US · Technology · Software - Application
EPS came in at 0.87 against a street estimate of 0.72 — a beat of 20.8%.
Analysts rate SPS Commerce Inc a buy (9 buy, 3 hold, 0 sell out of 12) with an average price target of $75.45.
CONFIDENT SPS divested 3P recovery business to focus on higher-margin 1P suppliers. Core business grew high single digits; MAX AI agent entering general availability with strong beta ROI proof. FY26 revenue guided 5% growth, EBITDA margin expanding 300bps. Q2 2026 No geographic breakdown provided; North American focus implicit. Analysts pressed on divestiture logic, MAX pricing/timing, and earnings beat flow-through. Management clarified 1P focus, agent bundle rollout by Q4, and conservative H2 cost assumptions. Enablement pipeline strength and GRR improvement offered visibility for Q4 revenue acceleration. 2026-07-30…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 15.88% |
| Vanguard Portfolio Management, LLC | 8.06% |
| Disciplined Growth Investors Inc | 5.79% |
| Neuberger Berman Group LLC | 4.88% |
| Vanguard Capital Management, LLC | 4.63% |
| State Street Corp | 4.09% |
| The Goldman Sachs Group Inc | 2.91% |
| Bank of America Corp | 2.72% |
| Document | Date |
|---|---|
| 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 |
| Proxy statement · Q4 2025 SPS COMMERCE, INC. – 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Item 1: Election of nine directors, each for a one-year term • I | 2026-04-14 |
| Annual report FY2025 SPS COMMERCE, INC. – FORM 10-K SUMMARY (YEAR ENDED DECEMBER 31, 2025) HEADLINE NUMBERS • Total revenues for 2025: $751.5 million (2024: $637.8 milli | 2026-02-19 |
Readable in the app.
| Announcement | Date |
|---|---|
| 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 |
| New share repurchase program announced; CCO appointment SPS Commerce, a retail supply chain software company, reported strong Q3 2025 results with 16% revenue growth to $189.9 million and 18% recurring revenue growth. Net income reached $25.6 mil | 2025-10-30 |
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Google PlayApp StoreData updated 2026-09-18.