SPS Commerce Inc

Análisis de la acción SPS Commerce Inc (SPSC)

$84.920

+0.730 (+0.86%)Al cierre

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High
85.540
Open
83.960
VWAP
84.81
Vol
353.92K
Mkt Cap
6.96B
Low
83.960
Amount
30.01M
EV/EBITDA, TTM
14.60

SPS Commerce, Inc. is a provider of retail supply chain cloud services, connecting trading partners around the globe to optimize supply chain operations for all retail partners. The Company supports data-driven partnerships with innovative cloud technology and customer-obsessed service that focuses on retail, grocery, distribution, supply, manufacturing, and logistics firms. The Company's products include Fulfillment, Analytics, and Other products. Fulfillment products offer a comprehensive solution designed to streamline supply chain operations. The Analytics products simplifies managing sell-through data from our customers business partners by handling data acquisition, cleansing, normalization, and delivery. Its Other products offer complementary products, such as assortment and community. In addition to these offerings, it also provides one-time services such as professional services and testing and certification.

AI analysis of SPS Commerce Inc (SPSC)

buy

SPS Commerce Inc is a good buy right now due to its recent price target increase by Needham from $75 to $100, representing a 33% upside from the current price of $84.92. Additionally, the company reported a strong Q2 with a revenue of $197.8 million, exceeding expectations, and a net income of $46.4 million, which is a 22% increase year-over-year. However, the main risk is the forward P/E ratio of 68.03, indicating high expectations that may not be met if growth slows.

Analyst Ratings (11)

+16.73% upside
Buy
6 Buy
4 Hold
1 Sell
Current: 84.92
Mínimo
80.00
Promedio
99.13
Máximo
110.00

Morgan Stanley

2026-07-31

Precio objetivo

$59

Underweight

Cantor Fitzgerald

2026-07-31

Precio objetivo

$70

Neutral

Stifel

2026-07-31

Precio objetivo

$70

Hold

Baird

2026-07-31

Precio objetivo

$78

Neutral

Citi

2026-07-21

Precio objetivo

$82

Buy

Métricas de valoración

The current forward P/E ratio for SPS Commerce Inc (SPSC) is 68.03, compared to its 5-year average forward P/E of 54.48.

Forward P/E

Fair
5Y Average P/E
54.48
Current P/E
68.03
Sobrevalorada
70.65
Infravalorada
38.32

Forward EV/EBITDA

Undervalued
5Y Average EV/EBITDA
28.38
Current EV/EBITDA
14.60
Sobrevalorada
38.05
Infravalorada
18.71

Forward P/S

Undervalued
5Y Average P/S
8.55
Current P/S
3.61
Sobrevalorada
11.59
Infravalorada
5.50

Alphio AI Price Scenarios for SPSC

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%SPSC

$204.23

Precio del escenario

B

Base

Base · 50%SPSC

$174.74

Precio del escenario

B

Bear

Bear · 25%SPSC

$146.56

Precio del escenario

Whales holding SPSC

I

Invenomic Capital Management LP

+ HoldingSPSC

+14.54%

3M Return

Cronología de eventos

2026-07-30 (ET)

17:00:00

Company Cuts FY26 Revenue Outlook to $788.4M-$793.4M

17:00:00

SPS Commerce Sees Q3 Revenue of $196.3M-$198.3M

17:00:00

SPS Commerce Q2 Revenue $197.82M Beats Expectations

2026-06-30 (ET)

09:30:00

SPS Commerce Completes Sale of Third-Party Revenue Recovery Business for $9.5M

2026-06-23 (ET)

13:30:00

SPS Commerce Explores Sale Amid Activist Pressure

Noticias

SPSC FAQ — answered by Alphio AI

SPS Commerce, Inc. is a provider of retail supply chain cloud services, connecting trading partners around the globe to optimize supply chain operations for all retail partners. The Company supports data-driven partnerships with innovative cloud technology and customer-obsessed service that focuses on retail, grocery, distribution, supply, manufacturing, and logistics firms. The Company's products include Fulfillment, Analytics, and Other products. Fulfillment products offer a comprehensive solution designed to streamline supply chain operations. The Analytics products simplifies managing sell-through data from our customers business partners by handling data acquisition, cleansing, normalization, and delivery. Its Other products offer complementary products, such as assortment and community. In addition to these offerings, it also provides one-time services such as professional services and testing and certification. It operates in the Technology sector (SERVICES-PREPACKAGED SOFTWARE industry).

SPS Commerce Inc is a good buy right now due to its recent price target increase by Needham from $75 to $100, representing a 33% upside from the current price of $84.92. Additionally, the company reported a strong Q2 with a revenue of $197.8 million, exceeding expectations, and a net income of $46.4 million, which is a 22% increase year-over-year. However, the main risk is the forward P/E ratio of 68.03, indicating high expectations that may not be met if growth slows.

11 analysts cover SPSC: 6 rate it Buy, 4 Hold and 1 Sell. The average price target is 99.13.

Esta página es solo para investigación y no constituye asesoramiento de inversión. Los modelos pueden equivocarse. El rendimiento pasado no garantiza resultados futuros.

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