Q1 EPS Estimates for SPS Commerce Lowered by Northland Capmk

SPS Commerce, Inc. (NASDAQ:SPSC) – Analysts at Northland Capmk lowered their Q1 2025 earnings estimates for shares of SPS Commerce in a report released on Tuesday, February 11th. Northland Capmk analyst N. Chokshi now forecasts that the software maker will post earnings per share of $0.56 for the quarter, down from their prior forecast of $0.61. The consensus estimate for SPS Commerce’s current full-year earnings is $2.38 per share. Northland Capmk also issued estimates for SPS Commerce’s Q2 2025 earnings at $0.63 EPS, Q3 2025 earnings at $0.70 EPS, Q4 2025 earnings at $0.78 EPS and FY2025 earnings at $2.68 EPS.

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 net margin of 12.83% and a return on equity of 12.60%.

SPSC has been the topic of several other research reports. Robert W. Baird reduced their target price on shares of SPS Commerce from $188.00 to $175.00 and set a “neutral” rating on the stock in a report on Tuesday. Needham & Company LLC reduced their target price on shares of SPS Commerce from $230.00 to $210.00 and set a “buy” rating on the stock in a report on Tuesday. Stifel Nicolaus dropped their price target on shares of SPS Commerce from $225.00 to $200.00 and set a “buy” rating on the stock 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. Finally, Citigroup dropped their price target on shares of SPS Commerce from $237.00 to $233.00 and set a “buy” rating on the stock 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. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $207.11.

SPS Commerce Trading Down 1.5 %

NASDAQ:SPSC opened at $146.21 on Friday. The firm has a market capitalization of $5.49 billion, a price-to-earnings ratio of 69.96 and a beta of 0.88. The firm’s fifty day simple moving average is $184.98 and its 200 day simple moving average is $188.58. SPS Commerce has a twelve month low of $145.90 and a twelve month high of $218.61.

Insider Transactions at SPS Commerce

In related news, EVP Dan Juckniess sold 5,831 shares of the business’s stock in a transaction dated Wednesday, December 18th. The shares were sold at an average price of $200.31, for a total transaction of $1,168,007.61. Following the completion of the sale, the executive vice president now owns 23,833 shares of the company’s stock, valued at $4,773,988.23. This represents a 19.66 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Kimberly K. Nelson sold 9,290 shares of the business’s stock in a transaction dated Wednesday, February 5th. The shares were sold at an average price of $181.09, for a total transaction of $1,682,326.10. Following the sale, the chief financial officer now directly owns 147,002 shares of the company’s stock, valued at approximately $26,620,592.18. This represents a 5.94 % decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 34,230 shares of company stock valued at $6,379,187. Insiders own 1.00% of the company’s stock.

Institutional Investors Weigh In On SPS Commerce

A number of institutional investors have recently modified their holdings of SPSC. Inspire Investing LLC grew its position in shares of SPS Commerce by 13.8% during the 3rd quarter. Inspire Investing LLC now owns 2,131 shares of the software maker’s stock valued at $414,000 after buying an additional 258 shares during the last quarter. Exchange Traded Concepts LLC grew its position in SPS Commerce by 63.1% in the 3rd quarter. Exchange Traded Concepts LLC now owns 659 shares of the software maker’s stock worth $128,000 after purchasing an additional 255 shares during the last quarter. Creative Planning grew its position in SPS Commerce by 13.6% in the 3rd quarter. Creative Planning now owns 10,069 shares of the software maker’s stock worth $1,955,000 after purchasing an additional 1,204 shares during the last quarter. AlphaMark Advisors LLC bought a new position in SPS Commerce in the 3rd quarter worth about $319,000. Finally, Blue Trust Inc. grew its position in SPS Commerce by 140.8% in the 3rd quarter. Blue Trust Inc. now owns 171 shares of the software maker’s stock worth $32,000 after purchasing an additional 100 shares during the last quarter. Institutional investors own 98.96% 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.