SPS Commerce (SPSC) Projected to Post Quarterly Earnings on Thursday

SPS Commerce (NASDAQ:SPSC) is projected to issue its Q2 2026 results after the market closes on Thursday, July 30th. Analysts expect the company to announce earnings of $1.08 per share and revenue of $195.4480 million for the quarter. SPS Commerce has set its FY 2026 guidance at 4.730-4.760 EPS and its Q2 2026 guidance at 1.060-1.090 EPS. Investors may review the information on the company’s upcoming Q2 2026 earning results page for the latest details on the call scheduled for Thursday, July 30, 2026 at 4:30 PM ET.

SPS Commerce (NASDAQ:SPSC) last posted its quarterly earnings data on Thursday, April 30th. The software maker reported $1.10 EPS for the quarter, beating analysts’ consensus estimates of $0.97 by $0.13. The company had revenue of $192.12 million during the quarter, compared to analysts’ expectations of $192.50 million. SPS Commerce had a return on equity of 12.43% and a net margin of 11.92%.SPS Commerce’s revenue for the quarter was up 5.8% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.00 earnings per share. On average, analysts expect SPS Commerce to post $3 EPS for the current fiscal year and $4 EPS for the next fiscal year.

SPS Commerce Stock Performance

SPS Commerce stock opened at $60.12 on Thursday. SPS Commerce has a one year low of $49.04 and a one year high of $141.98. The stock has a fifty day moving average of $57.01 and a 200 day moving average of $63.40. The stock has a market cap of $2.21 billion, a PE ratio of 25.05 and a beta of 0.56.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the company. Wall Street Zen downgraded SPS Commerce from a “buy” rating to a “hold” rating in a research note on Saturday, July 18th. DA Davidson set a $55.00 price objective on shares of SPS Commerce and gave the stock a “neutral” rating in a report on Wednesday, July 1st. Zacks Research upgraded shares of SPS Commerce from a “strong sell” rating to a “hold” rating in a research report on Monday. Citigroup reaffirmed a “buy” rating and set a $82.00 target price (up from $76.00) on shares of SPS Commerce in a report on Tuesday. Finally, Weiss Ratings upgraded shares of SPS Commerce from a “sell (d)” rating to a “sell (d+)” rating in a research report on Wednesday, July 8th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $75.82.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in SPSC. NewEdge Advisors LLC raised its stake in SPS Commerce by 545.7% during the 1st quarter. NewEdge Advisors LLC now owns 226 shares of the software maker’s stock worth $30,000 after acquiring an additional 191 shares during the period. Advisory Services Network LLC bought a new position in shares of SPS Commerce in the third quarter worth approximately $32,000. Advisors Asset Management Inc. boosted its position in shares of SPS Commerce by 39.9% in the first quarter. Advisors Asset Management Inc. now owns 393 shares of the software maker’s stock worth $52,000 after purchasing an additional 112 shares during the period. Global Retirement Partners LLC increased its stake in shares of SPS Commerce by 2,130.0% in the fourth quarter. Global Retirement Partners LLC now owns 446 shares of the software maker’s stock worth $40,000 after purchasing an additional 426 shares in the last quarter. Finally, Summit Securities Group LLC purchased a new stake in shares of SPS Commerce in the fourth quarter worth $45,000. 98.96% of the stock is currently owned by institutional investors.

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.