View Future GrowthSPS Commerce 過去の業績過去 基準チェック /36SPS Commerceは、平均年間16%の収益成長を遂げていますが、 Software業界の収益は、年間 減少しています。収益は、平均年間22.7% 16.8%収益成長率で 成長しています。 SPS Commerceの自己資本利益率は9.4%であり、純利益率は11.9%です。主要情報16.03%収益成長率14.68%EPS成長率Software 業界の成長10.11%収益成長率16.81%株主資本利益率9.44%ネット・マージン11.92%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 02First quarter 2026 earnings released: EPS: US$0.53 (vs US$0.58 in 1Q 2025)First quarter 2026 results: EPS: US$0.53 (down from US$0.58 in 1Q 2025). Revenue: US$192.1m (up 5.8% from 1Q 2025). Net income: US$19.7m (down 11% from 1Q 2025). Profit margin: 10% (down from 12% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Italy.お知らせ • Apr 17SPS Commerce, Inc. to Report Q1, 2026 Results on Apr 30, 2026SPS Commerce, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026Reported Earnings • Feb 13Full year 2025 earnings released: EPS: US$2.46 (vs US$2.07 in FY 2024)Full year 2025 results: EPS: US$2.46 (up from US$2.07 in FY 2024). Revenue: US$751.5m (up 18% from FY 2024). Net income: US$93.3m (up 21% from FY 2024). Profit margin: 12% (in line with FY 2024). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Italy.お知らせ • Feb 02SPS Commerce, Inc. to Report Q4, 2025 Results on Feb 12, 2026SPS Commerce, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$0.68 (vs US$0.63 in 3Q 2024)Third quarter 2025 results: EPS: US$0.68 (up from US$0.63 in 3Q 2024). Revenue: US$189.9m (up 16% from 3Q 2024). Net income: US$25.6m (up 9.0% from 3Q 2024). Profit margin: 14% (in line with 3Q 2024). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy.お知らせ • Oct 17SPS Commerce, Inc. to Report Q3, 2025 Results on Oct 30, 2025SPS Commerce, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025すべての更新を表示Recent updatesお知らせ • May 03SPS Commerce, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2026SPS Commerce, Inc. provided earnings guidance for the second quarter and full year of 2026. For the quarter, revenue is expected to be in the range of $194.5 million to $196.5 million, representing 4% to 5% year-over-year growth, Net income per diluted share is expected to be in the range of $0.53 to $0.56, with fully diluted weighted average shares outstanding of 37.3 million shares. For the year, revenue is expected to be in the range of $796.0 million to $802.0 million, representing 6% to 7% growth over 2025, Net income per diluted share is expected to be in the range of $2.66 to $2.69, with fully diluted weighted average shares outstanding of 37.3 million shares.Reported Earnings • May 02First quarter 2026 earnings released: EPS: US$0.53 (vs US$0.58 in 1Q 2025)First quarter 2026 results: EPS: US$0.53 (down from US$0.58 in 1Q 2025). Revenue: US$192.1m (up 5.8% from 1Q 2025). Net income: US$19.7m (down 11% from 1Q 2025). Profit margin: 10% (down from 12% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Italy.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mike McConnell was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 17SPS Commerce, Inc. to Report Q1, 2026 Results on Apr 30, 2026SPS Commerce, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026お知らせ • Apr 15SPS Commerce, Inc., Annual General Meeting, May 28, 2026SPS Commerce, Inc., Annual General Meeting, May 28, 2026.New Risk • Apr 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €52.50, the stock trades at a forward P/E ratio of 23x. Average trailing P/E is 18x in the Software industry in Italy.Board Change • Mar 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mike McConnell was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 13Full year 2025 earnings released: EPS: US$2.46 (vs US$2.07 in FY 2024)Full year 2025 results: EPS: US$2.46 (up from US$2.07 in FY 2024). Revenue: US$751.5m (up 18% from FY 2024). Net income: US$93.3m (up 21% from FY 2024). Profit margin: 12% (in line with FY 2024). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Italy.