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SPSC Stock Forecast 2026-2027
$60.71
Current Price
$2.29B
Market Cap
Buy 4
Hold 8
Sell 0
Wall St Analyst Ratings
Distance to SPSC Price Targets
+81.2%
To High Target of $110.00
+31.8%
To Median Target of $80.00
+7.1%
To Low Target of $65.00
SPSC Price Momentum
-4.7%
1 Week Change
-2.0%
1 Month Change
-50.7%
1 Year Change
-31.9%
Year-to-Date Change
-60.4%
From 52W High of $153.16
+15.5%
From 52W Low of $52.56
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Latest SPSC Stock Price Targets & Analyst Predictions
Based on our analysis of 20 Wall Street analysts, SPSC has a neutral consensus with a median price target of $80.00 (ranging from $65.00 to $110.00). The overall analyst rating is N/A (N/A/10). Currently trading at $60.71, the median forecast implies a 31.8% upside. This outlook is supported by 4 Buy, 8 Hold, and 0 Sell ratings.
The most optimistic forecast comes from George Kurosawa at Citigroup, projecting a 81.2% upside. Conversely, the most conservative target is provided by Clark Wright at DA Davidson, suggesting a 7.1% upside.
Please note that analyst price targets are forward-looking estimates subject to substantial market, economic, and company-specific risks. Past performance does not guarantee future results, and actual stock performance may materially differ from these projections. Investors should conduct their own due diligence and consider their investment objectives and risk tolerance before making investment decisions.
SPSC Analyst Ratings
4
Buy
8
Hold
0
Sell
SPSC Price Target Range
Low
$65.00
Average
$80.00
High
$110.00
Current: $60.71
Latest SPSC Stock Forecasts by Analyst
These are the latest 20 analyst ratings and price targets for SPSC.
| Date | Firm | Analyst | Rating | Change | Price Target |
|---|---|---|---|---|---|
| Feb 17, 2026 | DA Davidson | Clark Wright | Neutral | Maintains | $65.00 |
| Feb 13, 2026 | Stifel | Parker Lane | Hold | Maintains | $65.00 |
| Feb 13, 2026 | Citigroup | George Kurosawa | Buy | Maintains | $84.00 |
| Nov 11, 2025 | Morgan Stanley | Chris Quintero | Equal-Weight | Downgrade | $100.00 |
| Oct 31, 2025 | Stifel | Parker Lane | Hold | Downgrade | $80.00 |
| Oct 31, 2025 | Citigroup | George Kurosawa | Buy | Maintains | $110.00 |
| Oct 31, 2025 | Needham | Scott Berg | Buy | Maintains | $110.00 |
| Oct 31, 2025 | DA Davidson | Clark Wright | Neutral | Maintains | $80.00 |
| Oct 31, 2025 | Cantor Fitzgerald | Matthew Vanvliet | Neutral | Downgrade | $80.00 |
| Oct 14, 2025 | Morgan Stanley | Chris Quintero | Overweight | Maintains | $140.00 |
| Sep 25, 2025 | DA Davidson | Clark Wright | Neutral | Maintains | $125.00 |
| Sep 24, 2025 | Needham | Scott Berg | Buy | Reiterates | $160.00 |
| Sep 24, 2025 | Cantor Fitzgerald | Matthew Vanvliet | Overweight | Maintains | $135.00 |
| Jul 31, 2025 | Needham | Scott Berg | Buy | Maintains | $160.00 |
| Jul 31, 2025 | Morgan Stanley | Overweight | Maintains | $170.00 | |
| Jul 31, 2025 | DA Davidson | Gil Luria | Neutral | Assumes | $125.00 |
| Jul 31, 2025 | Loop Capital | Mark Schappel | Hold | Downgrade | $120.00 |
| Jul 31, 2025 | Stifel | Parker Lane | Buy | Maintains | $165.00 |
| Jul 14, 2025 | Morgan Stanley | Overweight | Initiates | $180.00 | |
| Jun 3, 2025 | Cantor Fitzgerald | Matthew Vanvliet | Overweight | Initiates | $170.00 |
SPS Commerce Inc. (SPSC) Competitors
The following stocks are similar to SPS Commerce based on their market capitalization and industry sector. These similar stocks potentially provide investors with alternative investment opportunities within the same market segment.
SPSC
SPS Commerce
mkt cap
2.40B
SPS Commerce Inc. (SPSC) Financial Data
SPS Commerce Inc. has a market capitalization of $2.29B with a P/E ratio of 24.7x. The company generates $751.51M in trailing twelve-month revenue with a 12.4% profit margin.
Revenue growth is +12.7% quarter-over-quarter, while maintaining an operating margin of +18.0% and return on equity of +10.2%.
Valuation Metrics
Market Cap
$2.29B
Enterprise Value
$2.13B
P/E Ratio
24.7x
PEG Ratio
0.5x
Price/Sales
3.0x
Growth & Margins
Revenue Growth (YoY)
+12.7%
Gross Margin
+70.4%
Operating Margin
+18.0%
Net Margin
+12.4%
EPS Growth
+47.2%
Financial Health
Cash/Price Ratio
+6.7%
Current Ratio
2.2x
Debt/Equity
0.7x
ROE
+10.2%
ROA
+6.7%
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SPS Commerce Inc. (SPSC) Business Model
About SPS Commerce Inc.
What They Do
Provides cloud-based supply chain management solutions.
Business Model
The company generates revenue by offering a suite of cloud-based services tailored for the retail and distribution sectors. Their offerings include electronic data interchange (EDI) solutions that automate supply chain communication and analytics tools that provide insights into performance metrics, helping businesses enhance efficiency and collaboration with trading partners.
