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

SPS Commerce (NASDAQ:SPSC) issued an update on its first quarter 2025 earnings guidance on Monday morning. The company provided earnings per share (EPS) guidance of 0.820-0.840 for the period, compared to the consensus 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.

SPS Commerce Trading Down 13.8 %

Shares of SPSC stock opened at $152.72 on Wednesday. SPS Commerce has a twelve month low of $148.00 and a twelve month high of $218.61. The stock has a market cap of $5.74 billion, a P/E ratio of 73.07 and a beta of 0.88. The stock has a 50 day moving average of $187.58 and a 200 day moving average of $189.54.

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

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on SPSC. Needham & Company LLC reduced their price target on SPS Commerce from $230.00 to $210.00 and set a “buy” rating for the company in a report on Tuesday. Stifel Nicolaus reduced their target price on SPS Commerce from $225.00 to $200.00 and set a “buy” rating for the company in a research note on Tuesday. Piper Sandler dropped their price target on shares of SPS Commerce from $198.00 to $175.00 and set a “neutral” rating on the stock in a research note on Tuesday. Robert W. Baird cut their price target on shares of SPS Commerce from $188.00 to $175.00 and set a “neutral” rating for the company in a report on Tuesday. Finally, Northland Securities reaffirmed a “market perform” rating and set a $181.00 price objective (down from $209.00) on shares of SPS Commerce in a report on Tuesday. Six investment analysts have rated the stock with a hold rating and six have issued a buy rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $207.11.

Insider Transactions at SPS Commerce

In other SPS Commerce news, CFO Kimberly K. Nelson sold 9,290 shares of the business’s stock in a transaction on Wednesday, February 5th. The stock was sold at an average price of $181.09, for a total transaction of $1,682,326.10. Following the transaction, the chief financial officer now owns 147,002 shares of the company’s stock, valued at approximately $26,620,592.18. The trade was a 5.94 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Dan Juckniess sold 9,819 shares of the firm’s stock in a transaction that occurred on Thursday, January 30th. The stock was sold at an average price of $184.66, for a total transaction of $1,813,176.54. Following the sale, the executive vice president now owns 22,570 shares of the company’s stock, valued at $4,167,776.20. This represents a 30.32 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 34,230 shares of company stock valued at $6,379,187 over the last 90 days. 1.00% of the stock is currently owned by corporate insiders.

About SPS Commerce

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.