お知らせ • Feb 13+ 3 more updatesSPS Commerce, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2026SPS Commerce, Inc. provided earnings guidance for the first quarter and full year of 2026. For the quarter, revenue is expected to be in the range of $191.6 million to $193.6 million, representing 6% to 7% year-over-year growth. Net income per diluted share is expected to be in the range of $0.46 to $0.49, with fully diluted weighted average shares outstanding of 38.2 million shares. For the year, revenue is expected to be in the range of $798.5 million to $806.9 million, representing 6% to 7% growth over 2025. Net income per diluted share is expected to be in the range of $2.50 to $2.58, with fully diluted weighted average shares outstanding of 38.4 million shares.Valuation Update With 7 Day Price Move • Feb 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €59.00, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 11x in the Software industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €103 per share.お知らせ • Feb 11SPS Commerce Introduces Max, New Capabilities Embedded in SPS' Agentic Supply Chain NetworkSPS Commerce announced MAX, delivering new and unparalleled agentic capabilities. MAX draws on 300,000 trading connections, decades of expertise, proprietary network intelligence, and billions of transactions to help customers unlock greater value from AI. This announcement builds on SPS Commerce's recent introduction of AI-driven Fulfillment capabilities, representing a meaningful step forward in how customers experience and benefit from artificial intelligence across the supply chain. Unlike other AI tools in the market that surface dashboards, answer isolated questions or focus on proactive activities like mapping, MAX is embedded into existing supply chain workflows assessing and guiding customer connections to support the success of their business and trading relationships. MAX will initially be launched with three features: Chat, Monitor, and Connect. MAX Chat: Day-to-Day, Reinvented Chat is embedded directly into day-to-day operations. Customers will now have more direct access to the proprietary insights for working with trading partners. MAX will use these insights to spot patterns that signal potential issues, guide workflows at each step, and help teams resolve problems before they become chargebacks or rejected shipments. MAX Monitor: Always On. always Working: MAX continuously monitors transactions, workflow requirements, and exceptions across the 300,000 connections and billions of transactions across the network. It helps to automate routine tasks, surfaces critical insights proactively, and keeps operations moving by supporting teams even when they are offline saving time while improving performance. MAX Connect: Designed to Work Wherever You Do Ready for the agentic future, MAX Connect supports Model Context Protocol (MCP) and is built to collaborate with other agents across the ecosystem MAXimizing the impact of AI for retailers, suppliers, and logistics partners. MAX can collaborate with AI peers, ERPs, CRMs, and data platforms to bring network intelligence into existing workflows.お知らせ • Feb 02SPS Commerce, Inc. to Report Q4, 2025 Results on Feb 12, 2026SPS Commerce, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026お知らせ • Jan 09SPS Commerce, Inc. Announces New Product Innovations Enabling Retailers and Brands to Meet the Needs of Evolving Supply ChainsSPS Commerce, Inc. announced new products and capabilities to address four key trends reshaping how goods move from creation to consumption. These trends are based on insights from its team of supply chain experts and intelligence from its network, which enables over 750 million transactions annually. This capability connects SAP S/4HANA Private and Public Cloud editions directly to the SPS network, simplifying integrations and supporting real-time visibility across every connected channel. System Automation for Shopify - Shopify sellers expanding into retail often struggle to manage multiple ordering systems. This capability centralizes all orders, inventory, and shipping updates in one place and provides retailers with a consistent, accurate view of order status as sellers expand into more complex omnichannel operations. Companies across retail and manufacturing are shifting away from single-source supply networks toward more regional and diversified models. This transition introduces new partners, new geographies, and new layers of complexity. As production footprints shift, both retailers and suppliers must stay aligned with partners they have never worked with before and maintain visibility