US · Technology · Software - Application
EPS came in at 1.05 against a street estimate of 0.91 — a beat of 15.4%.
Analysts rate SPS Commerce Inc a hold (3 buy, 8 hold, 1 sell out of 12) with an average price target of $84.64.
MIXED Strong core growth, margin expansion and AI adoption were offset by Amazon policy changes, take-rate weakness and divestiture effects. Management expects 8%-9% underlying Q4 growth and continued operating leverage. Q3 FY26 No geographic revenue or regional operating results were discussed. Analysts focused on Amazon policy impacts, margin expansion, MAX adoption, customer growth and 2027 durability. Management emphasized strong core momentum, subscription conversion and additional AI-driven leverage. 2026-10-29…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 16.16% |
| Vanguard Portfolio Management, LLC | 7.94% |
| Disciplined Growth Investors Inc | 5.79% |
| Neuberger Berman Group LLC | 4.85% |
| Vanguard Capital Management, LLC | 4.35% |
| State Street Corp | 4.21% |
| Geode Capital Management, LLC | 3.45% |
| The Goldman Sachs Group Inc | 3.02% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $197,647 thousand, up from $189,904 thousand in the third quarter of 2025. • Nine-month 2026 reven | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $197.6 million, up 4% from $189.9 million in Q3 2025. Growth was reduced by the divestiture of the 3P Revenue | 2026-10-29 |
| Quarterly report · Q2 2026 SPS COMMERCE, INC. – FORM 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Total Revenues (6M 2026): $389.9 million vs. $368.9 milli | 2026-07-30 |
| Results announced · Q3 2026 SPS COMMERCE Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $197.8 million, up 6% year-over-year from $187.4 million in Q2 2025 • Rec | 2026-07-30 |
| Shareholder vote results · Q2 2026 SPS COMMERCE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 28, 2026 • Total shares voted: approximately 32.7 million (for dire | 2026-05-28 |
| Board / officer change · Q2 2026 SPS COMMERCE, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • No financial data provided in this filing • Document dated May 20, 2026 (report filed May 21 | 2026-05-21 |
| Quarterly report · Q1 2026 SPS COMMERCE, INC. – FORM 10-Q SUMMARY Quarter Ended March 31, 2026 --- HEADLINE NUMBERS • Total Revenue: $192.1 million (Q1 2026) vs. $181.5 milli | 2026-04-30 |
| Results announced · Q2 2026 SPS COMMERCE Q1 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Revenue: $192.1 million in Q1 2026, up 6% year-over-year from $181.5 million in Q1 | 2026-04-30 |
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| Announcement | Date |
|---|---|
| Fourth-quarter revenue and earnings guidance announced following business divestiture SPS Commerce reported solid third-quarter 2026 results. Revenue rose 4% year over year to $197.6 million, despite the sale of its 3P Revenue Recovery business and variability in another reve | 2026-10-29 |
| Q2 2026 results exceed guidance; FY2026 guidance updated post-divestiture SPS Commerce reported strong Q2 2026 results that exceeded expectations. Revenue reached $197.8 million (6% year-over-year growth), with recurring revenue also growing 6%. The company's key | 2026-07-30 |
| Q2 2026 revenue and earnings guidance provided; Q1 results reported SPS Commerce, a supply chain software company, reported Q1 2026 results showing solid performance. Revenue grew 6% year-over-year to $192.1 million, with recurring revenue (their most import | 2026-04-30 |
| Share repurchase program increase announced; CFO retirement and appointment SPS Commerce, a supply chain software company, reported strong fourth quarter and full-year 2025 results. Q4 revenue grew 13% to $192.7 million, with recurring revenue up 14%. Full-year reve | 2026-02-12 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.