SPSCSPS Commerce, Inc.

An analyst raised his price target on the company by more than 33%.

Revenue grew 6% to $198 million as AI automation drives margin expansion.

SPS Commerce (SPSC) drew investor attention after reporting second quarter 2026 results, with higher sales and lower net income, alongside fresh guidance for the upcoming quarter and full year. See our latest analysis for SPS Commerce. The earnings update and new guidance helped spark a sharp rebound in SPS Commerce’s share price, with a 1-day share price return of 11.48% and a 7-day share price return of 20.00%. However, this short term momentum contrasts with a weaker backdrop, as the year...

SPS Commerce (NASDAQ:SPSC) reported second-quarter 2026 revenue of $197.8 million, up 6% from a year earlier, as the company cited continued upsell and cross-sell momentum among its core customers. The company said its core business, excluding the divested third-party Revenue Recovery operation, gre

It beat on the two most important metrics in its second quarter.

Revenue up 6% to $197.8 million as AI agent MAX shows tangible ROI, while the sale of the 3P business positions the company for accelerated ARPU growth.

Revenue grew 6% to $198 million as AI automation drives margin expansion.

SPS Commerce (SPSC) delivered earnings and revenue surprises of +17.59% and +1.37%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?