Can SPS Commerce (SPSC) Climb 27.35% to Reach the Level Wall Street Analysts Expect?

The mean of analysts' price targets for SPS Commerce (SPSC) points to a 27.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Zacks Investment Research • May 5, 2026

SPS Commerce, Inc. (SPSC) Q1 2026 Earnings Call Transcript

SPS Commerce, Inc. (SPSC) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 1, 2026

SPS Commerce Reports First Quarter 2026 Financial Results

First quarter 2026 revenue grew 6% and recurring revenue grew 7% from the first quarter of 2025 First quarter 2026 revenue grew 6% and recurring revenue grew 7% from the first quarter of 2025

GlobeNewsWire • Apr 30, 2026

SPS Commerce (SPSC) Tops Q1 Earnings Estimates

SPS Commerce (SPSC) came out with quarterly earnings of $1.1 per share, beating the Zacks Consensus Estimate of $0.97 per share. This compares to earnings of $1 per share a year ago.

Zacks Investment Research • Apr 30, 2026

Conestoga Capital SMid Cap Composite Q1 2026 Portfolio Holdings

The Conestoga SMid Cap Composite returned -10.24% net-of-fees in the first quarter, lagging the Russell 2500 Growth Index's return of -3.52%. RBC's performance was driven by continued strength in aerospace and defense, where demand remains robust and increasingly visible through a growing backlog. Despite a solid quarter, Repligen stock underperformed as investors focused on a more measured outlook and lingering concerns around end-market demand.

Seeking Alpha • Apr 27, 2026

Conestoga Capital Small Cap Portfolio Quarterly Scorecard: Buys, Sells, And Standouts

While near-term results were disappointing, Conestoga Capital Small Cap Composite believes the underlying fundamentals of the portfolio companies remain intact, continuing to focus on owning high-quality businesses. LeMaitre Vascular, Inc.'s operating income increased 47% on mid-teens revenue growth as the company consistently converted steady procedure-driven demand into outsized profit growth. The mix shift toward higher-value programs supported both RBC Bearings, Inc.'s growth and profitability, with aerospace and defense revenue increasing over 40% in the quarter.

Seeking Alpha • Apr 23, 2026

This Supply Chain Network Stock Down 50% Just Saw One Investor Sell Off $34 Million in Shares

Granahan Investment Management sold 368,776 shares of SPS Commerce, an estimated $34.19 million trade based on quarterly average pricing. Meanwhile, the quarter-end position value decreased by $38.82 million, reflecting both share sales and price changes.

The Motley Fool • Mar 10, 2026

SPS Commerce: Buybacks, AI Features, Low Valuation Support 2026 Recovery Potential (Upgrade)

I'm upgrading SPS Commerce to a Buy at around $64, since I'm anticipating a stronger H2 2026 despite recent revenue headwinds. SPSC maintains a disciplined cost structure, robust free cash flow, and shareholder-friendly capital allocation, including a recently expanded $300 million buyback authorization. AI-driven MAX platform rollout and retail enablement programs are expected to drive customer adds and client value-add in late 2026.

Seeking Alpha • Mar 5, 2026

SPS Commerce, Inc. (SPSC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

SPS Commerce, Inc. (SPSC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Seeking Alpha • Mar 4, 2026

SPS Commerce to Present at the Morgan Stanley Technology, Media & Telecom Conference

MINNEAPOLIS, Feb. 25, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced that management will present at the Morgan Stanley Technology, Media & Telecom Conference on Wednesday, March 4, 2026, at 8:30 AM P.T.

GlobeNewsWire • Feb 25, 2026