NASDAQ:SPSC • US78463M1071
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for SPS COMMERCE INC (SPSC).
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-02-17 | DA Davidson | Maintains | Neutral -> Neutral |
| 2026-02-13 | Stifel | Maintains | Hold -> Hold |
| 2026-02-13 | Citigroup | Maintains | Buy -> Buy |
| 2025-11-11 | Morgan Stanley | Downgrade | Overweight -> Equal-Weight |
| 2025-10-31 | Cantor Fitzgerald | Downgrade | Overweight -> Neutral |
| 2025-10-31 | DA Davidson | Maintains | Neutral -> Neutral |
| 2025-10-31 | Needham | Maintains | Buy -> Buy |
| 2025-10-31 | Stifel | Downgrade | Buy -> Hold |
| 2025-10-31 | Citigroup | Maintains | Buy -> Buy |
| 2025-10-14 | Morgan Stanley | Maintains | Overweight -> Overweight |
| 2025-09-25 | DA Davidson | Maintains | Neutral -> Neutral |
| 2025-09-24 | Cantor Fitzgerald | Maintains | Overweight -> Overweight |
| 2025-09-24 | Needham | Reiterate | Buy -> Buy |
| 2025-07-31 | Needham | Maintains | Buy -> Buy |
| 2025-07-31 | Stifel | Maintains | Buy -> Buy |
| 2025-07-31 | Loop Capital | Downgrade | Buy -> Hold |
| 2025-07-31 | Morgan Stanley | Maintains | Overweight -> Overweight |
| 2025-07-14 | Morgan Stanley | Initiate | Overweight |
| 2025-06-03 | Cantor Fitzgerald | Initiate | Overweight |
| 2025-04-25 | Needham | Reiterate | Buy -> Buy |
| 2025-04-25 | Baird | Maintains | Neutral -> Neutral |
| 2025-04-14 | DA Davidson | Maintains | Buy -> Buy |
| 2025-03-26 | Needham | Reiterate | Buy -> Buy |
| 2025-02-11 | Needham | Maintains | Buy -> Buy |
| 2025-02-11 | Stifel | Maintains | Buy -> Buy |
| 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | ||
|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 536.91M 19.08% | 637.765M 18.78% | 751.505M 17.83% | 818M 8.85% | 878.25M 7.37% | 951.18M 8.30% | |
| EBITDA YoY % growth | 111.995M 12.67% | 131.114M 17.07% | 176.561M 34.66% | 268.33M 51.98% | 304.31M 13.41% | 346.62M 13.90% | |
| EBIT YoY % growth | 77.248M 8.49% | 88.883M 15.06% | 118.303M 33.10% | 240.87M 103.60% | 272.4M 13.09% | 307.37M 12.84% | |
| Operating Margin | 14.39% | 13.94% | 15.74% | 29.45% | 31.02% | 32.31% | |
| EPS YoY % growth | 2.86 22.22% | 3.47 21.33% | 4.27 23.05% | 4.58 7.27% | 5.18 13.12% | 6.00 15.73% |
All data in USD
| Q1 / 26 | Q2 / 26 | Q3 / 26 | Q4 / 26 | Q1 / 27 | Q2 / 27 | Q3 / 27 | Q4 / 27 | |
|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 1.00 -0.26% | 1.12 11.95% | 1.19 4.97% | 1.19 4.67% | 1.22 22.47% | 1.28 14.35% | 1.33 11.79% | 1.35 13.48% |
| Revenue Q2Q % growth | 196.58M 8.28% | 203.03M 8.34% | 207.06M 9.03% | 211.16M 9.58% | 214.57M 9.15% | 221.12M 8.91% | 224.51M 8.43% | 228.76M 8.33% |
| EBITDA Q2Q % growth | 57.802M 46.33% | 65.067M 19.36% | 68.446M -7.61% | 69.14M -25.61% | 70.686M 22.29% | 74.63M 14.70% | 77.486M 13.21% | 78.642M 13.74% |
| EBIT Q2Q % growth | 52.522M 102.35% | 59.484M 124.72% | 61.794M 98.11% | 63.117M 81.97% | 64.643M 23.08% | 68.488M 15.14% | 71.311M 15.40% | 72.428M 14.75% |
All data in USD
19 analysts have analysed SPSC and the average price target is 88.5 USD. This implies a price increase of 56.48% is expected in the next year compared to the current price of 56.56.
SPS COMMERCE INC (SPSC) will report earnings on 2026-04-22.
The consensus EPS estimate for the next earnings of SPS COMMERCE INC (SPSC) is 1 USD and the consensus revenue estimate is 196.58M USD.
The expected long term growth rate for SPS COMMERCE INC (SPSC) is 7.42%.