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SPSC
Volume: 659.42K

SPS Commerce (SPSC) Stock Forecast & Price Target

SPS Commerce (SPSC) Analyst Ratings

Based on 7 analyst ratings
Hold
Strong Buy 29%
Buy 0%
Hold 57%
Sell 14%
Strong Sell 0%

Bulls say

SPS Commerce is viewed positively because management sees a clear path to near-term double-digit growth as enablement campaigns normalize, macro tariff pressures fade, retention improves, and cross-sell from 1P Revenue Recovery and other offerings accelerates. The company’s AI platform Max, already rolled out to 40k customers, and its planned agentic workflows could add monetization in FY27 while also shortening onboarding from months to as little as seven days, supporting higher gross margins and lower switching costs. Despite a challenging 2025 and a 50bp lower 2026 revenue growth guide, the core 1P business appears more stable, with ex-Amazon revenue growing HSD Y/Y and a more predictable model emerging.

Bears say

SPS Commerce is facing a deteriorating fundamental backdrop as 2025 macro tariff swings delayed new deals, pressured supplier customers to right size contracts, and helped drive the loss of 250 net but small customers in 2Q, while the company also entered 2026 with a lower-than-normal enablement pipeline. The situation is compounded by a fourth straight quarter of reduced growth expectations, with 2026 revenue guided to $796M-$802M, below consensus at the midpoint, and management now indicating only 6-7% year-over-year growth amid churn headwinds and weaker confidence in new logo additions. Although the $9.5M sale of the 3P revenue recovery business removes a difficult segment, it also brings a ~$20M loss in 2Q26 and roughly 4,000 customer churn from the new $19.99 platform fee, leaving shares vulnerable until customer growth stabilizes.

SPS Commerce (SPSC) has been analyzed by 7 analysts, with a consensus rating of Hold. 29% of analysts recommend a Strong Buy, 0% recommend Buy, 57% suggest Holding, 14% advise Selling, and 0% predict a Strong Sell.

This aggregate rating is based on analysts' research of SPS Commerce and is not a guaranteed prediction by Public.com or investment advice.

SPS Commerce (SPSC) Analyst Forecast & Price Prediction

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FAQs About SPS Commerce (SPSC) Forecast

Analysts have given SPS Commerce (SPSC) a Hold based on their latest research and market trends.

According to 7 analysts, SPS Commerce (SPSC) has a Hold consensus rating as of Oct 31, 2026. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $77.57, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $77.57, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

SPS Commerce (SPSC)

Volume: 659.42K

SPS Commerce (SPSC) Analyst Forecast & Price Prediction

Get the latest SPS Commerce (SPSC) stock forecast, including analyst ratings and price predictions, with real-time AI-powered fundamental data and custom analysis

Start investing in SPS Commerce (SPSC)

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