into performance across more tiers of the supply chain. SPS Commerce Relationship Center - enables companies to bring on new partners and expand into new regions. It streamlines onboarding, reduces time to revenue, and keeps both sides aligned during transitions, so disruptions are minimized. SPS Relationship Center gives retailers and suppliers a shared space to exchange item data, compliance requirements, and operational information. Every step of the supply chain is under scrutiny, meaning Manufacturers are also rewiring their own supply networks as they add new raw material providers, component suppliers, and production partners. The SPS Commerce Manufacturing Suite helps manufacturers improve the performance of their upstream supplier networks. By improving visibility into quality, timeliness, and production reliability, the solution supports more resilient manufacturing operations as companies diversify their supply bases. Retailers and suppliers are operating in a market where demand patterns shift frequently and often without warning.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to €70.00, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 15x in the Software industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €111 per share.Buy Or Sell Opportunity • Oct 31Now 34% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to €69.00. The fair value is estimated to be €104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 44% in the next 2 years.Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$0.68 (vs US$0.63 in 3Q 2024)Third quarter 2025 results: EPS: US$0.68 (up from US$0.63 in 3Q 2024). Revenue: US$189.9m (up 16% from 3Q 2024). Net income: US$25.6m (up 9.0% from 3Q 2024). Profit margin: 14% (in line with 3Q 2024). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy.お知らせ • Oct 31+ 2 more updatesSPS Commerce, Inc. (NasdaqGS:SPSC) announces an Equity Buyback for $100 million worth of its shares.SPS Commerce, Inc. (NasdaqGS:SPSC) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its shares. The program will be funded from existing cash and cash equivalents and future cash flows. The program will expire on December 1, 2027.お知らせ • Oct 17SPS Commerce, Inc. to Report Q3, 2025 Results on Oct 30, 2025SPS Commerce, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025お知らせ • Aug 21SPS Commerce, Inc. Approves Appointment of Mark Partin as Director, Member of the Audit Committee, Effective August 18, 2025On August 18, 2025, the Board of Directors of SPS Commerce, Inc. approved an increase in the size of the Board from seven to eight members and appointed Mark Partin as a director, effective August 18, 2025. Mr. Partin will serve as a director until the 2026 annual meeting of stockholders and until his successor is elected and qualified, or until his earlier death, resignation, or removal. The Board determined that Mr. Partin qualifies as an independent director pursuant to the listing standards of the Nasdaq Stock Market and the rules of the U.S. Securities and Exchange Commission (the SEC). The Board has also appointed Mr. Partin to serve on the Audit Committee.お知らせ • Jul 31SPS Commerce, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2025SPS Commerce, Inc. provided earnings guidance for the third quarter of 2025. For the quarter, the company's revenue is expected to be in the range of $191.7 million to $193.2 million, representing 17% to 18% year-over-year growth. Net income per diluted share is expected to be in the range of $0.50 to $0.54, with fully diluted weighted average shares outstanding of 38.5 million shares. For the year, the company expects Revenue is expected to be in the range of $759.0 million to $763.0 million, representing 19% to 20% growth over 2024. Net income per diluted share is expected to be in the range of $2.17 to $2.22, with fully diluted weighted average shares outstanding of 38.3 million shares.