Duyuru • May 03
SPS Commerce, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2026 SPS 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. Price Target Changed • May 01
Price target decreased by 11% to US$72.91 Down from US$82.09, the current price target is an average from 11 analysts. New target price is 24% above last closing price of US$58.92. Stock is down 59% over the past year. The company is forecast to post earnings per share of US$2.67 for next year compared to US$2.46 last year. Reported Earnings • May 01
First quarter 2026 earnings: EPS exceeds analyst expectations 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings. Duyuru • Apr 17
SPS Commerce, Inc. to Report Q1, 2026 Results on Apr 30, 2026 SPS Commerce, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026 Duyuru • Apr 15
SPS Commerce, Inc., Annual General Meeting, May 28, 2026 SPS Commerce, Inc., Annual General Meeting, May 28, 2026. Board Change • Mar 01
High number of new directors There 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. Recent Insider Transactions Derivative • Feb 22
Executive VP & CFO notifies of intention to sell stock Kimberly Nelson intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of February. If the sale is conducted around the recent share price of US$58.35, it would amount to US$368k. Since March 2025, Kimberly has owned 119.95k shares directly. Company insiders have collectively bought US$43k more than they sold, via options and on-market transactions, in the last 12 months. Price Target Changed • Feb 15
Price target decreased by 16% to US$83.91 Down from US$99.82, the current price target is an average from 11 analysts. New target price is 36% above last closing price of US$61.92. Stock is down 58% over the past year. The company is forecast to post earnings per share of US$2.55 for next year compared to US$2.46 last year. Reported Earnings • Feb 13
Full year 2025 earnings: EPS exceeds analyst expectations 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 was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.8%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Feb 11
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to US$68.53, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 13x in the Software industry in the US. Total loss to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$130 per share. Duyuru • Feb 11
SPS Commerce Introduces Max, New Capabilities Embedded in SPS' Agentic Supply Chain Network SPS 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. Duyuru • Feb 02
SPS Commerce, Inc. to Report Q4, 2025 Results on Feb 12, 2026 SPS Commerce, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026 Duyuru • Jan 09
SPS Commerce, Inc. Announces New Product Innovations Enabling Retailers and Brands to Meet the Needs of Evolving Supply Chains SPS 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 06
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to US$81.21, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 7x in the Software industry in the US. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$129 per share. Reported Earnings • Oct 31
Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behind 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 missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 30%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Oct 31
Now 33% undervalued after recent price drop Over the last 90 days, the stock has fallen 21% to US$82.24. The fair value is estimated to be US$123, 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. Duyuru • Oct 17
SPS Commerce, Inc. to Report Q3, 2025 Results on Oct 30, 2025 SPS Commerce, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025 Buy Or Sell Opportunity • Aug 25
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 23% to US$112. The fair value is estimated to be US$145, 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 16%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 41% in the next 2 years. Duyuru • Aug 21
SPS Commerce, Inc. Approves Appointment of Mark Partin as Director, Member of the Audit Committee, Effective August 18, 2025 On 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. Valuation Update With 7 Day Price Move • Aug 06
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to US$110, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 2x in the Software industry in the US. Total loss to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$144 per share. Price Target Changed • Jul 31
Price target decreased by 12% to US$156 Down from US$178, the current price target is an average from 11 analysts. New target price is 44% above last closing price of US$109. Stock is down 48% over the past year. The company is forecast to post earnings per share of US$2.19 for next year compared to US$2.07 last year. Buy Or Sell Opportunity • Jul 31
