SPS Commerce, Inc. (SPSC)

SPS Commerce, Inc. provides cloud-based supply chain management solutions in the United States. It offers solutions through SPS Commerce, a cloud-based platform that connects retailers, brands, distributors, manufacturers, and logistics providers, handling the complexity of modern commerce operations. The company also provides Fulfillment, a comprehensive solution designed to streamline supply chain operation that sends and receives order data, ensuring accurate execution of required processes from order to invoicing and revenue recovery through fully automated operations; and Analytics product that simplifies managing sell-through data from customers business partners that handle data acquisition, cleansing, normalization, and delivery. In addition, it offers various complimentary products, such as assortment product, which simplifies the communication of robust, accurate item data by automatically translating item attributes, and hierarchies through single connection across all sales channels; and relationship management product that allows organizations to accelerate digitization of their supply chain and improve collaboration with suppliers through change management, onboarding programs, and supplier score carding. The company was formerly known as St. Paul Software, Inc. and changed its name to SPS Commerce, Inc. in May 2001. SPS Commerce, Inc. was incorporated in 1987 and is headquartered in Minneapolis, Minnesota.

• Informe anual (10-K)

  Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.

  Presentado el 2026-02-19

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• Informe trimestral (10-Q)

  Una actualización del desempeño financiero de los últimos tres meses.

  Presentado el 2026-07-30

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• Informe de hecho relevante (8-K)

  Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.

  Presentado el 2026-07-30

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• 3/10/2026NEGATIVE
  This Supply Chain Network Stock Down 50% Just Saw One Investor Sell Off $34 Million in Shares

  SPS Commerce, a provider of cloud-based supply chain solutions, experienced a significant sell-off as one investor divested $34 million worth of shares. This large transaction, following a prior 50% stock price decline, raises concerns about institutional sentiment and potential future price pressure. Investors will be closely monitoring trading volumes and any further disclosures to gauge the extent of this selling pressure and its impact on the stock's recovery prospects.

• 2/23/2026POSITIVE
  Fund Builds $40 Million SPS Commerce Stake as Shares Sink 60% Despite 100 Straight Growth Quarters

  SPS Commerce, a cloud-based supply chain software provider, presents a contrasting picture for investors. Despite an outstanding record of 100 consecutive quarters of growth, the stock has plummeted by 60%, creating an apparent disconnect between business performance and market valuation. Against this backdrop, a key development has emerged: an investment fund has seized the opportunity, building a new $40 million stake. This significant institutional investment is a strong vote of confidence. It suggests the fund views the price collapse as overdone and sees long-term intrinsic value in the company's solid business model. For the market, this accumulation could signal that the stock has reached a bottom and may attract other value investors looking for underpriced assets with robust fundamentals.