お知らせ • Jul 17SPS Commerce, Inc. to Report Q2, 2025 Results on Jul 30, 2025SPS Commerce, Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025収支内訳SPS Commerce の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BIT:1SPSC 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 26762913046931 Dec 25752932966930 Sep 25730852876930 Jun 25704832776731 Mar 25670812626431 Dec 24638772526330 Sep 24612792406030 Jun 24584722285831 Mar 24561692205731 Dec 23537662085430 Sep 23514631995230 Jun 23493621894931 Mar 23472581794831 Dec 22451551694630 Sep 22432521634430 Jun 22415481574431 Mar 22400471534131 Dec 21385451493930 Sep 21366451443630 Jun 21347451383431 Mar 21329461323231 Dec 20313461263130 Sep 20302411223130 Jun 20293391183131 Mar 20286361143031 Dec 19279341152830 Sep 19272321142730 Jun 19264311152431 Mar 19256271152331 Dec 18248241142230 Sep 18241101162230 Jun 1823441152331 Mar 1822711132331 Dec 1722001092330 Sep 1721391022330 Jun 172069992231 Mar 172008962231 Dec 161935962230 Sep 161856912130 Jun 161765872031 Mar 161675841931 Dec 151595801830 Sep 151523781730 Jun 1514437516質の高い収益: 1SPSCは 高品質の収益 を持っています。利益率の向上: 1SPSCの現在の純利益率 (11.9%)は、昨年(12.1%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 1SPSCの収益は過去 5 年間で年間16%増加しました。成長の加速: 1SPSCの過去 1 年間の収益成長率 ( 11.8% ) は、5 年間の平均 ( 年間16%を下回っています。収益対業界: 1SPSCの過去 1 年間の収益成長率 ( 11.8% ) はSoftware業界10.3%を上回りました。株主資本利益率高いROE: 1SPSCの 自己資本利益率 ( 9.4% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/27 22:39終値2026/05/27 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SPS Commerce, Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19 アナリスト機関Joseph VruwinkBairdJeffrey HoustonBarrington Research Associates, Inc.Mark SchappelBenchmark Company16 その他のアナリストを表示
Reported Earnings • May 02First quarter 2026 earnings released: EPS: US$0.53 (vs US$0.58 in 1Q 2025)First quarter 2026 results: EPS: US$0.53 (down from US$0.58 in 1Q 2025). Revenue: US$192.1m (up 5.8% from 1Q 2025). Net income: US$19.7m (down 11% from 1Q 2025). Profit margin: 10% (down from 12% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Italy.
お知らせ • Apr 17SPS Commerce, Inc. to Report Q1, 2026 Results on Apr 30, 2026SPS Commerce, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
Reported Earnings • Feb 13Full year 2025 earnings released: EPS: US$2.46 (vs US$2.07 in FY 2024)Full year 2025 results: EPS: US$2.46 (up from US$2.07 in FY 2024). Revenue: US$751.5m (up 18% from FY 2024). Net income: US$93.3m (up 21% from FY 2024). Profit margin: 12% (in line with FY 2024). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Italy.
お知らせ • Feb 02SPS Commerce, Inc. to Report Q4, 2025 Results on Feb 12, 2026SPS Commerce, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$0.68 (vs US$0.63 in 3Q 2024)Third quarter 2025 results: EPS: US$0.68 (up from US$0.63 in 3Q 2024). Revenue: US$189.9m (up 16% from 3Q 2024). Net income: US$25.6m (up 9.0% from 3Q 2024). Profit margin: 14% (in line with 3Q 2024). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy.
お知らせ • Oct 17SPS Commerce, Inc. to Report Q3, 2025 Results on Oct 30, 2025SPS Commerce, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025
お知らせ • May 03SPS Commerce, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2026SPS Commerce, Inc. provided earnings guidance for the second quarter and full year of 2026. For the quarter, revenue is expected to be in the range of $194.5 million to $196.5 million, representing 4% to 5% year-over-year growth, Net income per diluted share is expected to be in the range of $0.53 to $0.56, with fully diluted weighted average shares outstanding of 37.3 million shares. For the year, revenue is expected to be in the range of $796.0 million to $802.0 million, representing 6% to 7% growth over 2025, Net income per diluted share is expected to be in the range of $2.66 to $2.69, with fully diluted weighted average shares outstanding of 37.3 million shares.
Reported Earnings • May 02First quarter 2026 earnings released: EPS: US$0.53 (vs US$0.58 in 1Q 2025)First quarter 2026 results: EPS: US$0.53 (down from US$0.58 in 1Q 2025). Revenue: US$192.1m (up 5.8% from 1Q 2025). Net income: US$19.7m (down 11% from 1Q 2025). Profit margin: 10% (down from 12% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Italy.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mike McConnell was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 17SPS Commerce, Inc. to Report Q1, 2026 Results on Apr 30, 2026SPS Commerce, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
お知らせ • Apr 15SPS Commerce, Inc., Annual General Meeting, May 28, 2026SPS Commerce, Inc., Annual General Meeting, May 28, 2026.
