SPS Commerce Inc

SPS Commerce Inc(SPSC)の株式分析

$85.420

+0.171 (+0.20%)終値時点

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高値
85.610
始値
84.860
出来高加重平均価格
85.03
出来高
335.04K
時価総額
6.96B
安値
84.070
売買代金
28.49M
EV/EBITDA(TTM)
15.08

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.

www.spscommerce.com

AI分析 of SPS Commerce Inc (SPSC)

中立

SPS Commerce Inc is currently a hold. The stock is priced at $85.25, which is significantly below its 2024 highs, indicating potential for recovery. However, the forward P/E ratio is high at 68.03, suggesting that the stock may be overvalued at this price. Additionally, the recent revenue growth slowdown and a net margin drop to 3.47% in Q2 2026 raises concerns about future performance. The RSI is at 59.44, indicating the stock is nearing overbought territory, which could limit short-term upside.

アナリスト評価(11)

上値余地 +16.05%
買い
6 買い
4 中立
1 売り
現在: 85.42
安値
80.00
平均
99.13
高値
110.00

Morgan Stanley

2026-07-31

目標株価

$59

アンダーウェイト

Cantor Fitzgerald

2026-07-31

目標株価

$70

中立

Stifel

2026-07-31

目標株価

$70

中立

Baird

2026-07-31

目標株価

$78

中立

Citi

2026-07-21

目標株価

$82

買い

バリュエーション指標

SPS Commerce Inc(SPSC)の現在の予想PERは68.03で、5年平均は54.08です。

予想PER

適正
5年平均 P/E
54.08
現在のP/E
68.03
割高
69.70
割安
38.47

予想EV/EBITDA

割安
5年平均 EV/EBITDA
27.52
現在のEV/EBITDA
15.08
割高
37.00
割安
18.05

予想PSR

割安
5年平均 P/S
8.29
現在のP/S
3.72
割高
11.33
割安
5.24

Alphio AI による SPSC の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%SPSC

$204.23

シナリオ価格

基

基本

基本 · 50%SPSC

$174.74

シナリオ価格

弱

弱気

弱気 · 25%SPSC

$146.56

シナリオ価格

SPSC を保有するクジラ

V

Van Berkom and Associates Inc.

+ を保有SPSC

+0.24%

3か月リターン

イベントタイムライン

2026-09-11 (ET)

16:30:00

Major Averages Surge as Inflation Pressure Eases

15:00:00

Citi Analyst Says SPS Commerce May Be Acquired by GTCR, Target Price $94

11:30:00

GTCR in Talks to Acquire SPS Commerce

11:30:00

SPS Commerce Shares Jump 11% on Go-Private Talks Report

11:30:00

SPS Commerce in Talks to Be Bought by GTCR

ニュース

SPSC のよくある質問 — Alphio AI が回答

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 currently a hold. The stock is priced at $85.25, which is significantly below its 2024 highs, indicating potential for recovery. However, the forward P/E ratio is high at 68.03, suggesting that the stock may be overvalued at this price. Additionally, the recent revenue growth slowdown and a net margin drop to 3.47% in Q2 2026 raises concerns about future performance. The RSI is at 59.44, indicating the stock is nearing overbought territory, which could limit short-term upside.

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

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