SPS Commerce (NASDAQ:SPSC) Updates Q1 2025 Earnings Guidance

SPS Commerce (NASDAQ:SPSC) updated its first quarter 2025 earnings guidance on Monday. The company provided EPS guidance of 0.820-0.840 for the period, compared to the consensus EPS estimate of 0.920. The company issued revenue guidance of $178.5 million-$180.0 million, compared to the consensus revenue estimate of $179.2 million. SPS Commerce also updated its FY 2025 guidance to 3.780-3.840 EPS.

Wall Street Analyst Weigh In

A number of research firms recently commented on SPSC. Piper Sandler assumed coverage on SPS Commerce in a research report on Monday, November 25th. They set a “neutral” rating and a $198.00 price target on the stock. Robert W. Baird raised their target price on SPS Commerce from $186.00 to $188.00 and gave the company a “neutral” rating in a research note on Monday, October 28th. Northland Securities reaffirmed a “market perform” rating and issued a $181.00 price target (down from $209.00) on shares of SPS Commerce in a report on Tuesday. Citigroup decreased their price objective on shares of SPS Commerce from $237.00 to $233.00 and set a “buy” rating on the stock in a report on Monday, January 27th. Finally, Stifel Nicolaus dropped their target price on shares of SPS Commerce from $250.00 to $225.00 and set a “buy” rating for the company in a research note on Friday, January 3rd. Six analysts have rated the stock with a hold rating and six have assigned a buy rating to the stock. Based on data from MarketBeat, SPS Commerce has a consensus rating of “Moderate Buy” and a consensus price target of $213.89.

SPS Commerce Stock Performance

Shares of SPS Commerce stock opened at $177.17 on Tuesday. The firm has a fifty day moving average of $188.36 and a two-hundred day moving average of $189.93. The stock has a market capitalization of $6.66 billion, a price-to-earnings ratio of 84.77 and a beta of 0.88. SPS Commerce has a 52 week low of $160.58 and a 52 week high of $218.61.

SPS Commerce (NASDAQ:SPSC) last released its quarterly earnings data on Monday, February 10th. The software maker reported $0.66 EPS for the quarter, missing analysts’ consensus estimates of $0.87 by ($0.21). SPS Commerce had a net margin of 12.83% and a return on equity of 12.60%. As a group, research analysts forecast that SPS Commerce will post 2.38 EPS for the current fiscal year.

Insider Transactions at SPS Commerce

In other news, EVP Dan Juckniess sold 5,831 shares of the firm’s stock in a transaction dated Wednesday, December 18th. The stock was sold at an average price of $200.31, for a total transaction of $1,168,007.61. Following the sale, the executive vice president now owns 23,833 shares of the company’s stock, valued at $4,773,988.23. This trade represents a 19.66 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Kimberly K. Nelson sold 9,290 shares of the business’s stock in a transaction that occurred on Wednesday, February 5th. The shares were sold at an average price of $181.09, for a total value of $1,682,326.10. Following the completion of the transaction, the chief financial officer now owns 147,002 shares of the company’s stock, valued at $26,620,592.18. This represents a 5.94 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 34,230 shares of company stock valued at $6,379,187 over the last three months. 1.00% of the stock is currently owned by corporate insiders.

SPS Commerce Company Profile

SPS Commerce, Inc provides cloud-based supply chain management solutions in the United States and internationally. It offers solutions through the SPS Commerce, a cloud-based platform that enhances the way retailers, grocers, suppliers, distributors, and logistics firms manage and fulfill omnichannel orders, optimize sell-through performance, and automate new trading relationships.