FY2025 EPS Estimates for SPS Commerce Lifted by Analyst

SPS Commerce, Inc. (NASDAQ:SPSC) – Stock analysts at DA Davidson upped their FY2025 EPS estimates for shares of SPS Commerce in a research note issued on Monday, November 3rd. DA Davidson analyst G. Luria now expects that the software maker will earn $3.02 per share for the year, up from their previous forecast of $2.99. DA Davidson has a “Neutral” rating and a $80.00 price target on the stock. The consensus estimate for SPS Commerce’s current full-year earnings is $2.73 per share. DA Davidson also issued estimates for SPS Commerce’s Q4 2025 earnings at $0.74 EPS.

SPS Commerce (NASDAQ:SPSC) last posted its quarterly earnings data on Thursday, October 30th. The software maker reported $1.13 earnings per share for the quarter, beating the consensus estimate of $0.99 by $0.14. SPS Commerce had a net margin of 11.79% and a return on equity of 12.10%. The firm had revenue of $189.90 million during the quarter, compared to analysts’ expectations of $192.68 million. During the same quarter last year, the company posted $0.92 EPS. The company’s quarterly revenue was up 16.0% compared to the same quarter last year. SPS Commerce has set its FY 2025 guidance at 4.100-4.15 EPS. Q4 2025 guidance at 0.980-1.020 EPS.

Several other research firms also recently issued reports on SPSC. Needham & Company LLC reaffirmed a “buy” rating and set a $110.00 price objective (down previously from $160.00) on shares of SPS Commerce in a report on Friday. Loop Capital lowered SPS Commerce from a “buy” rating to a “hold” rating and cut their price target for the company from $175.00 to $120.00 in a research note on Thursday, July 31st. Stifel Nicolaus reiterated a “hold” rating and issued a $80.00 price target (down previously from $150.00) on shares of SPS Commerce in a report on Friday. Cantor Fitzgerald cut SPS Commerce from an “overweight” rating to a “neutral” rating and dropped their price objective for the stock from $135.00 to $80.00 in a report on Friday. Finally, Citigroup cut their target price on shares of SPS Commerce from $145.00 to $110.00 and set a “buy” rating on the stock in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $110.80.

SPS Commerce Price Performance

SPSC opened at $82.53 on Tuesday. The stock has a market capitalization of $3.13 billion, a P/E ratio of 37.86 and a beta of 0.69. The company’s 50 day simple moving average is $107.39 and its 200-day simple moving average is $124.82. SPS Commerce has a one year low of $73.05 and a one year high of $201.06.

Hedge Funds Weigh In On SPS Commerce

Several institutional investors have recently modified their holdings of the business. Salomon & Ludwin LLC acquired a new position in shares of SPS Commerce in the 3rd quarter valued at approximately $28,000. UMB Bank n.a. lifted its stake in SPS Commerce by 60.6% in the second quarter. UMB Bank n.a. now owns 212 shares of the software maker’s stock valued at $29,000 after buying an additional 80 shares in the last quarter. NewEdge Advisors LLC lifted its stake in SPS Commerce by 545.7% in the first quarter. NewEdge Advisors LLC now owns 226 shares of the software maker’s stock valued at $30,000 after buying an additional 191 shares in the last quarter. Allworth Financial LP boosted its holdings in shares of SPS Commerce by 296.6% in the first quarter. Allworth Financial LP now owns 234 shares of the software maker’s stock valued at $33,000 after buying an additional 175 shares during the period. Finally, Caitong International Asset Management Co. Ltd increased its position in shares of SPS Commerce by 105.4% during the first quarter. Caitong International Asset Management Co. Ltd now owns 302 shares of the software maker’s stock worth $40,000 after acquiring an additional 155 shares in the last quarter. Institutional investors own 98.96% of the company’s stock.

About SPS Commerce

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.