SecBot SecBot

SPSC

SPS COMMERCE INC
Nasdaq· Services-Prepackaged Software· CIK 0001092699 Software & IT
$90.80 −1.83 (−1.98%)
Oct 26 4:00 PM ET · prev $92.63
Market cap
$3.3B
Mid cap
Consensus
Buy
42% Buy or better · 19 analysts
Median target
$78.00
−14% · range $65.00–103.00
Next earnings
Oct 29
in 3 days
1 year
−18.2%
from $111.00 · Oct 27
30 days
+12.1%
from $81.01
52-week range
$49.91–111.00
−18% from high · low May 13
Avg volume 20D
458.3K
shares / day
Short interest
2.84M
≈7.9% of shares · −12.6%
Days to cover
6.1
at average volume
Insider net
−$1.5M
0 buyers · 4 sellers · 12 mo
New fund stakes
0
Q2 2026 13F · 2 exits
SecBot read MIXED 2 reports · 90 days
Balance 0 bearish · 0 bullish · 1 mixed · 1 neutral oldest → newest, height = score
Avg score ·High conf. 2/2 ·Next Earnings date, Oct 29, 2026
Strongest MIXED SPS Commerce reported Q2 2026 non-GAAP EPS of $1.27, beating consensus of $1.09 by 16.5%, while revenue of…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    4 insiders sold $1.5M.

  • InstitutionsMIXED

    Q2 2026: 23 added (0 new), 30 trimmed or exited.

  • AnalystsBULLISH

    8 of 19 rate it Buy or better. Median target $78.00 (−14%).

  • Short sellersSTEADY

    Short interest −12.6% to 2.84M shares. 6.1 days to cover, ≈7.9% of shares.

  • TrendUPTREND

    10% above its 50-day average.

Who's buying

13F· Q2 2026
0
new positions
2
exits
FundMoveSharesValue
GEODE CAPITAL MANAGEMENT, LLCADD1,266,247$72.4M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD509,490$29.1M
BANK OF AMERICA CORP /DE/TRIM378,587$21.6M
DIMENSIONAL FUND ADVISORS LPTRIM343,932$19.7M
BARCLAYS PLCADD267,135$15.3M
GLENMEDE TRUST CO NAADD214,278$12.3M
D. E. Shaw & Co., Inc.TRIM182,792$10.5M
Walleye Capital LLCTRIM180,335$10.3M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

19 analysts
Buy 42% rate it Buy or better
Strong Buy3Buy5Hold10Sell1Strong Sell0
12-month targets · 11 analysts

Price is inside the target range. Median implies −14%.Targets as of Oct 26, 2026.

Recent actions
DateFirmActionRating
Oct 20, 2026Citigroup
MAINTAIN
MAINTAINBuy
Oct 14, 2026Stifel
MAINTAIN
MAINTAINHold
Aug 19, 2026Needham
MAINTAIN
MAINTAINBuy
Jul 31, 2026Morgan Stanley
MAINTAIN
MAINTAINUnderweight
Jul 31, 2026Cantor Fitzgerald
MAINTAIN
MAINTAINNeutral
Jul 31, 2026Stifel
MAINTAIN
MAINTAINHold

Insider ledger

Form 4
$0
bought · 0 insiders
$1.5M
sold · 4 insiders
DateInsiderTypeValue
May 28, 2026
Chima Fumbi F.
Director
AWARD3,736 sh
May 28, 2026
Ward Anne Sempowski
Director
AWARD3,736 sh
May 28, 2026
Gaurav Razat
Director
AWARD3,736 sh
May 28, 2026
McConnell Michael J
Director
AWARD3,736 sh
May 28, 2026
Partin Mark
Director
AWARD3,736 sh
May 28, 2026
Reaume Marty M
Director
AWARD3,736 sh
May 28, 2026
Reller Tami
Director
AWARD3,736 sh
May 28, 2026
SORAN PHILIP
Director
AWARD3,736 sh

Earnings setup

Estimates
Oct 29
reports in 3 days

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only

Short side

FINRA· Sep 30, 2026
2,836,191
shares short
-12.6%
vs prior settlement
6.1
days to cover
≈7.9%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 22, 2026 Earnings calendar
SPSC Q3 2026 Earnings Scheduled — 2026-10-22
Oct 15, 2026 SEC
SPS Commerce, Inc. announced it will report its Q3 2026 results.
PRESS-RELEASE — Impact 1/10
Jul 30, 2026 SEC
SPS Commerce reported Q2 2026 non-GAAP EPS of $1.27, beating consensus of $1.09 by 16.5%, while revenue of $197.8M…
PRESS-RELEASE — Impact 6/10
Jun 30, 2026 Inst.
GEODE CAPITAL MANAGEMENT, LLC — ADD
1,266,247 shares ($72.4M)
Jun 30, 2026 Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — ADD
509,490 shares ($29.1M)
May 28, 2026 Insider
Chima Fumbi F. was granted 3,736 shares
Director
May 28, 2026 Insider
Ward Anne Sempowski was granted 3,736 shares
Director
May 28, 2026 Insider
Gaurav Razat was granted 3,736 shares
Director
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Oct 29, 2026
Earnings date
SPSC Q3 2026 Earnings After Market Close — 2026-10-29
Recent
Oct 22, 2026
Earnings date
SPSC Q3 2026 Earnings Scheduled — 2026-10-22
Oct 15, 2026
Earnings
SPS Commerce Announces Date of Third Quarter 2026 Financial Results
MINNEAPOLIS, Oct. 15, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced that…
Sep 2, 2026
Press release
SPS Commerce to Present at Citi's 2026 Global TMT Conference
MINNEAPOLIS, Sept. 02, 2026 (GLOBE NEWSWIRE) -- SPS Commerce , Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced…
Jul 30, 2026
Earnings
SPS Commerce Reports Strong Second Quarter 2026 Financial Results
Second quarter 2026 revenue and Adjusted EBITDA exceed high end of guidance range Company provides updated full year 2026 guidance following…
Jul 30, 2026
Earnings date
SPSC Q2 2026 Earnings Scheduled — 2026-07-30

SecBot reports

4 filings · 0 bullish · 1 bearish · 1 mixed · 2 neutral
All SPSC filing & press-release reports (4)