SPS Commerce (SPSC) to Release Quarterly Earnings on Thursday
by Scott Moore · The Cerbat GemSPS Commerce (NASDAQ:SPSC – Get Free Report) is expected to be announcing its Q1 2026 results after the market closes on Thursday, April 30th. Analysts expect the company to announce earnings of $0.9780 per share and revenue of $192.7110 million for the quarter. 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. Parties can check the company’s upcoming Q1 2026 earning summary page for the latest details on the call scheduled for Thursday, April 30, 2026 at 4:30 PM ET.
SPS Commerce (NASDAQ:SPSC – Get Free Report) last posted its quarterly earnings results on Thursday, February 12th. The software maker reported $1.14 earnings per share for the quarter, beating the consensus estimate of $1.00 by $0.14. SPS Commerce had a net margin of 12.42% and a return on equity of 12.73%. The firm had revenue of $192.65 million during the quarter, compared to the consensus estimate of $193.60 million. During the same quarter in the previous year, the firm posted $0.89 earnings per share. The company’s revenue was up 12.7% on a year-over-year basis. 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 $54.88 on Tuesday. The company has a 50 day moving average price of $57.37 and a 200-day moving average price of $77.87. SPS Commerce has a fifty-two week low of $50.55 and a fifty-two week high of $153.16. The company has a market capitalization of $2.03 billion, a PE ratio of 22.40 and a beta of 0.62.
Insider Buying and Selling at SPS Commerce
In related news, Director Marty M. Reaume sold 1,000 shares of SPS Commerce stock in a transaction that occurred on Tuesday, April 7th. The shares were sold at an average price of $57.90, for a total transaction of $57,900.00. Following the transaction, the director directly owned 9,158 shares of the company’s stock, valued at $530,248.20. This trade represents a 9.84% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Jamie Thingelstad sold 2,418 shares of SPS Commerce stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $54.94, for a total transaction of $132,844.92. Following the transaction, the executive vice president directly owned 56,344 shares in the company, valued at approximately $3,095,539.36. The trade was a 4.11% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 24,102 shares of company stock valued at $1,425,328. 0.98% of the stock is owned by corporate insiders.
Hedge Funds Weigh In On SPS Commerce
Several institutional investors and hedge funds have recently bought and sold shares of SPSC. NewEdge Advisors LLC grew its holdings in SPS Commerce by 545.7% in the first quarter. NewEdge Advisors LLC now owns 226 shares of the software maker’s stock worth $30,000 after purchasing an additional 191 shares during the last quarter. Advisory Services Network LLC purchased a new position in SPS Commerce in the third quarter worth $32,000. Global Retirement Partners LLC grew its holdings in 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 during the last quarter. Summit Securities Group LLC purchased a new position in SPS Commerce in the fourth quarter worth $45,000. Finally, Danske Bank A S purchased a new position in SPS Commerce in the third quarter worth $52,000. 98.96% of the stock is owned by hedge funds and other institutional investors.
Analysts Set New Price Targets
SPSC has been the subject of several research analyst reports. DA Davidson decreased their price target on shares of SPS Commerce from $80.00 to $65.00 and set a “neutral” rating for the company in a research note on Tuesday, February 17th. Robert W. Baird set a $86.00 price target on shares of SPS Commerce in a research note on Friday, February 13th. Citigroup reaffirmed a “buy” rating and set a $84.00 price target (down from $110.00) on shares of SPS Commerce in a research note on Friday, February 13th. Stifel Nicolaus set a $65.00 price target on shares of SPS Commerce and gave the company a “hold” rating in a research note on Friday, February 13th. Finally, Morgan Stanley set a $95.00 price target on shares of SPS Commerce in a research note on Friday, February 13th. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $84.91.
Check Out Our Latest Stock Report on SPS Commerce
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.