SPS Commerce (SPSC) Projected to Release Earnings on Thursday

Key Points

• SPS Commerce is expected to report Q3 2026 results after market close on October 29, 2026. Analysts project earnings of $1.23 per share and revenue of $197.51 million, compared with company guidance of $1.20–$1.23 EPS.
• The company exceeded expectations in its latest quarter, reporting $1.27 EPS versus the $1.09 consensus estimate and $197.81 million in revenue. Quarterly revenue increased 5.6% year over year.
• Wall Street’s consensus rating is Hold, with an average price target of $80.30. SPSC recently traded at $89.38, while analyst opinions range from Strong Buy to Sell.

SPS Commerce (NASDAQ:SPSC - Get Free Report) is projected to release its Q3 2026 results after the market closes on Thursday, October 29th. Analysts expect the company to post earnings of $1.23 per share and revenue of $197.51 million for the quarter. SPS Commerce has set its Q3 2026 guidance at 1.200-1.230 EPS and its FY 2026 guidance at 4.840-4.930 EPS. Individuals may visit the company's upcoming Q3 2026 earnings report for the latest details on the call scheduled for Thursday, October 29, 2026 at 4:30 PM ET.

SPS Commerce (NASDAQ:SPSC - Get Free Report) last announced its quarterly earnings data on Thursday, July 30th. The software maker reported $1.27 EPS for the quarter, beating analysts' consensus estimates of $1.09 by $0.18. The company had revenue of $197.81 million during the quarter, compared to the consensus estimate of $195.46 million. SPS Commerce had a net margin of 10.10% and a return on equity of 13.04%. The company's quarterly revenue was up 5.6% on a year-over-year basis. During the same quarter last year, the firm posted $1.00 EPS. On average, analysts expect SPS Commerce to post $3.56 EPS for the current fiscal year and $3.93 EPS for the next fiscal year.

SPS Commerce Stock Performance

Shares of SPSC stock opened at $89.38 on Thursday. SPS Commerce has a 52-week low of $49.04 and a 52-week high of $114.87. The stock has a market cap of $3.22 billion, a price-to-earnings ratio of 43.18 and a beta of 0.62. The firm's 50-day moving average is $82.18 and its 200-day moving average is $66.96.

Wall Street Analyst Weigh In

Several research firms have issued reports on SPSC. Cantor Fitzgerald restated a "neutral" rating and issued a $70.00 price objective (up from $60.00) on shares of SPS Commerce in a research note on Friday, July 31st. Morgan Stanley reiterated an "underweight" rating and set a $59.00 target price (up from $57.00) on shares of SPS Commerce in a research note on Friday, July 31st. Wall Street Zen upgraded SPS Commerce from a "hold" rating to a "buy" rating in a research note on Saturday, October 17th. Stifel Nicolaus boosted their target price on SPS Commerce from $70.00 to $85.00 and gave the stock a "hold" rating in a report on Wednesday, October 14th. Finally, Weiss Ratings upgraded SPS Commerce from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Friday, October 2nd. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has a consensus rating of "Hold" and a consensus price target of $80.30.

SPS Commerce Company Profile

SPS Commerce, Inc provides cloud-based supply chain management software for retailers, suppliers, distributors and logistics providers. Its platform helps businesses manage and automate transactions and workflows across complex retail and e-commerce networks.

The company's solutions include electronic data interchange (EDI), order management, inventory visibility, fulfillment, invoice and payment processing, product information management, and supply chain analytics. These tools are designed to connect trading partners, reduce manual data entry, improve order accuracy and support more efficient movement of products from suppliers to consumers.

Founded in 2001 and headquartered in Minneapolis, Minnesota, SPS Commerce serves businesses across retail and wholesale ecosystems in North America and other international markets.

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