Northland Capmk Weighs in on SPS Commerce FY2026 Earnings

SPS Commerce, Inc. (NASDAQ:SPSC - Free Report) - Stock analysts at Northland Capmk issued their FY2026 earnings estimates for SPS Commerce in a research report issued to clients and investors on Tuesday, February 11th. Northland Capmk analyst N. Chokshi forecasts that the software maker will post earnings of $3.36 per share for the year. The consensus estimate for SPS Commerce's current full-year earnings is $2.38 per share.

SPS Commerce (NASDAQ:SPSC - Get Free Report) last announced its quarterly earnings data on Monday, February 10th. The software maker reported $0.66 earnings per share for the quarter, missing analysts' consensus estimates of $0.87 by ($0.21). SPS Commerce had a return on equity of 12.60% and a net margin of 12.83%.

A number of other equities analysts have also weighed in on SPSC. Piper Sandler decreased their target price on SPS Commerce from $198.00 to $175.00 and set a "neutral" rating for the company in a research report on Tuesday, February 11th. Northland Securities reissued a "market perform" rating and set a $181.00 price objective (down from $209.00) on shares of SPS Commerce in a report on Tuesday, February 11th. Stifel Nicolaus decreased their target price on shares of SPS Commerce from $225.00 to $200.00 and set a "buy" rating for the company in a research note on Tuesday, February 11th. Citigroup decreased their target price on shares of SPS Commerce from $237.00 to $233.00 and set a "buy" rating for the company in a research note on Monday, January 27th. Finally, Robert W. Baird reduced their price objective on SPS Commerce from $188.00 to $175.00 and set a "neutral" rating for the company in a research report on Tuesday, February 11th. Six investment analysts have rated the stock with a hold rating and six have given a buy rating to the company. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $207.11.

SPS Commerce Stock Performance

Shares of SPSC stock traded down $2.29 during mid-day trading on Thursday, hitting $146.21. The company's stock had a trading volume of 421,317 shares, compared to its average volume of 214,352. SPS Commerce has a 52-week low of $145.90 and a 52-week high of $218.61. The business has a 50-day moving average price of $184.98 and a 200 day moving average price of $188.26. The stock has a market cap of $5.49 billion, a price-to-earnings ratio of 69.96 and a beta of 0.88.

Insiders Place Their Bets

In related news, CFO Kimberly K. Nelson sold 9,290 shares of SPS Commerce stock in a transaction that occurred on Wednesday, February 5th. The stock was sold at an average price of $181.09, for a total transaction of $1,682,326.10. Following the sale, the chief financial officer now owns 147,002 shares of the company's stock, valued at approximately $26,620,592.18. This trade represents a 5.94 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Dan Juckniess sold 5,831 shares of the company's stock in a transaction that occurred on Wednesday, December 18th. The stock was sold at an average price of $200.31, for a total value of $1,168,007.61. Following the completion of the transaction, the executive vice president now owns 23,833 shares of the company's stock, valued at $4,773,988.23. The trade was a 19.66 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 34,230 shares of company stock worth $6,379,187. Company insiders own 1.00% of the company's stock.

Hedge Funds Weigh In On SPS Commerce

Several institutional investors have recently bought and sold shares of the stock. Pathstone Holdings LLC grew its stake in SPS Commerce by 0.3% during the third quarter. Pathstone Holdings LLC now owns 19,675 shares of the software maker's stock valued at $3,820,000 after acquiring an additional 54 shares in the last quarter. Wealth Enhancement Advisory Services LLC grew its position in shares of SPS Commerce by 4.4% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 1,317 shares of the software maker's stock valued at $256,000 after purchasing an additional 55 shares in the last quarter. Coldstream Capital Management Inc. grew its position in shares of SPS Commerce by 5.0% during the third quarter. Coldstream Capital Management Inc. now owns 1,224 shares of the software maker's stock valued at $237,000 after purchasing an additional 58 shares in the last quarter. Amalgamated Bank grew its holdings in SPS Commerce by 0.6% during the 4th quarter. Amalgamated Bank now owns 11,005 shares of the software maker's stock valued at $2,025,000 after buying an additional 61 shares in the last quarter. Finally, First Trust Direct Indexing L.P. grew its holdings in SPS Commerce by 2.8% during the 3rd quarter. First Trust Direct Indexing L.P. now owns 2,312 shares of the software maker's stock valued at $449,000 after buying an additional 62 shares in the last quarter. 98.96% of the stock is owned by hedge funds and other institutional investors.

SPS Commerce Company Profile

SPS Commerce, Inc provides cloud-based supply chain management solutions in the United States and internationally. It offers solutions through the SPS Commerce, a cloud-based platform that enhances the way retailers, grocers, suppliers, distributors, and logistics firms manage and fulfill omnichannel orders, optimize sell-through performance, and automate new trading relationships.