SPS Commerce Förvaltning
Förvaltning kriterier kontrolleras 2/4
SPS Commerce VD är Chad Collins, utsedd i Oct 2023, har en mandatperiod på 2.58 år. totala årliga ersättningen är $ 11.41M, bestående av 5.3% lön 94.7% bonusar, inklusive företagsaktier och optioner. äger direkt 0.062% av företagets aktier, värda $ 1.28M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 1.3 år respektive 4 år.
Viktig information
Chad Collins
Verkställande direktör
US$11.4m
Total ersättning
| VD-lön i procent | 5.34% |
| Anställning som VD | 2.6yrs |
| Ägande av VD | 0.06% |
| Ledningens genomsnittliga anställningstid | 1.3yrs |
| Styrelsens genomsnittliga mandatperiod | 4yrs |
Senaste uppdateringar av ledningen
Recent updates
Analysuppdatering • 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.Analysuppdatering • 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.
Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysartikel • 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...Analysartikel • 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...Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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 AlphaAnalysuppdatering • 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.Analysartikel • 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...Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysuppdatering • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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 AlphaAnalysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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 AlphaAnalysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...
Ny analys • 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.Analysartikel • 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...Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$91m |
| Dec 31 2025 | US$11m | US$610k | US$93m |
| Sep 30 2025 | n/a | n/a | US$85m |
| Jun 30 2025 | n/a | n/a | US$83m |
| Mar 31 2025 | n/a | n/a | US$81m |
| Dec 31 2024 | US$14m | US$525k | US$77m |
| Sep 30 2024 | n/a | n/a | US$79m |
| Jun 30 2024 | n/a | n/a | US$72m |
| Mar 31 2024 | n/a | n/a | US$69m |
| Dec 31 2023 | US$7m | US$121k | US$66m |
Ersättning vs marknad: Chad s total kompensation ($USD 11.41M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 5.47M ).
Ersättning vs inkomst: Ersättningen från Chad har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Chad Collins (48 yo)
2.6yrs
Anställning
US$11,410,244
Kompensation
Mr. Chadwick Collins, also known as Chad, serves as Chief Executive Officer & Director of SPS Commerce, Inc. since October 02, 2023. He served as the Chief Executive Officer of HighJump Software Inc. He se...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Director | 2.6yrs | US$11.41m | 0.062% $ 1.3m | |
| Executive VP & CTO | 12.8yrs | US$3.20m | 0.069% $ 1.4m | |
| Executive VP & Chief Commercial Officer | less than a year | US$7.53m | 0.22% $ 4.5m | |
| Executive VP & CFO | less than a year | inga uppgifter | inga uppgifter | |
| Senior VP & Chief Marketing Officer | 1.3yrs | inga uppgifter | inga uppgifter | |
| Senior VP & Chief Human Resources Officer | no data | inga uppgifter | inga uppgifter | |
| Senior VP & Chief Product Officer | no data | inga uppgifter | inga uppgifter |
1.3yrs
Genomsnittlig anställningstid
51.5yo
Genomsnittlig ålder
Erfaren ledning: SPSC s ledningsgrupp anses inte vara erfaren ( 1.3 års genomsnittlig anställningstid), vilket föreslår ett nytt team.
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Director | 2.6yrs | US$11.41m | 0.062% $ 1.3m | |
| Independent Director | less than a year | US$13.30k | inga uppgifter | |
| Independent Chairman | 15.8yrs | US$288.54k | 0.059% $ 1.2m | |
| Independent Director | 10yrs | US$252.31k | 0.14% $ 2.9m | |
| Independent Director | less than a year | US$216.69k | inga uppgifter | |
| Independent Director | 17.8yrs | US$267.54k | 0.048% $ 989.5k | |
| Independent Director | 5.5yrs | US$253.32k | 0.0036% $ 74.0k | |
| Independent Director | 8.2yrs | US$254.00k | 0.025% $ 517.3k | |
| Independent Director | less than a year | inga uppgifter | inga uppgifter | |
| Independent Director | 1.2yrs | US$414.83k | inga uppgifter |
4.0yrs
Genomsnittlig anställningstid
58yo
Genomsnittlig ålder
Erfaren styrelse: SPSC s styrelse anses vara erfaren ( 4 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/11 19:02 |
| Aktiekurs vid dagens slut | 2026/05/08 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
SPS Commerce, Inc. bevakas av 20 analytiker. 12 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Joseph Vruwink | Baird |
| Jeffrey Houston | Barrington Research Associates, Inc. |
| Mark Schappel | Benchmark Company |