SPSC

SPS Commerce Inc. Common Stock (SPSC)

Stock · NASDAQ · Technology

$85.19as of 10/16/2026

AI Market Commentary

AI-generatedAll commentary →

Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.

October 14, 2026

Stifel Keeps Hold Rating on SPS Commerce, Up Target to $85. Stifel has kept its hold rating on SPS Commerce while lifting its price target to $85. The new target sits above the current consensus average of $75.45 and near the top of the 52‑week range. The rating suggests the brokerage sees no immediate upside or downside. The stock is trading with an RSI of 57.3 and a revenue‑price divergence signal over the past year.

Active signals

Support level
$53.93
Industry
Computer Software: Prepackaged Software

What SPSC's price did in the 20 trading sessions after each past signal, compared with any 20-session window over the same period.

SignalTimesMedian 20-session returnHigher after 20 sessions
Volume Spike32+1.7%56%
Bollinger Band Breakout20-2.5%35%
Bollinger Band Breakdown20+1.3%55%
200-Day Moving Average TouchActive now17-1.5%35%
Any 20-session window (baseline)+0.4%52%

Computed by MarketWall from daily closing prices since May 18, 2022. Returns are close-to-close and don't include dividends. Past results describe what happened before; they are not a forecast and not investment advice.

About SPSC

SPS Commerce, Inc. provides cloud-based supply chain management solutions in the United States. It offers solutions through SPS Commerce, a cloud-based platform that connects retailers, brands, distributors, manufacturers, and logistics providers, handling the complexity of modern commerce operations. The company also provides Fulfillment, a comprehensive solution designed to streamline supply chain operation that se…

Sector
Technology
Industry
Computer Software: Prepackaged Software
Employees
2,948

Fundamentals

1-day range
$84.42$89
Market cap
$2.59B
P/E (trailing)
40.08
P/E (forward)
16.01
EPS (trailing)
$2.07
Dividend yield
—
Beta
0.65
Avg. volume
546.5K
52-week range
$49.04$114.87
Next earnings: October 29, 2026 · EPS estimate $1.23confirmed

How SPS Commerce Inc. Common Stock Makes Money

Where the revenue actually goes — FY2025 annual results

market-wall.comTotalRevenue$751.50MNet Income$93.34M (12%)SG&A$295.72M (39%)Cost of Revenue$231.63M (31%)R&D$68.68M (9%)Other$31.64M (4%)Tax$30.50M (4%)SPSC

Source: 10-K filed Feb 19, 2026 · via SEC EDGAR / Finnhub

Gross Profit$519.88M(69%)
Operating Income$118.30M(16%)

Forecasts

11 analyst ratings

Buy 42%
Hold 53%
Sell 5%
1-year price forecast
High
$103
+20.9%
Median
$70
-17.8%
Low
$59
-30.7%

SPS Commerce Inc. Common Stock Competitors

Chosen by industry and closest market cap.

  • SPSC
    SPS Commerce Inc. Common Stock
    $85.25
    ▼ 1.81%
    Market cap $2.59BP/E 40.08
    $49.04$114.87
  • NYAX
    Nayax Ltd. Ordinary Shares
    $45.89
    ▲ 2.46%
    Market cap $2.55BP/E 210.95
    $11,610$21,920
  • TDC
    Teradata Corporation Common Stock
    $30.36
    ▼ 2.88%
    Market cap $2.54BP/E 6.13
    $20.54$41.78
  • AVPT
    AvePoint Inc. Class A Common Stock
    $14.33
    ▼ 3.63%
    Market cap $2.71BP/E 43.14
    $8.84$15.48
  • IQMX
    IQM Quantum Computers Oyj American Depositary Shares
    $9.23
    ▼ 2.84%
    Market cap $2.40BP/E 434.09
    $8.74$15.1
  • ALRM
    Alarm.com Holdings Inc. Common Stock
    $57.37
    ▼ 0.47%
    Market cap $2.78BP/E 23.90
    $41.49$58.5
  • INTA
    Intapp Inc. Common Stock
    $43.64
    ▲ 0.02%
    Market cap $2.80BP/E —
    $19.01$47.93

P/E shows — for peers not currently carrying a live signal of their own.

Latest news

Insider Activity

Insider Actions →
Acquired
212.0K
Disposed
1.0K

Institutional Ownership

March 31, 2026

Total shares held
34.77M
Total value held
$1.87B
Institutional holders
317
Top holders this quarter
  • Unknown5.83M
  • Unknown1.79M
  • Unknown1.70M
  • Unknown1.50M
  • Unknown1.07M
  • Unknown1.01M
  • Unknown998.6K
  • Unknown998.0K
  • Unknown960.9K
  • Unknown810.9K

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