$SPSC

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.

SPS 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

Citi 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.