$SPSC

Third-quarter results from SPS Commerce are due after the market closes Oct. 29.

SPS Commerce (SPSC) will release Q3 2026 results on Oct. 29 after market close, followed by a conference call at 3:30 p.m. CT. The company connects 300,000+ trading partners globally, processing over 750M transactions.

Original reporting
Published Oct 15, 2026, 8:07 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 15, 2026, 8:09 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$SPSC
Neutral
high confidence
Mentioned
$SPSC
Relevance
4/10
AlphAI data visualization · based on stocktitan.net
Decision brief

The 30-second read

$SPSCNeutralMed
01

Why it matters

The main tradable element is the confirmed earnings timing and the associated call webcast, which can drive options activity and positioning ahead of the print.

02

Market read

This functions as an earnings calendar catalyst rather than a fundamental update.

03

What to watch

Traders should focus on what management typically signals in the earnings call, since this notice alone does not reveal any new fundamentals.

Relevance 4/10Novelty 3/10Timing: earnings release scheduled after the close on Oct. 29

Background

SPS Commerce is scheduled to report its third-quarter results for the period ended Sept. 30, 2026, after the market close on Oct. 29.

Company-level read

Ticker impact

$SPSCNeutralHigh confidence
Context

SPS Commerce announced it will issue Q3 results after the close on Oct. 29, setting the key earnings timing for SPSC traders.

Expected impact

Likely pre-earnings positioning and volatility as the market prices the upcoming Q3 print and guidance.

Evidence & confidence

The article contains only the release date/time and call details, with no new financial figures or guidance.

Market effects

Minimal, since it is a single-company earnings scheduling notice with no sector-wide datapoints.

Limited, as it does not reference macro releases or broad market catalysts.

Low, no international regulatory or cross-market event is described.

Counterpoint

Because the article provides no new quarter results or guidance, it may not change valuation expectations much beyond confirming the calendar.

Key entities

  • SPS Commerce, Inc.

    NASDAQ-listed intelligent supply chain network issuing Q3 results after the close on Oct. 29, 2026.

  • SPS Commerce conference call

    Scheduled for 3:30 p.m. Central Time (4:30 p.m. Eastern) on Oct. 29, 2026.

Related articles

$SPSCMedAI 8/10

Why SPS Commerce Rallied on Friday

SPS Commerce (SPSC) shares rose 7.1% after Bloomberg reported advanced talks with private equity firm GTCR for a potential buyout. The company, which provides e-commerce backend software, has seen decelerating revenue growth and is exploring a sale. Activist investors have pushed for a sale, with SPS stock trading at 17x earnings and 65% below its high.

$SPSCHighAI 8/10

Why is SPS Commerce stock surging today?

SPS Commerce (SPSC) shares rose 6.1% after Bloomberg reported private equity firm GTCR is in talks to acquire the company. A deal may be announced soon, though no agreement is finalized. SPSC had been exploring a sale since June 2026, partly due to pressure from activist investor Irenic Capital Management. The S&P 500, Dow Jones, and Nasdaq Composite also rose 1.0%, 1.0%, and 1.1% respectively, supporting the rally.

$SPSCMed

Why SPS Commerce Stock Was a Winner on Wednesday

SPS Commerce (SPSC) stock rose 4.37% after Needham analyst Scott Berg raised his price target to $100 from $75, citing the company's divestment of Carbon6 and potential growth from its AI platform, Max. Berg maintained a buy rating.

$SPSCMedAI 8/10

SPS Commerce (SPSC) Q2 2026 Earnings Call Transcript

SPS Commerce (SPSC) reported Q2 2026 revenue of $198 million, up 6%, with core 1P growth in the high single digits. Adjusted EBITDA was $66.6 million and recurring revenue grew 6%. The company recorded a $23.5 million loss on selling its 3P revenue recovery business, receiving $9.5 million cash. Q3 revenue guidance is $196.3M to $198.3M; full-year revenue guidance is $788M to $793.4M.

$SPSCMedAI 8/10

Why SPS Commerce Stock Crushed it on Friday

SPS Commerce (SPSC) shares rose about 11% on Friday after the company reported Q2 results. Revenue increased 6% to $197.8M and adjusted net income was $46.4M, or $1.27 per share, above the $1.08 consensus. SPS guided FY2026 revenue to $788M-$793M and adjusted EPS to $4.84-$4.93, noting a divestiture that may reduce H2 revenue by about $10.5M.

$SPSCMedAI 9/10

SPS Commerce (SPSC) Q2 2026 Earnings Call Transcript

Thursday, July 30, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Investor Relations - Irmina Blaszczyk Chief Executive Officer - Chad Collins Executive Vice President and Chief Financial Officer - Joseph Del Preto Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $198 million, representing a 6% increase due to upsell and cross-sell momentum within the core 1P supplier base.