SPS Commerce (SPSC) to Release Quarterly Earnings on Thursday

SPS Commerce (NASDAQ:SPSC) is expected to be issuing its Q4 2025 results after the market closes on Thursday, February 12th. Analysts expect the company to announce earnings of $1.00 per share and revenue of $193.6020 million for the quarter. Parties can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Thursday, February 12, 2026 at 4:30 PM ET.

SPS Commerce Trading Down 0.9%

Shares of SPSC opened at $74.83 on Wednesday. SPS Commerce has a 12-month low of $73.05 and a 12-month high of $172.00. The company has a market cap of $2.82 billion, a PE ratio of 33.56 and a beta of 0.56. The stock has a 50-day moving average price of $88.46 and a 200-day moving average price of $97.94.

Insider Buying and Selling

In other SPS Commerce news, Director Marty M. Reaume sold 1,732 shares of the business’s stock in a transaction on Wednesday, January 7th. The shares were sold at an average price of $92.26, for a total value of $159,794.32. Following the completion of the sale, the director directly owned 9,158 shares of the company’s stock, valued at $844,917.08. The trade was a 15.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 0.98% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. NewEdge Advisors LLC boosted its holdings in SPS Commerce by 545.7% during the 1st quarter. NewEdge Advisors LLC now owns 226 shares of the software maker’s stock valued at $30,000 after acquiring an additional 191 shares during the period. Advisory Services Network LLC bought a new stake in SPS Commerce in the third quarter valued at approximately $32,000. Global Retirement Partners LLC lifted its position in SPS Commerce by 2,130.0% in the fourth quarter. Global Retirement Partners LLC now owns 446 shares of the software maker’s stock valued at $40,000 after purchasing an additional 426 shares during the last quarter. Danske Bank A S purchased a new stake in shares of SPS Commerce during the third quarter valued at approximately $52,000. Finally, Advisors Asset Management Inc. grew its holdings in shares of SPS Commerce by 39.9% in the first quarter. Advisors Asset Management Inc. now owns 393 shares of the software maker’s stock worth $52,000 after purchasing an additional 112 shares during the last quarter. Hedge funds and other institutional investors own 98.96% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the stock. Wall Street Zen lowered shares of SPS Commerce from a “buy” rating to a “hold” rating in a research report on Saturday, January 10th. Northland Securities set a $109.00 price objective on shares of SPS Commerce in a research report on Friday, October 31st. Stifel Nicolaus reaffirmed a “hold” rating and set a $80.00 price objective (down from $150.00) on shares of SPS Commerce in a report on Friday, October 31st. DA Davidson reduced their target price on SPS Commerce from $125.00 to $80.00 and set a “neutral” rating on the stock in a research note on Friday, October 31st. Finally, Needham & Company LLC restated a “buy” rating and set a $110.00 price target (down previously from $160.00) on shares of SPS Commerce in a research report on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, SPS Commerce has an average rating of “Hold” and an average price target of $99.22.

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.