Now 24% undervalued after recent price drop Over the last 90 days, the stock has fallen 24% to US$109. The fair value is estimated to be US$144, 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 16%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 41% in the next 2 years. Duyuru • Jul 31
SPS Commerce, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2025 SPS 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. Duyuru • Jul 17
SPS Commerce, Inc. to Report Q2, 2025 Results on Jul 30, 2025 SPS Commerce, Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025 Duyuru • May 02
SPS Commerce, Inc. Enhances Offering to Include Suite of Services for Manufacturing Supply Chain SPS Commerce, Inc. announced Manufacturing Supply Chain Performance Suite, a Full-service EDI offering designed to help companies who manufacture products modernize and optimize their procurement and supply chain processes. Based on years of experience supporting these organizations, SPS developed this comprehensive solution to help brands, co-manufacturers, and co-packers achieve a better performing supply chain. With Manufacturing Supply Chain Performance Suite, customers can streamline their operations, reduce disruptions, and more efficiently produce and sell goods, allowing them to focus on quality, innovation and growth. In today's global manufacturing environment, production depends on the seamless coordination of raw materials and components sourced from suppliers around the world. As supply chains become more complex and interconnected, manufacturers, brands who manufacture products, co-manufacturers and co-packers face mounting pressure to minimize production line delays, maintain data accuracy, and stay agile in the face of disruptions like shifting threats, supplier changes, and transportation bottlenecks. Yet many manufacturers still manage procurement and communication through disconnected, manual processes that create inefficiencies, delays, and limited visibility into supplier performance and shipment status. Manufacturing Supply Chain Performance Suite from SPS Commerce solves these challenges by digitizing and standardizing how manufacturers collaborate with their suppliers. Customers receive full-service support and enjoy the unique benefit of the people, process and technology that has become synonymous with SPS Commerce. The comprehensive solution meets customers where they are at on their journey including: Evaluation of the current state of their supply chain, resulting in a change management program recommendation for both internal teams and external supplier partners. Supplier engagement tailored to their individual business needs whether they already have an EDI solution or need a new one. Ongoing guidance to ensure internal teams and external partners are continuing to adopt the changes. The ability to monitor and measure the business performance of the entire supply chain, and each individual supplier, to track performance against the baseline and drive continuous improvement. Benefits of the solution include: Process automation that reduces errors and speeds up daily operations, freeing up valuable time to focus on more strategic tasks. Real-time data exchange, providing manufacturers with the visibility and accuracy needed to proactively manage production and avoid costly delays. Simplified and streamlined supply chain collaboration that helps manufacturers stay on schedule, reducing risk and enabling efficient growth in an increasingly dynamic and distributed market. More efficient finance processes that improve cash flow and frees more working capital to invest in growth. Manufacturing Supply Chain Performance Suite by SPS Commerce is built on more than two decades of experience and over one million successful connections. The solution leverages SPS Commerce's unparalleled expertise to standardize requirements across diverse retailers, systems, fulfillment models and order channels. Built on the foundations of Full-Service EDI, its dedicated team provides not just technology, but also strategic guidance and change management, ensuring manufacturers stay in sync with evolving market demands. Reported Earnings • Apr 25
First quarter 2025 earnings: EPS and revenues exceed analyst expectations First quarter 2025 results: EPS: US$0.58 (up from US$0.49 in 1Q 2024). Revenue: US$181.5m (up 21% from 1Q 2024). Net income: US$22.2m (up 23% from 1Q 2024). Profit margin: 12% (in line with 1Q 2024). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 50%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Duyuru • Apr 25
SPS Commerce, Inc. Provides Earning Guidance for the Second Quarter and Fiscal Year 2025 SPS Commerce, Inc. provided earning guidance for the Second Quarter and Fiscal Year 2025. For the quarter, the company expects revenue to be in the range of $184.5 million to $186.2 million, representing 20% to 21% year-over-year growth.
Net income per diluted share is expected to be in the range of $0.41 to $0.44, with fully diluted weighted average shares outstanding of 38.8 million shares.
