SPS Commerce, Inc. (NASDAQ:SPSC) Receives Average Rating of “Hold” from Brokerages

Shares of SPS Commerce, Inc. (NASDAQ:SPSC) have been assigned an average recommendation of “Hold” from the eleven analysts that are currently covering the company, MarketBeat Ratings reports. One research analyst has rated the stock with a sell rating, seven have issued a hold rating, two have given a buy rating and one has given a strong buy rating to the company. The average 1-year price objective among brokers that have issued a report on the stock in the last year is $87.40.

Several equities analysts have recently weighed in on the company. Citigroup reiterated a “buy” rating and issued a $84.00 price target (down from $110.00) on shares of SPS Commerce in a research report on Friday, February 13th. Craig Hallum downgraded SPS Commerce from a “buy” rating to a “hold” rating and set a $70.00 target price for the company. in a research note on Friday, February 13th. Wall Street Zen raised SPS Commerce from a “hold” rating to a “buy” rating in a report on Saturday, March 14th. DA Davidson decreased their price target on SPS Commerce from $80.00 to $65.00 and set a “neutral” rating on the stock in a research report on Tuesday, February 17th. Finally, Morgan Stanley set a $95.00 price target on shares of SPS Commerce in a report on Friday, February 13th.

Insider Activity

In other SPS Commerce news, CEO Chadwick Collins sold 13,384 shares of the stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $58.66, for a total value of $785,105.44. Following the sale, the chief executive officer directly owned 72,241 shares in the company, valued at $4,237,657.06. This represents a 15.63% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Kimberly K. Nelson sold 6,300 shares of the firm’s stock in a transaction on Friday, February 20th. The shares were sold at an average price of $58.66, for a total transaction of $369,558.00. Following the completion of the transaction, the chief financial officer directly owned 145,452 shares of the company’s stock, valued at approximately $8,532,214.32. The trade was a 4.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 24,834 shares of company stock worth $1,527,223. Insiders own 0.98% of the company’s stock.

Institutional Investors Weigh In On SPS Commerce

Large investors have recently added to or reduced their stakes in the business. UBS Group AG boosted its position in shares of SPS Commerce by 182.3% during the 4th quarter. UBS Group AG now owns 1,295,267 shares of the software maker’s stock valued at $115,447,000 after acquiring an additional 836,407 shares during the last quarter. Norges Bank bought a new position in shares of SPS Commerce in the fourth quarter worth approximately $49,883,000. Van Berkom & Associates Inc. purchased a new stake in SPS Commerce in the third quarter valued at approximately $51,878,000. Irenic Capital Management LP purchased a new stake in SPS Commerce in the fourth quarter valued at approximately $40,293,000. Finally, Disciplined Growth Investors Inc. MN lifted its position in SPS Commerce by 86.4% during the third quarter. Disciplined Growth Investors Inc. MN now owns 792,472 shares of the software maker’s stock valued at $82,528,000 after purchasing an additional 367,346 shares during the last quarter. Institutional investors own 98.96% of the company’s stock.

SPS Commerce Trading Up 1.0%

Shares of SPSC stock opened at $56.23 on Thursday. The firm’s 50 day moving average is $66.45 and its 200 day moving average is $84.50. The stock has a market capitalization of $2.10 billion, a P/E ratio of 22.95 and a beta of 0.62. SPS Commerce has a 12 month low of $52.56 and a 12 month high of $153.16.

SPS Commerce (NASDAQ:SPSC) last released its quarterly earnings data on Thursday, February 12th. The software maker reported $1.14 earnings per share for the quarter, beating analysts’ consensus estimates of $1.00 by $0.14. The business had revenue of $192.65 million during the quarter, compared to analyst estimates of $193.60 million. SPS Commerce had a net margin of 12.42% and a return on equity of 12.73%. SPS Commerce’s revenue was up 12.7% compared to the same quarter last year. During the same period in the previous year, the business earned $0.89 EPS. SPS Commerce has set its FY 2026 guidance at 4.420-4.500 EPS and its Q1 2026 guidance at 0.950-0.990 EPS. On average, equities analysts predict that SPS Commerce will post 2.73 EPS for the current year.

About SPS Commerce

SPS Commerce, Inc is a leading provider of cloud-based supply chain management solutions that enable seamless collaboration between retailers, suppliers and logistics providers. Through its robust network, SPS Commerce connects trading partners with electronic data interchange (EDI) capabilities, helping businesses automate order processing, inventory management and fulfillment workflows. The company’s platform ensures data accuracy, accelerates order-to-cash cycles and reduces manual intervention, supporting a wide range of industries including retail, grocery, consumer goods and automotive.

The company offers a suite of services encompassing EDI, retail-ready compliance, order management and data analytics.