Fund Builds $40 Million SPS Commerce Stake as Shares Sink 60% Despite 100 Straight Growth Quarters

Irenic Capital acquired 452,066 shares of SPS Commerce in the fourth quarter. The quarter-end position value for SPS Commerce was $40.29 million, reflecting a new position established in the quarter.

The Motley Fool • Feb 23, 2026

SPS Commerce, Inc. (SPSC) Q4 2025 Earnings Call Transcript

SPS Commerce, Inc. (SPSC) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 13, 2026

SPS Commerce (SPSC) Q4 Earnings Beat Estimates

SPS Commerce (SPSC) came out with quarterly earnings of $1.14 per share, beating the Zacks Consensus Estimate of $1 per share. This compares to earnings of $0.89 per share a year ago.

Zacks Investment Research • Feb 12, 2026

SPS Commerce Appoints New Independent Directors to the Board

MINNEAPOLIS, Feb. 12, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, announced today that its Board of Directors appointed Michael McConnell and Fumbi Chima as independent directors, effective immediately. Mr. McConnell previously served as a member of the SPS Board from 2018-19, and is an experienced director currently serving at several publicly traded companies, including Beonic, OneSpan, PowerFleet and QuickFee.

GlobeNewsWire • Feb 12, 2026

SPS Commerce Introduces MAX, New Capabilities Embedded in SPS' Agentic Supply Chain Network

MINNEAPOLIS--(BUSINESS WIRE)--SPS Commerce (NASDAQ: SPSC), the leading intelligent supply chain network, today announced MAX, delivering new and unparalleled agentic capabilities. MAX draws on 300,000 trading connections, decades of expertise, proprietary network intelligence, and billions of transactions to help customers unlock greater value from AI. This announcement builds on SPS Commerce's recent introduction of AI-driven Fulfillment capabilities, representing a meaningful step forward in.

Business Wire • Feb 10, 2026

Tran Capital Management Exits $15 Million SPS Commerce Position

Tran Capital Management (TCM) sold 147,591 shares of SPS Commerce, valued at $15.37 million at the quarterly average price. TCM's quarter-end position value decreased by $15.37 million, reflecting share sales and stock price movement.

The Motley Fool • Jan 22, 2026

SPS Commerce Announces New Product Innovations Enabling Retailers and Brands to Meet the Needs of Evolving Supply Chains

MINNEAPOLIS--(BUSINESS WIRE)--SPS Commerce, Inc. (NASDAQ:SPSC), a leader in retail supply chain cloud services, today announced new products and capabilities to address four key trends reshaping how goods move from creation to consumption. These trends are based on insights from its team of supply chain experts and intelligence from its network, which enables over 750 million transactions annually. “The landscape is shifting, and it can feel impossible to keep up,” said Mike Svatek, chief produ.

Business Wire • Jan 8, 2026

SPS Commerce to Present at the 28th Annual Needham Growth Conference

MINNEAPOLIS, Jan. 06, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), a leader in retail supply chain cloud services, today announced that management will present at the 28th Annual Needham Growth Conference on Tuesday, January 13, 2026, at 12:45 PM E.T.

GlobeNewsWire • Jan 6, 2026

The 5 Best Growth Stocks to Buy Right Now for 2026

The stocks mentioned in this article have grown their share prices between 14% and 41% annually since their IPOs. Each company grew sales between 16% and 48% in its latest quarter.

The Motley Fool • Dec 21, 2025

SPS Commerce, Inc. (SPSC) Presents at 53rd Annual Nasdaq Investor Conference Transcript

SPS Commerce, Inc. (SPSC) Presents at 53rd Annual Nasdaq Investor Conference Transcript

Seeking Alpha • Dec 10, 2025