For the full year, the company expects Revenue to be in the range of $758.5 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 $2.06 to $2.13, with fully diluted weighted average shares outstanding of 38.7 million shares. Duyuru • Apr 11
SPS Commerce, Inc. to Report Q1, 2025 Results on Apr 24, 2025 SPS Commerce, Inc. announced that they will report Q1, 2025 results After-Market on Apr 24, 2025 Buy Or Sell Opportunity • Apr 08
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 34% to US$122. The fair value is estimated to be US$152, 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 18%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 18% per annum over the same time period. Duyuru • Mar 31
SPS Commerce, Inc., Annual General Meeting, May 13, 2025 SPS Commerce, Inc., Annual General Meeting, May 13, 2025. Duyuru • Mar 01
SPS Commerce, Inc. Announces Board and Committee Changes On February 25, 2025, the Board of Directors (the “Board”) of SPS Commerce, Inc. (the “Company”) approved an increase in the size of the Board from seven to eight members and appointed Razat Gaurav as a director, effective March 6, 2025, to fill the vacancy created by the increase in the size of the Board. Mr. Gaurav will serve as a director until the 2025 annual meeting of stockholders and until his successor is elected and qualified, or until his earlier death, resignation, or removal. On February 25, 2025, James Ramsey, an independent member of the Board, advised the Company that he will not stand for re-election to the Board at the Company’s 2025 annual meeting of stockholders and intends to retire from the Board at that time. Mr. Ramsey has been a member of the Board since 2014 and currently serves on the Governance & Nominating Committee and the Finance & Strategy Committee. Mr. Ramsey’s decision to retire was not the result of any disagreement with the Company or management, and he will continue in his role as director until the 2025 annual meeting of stockholders. Recent Insider Transactions Derivative • Feb 20
Executive VP & CFO notifies of intention to sell stock Kimberly Nelson intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 19th of February. If the sale is conducted around the recent share price of US$146, it would amount to US$590k. Since March 2024, Kimberly's direct individual holding has increased from 119.92k shares to 127.36k. Company insiders have collectively sold US$7.9m more than they bought, via options and on-market transactions in the last 12 months. Valuation Update With 7 Day Price Move • Feb 17
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to US$146, the stock trades at a forward P/E ratio of 76x. Average forward P/E is 11x in the Software industry in the US. Total returns to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$145 per share. Price Target Changed • Feb 12
Price target decreased by 7.2% to US$201 Down from US$217, the current price target is an average from 11 analysts. New target price is 32% above last closing price of US$153. Stock is down 22% over the past year. The company is forecast to post earnings per share of US$1.91 for next year compared to US$2.07 last year. Reported Earnings • Feb 11
Full year 2024 earnings: Revenues and EPS in line with analyst expectations Full year 2024 results: EPS: US$2.07 (up from US$1.80 in FY 2023). Revenue: US$637.8m (up 19% from FY 2023). Net income: US$77.1m (up 17% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Duyuru • Feb 11
SPS Commerce, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2025 SPS Commerce, Inc. provided earnings guidance for the first quarter and full year of 2025. For the quarter, the company expects revenue is expected to be in the range of $178.5 million to $180.0 million, representing 19% to 20% year-over-year growth. Net income per diluted share is expected to be in the range of $0.39 to $0.41.
For the year 2025, Revenue is expected to be in the range of $758.0 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 $1.93 to $1.99. Duyuru • Feb 07
SPS Commerce, Inc. (NasdaqGS:SPSC) completed the acquisition of Carbon6 Technologies, Inc. SPS Commerce, Inc. (NasdaqGS:SPSC) agreed to acquire Carbon6 Technologies, Inc for $210 million on December 30, 2024. The consideration consists of combination of cash and share. At the closing, SPS Commerce, Inc will issue certain stockholders of Carbon6 (the “Investors”) shares of common stock of the Company totaling approximately 40% of the Purchase Price. The closing of the Acquisition remains subject to the satisfaction of certain customary closing conditions and covenants in the Purchase Agreement, including the receipt of any necessary regulatory approvals. Jonathan R. Zimmerman and Ryan R. Miske of Faegre Drinker Biddle & Reath LLP acted as legal advisor for SPS Commerce, Inc. Craig W. Dent of Patterson Belknap Webb & Tyler LLP acted as legal advisor forstockholders of Carbon6 Technologies, Inc.
