SPS COMMERCE INC
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See all $SPSC insider activity →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.
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.
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.
Recent SPSC coverage spans earnings, financial news and market movers.
Analyst target hike signals stronger growth outlook, likely supporting further upside.
The divestiture and AI monetization plan are now embedded in updated revenue and adjusted EBITDA guidance, shifting near-term expectations.
Earnings beat plus AI-driven strategy commentary and 2026 guidance likely supports near-term upside bias, despite a forecast revenue headwind from a divestiture.
Guidance and margin outlook hinge on whether the 3P divestiture is truly neutral to adjusted EBITDA in 2H, while MAX AI rollout supports ARPU expansion.
Beat on both EPS and revenue, with explicit Q3 and full-year EPS and revenue guidance that can drive near-term estimate revisions.
alphai scores every news story that mentions SPSC with an AI model for sentiment and relevance, and aggregates insider trades from SPS COMMERCE INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
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.
2 min readSPS 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.
6 min readSPS 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.
6 min readThursday, 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.
6 min readMINNEAPOLIS (AP) — MINNEAPOLIS (AP) — SPS Commerce Inc. (SPSC) on Thursday reported second-quarter earnings of $6.9 million. On a per-share basis, the Minneapolis-based company said it had net income of 19 cents. Earnings, adjusted for one-time gains and costs, came to $1.27 per share. The results exceeded Wall Street expectations. The average estimate of five analysts surveyed by Zacks Investment Research was for earnings of $1.08 per share.
2 min readSPS COMMERCE INC (SPSC) filed an SEC Form 8-K — Results of Operations and Financial Condition. SPS Commerce Reports Strong Second Quarter 2026 Financial Results Second quarter 2026 revenue and Adjusted EBITDA exceed high end of guidance range Company provides updated full year 2026 guidance following recently completed divestiture MINNEAPOLIS, July 30, 2026 (GLOBE NEWSWIRE
7 min readCiti kept a “Buy” rating on SPS Commerce (SPSC) but cut its price target to $76 from $84 on May 4. Morgan Stanley reduced its target to $70 from $95 and kept “Equal Weight,” citing Q1 revenue missing consensus and weaker FY26 guidance tied to an Amazon policy change. SPS expects Q2 revenue $194.5M–$196.5M, GAAP EPS $0.53–$0.56, and 4%–5% growth.
4 min readThis article reports a significant 11.74% decrease in the price target for SPS Commerce (SPSC), bringing it down to $75.41.
2 min readSPS Commerce director Marty M. Reaume exercised stock options for 1,000 shares at $51.80 each and then sold those 1,000 shares on the open market at an average price of $57.03 per share on May 7, 2026. These transactions were conducted under a pre-arranged Rule 10b5-1 trading plan. Following these sales, Reaume directly holds 9,158 shares of SPS Commerce common stock.
2 min readSPS Commerce (SPSC) filed an 8-K report detailing its Q1 2026 financial results, with revenue growing 6% to $192.1 million and Adjusted EBITDA increasing 7% to $57.9 million. While GAAP net income decreased, non-GAAP diluted EPS improved, and the company repurchased $47.1 million in stock. SPS Commerce also announced the launch of MAX, a new AI capability for supply chain workflows, and provided Q2 and full-year 2026 guidance.
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