse • Oct 16
SPS Commerce (NASDAQ:SPSC) Is Experiencing Growth In Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Article d’analyse • Sep 28
SPS Commerce, Inc.'s (NASDAQ:SPSC) Share Price Not Quite Adding Up
You may think that with a price-to-sales (or "P/S") ratio of 12.4x SPS Commerce, Inc. ( NASDAQ:SPSC ) is a stock to...
Nouveau récit • Aug 27
Critical Expansion And Advanced Technologies Propel Retail Supply Chain Leader To New Heights
Strategic acquisitions and expansion into supply chain optimization position SPS Commerce for revenue growth through upselling and leveraging retailer relationships.Article d’analyse • Aug 23
SPS Commerce (NASDAQ:SPSC) Ticks All The Boxes When It Comes To Earnings Growth
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Rendement pour les actionnaires
| SPSC | US Software | US Marché | |
|---|---|---|---|
| 7D | 3.0% | -1.2% | 0.8% |
| 1Y | -53.8% | -20.8% | 20.6% |
Rendement vs Industrie: SPSC a sous-performé le secteur US Software qui a rapporté -20.8 % au cours de l'année écoulée.
Rendement vs marché: SPSC a sous-performé le marché US qui a rapporté 20.6 % au cours de l'année écoulée.
Volatilité des prix
| SPSC volatility | |
|---|---|
| SPSC Average Weekly Movement | 6.0% |
| Software Industry Average Movement | 10.1% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: SPSC n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de SPSC ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1987 | 2,948 | Chad Collins | www.spscommerce.com |
SPS Commerce, Inc. fournit des solutions de gestion de la chaîne d'approvisionnement basées sur le cloud aux États-Unis. Elle propose des solutions par l'intermédiaire de SPS Commerce, une plateforme basée sur le cloud qui relie les détaillants, les marques, les distributeurs, les fabricants et les fournisseurs de logistique, en gérant la complexité des opérations commerciales modernes. La société propose également Fulfillment, une solution complète conçue pour rationaliser les opérations de la chaîne d'approvisionnement qui envoie et reçoit les données des commandes, garantissant l'exécution précise des processus requis, de la commande à la facturation et au recouvrement des recettes grâce à des opérations entièrement automatisées ; et Analytics, un produit qui simplifie la gestion des données de vente des partenaires commerciaux des clients qui gèrent l'acquisition, le nettoyage, la normalisation et la livraison des données.
SPS Commerce, Inc. Résumé des fondamentaux
| SPSC statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$2.23b |
| Bénéfices(TTM) | US$90.87m |
| Recettes(TTM) | US$762.08m |
24.6x
Ratio P/E2.9x
Ratio P/SLe site SPSC est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| SPSC compte de résultat (TTM) | |
|---|---|
| Recettes | US$762.08m |
| Coût des recettes | US$233.93m |
| Marge brute | US$528.15m |
| Autres dépenses | US$437.27m |
| Les revenus | US$90.87m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 2.48 |
| Marge brute | 69.30% |
| Marge bénéficiaire nette | 11.92% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de SPSC?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/12 16:58 |
| Cours de l'action en fin de journée | 2026/07/10 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
SPS Commerce, Inc. est couverte par 19 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Joseph Vruwink | Baird |
| Jeffrey Houston | Barrington Research Associates, Inc. |
| Mark Schappel | Benchmark Company |