SPS Commerce, Inc. (NasdaqGS:SPSC) completed the acquisition of Carbon6 Technologies, Inc on February 7, 2025. Duyuru • Jan 28
SPS Commerce, Inc. to Report Q4, 2024 Results on Feb 10, 2025 SPS Commerce, Inc. announced that they will report Q4, 2024 results After-Market on Feb 10, 2025 Duyuru • Jan 03
SPS Commerce, Inc. (NasdaqGS:SPSC) agreed to acquire Carbon6 Technologies, Inc for $210 million. SPS Commerce, Inc. (NasdaqGS:SPSC) agreed to acquire Carbon6 Technologies, Inc for $210 million on December 30, 2024. The consideration consists of combination of cash and share. At the closing, SPS Commerce, Inc will issue certain stockholders of Carbon6 (the “Investors”) shares of common stock of the Company totaling approximately 40% of the Purchase Price. The closing of the Acquisition remains subject to the satisfaction of certain customary closing conditions and covenants in the Purchase Agreement, including the receipt of any necessary regulatory approvals. Jonathan R. Zimmerman and Ryan R. Miske of Faegre Drinker Biddle & Reath LLP acted as legal advisor for SPS Commerce, Inc. Craig W. Dent of Patterson Belknap Webb & Tyler LLP acted as legal advisor forstockholders of Carbon6 Technologies, Inc. Recent Insider Transactions Derivative • Dec 22
Senior VP & Chief Sales Officer exercised options and sold US$840k worth of stock On the 18th of December, Dan Juckniess exercised 6k options at a strike price of around US$56.25 and sold these shares for an average price of US$200 per share. This trade did not impact their existing holding. Since June 2024, Dan has owned 19.65k shares directly. Company insiders have collectively sold US$8.7m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Nov 07
CEO & Director notifies of intention to sell stock Chadwick Collins intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of November. If the sale is conducted around the recent share price of US$167, it would amount to US$1.1m. For the year to December 2023, Chadwick's total compensation was 2% salary and 98% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Chadwick has owned 14.00 shares directly. Company insiders have collectively sold US$13m more than they bought, via options and on-market transactions in the last 12 months. Reported Earnings • Oct 25
Third quarter 2024 earnings: EPS and revenues exceed analyst expectations Third quarter 2024 results: EPS: US$0.63 (up from US$0.46 in 3Q 2023). Revenue: US$163.7m (up 21% from 3Q 2023). Net income: US$23.5m (up 39% from 3Q 2023). Profit margin: 14% (up from 12% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Duyuru • Oct 25
SPS Commerce, Inc. Provides Earnings Guidance for Fourth Quarter and Full Fiscal Year 2024 SPS Commerce, Inc. provided earnings guidance for fourth quarter and full fiscal year 2024. For the quarter, the company's Revenue is expected to be in the range of $168.5 million to $169.5 million, representing 16% to 17% year-over-year growth. Net income per diluted share is expected to be in the range of $0.46 to $0.47, with fully diluted weighted average shares outstanding of 38.1 million shares.
For the year, the company's Revenue is expected to be in the range of $635.4 million to $636.4 million, representing 18% to 19% growth over 2023. Net income per diluted share is expected to be in the range of $2.03 to $2.04, with fully diluted weighted average shares outstanding of 37.9 million shares. Duyuru • Oct 11
SPS Commerce, Inc. to Report Q3, 2024 Results on Oct 24, 2024 SPS Commerce, Inc. announced that they will report Q3, 2024 results After-Market on Oct 24, 2024 Recent Insider Transactions Derivative • Aug 19
President & COO notifies of intention to sell stock James Frome intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of August. If the sale is conducted around the recent share price of US$198, it would amount to US$729k. Since March 2024, James has owned 4.12k shares directly. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Aug 15
Independent Director notifies of intention to sell stock Sven Wehrwein intends to sell 2k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of August. If the sale is conducted around the recent share price of US$201, it would amount to US$403k. Since December 2023, Sven's direct individual holding has decreased from 17.39k shares to 16.21k. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Aug 13
Independent Director notifies of intention to sell stock Sven Wehrwein intends to sell 2k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of August. If the sale is conducted around the recent share price of US$201, it would amount to US$403k. Since December 2023, Sven's direct individual holding has decreased from 17.39k shares to 16.21k. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months. New Risk • Aug 02
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company. Duyuru • Aug 01
SPS Commerce, Inc. (NasdaqGS:SPSC) acquired SupplyPike, Inc. for approximately $210 million. SPS Commerce, Inc. (NasdaqGS:SPSC) acquired SupplyPike, Inc. for approximately $210 million on July 31, 2024. SPS Commerce, Inc. acquired SupplyPike through a combination of cash and share consideration totaling approximately $206 million. A cash consideration of $119 million is paid, net of cash acquired and $87 million in SPS Commerce stock through issuance of an aggregate of 404,587 shares of SPS Commerce stock to SupplyPike.
SPS Commerce, Inc. (NasdaqGS:SPSC) completed the acquisition of SupplyPike, Inc. on July 31, 2024.