SPS Commerce (NASDAQ:SPSC) Reaches New 52-Week Low – Time to Sell?

SPS Commerce, Inc. (NASDAQ:SPSC) hit a new 52-week low during trading on Tuesday . The company traded as low as $60.76 and last traded at $61.0940, with a volume of 19545 shares trading hands. The stock had previously closed at $61.92.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the stock. Stifel Nicolaus set a $65.00 price target on shares of SPS Commerce and gave the company a “hold” rating in a report on Friday. Craig Hallum lowered shares of SPS Commerce from a “buy” rating to a “hold” rating and set a $70.00 target price on the stock. in a research report on Friday. Morgan Stanley set a $95.00 price target on shares of SPS Commerce in a research report on Friday. Citigroup restated a “buy” rating and set a $84.00 price target (down previously from $110.00) on shares of SPS Commerce in a research note on Friday. Finally, Wall Street Zen cut SPS Commerce from a “buy” rating to a “hold” rating in a report on Saturday, January 10th. One analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $88.90.

SPS Commerce Price Performance

The stock has a market capitalization of $2.26 billion, a P/E ratio of 24.46 and a beta of 0.56. The company’s 50 day simple moving average is $86.89 and its two-hundred day simple moving average is $96.03.

SPS Commerce (NASDAQ:SPSC) last announced its earnings results on Thursday, February 12th. The software maker reported $1.14 EPS for the quarter, topping the consensus estimate of $1.00 by $0.14. The business had revenue of $192.65 million for the quarter, compared to the consensus estimate of $193.60 million. SPS Commerce had a return on equity of 12.73% and a net margin of 12.42%.SPS Commerce’s revenue was up 12.7% compared to the same quarter last year. During the same period in the previous year, the business earned $0.89 EPS. SPS Commerce has set its FY 2026 guidance at 4.420-4.500 EPS and its Q1 2026 guidance at 0.950-0.990 EPS. On average, research analysts anticipate that SPS Commerce, Inc. will post 2.73 earnings per share for the current fiscal year.

Insider Buying and Selling at SPS Commerce

In related news, Director Marty M. Reaume sold 1,000 shares of the company’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $79.92, for a total transaction of $79,920.00. Following the transaction, the director owned 9,158 shares in the company, valued at $731,907.36. This represents a 9.84% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 0.98% of the company’s stock.

Hedge Funds Weigh In On SPS Commerce

Large investors have recently modified their holdings of the stock. NewEdge Advisors LLC increased its holdings in shares of SPS Commerce by 545.7% in the first quarter. NewEdge Advisors LLC now owns 226 shares of the software maker’s stock valued at $30,000 after purchasing an additional 191 shares in the last quarter. Salomon & Ludwin LLC acquired a new position in SPS Commerce during the 3rd quarter worth $28,000. Advisory Services Network LLC bought a new position in SPS Commerce in the 3rd quarter valued at $32,000. Advisors Asset Management Inc. increased its stake in shares of SPS Commerce by 39.9% in the 1st quarter. Advisors Asset Management Inc. now owns 393 shares of the software maker’s stock valued at $52,000 after buying an additional 112 shares during the period. Finally, Global Retirement Partners LLC raised its position in shares of SPS Commerce by 2,130.0% during the fourth quarter. Global Retirement Partners LLC now owns 446 shares of the software maker’s stock worth $40,000 after acquiring an additional 426 shares during the last quarter. 98.96% of the stock is currently owned by institutional investors and hedge funds.

SPS Commerce Company Profile

SPS Commerce, Inc is a leading provider of cloud-based supply chain management solutions that enable seamless collaboration between retailers, suppliers and logistics providers. Through its robust network, SPS Commerce connects trading partners with electronic data interchange (EDI) capabilities, helping businesses automate order processing, inventory management and fulfillment workflows. The company’s platform ensures data accuracy, accelerates order-to-cash cycles and reduces manual intervention, supporting a wide range of industries including retail, grocery, consumer goods and automotive.

The company offers a suite of services encompassing EDI, retail-ready compliance, order management and data analytics.