SPS Commerce (SPSC) to Release Earnings on Monday

SPS Commerce (NASDAQ:SPSC) is expected to be posting its Q4 2025 results before the market opens on Monday, February 9th. Analysts expect SPS Commerce to post earnings of $1.00 per share for the quarter. Parties can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Friday, February 13, 2026 at 12:00 AM ET.

SPS Commerce (NASDAQ:SPSC) last posted its earnings results on Thursday, October 30th. The software maker reported $1.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.99 by $0.14. SPS Commerce had a return on equity of 12.17% and a net margin of 11.65%.The company had revenue of $189.90 million for the quarter, compared to analysts’ expectations of $192.68 million. During the same period last year, the firm earned $0.92 earnings per share. SPS Commerce’s quarterly revenue was up 16.0% on a year-over-year basis. On average, analysts expect SPS Commerce to post $3 EPS for the current fiscal year and $3 EPS for the next fiscal year.

SPS Commerce Stock Performance

NASDAQ SPSC opened at $89.26 on Monday. The stock has a market cap of $3.37 billion, a P/E ratio of 40.03 and a beta of 0.56. SPS Commerce has a fifty-two week low of $73.05 and a fifty-two week high of $187.01. The stock has a 50 day simple moving average of $88.73 and a two-hundred day simple moving average of $100.83.

Analysts Set New Price Targets

Several research firms recently weighed in on SPSC. Wall Street Zen cut shares of SPS Commerce from a “buy” rating to a “hold” rating in a report on Saturday, January 10th. Needham & Company LLC reaffirmed a “buy” rating and set a $110.00 target price (down previously from $160.00) on shares of SPS Commerce in a research note on Friday, October 31st. DA Davidson decreased their price target on shares of SPS Commerce from $125.00 to $80.00 and set a “neutral” rating for the company in a research note on Friday, October 31st. Cantor Fitzgerald cut SPS Commerce from an “overweight” rating to a “neutral” rating and cut their price objective for the company from $135.00 to $80.00 in a research report on Friday, October 31st. Finally, Stifel Nicolaus reissued a “hold” rating and issued a $80.00 target price (down previously from $150.00) on shares of SPS Commerce in a research report on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, SPS Commerce presently has an average rating of “Hold” and an average price target of $106.80.

Insider Activity at SPS Commerce

In other news, Director Marty M. Reaume sold 1,732 shares of SPS Commerce stock in a transaction dated Wednesday, January 7th. The stock was sold at an average price of $92.26, for a total value of $159,794.32. Following the completion of the transaction, the director owned 9,158 shares of the company’s stock, valued at $844,917.08. The trade was a 15.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.98% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of SPSC. Disciplined Growth Investors Inc. MN increased its position in shares of 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 acquiring an additional 367,346 shares in the last quarter. Northern Trust Corp boosted its stake in SPS Commerce by 0.7% during the 3rd quarter. Northern Trust Corp now owns 505,116 shares of the software maker’s stock valued at $52,603,000 after purchasing an additional 3,394 shares during the last quarter. Dimensional Fund Advisors LP raised its stake in shares of SPS Commerce by 6.4% in the third quarter. Dimensional Fund Advisors LP now owns 482,969 shares of the software maker’s stock worth $50,297,000 after purchasing an additional 28,869 shares during the last quarter. UBS Group AG lifted its holdings in shares of SPS Commerce by 806.1% during the third quarter. UBS Group AG now owns 458,860 shares of the software maker’s stock valued at $47,786,000 after purchasing an additional 408,221 shares in the last quarter. Finally, Bank of America Corp DE boosted its position in shares of SPS Commerce by 14.6% during the second quarter. Bank of America Corp DE now owns 425,573 shares of the software maker’s stock valued at $57,916,000 after buying an additional 54,192 shares during the last quarter. 98.96% of the stock is owned by hedge funds and other institutional investors.

SPS Commerce Company Profile

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.