SPS Commerce Inc
Technology · USD
Price
$58.48
Cap
$2.2B
Earnings
3/4 beat
30d Trend
+1%
Near 52-week lows — potential value or falling knife
Target range: $65 – $120 (consensus: $87.4)
Consensus: Hold
Earnings history
Q4 2025
BEAT
1.14 vs 1
Q3 2025
BEAT
1.13 vs 1.05
Q2 2025
BEAT
1 vs 0.93
Q1 2025
MISS
0.86 vs 0.92
Key macro factors
Consumer Inflation and Spending: Rising US consumer inflation expectations, driven by gas prices, could lead to a reduction in discretionary consumer spending, impacting SPS Commerce's retail and supplier customers.
Global Supply Chain Stability and Geopolitical Events: The easing of the Middle East conflict with a two-week ceasefire could bring stability to global supply chains, which SPS Commerce's platform helps manage. However, ongoing geopolitical tensions can still introduce uncertainty.
US Labor Market Dynamics: The mixed US March Jobs Report indicates an uncertain labor market, which could affect hiring and investment decisions among SPS Commerce's clients, influencing their demand for cloud-based supply chain solutions and potentially SPS Commerce's own operational costs.
SPS Commerce, Inc. is a leading provider of cloud-based supply chain management solutions that enable seamless collaboration between retailers, suppliers and logistics providers. The company's platform helps orchestrate the management of item data, order fulfillment, inventory control, and sales analytics across all channels.
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