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    S

    SPS Commerce Inc (SPSC)

    Official site

    TECHNOLOGY • SOFTWARE - APPLICATION • NASDAQ

    $81.91
    -0.66 (-0.81%)

    Market Cap: $2.93B

    Last updated: Nov 06, 2026 at 4:10 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    100%(40/40)
    Avg Surprise
    +16.55%
    Streak
    66 Q

    Upcoming Estimates

    Period ending Dec 31, 2026
    EPS Consensus$1.78
    Range$1.78 - $1.80
    4 analysts
    Revenue Consensus
    $203M
    Range$202M - $206M
    11 analysts
    Period ending Mar 31, 2027
    EPS Consensus$1.25
    Range$1.12 - $1.33
    8 analysts
    EPS Revisions
    6
    0
    7d
    6
    1
    30d
    EPS Estimate DriftChange to current
    90d ago$1.24+1.3%
    60d ago$1.24+1.3%
    30d ago$1.24+1.3%
    7d ago$1.24+1.3%
    Current$1.25
    Revenue Consensus
    $202M
    Range$199M - $206M
    8 analysts
    Last 12 of 40 reported quarters and 2 upcoming estimates
    PeriodReportedEst.RangeSurpriseB/MAnalystsRevisionsYoY
    Mar 27EST
    		-$1.25$1.12 - $1.33--8
    6
    1
    30d
    		-
    Dec 26EST
    		-$1.78$1.78 - $1.80--4--
    Sep 26
    Reported Oct 29
    		$1.05$0.91$0.90 - $0.96+15.38%Beat11
    2
    6
    30d
    		-7.1%
    Jun 26
    Reported Jul 30
    		$0.87$0.72$0.69 - $0.84+20.83%Beat11
    2
    8
    30d
    		-13.0%
    Mar 26
    Reported Apr 30
    		$1.10$0.98$0.96 - $1.02+12.24%Beat11
    0
    7
    30d
    		+10.0%
    Dec 25
    Reported Feb 12
    		$1.14$1.01$0.98 - $1.06+12.87%Beat11
    0
    11
    30d
    		+28.1%
    Sep 25
    Reported Oct 30
    		$1.13$1.00$0.97 - $1.06+13.00%Beat11
    5
    3
    30d
    		+22.8%
    Jun 25
    Reported Jul 30
    		$1.00$0.91$0.88 - $0.99+9.89%Beat11
    1
    8
    30d
    		+25.0%
    Mar 25
    Reported Apr 24
    		$1.00$0.85$0.83 - $0.91+17.65%Beat9
    0
    1
    30d
    		+16.3%
    Dec 24
    Reported Feb 10
    		$0.89$0.87$0.83 - $0.97+2.83%Beat10
    2
    6
    30d
    		+18.7%
    Sep 24
    Reported Oct 24
    		$0.92$0.83$0.81 - $0.86+10.84%Beat9
    0
    1
    30d
    		+22.7%
    Jun 24
    Reported Jul 25
    		$0.80$0.77$0.75 - $0.82+3.90%Beat9
    No revisions (30d)
    		+15.9%
    Mar 24
    Reported Apr 25
    		$0.86$0.74$0.72 - $0.79+16.22%Beat9
    No revisions (30d)
    		+28.4%
    Dec 23
    Reported Feb 8
    		$0.75$0.70$0.68 - $0.75+7.14%Beat8
    No revisions (30d)
    		+19.0%

    Key Metrics

    Valuation
    P/E Ratio19.69EV/EBITDA17.43x
    Price/FCF15.06xFCF Yield6.64%
    Profitability
    Profit Margin10.60%Operating Margin20.20%
    ROE8.79%ROICN/A
    Financial Health
    Debt/Equity0.00xInterest CoverageN/A
    Current Ratio2.26xQuick Ratio2.26x
    Trading Statistics
    Beta0.65Avg Volume544.33K
    52-Week High$96.5452-Week Low$49.04

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$85.12
    SMA 20$86.21
    SMA 50$83.63
    SMA 200$67.91
    EMA 10$84.69
    EMA 20$85.05
    EMA 50$82.56
    EMA 200$77.76

    MACD

    Line: 0.11Signal: 0.95Hist: -0.84

    ADX

    ADX: 22.9+DI: 19.1-DI: 28.7

    Aroon & PSAR

    Aroon Up64.0
    Aroon Down100.0
    PSAR$89.21

    Bollinger Bands

    Upper Band$92.08
    Lower Band$80.35
    %B Position1360%(Upper)
    Band Width0.13

    RSI (14-Day)

    Neutral
    42.2

    Momentum Oscillators

    Stoch %K24.0
    Stoch %D29.8
    Williams %R-78.9
    ROC (10d)-11.6%
    Momentum-10.72
    CCI (20d)-158.4
    MFI (14d)50.8

    Volatility Measures

    ATR (14d)$3.38(4.1%)
    StdDev (20d)2.93
    Hist Vol33.9%(Moderate)

    Volume Flow

    VWAP$81.26
    OBV-8.8M
    AD Line-7.4M
    CMF (20d)-0.013

    Volume Metrics

    Avg Vol (20d)546.6K
    Vol Ratio1.0x
    VWMA (20d)$86.04

    Pivot Points

    R3$88.87
    R2$87.44
    R1$85.01
    Pivot Point$83.58
    S1$81.15
    S2$79.72
    S3$77.29