New Risk • Apr 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €52.50, the stock trades at a forward P/E ratio of 23x. Average trailing P/E is 18x in the Software industry in Italy.
Board Change • Mar 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Mike McConnell was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 13Full year 2025 earnings released: EPS: US$2.46 (vs US$2.07 in FY 2024)Full year 2025 results: EPS: US$2.46 (up from US$2.07 in FY 2024). Revenue: US$751.5m (up 18% from FY 2024). Net income: US$93.3m (up 21% from FY 2024). Profit margin: 12% (in line with FY 2024). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Italy.
お知らせ • Feb 13+ 3 more updatesSPS Commerce, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2026SPS Commerce, Inc. provided earnings guidance for the first quarter and full year of 2026. For the quarter, revenue is expected to be in the range of $191.6 million to $193.6 million, representing 6% to 7% year-over-year growth. Net income per diluted share is expected to be in the range of $0.46 to $0.49, with fully diluted weighted average shares outstanding of 38.2 million shares. For the year, revenue is expected to be in the range of $798.5 million to $806.9 million, representing 6% to 7% growth over 2025. Net income per diluted share is expected to be in the range of $2.50 to $2.58, with fully diluted weighted average shares outstanding of 38.4 million shares.
Valuation Update With 7 Day Price Move • Feb 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €59.00, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 11x in the Software industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €103 per share.
お知らせ • Feb 11SPS Commerce Introduces Max, New Capabilities Embedded in SPS' Agentic Supply Chain NetworkSPS Commerce announced MAX, delivering new and unparalleled agentic capabilities. MAX draws on 300,000 trading connections, decades of expertise, proprietary network intelligence, and billions of transactions to help customers unlock greater value from AI. This announcement builds on SPS Commerce's recent introduction of AI-driven Fulfillment capabilities, representing a meaningful step forward in how customers experience and benefit from artificial intelligence across the supply chain. Unlike other AI tools in the market that surface dashboards, answer isolated questions or focus on proactive activities like mapping, MAX is embedded into existing supply chain workflows assessing and guiding customer connections to support the success of their business and trading relationships. MAX will initially be launched with three features: Chat, Monitor, and Connect. MAX Chat: Day-to-Day, Reinvented Chat is embedded directly into day-to-day operations. Customers will now have more direct access to the proprietary insights for working with trading partners. MAX will use these insights to spot patterns that signal potential issues, guide workflows at each step, and help teams resolve problems before they become chargebacks or rejected shipments. MAX Monitor: Always On. always Working: MAX continuously monitors transactions, workflow requirements, and exceptions across the 300,000 connections and billions of transactions across the network. It helps to automate routine tasks, surfaces critical insights proactively, and keeps operations moving by supporting teams even when they are offline saving time while improving performance. MAX Connect: Designed to Work Wherever You Do Ready for the agentic future, MAX Connect supports Model Context Protocol (MCP) and is built to collaborate with other agents across the ecosystem MAXimizing the impact of AI for retailers, suppliers, and logistics partners. MAX can collaborate with AI peers, ERPs, CRMs, and data platforms to bring network intelligence into existing workflows.
