SPS Commerce, Inc.

NasdaqGS:SPSC Stok Raporu

Piyasa değeri: US$2.1b

SPS Commerce Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 0/6

SPS Commerce şirketinin temettü ödeme geçmişi bulunmamaktadır.

Anahtar bilgiler

n/a

Temettü verimi

5.3%

Geri Alım Getirisi

Toplam Hissedar Getirisi5.3%
Gelecekteki Temettü Verimi0%
Temettü Büyümesin/a
Bir sonraki temettü ödeme tarihin/a
Eski temettü tarihin/a
Hisse başına temettün/a
Ödeme oranın/a

Son temettü ve geri alım güncellemeleri

Recent updates

Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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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Yeni Analiz 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.
Analiz Makalesi 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...
Seeking Alpha Jul 30

SPS Commerce Beats Q2 Estimates, But Revenue Growth Is A Concern

Summary SPS Commerce, Inc. beat Q2 2024 financial estimates, showing revenue growth and strong free cash flow. The market for supply chain software is forecasted to grow, with SPS Commerce focusing on gaining customers across the entire retail supply chain. SPS Commerce's stock appears to be highly valued and near a 52-week-high. I'm Neutral (Hold) on concerns about its forward revenue growth rate and high valuation. Read the full article on Seeking Alpha

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: SPSC şirketinin hisse başına düşen temettülerinin geçmişte istikrarlı olup olmadığını belirlemek için yeterli veri yok.

Büyüyen Temettü: SPSC şirketinin temettü ödemelerinin artıp artmadığını belirlemek için yeterli veri yok.


Piyasaya Karşı Temettü Getirisi

SPS Commerce Piyasaya Karşı Temettü Getirisi
SPSC temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (SPSC)n/a
Pazarın Alt %25'i (US)1.4%
Pazarın En İyi %25'i (US)4.2%
Sektör Ortalaması (Software)0.9%
Analist tahmini (SPSC) (3 yıla kadar)0%

Önemli Temettü: SPSC şirketinin temettü getirisi, şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, temettü ödeyenlerin en alttaki %25'lik dilimine göre değerlendirilemiyor.

Yüksek Temettü: Şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, SPSC şirketinin temettü getirisi, temettü ödeyenlerin en üst %25'ine göre değerlendirilemiyor.


Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: SPSC şirketinin temettü ödemelerinin kazançlarla karşılanıp karşılanmadığını belirlemek için ödeme oranını hesaplamak üzere yeterli veri yok.


Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: SPSC herhangi bir ödeme bildirmediğinden temettülerin sürdürülebilirliği hesaplanamıyor.


Güçlü temettü ödeyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/07 15:57
Gün Sonu Hisse Fiyatı2026/05/07 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

SPS Commerce, Inc. 20 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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