    Advanced Oscillators

    TSI1.47
    Ultimate Osc46.5
    KST40.14

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$197.81M$192.12M$192.65M$189.90M$187.40M$181.55M$170.91M$163.69M$153.60M$149.58M$144.97M$135.66M
    Cost of Revenue$59.03M$59.22M$56.96M$57.93M$59.83M$56.91M$55.59M$51.62M$52.02M$51.49M$49.04M$45.52M
    Gross Profit$138.79M$132.90M$135.69M$131.97M$127.57M$124.64M$115.32M$112.06M$101.58M$98.09M$95.92M$90.14M
    Operating Expenses$130.37M$108.34M$101.01M$100.78M$101.10M$98.68M$90.58M$86.49M$78.41M$82.69M$73.04M$69.54M
    R&D$16.96M$17.92M$16.69M$17.28M$17.27M$17.44M$17.14M$15.29M$14.37M$16.01M$14.21M$13.56M
    SG&A$36.65M$36.37M$33.00M$31.69M$30.89M$31.02M$26.35M$27.15M$23.52M$25.91M$20.61M$21.91M
    Operating Income$8.41M$24.56M$34.69M$31.19M$26.47M$25.96M$24.74M$25.57M$23.16M$15.40M$22.89M$20.60M
    Interest Income$0$0$0$0$0$0$0$0$0$0$0$0
    Interest Expense$0$0$0$0$0$0$373,000$0$0$0$0$0
    Income Before Tax$10.41M$25.96M$35.98M$32.45M$27.24M$28.16M$24.37M$29.35M$27.22M$18.54M$26.34M$22.30M
    Income Tax Expense$3.55M$6.24M$10.14M$6.88M$7.51M$5.97M$6.81M$5.89M$9.19M$532,000$7.33M$5.46M
    Net Income$6.86M$19.73M$25.84M$25.57M$19.73M$22.20M$17.56M$23.46M$18.03M$18.00M$19.01M$16.84M
    EBITDA$25.94M$39.71M$50.05M$46.04M$40.97M$39.50M$37.32M$36.67M$32.69M$24.43M$32.55M$29.06M
    EBIT$10.41M$24.56M$34.69M$31.19M$26.47M$25.96M$24.74M$25.57M$23.16M$15.40M$22.89M$20.60M
    * Some calculated fields are derived from available data when not provided by source

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    SPSC Valuation and Fair Value

    P/E
    19.7x
    Forward P/E
    68.0x
    EV/EBITDA
    17.4x
    P/FCF
    15.1x
    PEG
    4.7x
    P/B
    3.2x
    See GNG's fair value

    SPSC Profitability: Margins, ROIC and FCF

    Gross margin
    69.8%
    Operating margin
    20.2%
    Net margin
    10.6%
    ROE
    8.8%
    FCF yield
    6.6%

    SPSC Competitors

    CompanyTicker
    OSI Systems IncOSIS
    Knowles CorKN
    Teradata CorpTDC
    VertexVERX
    Cellebrite DICLBT
    Extreme Networks IncEXTR
    Kulicke and Soffa Industries IncKLIC
    Euronet Worldwide IncEEFT

    Sector: Technology

    SPSC Analyst Ratings

    Consensus
    Hold
    Analysts
    12
    Strong Buy
    1
    Buy
    2
    Hold
    8
    Sell
    1
    Strong Sell
    0

    SPSC Bull Case vs Bear Case

    Bull case

    • SPSC beat EPS estimates in 100.0% of its last 8 reported quarters.

    SPSC Earnings: Beat Rate and Next Report

    Beat rate
    8 of 8 quarters (100.0%)
    Average surprise
    13.1%
    EPS estimate (fiscal period ending Dec 31, 2026)
    $1.78

    SPSC Earnings Date

    SPSC reports Feb 10, 2027, after the close. The date is estimated.

    SPSC Earnings Call

    The latest SPSC earnings call transcript on file is labeled 2026Q3.

    Read the 2026Q3 transcript

    SPSC ETF Holders

    GNG tracks 16 ETFs that hold SPSC. The largest weights:

    1. State Street SPDR S&P Software & Services ETF (XSW), 0.77% of the fund
    2. VictoryShares Small Cap Free Cash Flow ETF (SFLO), 0.38% of the fund
    3. iShares Core S&P Small-Cap ETF (IJR), 0.18% of the fund
    4. iShares Russell 2000 ETF (IWM), 0.14% of the fund
    5. iShares Expanded Tech-Software Sector ETF (IGV), 0.11% of the fund
    Open the ETF Stock Exposure tool for SPSC

    See insider activity

    Frequently Asked Questions About SPSC

    When does SPSC report earnings?

    SPS Commerce Inc (SPSC) is expected to report earnings on Feb 10, 2027.

    Does SPSC pay dividends?

    SPS Commerce Inc (SPSC) does not currently pay a regular dividend.

    What is SPSC's P/E ratio?

    SPS Commerce Inc has a price-to-earnings (P/E) ratio of 19.69.

    What is SPSC's market cap?

    SPS Commerce Inc (SPSC) has a market capitalization of $2.93B with a current stock price of $81.91.

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