お知らせ • Feb 02SPS Commerce, Inc. to Report Q4, 2025 Results on Feb 12, 2026SPS Commerce, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026
お知らせ • Jan 09SPS Commerce, Inc. Announces New Product Innovations Enabling Retailers and Brands to Meet the Needs of Evolving Supply ChainsSPS Commerce, Inc. announced new products and capabilities to address four key trends reshaping how goods move from creation to consumption. These trends are based on insights from its team of supply chain experts and intelligence from its network, which enables over 750 million transactions annually. This capability connects SAP S/4HANA Private and Public Cloud editions directly to the SPS network, simplifying integrations and supporting real-time visibility across every connected channel. System Automation for Shopify - Shopify sellers expanding into retail often struggle to manage multiple ordering systems. This capability centralizes all orders, inventory, and shipping updates in one place and provides retailers with a consistent, accurate view of order status as sellers expand into more complex omnichannel operations. Companies across retail and manufacturing are shifting away from single-source supply networks toward more regional and diversified models. This transition introduces new partners, new geographies, and new layers of complexity. As production footprints shift, both retailers and suppliers must stay aligned with partners they have never worked with before and maintain visibility into performance across more tiers of the supply chain. SPS Commerce Relationship Center - enables companies to bring on new partners and expand into new regions. It streamlines onboarding, reduces time to revenue, and keeps both sides aligned during transitions, so disruptions are minimized. SPS Relationship Center gives retailers and suppliers a shared space to exchange item data, compliance requirements, and operational information. Every step of the supply chain is under scrutiny, meaning Manufacturers are also rewiring their own supply networks as they add new raw material providers, component suppliers, and production partners. The SPS Commerce Manufacturing Suite helps manufacturers improve the performance of their upstream supplier networks. By improving visibility into quality, timeliness, and production reliability, the solution supports more resilient manufacturing operations as companies diversify their supply bases. Retailers and suppliers are operating in a market where demand patterns shift frequently and often without warning.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to €70.00, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 15x in the Software industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €111 per share.
Buy Or Sell Opportunity • Oct 31Now 34% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to €69.00. The fair value is estimated to be €104, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 44% in the next 2 years.
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$0.68 (vs US$0.63 in 3Q 2024)Third quarter 2025 results: EPS: US$0.68 (up from US$0.63 in 3Q 2024). Revenue: US$189.9m (up 16% from 3Q 2024). Net income: US$25.6m (up 9.0% from 3Q 2024). Profit margin: 14% (in line with 3Q 2024). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy.
お知らせ • Oct 31+ 2 more updatesSPS Commerce, Inc. (NasdaqGS:SPSC) announces an Equity Buyback for $100 million worth of its shares.SPS Commerce, Inc. (NasdaqGS:SPSC) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its shares. The program will be funded from existing cash and cash equivalents and future cash flows. The program will expire on December 1, 2027.
お知らせ • Oct 17SPS Commerce, Inc. to Report Q3, 2025 Results on Oct 30, 2025SPS Commerce, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025
お知らせ • Aug 21SPS Commerce, Inc. Approves Appointment of Mark Partin as Director, Member of the Audit Committee, Effective August 18, 2025On August 18, 2025, the Board of Directors of SPS Commerce, Inc. approved an increase in the size of the Board from seven to eight members and appointed Mark Partin as a director, effective August 18, 2025. Mr. Partin will serve as a director until the 2026 annual meeting of stockholders and until his successor is elected and qualified, or until his earlier death, resignation, or removal. The Board determined that Mr. Partin qualifies as an independent director pursuant to the listing standards of the Nasdaq Stock Market and the rules of the U.S. Securities and Exchange Commission (the SEC). The Board has also appointed Mr. Partin to serve on the Audit Committee.
お知らせ • Jul 31SPS Commerce, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2025SPS Commerce, Inc. provided earnings guidance for the third quarter of 2025. For the quarter, the company's revenue is expected to be in the range of $191.7 million to $193.2 million, representing 17% to 18% year-over-year growth. Net income per diluted share is expected to be in the range of $0.50 to $0.54, with fully diluted weighted average shares outstanding of 38.5 million shares. For the year, the company expects Revenue is expected to be in the range of $759.0 million to $763.0 million, representing 19% to 20% growth over 2024. Net income per diluted share is expected to be in the range of $2.17 to $2.22, with fully diluted weighted average shares outstanding of 38.3 million shares.
お知らせ • Jul 17SPS Commerce, Inc. to Report Q2, 2025 Results on Jul 30, 2025SPS Commerce, Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025