Key Points
- Director Marty Reaume sold 1,000 shares on April 7 at an average price of $57.90 for $57,900 under a Rule 10b5-1 plan, reducing his stake by 9.84% to 9,158 shares.
- SPS Commerce beat Q4 EPS estimates ($1.14 vs. $1.00) with revenue up 12.7% year-over-year despite a slight revenue miss, and issued FY2026 EPS guidance of 4.420–4.500, while analysts hold a consensus "Hold" rating with a $87.40 target.
SPS Commerce, Inc. (NASDAQ:SPSC - Get Free Report) Director Marty Reaume sold 1,000 shares of the firm's stock in a transaction on Tuesday, April 7th. The stock was sold at an average price of $57.90, for a total value of $57,900.00. Following the completion of the sale, the director directly owned 9,158 shares of the company's stock, valued at approximately $530,248.20. This trade represents a 9.84% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
SPS Commerce Stock Down 5.9%
Shares of SPS Commerce stock opened at $52.29 on Friday. The stock has a market cap of $1.96 billion, a PE ratio of 21.34 and a beta of 0.62. The business has a fifty day simple moving average of $62.26 and a 200-day simple moving average of $82.52. SPS Commerce, Inc. has a 12 month low of $51.66 and a 12 month high of $153.16.
SPS Commerce (NASDAQ:SPSC - Get Free Report) last issued its earnings results on Thursday, February 12th. The software maker reported $1.14 EPS for the quarter, topping the consensus estimate of $1.00 by $0.14. The business had revenue of $192.65 million during the quarter, compared to analysts' expectations of $193.60 million. SPS Commerce had a return on equity of 12.73% and a net margin of 12.42%.SPS Commerce's revenue was up 12.7% compared to the same quarter last year. During the same quarter last year, the firm posted $0.89 earnings per share. SPS Commerce has set its FY 2026 guidance at 4.420-4.500 EPS and its Q1 2026 guidance at 0.950-0.990 EPS. Analysts expect that SPS Commerce, Inc. will post 2.73 EPS for the current fiscal year.
Hedge Funds Weigh In On SPS Commerce
Several institutional investors have recently bought and sold shares of the stock. Vanguard Group Inc. raised its holdings in SPS Commerce by 5.3% during the third quarter. Vanguard Group Inc. now owns 4,944,449 shares of the software maker's stock valued at $514,915,000 after buying an additional 249,351 shares in the last quarter. State Street Corp raised its holdings in SPS Commerce by 0.6% during the fourth quarter. State Street Corp now owns 1,468,312 shares of the software maker's stock valued at $130,871,000 after buying an additional 8,163 shares in the last quarter. UBS Group AG raised its holdings in SPS Commerce by 182.3% during the fourth quarter. UBS Group AG now owns 1,295,267 shares of the software maker's stock valued at $115,447,000 after buying an additional 836,407 shares in the last quarter. Conestoga Capital Advisors LLC raised its holdings in SPS Commerce by 2.5% during the third quarter. Conestoga Capital Advisors LLC now owns 1,281,511 shares of the software maker's stock valued at $133,457,000 after buying an additional 30,769 shares in the last quarter. Finally, Disciplined Growth Investors Inc. MN raised its holdings in SPS Commerce by 86.4% during the third quarter. Disciplined Growth Investors Inc. MN now owns 792,472 shares of the software maker's stock valued at $82,528,000 after buying an additional 367,346 shares in the last quarter. 98.96% of the stock is currently owned by institutional investors.
Analysts Set New Price Targets
SPSC has been the subject of a number of research reports. Wall Street Zen raised SPS Commerce from a "hold" rating to a "buy" rating in a research report on Saturday, March 14th. Craig Hallum cut SPS Commerce from a "buy" rating to a "hold" rating and set a $70.00 price objective for the company. in a research report on Friday, February 13th. Stifel Nicolaus set a $65.00 price objective on SPS Commerce and gave the company a "hold" rating in a research report on Friday, February 13th. Robert W. Baird set a $86.00 price objective on SPS Commerce in a research report on Friday, February 13th. Finally, Weiss Ratings reissued a "sell (d+)" rating on shares of SPS Commerce in a research report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Hold" and a consensus target price of $87.40.
Check Out Our Latest Stock Report on SPS Commerce
SPS Commerce Company Profile
(
Get Free Report)
SPS Commerce, Inc is a leading provider of cloud-based supply chain management solutions that enable seamless collaboration between retailers, suppliers and logistics providers. Through its robust network, SPS Commerce connects trading partners with electronic data interchange (EDI) capabilities, helping businesses automate order processing, inventory management and fulfillment workflows. The company's platform ensures data accuracy, accelerates order-to-cash cycles and reduces manual intervention, supporting a wide range of industries including retail, grocery, consumer goods and automotive.
The company offers a suite of services encompassing EDI, retail-ready compliance, order management and data analytics.
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