SPS Commerce, Inc.

NasdaqGS:SPSC Rapport sur les actions

Capitalisation boursière : US$2.0b

SPS Commerce Dividendes et rachats

Dividende contrôle des critères 0/6

SPS Commerce n'a pas d'antécédents de versement de dividendes.

Informations clés

n/a

Rendement du dividende

5.5%

Rendement des rachats

Rendement total pour l'actionnaire5.5%
Rendement futur des dividendes0%
Croissance des dividendesn/a
Prochaine date de paiement du dividenden/a
Date ex-dividenden/a
Dividende par actionn/a
Ratio de distributionn/a

Mises à jour récentes sur les dividendes et les rachats

Recent updates

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.
Seeking Alpha Dec 17

SPS Commerce: Finally About To See Some Fundamental Support

Summary SPS Commerce has long been combining organic growth with M&A, while it traded at dazzling premiums. Slower organic growth triggered a huge setback in prices and expectations. Though slowing, growth remains solid as fundamental support comes in sight here. Read the full article on Seeking Alpha
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 Alpha
Article 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 Alpha
Article 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...
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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...

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Données insuffisantes pour déterminer si les dividendes par action de SPSC ont été stables dans le passé.

Dividende croissant: Données insuffisantes pour déterminer si les paiements de dividendes de SPSC ont augmenté.


Rendement des dividendes par rapport au marché

SPS Commerce Rendement des dividendes par rapport au marché
Comment le rendement du dividende de SPSC se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (SPSC)n/a
25% du marché (US)1.4%
25% du marché (US)4.2%
Moyenne du secteur (Software)0.9%
Analyste prévisionnel (SPSC) (jusqu'à 3 ans)0%

Dividende notable: Impossible d'évaluer le rendement des dividendes de SPSC par rapport aux 25 % les moins bien payés par les actionnaires, car la société n'a signalé aucun versement récent.

Dividende élevé: Impossible d'évaluer le rendement des dividendes de SPSC par rapport aux 25 % des principaux payeurs de dividendes, car la société n'a signalé aucun versement récent.


Bénéfice distribué aux actionnaires

Couverture des revenus: Données insuffisantes pour calculer le ratio de distribution de SPSC afin de déterminer si les dividendes versés sont couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Impossible de calculer la durabilité des dividendes car SPSC n'a signalé aucun versement.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/26 15:14
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 expliquant comment 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.

AnalysteInstitution
Joseph VruwinkBaird
Jeffrey HoustonBarrington Research Associates, Inc.
Mark SchappelBenchmark Company