Additional Information
Founded in 1987 and based in Minneapolis, Minnesota, the company has built a strong network of retailer trading partners, positioning itself as a key player in the digital transformation of supply chain management. Their solutions help businesses reduce friction in transactions and support growth in operational efficiency.
Company Information
Sector
Technology
Industry
Software - Application
Employees
2,948
CEO
Mr. Chadwick Collins
Country
United States
IPO Year
2010
Website
www.spscommerce.comSPS Commerce Inc. (SPSC) Latest News & Analysis
Latest News
This Supply Chain Network Stock Down 50% Just Saw One Investor Sell Off $34 Million in Shares
3 days ago
Quick Summary
Granahan Investment Management sold 368,776 shares of SPS Commerce for approximately $34.19 million, with the quarter-end position value down by $38.82 million due to sales and price changes.
Why It Matters
Granahan Investment Management's significant sale of SPS Commerce shares signals potential concerns about the company's outlook, which may impact investor sentiment and stock performance.
Source: The Motley Fool
Market Sentiment:
Negative
SPS Commerce: Buybacks, AI Features, Low Valuation Support 2026 Recovery Potential (Upgrade)
8 days ago
Quick Summary
SPS Commerce upgraded to a Buy at $64, anticipating stronger H2 2026. The company has a disciplined cost structure, strong free cash flow, and a $300M buyback. AI platform rollout expected to boost growth.
Why It Matters
SPS Commerce's upgrade to Buy signals potential growth with strong cash flow, cost discipline, and a buyback program, alongside promising AI initiatives that may boost customer acquisition and value.
Source: Seeking Alpha
Market Sentiment:
Positive
Quick Summary
SPS Commerce, Inc. (SPSC) presented at the Morgan Stanley Technology, Media & Telecom Conference 2026, highlighting its strategic insights and developments.
Why It Matters
SPS Commerce's presentation at a major conference signals potential growth opportunities and insights, influencing investor sentiment and stock performance expectations.
Source: Seeking Alpha
Market Sentiment:
Neutral
Quick Summary
SPS Commerce, Inc. (NASDAQ: SPSC) will present at the Morgan Stanley Technology, Media & Telecom Conference on March 4, 2026, at 8:30 AM P.T.
Why It Matters
SPS Commerce's presentation at a major conference could signal strategic developments, attract investor interest, and impact stock performance based on insights shared.
Source: GlobeNewsWire
Market Sentiment:
Neutral
Fund Builds $40 Million SPS Commerce Stake as Shares Sink 60% Despite 100 Straight Growth Quarters
18 days ago
Quick Summary
Irenic Capital acquired 452,066 shares of SPS Commerce in Q4, establishing a new position valued at $40.29 million at quarter-end.
Why It Matters
Irenic Capital's acquisition of SPS Commerce shares signals confidence in the company's growth potential, potentially influencing market sentiment and future stock performance.
Source: The Motley Fool
Market Sentiment:
Negative
Quick Summary
SPS Commerce, Inc. (SPSC) has released its Q4 2025 earnings call transcript, providing insights into the company's financial performance and strategic outlook.
Why It Matters
SPS Commerce's Q4 2025 earnings reveal financial performance, growth trends, and future outlook, directly influencing stock valuations and investment decisions.
Source: Seeking Alpha
Market Sentiment:
Neutral
Frequently Asked Questions About SPSC Stock
What is SPS Commerce Inc.'s (SPSC) stock forecast for 2026?
Based on our analysis of 20 Wall Street analysts, SPS Commerce Inc. (SPSC) has a median price target of $80.00. The highest price target is $110.00 and the lowest is $65.00.
Is SPSC stock a good investment in 2026?
According to current analyst ratings, SPSC has 4 Buy ratings, 8 Hold ratings, and 0 Sell ratings. The stock is currently trading at $60.71. Always conduct your own research and consider your investment goals before making investment decisions.
What is the long-term price prediction for SPSC stock?
Wall Street analysts predict SPSC stock could reach $80.00 in the next 12 months. This represents a 31.8% increase from the current price of $60.71. Please note that this is a projection by Wall Street analysts and not a guarantee.
What is SPS Commerce Inc.'s business model?
The company generates revenue by offering a suite of cloud-based services tailored for the retail and distribution sectors. Their offerings include electronic data interchange (EDI) solutions that automate supply chain communication and analytics tools that provide insights into performance metrics, helping businesses enhance efficiency and collaboration with trading partners.
What is the highest forecasted price for SPSC SPS Commerce Inc.?
The highest price target for SPSC is $110.00 from George Kurosawa at Citigroup, which represents a 81.2% increase from the current price of $60.71.
What is the lowest forecasted price for SPSC SPS Commerce Inc.?
The lowest price target for SPSC is $65.00 from Clark Wright at DA Davidson, which represents a 7.1% increase from the current price of $60.71.
What is the overall SPSC consensus from analysts for SPS Commerce Inc.?
The overall analyst consensus for SPSC is neutral. Out of 20 Wall Street analysts, 4 rate it as Buy, 8 as Hold, and 0 as Sell, with a median price target of $80.00.
How accurate are SPSC stock price projections?
Stock price projections, including those for SPS Commerce Inc., are based on various factors including financial models, market conditions, and analyst forecasts. While these predictions provide valuable insights, they should be considered alongside your own research and risk tolerance.
Important Disclaimer
The information provided by Ticker Nerd is for educational and informational purposes only. It should not be considered financial or investment advice. Past performance is not indicative of future results. Always conduct your own research and consult with a qualified financial advisor before making any investment decisions. Analyst ratings and price forecasts are sourced from Wall St analysts and other experts. These projections are speculative and do not guarantee future stock performance.
Last updated: March 13, 2026 5:25 PM UTC