$SPSC

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.

Stifel raised its price target for SPS Commerce (SPSC) to $85 from $70, maintaining a Hold rating. The company's shares trade at $83.76, with a market cap of $3.02B. SPS Commerce's fiscal 2026 revenue guidance is $788.4M to $793.4M, and its adjusted EBITDA outlook improved. The company reported Q2 revenue of $197.8M, exceeding expectations. Needham also raised its price target to $100, citing confidence in the company's strategy post-divestiture.

SPS Commerce (SPSC) announced new AI-driven supply chain innovations, including its MAX agentic AI offering. The company claims MAX helps customers save time and money, with features like AI-powered onboarding and decision intelligence. SPS Commerce operates a network of 300,000+ trading relationships and processes 750M+ annual transactions. The company aims to help brands and retailers make faster, more informed supply chain decisions.

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.

GTCR is reportedly in talks to acquire SPS Commerce, with a potential deal announcement in the coming weeks. SPS Commerce, based in Minneapolis, has been exploring a sale with an investment bank. Activist investors Irenic Capital Management and Anson Funds Management have pushed for changes, including a potential sale. Neither GTCR nor SPS Commerce commented on the matter.

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.

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.

MINNEAPOLIS (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.