View Financial HealthSPS Commerce 배당 및 자사주 매입배당 기준 점검 0/6SPS Commerce 배당금을 지급한 기록이 없습니다.핵심 정보n/a배당 수익률5.5%자사주 매입 수익률총 주주 수익률5.5%미래 배당 수익률0%배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향n/a최근 배당 및 자사주 매입 업데이트공시 • 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.모든 업데이트 보기Recent updates공시 • 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.공시 • 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, 2026공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2026공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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, 2025지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 과거에 1SPSC 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.배당금 증가: 1SPSC 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.배당 수익률 vs 시장SPS Commerce 배당 수익률 vs 시장1SPSC의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (1SPSC)n/a시장 하위 25% (IT)1.6%시장 상위 25% (IT)4.6%업계 평균 (Software)1.8%분석가 예측 (1SPSC) (최대 3년)0%주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 1SPSC 의 배당 수익률을 평가할 수 없습니다.고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 1SPSC 의 배당 수익률을 평가할 수 없습니다.주주 대상 이익 배당수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 1SPSC 의 지급 비율을 계산하기에는 데이터가 부족합니다.주주 현금 배당현금 흐름 범위: 1SPSC 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YIT 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/27 11:45종가2026/05/27 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스SPS Commerce, Inc.는 19명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Joseph VruwinkBairdJeffrey HoustonBarrington Research Associates, Inc.Mark SchappelBenchmark Company16명의 분석가 더 보기
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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