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SPSC Hold
SPS COMMERCE INC
Current Price —
Implied Upside —
Analysts 19
30-Day Momentum
▲ 0 upgrades / ▼ 0 downgrades / 2 reiterations from 2 firms
Next Earnings
Oct 29, 2026 (2 days)
Rating Timeline
| Date ▼ | Firm | Action | From → To Rating | Price Target | Firm Rating |
|---|---|---|---|---|---|
| Oct 20, 2026 | Citigroup | maintain | Buy → Buy | — | 54% |
| Oct 14, 2026 | Stifel | maintain | Hold → Hold | — | 53% |
| Aug 19, 2026 | Needham | maintain | Buy → Buy | — | 50% |
| Jul 31, 2026 | Morgan Stanley | maintain | Underweight → Underweight | — | 54% |
| Jul 31, 2026 | Cantor Fitzgerald | maintain | Neutral → Neutral | — | 50% |
| Jul 31, 2026 | Stifel | maintain | Hold → Hold | — | 53% |
| Jul 21, 2026 | Citigroup | maintain | Buy → Buy | — | 54% |
| Jul 21, 2026 | Morgan Stanley | downgrade | Equal-Weight → Underweight | — | 54% |
| Jul 1, 2026 | DA Davidson | maintain | Neutral → Neutral | — | 55% |
| May 4, 2026 | Citigroup | maintain | Buy → Buy | — | 54% |
| May 1, 2026 | DA Davidson | maintain | Neutral → Neutral | — | 55% |
| May 1, 2026 | Cantor Fitzgerald | maintain | Neutral → Neutral | — | 50% |
| May 1, 2026 | Needham | maintain | Buy → Buy | — | 50% |
| Apr 16, 2026 | Rothschild & Co | downgrade | Buy → Neutral | — | 59% |
| Feb 17, 2026 | DA Davidson | maintain | Neutral → Neutral | $65 | 55% |
| Feb 13, 2026 | Citigroup | maintain | Buy → Buy | $84 | 54% |
| Feb 13, 2026 | Stifel | maintain | Hold → Hold | $65 | 53% |
| Nov 11, 2025 | Morgan Stanley | downgrade | Overweight → Equal-Weight | $100 | 54% |
| Oct 31, 2025 | Citigroup | maintain | Buy → Buy | $110 | 54% |
| Oct 31, 2025 | DA Davidson | maintain | Neutral → Neutral | $80 | 55% |
| Oct 31, 2025 | Cantor Fitzgerald | downgrade | Overweight → Neutral | $80 | 50% |
| Oct 31, 2025 | Stifel | downgrade | Buy → Hold | $80 | 53% |
| Oct 31, 2025 | Needham | maintain | Buy → Buy | $110 | 50% |
| Oct 14, 2025 | Morgan Stanley | maintain | Overweight → Overweight | $140 | 54% |
| Sep 25, 2025 | DA Davidson | maintain | Neutral → Neutral | $125 | 55% |
| Sep 24, 2025 | Cantor Fitzgerald | maintain | Overweight → Overweight | $135 | 50% |
| Sep 24, 2025 | Needham | reiterate | Buy → Buy | $160 | 50% |
| Jul 31, 2025 | Loop Capital | downgrade | Buy → Hold | $120 | 54% |
| Jul 31, 2025 | Stifel | maintain | Buy → Buy | $165 | 53% |
| Jul 31, 2025 | Morgan Stanley | maintain | Overweight → Overweight | $170 | 54% |
| Jul 31, 2025 | Needham | maintain | Buy → Buy | $160 | 50% |
| Jul 14, 2025 | Morgan Stanley | initiate | — → Overweight | $180 | 54% |
| Jun 3, 2025 | Cantor Fitzgerald | initiate | — → Overweight | $170 | 50% |
| Apr 25, 2025 | Baird | maintain | Neutral → Neutral | $159 | 55% |
| Apr 25, 2025 | Needham | reiterate | Buy → Buy | $210 | 50% |
| Apr 14, 2025 | DA Davidson | maintain | Buy → Buy | $175 | 55% |
| Mar 26, 2025 | Needham | reiterate | Buy → Buy | $210 | 50% |
| Feb 11, 2025 | Stifel | maintain | Buy → Buy | $200 | 53% |
| Feb 11, 2025 | Baird | maintain | Neutral → Neutral | $175 | 55% |
| Feb 11, 2025 | Piper Sandler | maintain | Neutral → Neutral | $175 | 54% |
| Feb 11, 2025 | Northland Capital Markets | reiterate | Market Perform → Market Perform | $181 | 49% |
| Feb 11, 2025 | Needham | maintain | Buy → Buy | $210 | 50% |
| Jan 27, 2025 | Citigroup | maintain | Buy → Buy | $233 | 54% |
| Jan 15, 2025 | Needham | reiterate | Buy → Buy | $230 | 50% |
| Jan 3, 2025 | Stifel | maintain | Buy → Buy | $225 | 53% |
| Jan 3, 2025 | Needham | reiterate | Buy → Buy | $230 | 50% |
| Nov 25, 2024 | Piper Sandler | initiate | — → Neutral | $198 | 54% |
| Oct 28, 2024 | Baird | maintain | Neutral → Neutral | $188 | 55% |
| Oct 25, 2024 | Stifel | maintain | Buy → Buy | $250 | 53% |
| Oct 25, 2024 | Needham | reiterate | Buy → Buy | $230 | 50% |
Price Target Trend
Apr 9, 2026 Oct 27, 2026
EPS Estimates
0y —
+1y —
0q —
+1q —
Cross-Platform Signals
No cross-platform signals in the last 90 days