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 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.

Analysts Set New Price Targets

Several research analysts have recently commented on SPSC shares. Piper Sandler lowered their price objective on shares of SPS Commerce from $198.00 to $175.00 and set a “neutral” rating for the company in a research note on Tuesday. Stifel Nicolaus decreased their price target on shares of SPS Commerce from $225.00 to $200.00 and set a “buy” rating for the company in a research report on Tuesday. Northland Securities reaffirmed a “market perform” rating and set a $181.00 price objective (down previously from $209.00) on shares of SPS Commerce in a research report on Tuesday. Robert W. Baird decreased their target price on SPS Commerce from $188.00 to $175.00 and set a “neutral” rating for the company in a report on Tuesday. Finally, Citigroup lowered their target price on SPS Commerce from $237.00 to $233.00 and set a “buy” rating for the company in a research note on Monday, January 27th. Six research analysts have rated the stock with a hold rating and six have given a buy rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $207.11.

SPS Commerce Price Performance

Shares of NASDAQ SPSC opened at $152.72 on Wednesday. The business has a 50-day moving average of $187.58 and a two-hundred day moving average of $189.54. The company has a market capitalization of $5.74 billion, a price-to-earnings ratio of 73.07 and a beta of 0.88. SPS Commerce has a 1 year low of $148.00 and a 1 year high of $218.61.

SPS Commerce (NASDAQ:SPSC) last posted its earnings results on Monday, February 10th. The software maker reported $0.66 earnings per share for the quarter, missing the consensus estimate of $0.87 by ($0.21). SPS Commerce had a return on equity of 12.60% and a net margin of 12.83%. As a group, equities research analysts expect that SPS Commerce will post 2.38 earnings per share for the current year.

Insider Activity at SPS Commerce

In other SPS Commerce news, EVP Dan Juckniess sold 5,831 shares of the business’s stock in a transaction that occurred on Wednesday, December 18th. The stock was sold at an average price of $200.31, for a total value of $1,168,007.61. Following the completion of the sale, the executive vice president now owns 23,833 shares in the company, valued at approximately $4,773,988.23. The trade was a 19.66 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Kimberly K. Nelson sold 9,290 shares of the firm’s stock in a transaction that occurred 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 in the company, valued at approximately $26,620,592.18. This trade represents a 5.94 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 34,230 shares of company stock valued at $6,379,187 in the last ninety days. Insiders own 1.00% of the company’s stock.

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.