SPS Commerce (SPSC) Projected to Post Quarterly Earnings on Thursday

Key Points

• SPS Commerce will report Q1 2026 results after the market close on April 23; analysts expect $0.978 EPS and $192.71M revenue, and the company guided Q1 EPS of $0.95–$0.99 and FY 2026 EPS of $4.42–$4.50 (conference call 4:30 PM ET).
• In the prior quarter SPS posted $1.14 EPS (beating estimates by $0.14) and $192.65M in revenue, up 12.7% year-over-year, while analysts project roughly $3 EPS for the current and next fiscal years.
• Insiders sold 24,102 shares (~$1.43M) over the last quarter (insiders now own 0.98%); the stock trades around $55.36 with a $2.07B market cap, a P/E of 22.6, and an average analyst target of $87.40 (consensus: Hold).

SPS Commerce (NASDAQ:SPSC - Get Free Report) is expected to be issuing its Q1 2026 results after the market closes on Thursday, April 23rd. 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. Individuals can find conference call details on the company's upcoming Q1 2026 earning report page for the latest details on the call scheduled for Thursday, April 23, 2026 at 4:30 PM ET.

SPS Commerce (NASDAQ:SPSC - Get Free Report) last announced its quarterly earnings results on Thursday, February 12th. The software maker reported $1.14 EPS for the quarter, topping analysts' consensus estimates of $1.00 by $0.14. SPS Commerce had a return on equity of 12.73% and a net margin of 12.42%.The business had revenue of $192.65 million for the quarter, compared to analysts' expectations of $193.60 million. During the same period in the previous year, the firm earned $0.89 EPS. The business's quarterly 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 $3 EPS for the next fiscal year.

SPS Commerce Stock Performance

Shares of SPSC stock opened at $55.36 on Thursday. The company has a market capitalization of $2.07 billion, a P/E ratio of 22.60 and a beta of 0.62. SPS Commerce has a fifty-two week low of $50.55 and a fifty-two week high of $153.16. The stock has a 50 day moving average price of $59.68 and a two-hundred day moving average price of $80.83.

Insider Transactions at SPS Commerce

In other news, CEO Chadwick Collins sold 13,384 shares of the stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $58.66, for a total value of $785,105.44. Following the completion of the transaction, the chief executive officer owned 72,241 shares of the company's stock, valued at approximately $4,237,657.06. This represents a 15.63% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Jamie Thingelstad sold 2,418 shares of the firm's stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $54.94, for a total value of $132,844.92. Following the completion of the transaction, the executive vice president owned 56,344 shares of the company's stock, valued at approximately $3,095,539.36. The trade was a 4.11% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 24,102 shares of company stock worth $1,425,328 over the last quarter. Insiders own 0.98% of the company's stock.

Hedge Funds Weigh In On SPS Commerce

Several institutional investors and hedge funds have recently added to or reduced their stakes in SPSC. State Street Corp grew its position in shares of SPS Commerce by 0.6% in the 4th quarter. State Street Corp now owns 1,468,312 shares of the software maker's stock worth $130,871,000 after buying an additional 8,163 shares during the period. Disciplined Growth Investors Inc. MN lifted its position in SPS Commerce by 86.4% during the 3rd 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 during the period. Goldman Sachs Group Inc. boosted its stake in SPS Commerce by 69.1% during the fourth quarter. Goldman Sachs Group Inc. now owns 661,610 shares of the software maker's stock worth $58,969,000 after acquiring an additional 270,424 shares in the last quarter. Northern Trust Corp boosted its stake in SPS Commerce by 0.7% during the third quarter. Northern Trust Corp now owns 505,116 shares of the software maker's stock worth $52,603,000 after acquiring an additional 3,394 shares in the last quarter. Finally, Dimensional Fund Advisors LP grew its holdings in 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 period. Hedge funds and other institutional investors own 98.96% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the stock. Cantor Fitzgerald set a $70.00 price target on shares of SPS Commerce in a report on Friday, February 13th. Craig Hallum lowered shares of SPS Commerce from a "buy" rating to a "hold" rating and set a $70.00 price target on the stock. in a report on Friday, February 13th. DA Davidson decreased their price objective on shares of SPS Commerce from $80.00 to $65.00 and set a "neutral" rating on the stock in a research report on Tuesday, February 17th. Morgan Stanley set a $95.00 price objective on shares of SPS Commerce in a research note on Friday, February 13th. Finally, Citigroup reiterated a "buy" rating and set a $84.00 target price (down from $110.00) on shares of SPS Commerce in a report on Friday, February 13th. One 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's stock. According to MarketBeat.com, the company has an average rating of "Hold" and an average target price of $87.40.

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.

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