Jul. 23 at 3:42 PM
$SPSC Heads up alert! Only one day until upcoming earnings on Thursday, 7/24/2025 for
$SPSC
Neutral (5.0)
Financial Analysis
SPS Commerce (SPSC) operates in the supply chain software sector, which is currently at a pivotal point of cloud adoption, offering significant growth opportunities.
The company's financial performance is characterized by robust earnings growth prospects, as highlighted by consistent earnings beats in previous quarters.
The P/E ratio for SPSC indicates that the stock is trading at a premium relative to its earnings, reflective of investor confidence in its growth trajectory.
The company's EPS growth rate is notable, suggesting strong operational efficiency and profitability.
Revenue forecasts for SPSC are positive, with expectations of continued upward momentum driven by its strategic positioning in the electronic data interchange (EDI) market.
Compared to industry peers, SPSC demonstrates a competitive advantage through its cloud-based solutions, which are increasingly sought after in the evolving supply chain management landscape.
Earnings Report Insights
SPS Commerce is scheduled to release its second-quarter 2025 financial results on July 30, 2025.
Historically, the company has shown a pattern of surpassing earnings expectations, which sets a positive precedent for the upcoming report.
Analysts have a consensus estimate that anticipates continued earnings growth, aligning with the company's trajectory of operational excellence and market share expansion.
The upcoming earnings report is expected to provide further insights into the company's performance metrics and strategic initiatives, potentially impacting the stock's price movement depending on the outcome.
Sector Performance
The supply chain software sector to which SPS Commerce belongs is experiencing dynamic growth, driven by an increased emphasis on digital transformation and cloud-based solutions.
The sector is valued at approximately
$45 billion, with significant consolidation expected as companies seek to capitalize on technological advancements and integration capabilities.
This sector's overall performance has been buoyed by strong demand for efficient supply chain management solutions, positioning companies like SPSC favorably in the market.
Industry peers are also experiencing growth, but SPSC's strategic focus on EDI market share enhances its competitive positioning within this thriving sector.
- Funds were net buyers of
$SPSC during the previous reporting quarter.
- Top 5 funds with large holdings in
$SPSC:
- Conestoga Capital Advisors LLC, MV:
$167MM. Fund Rank: 77%
- Riverbridge Partners LLC, MV:
$79MM. Fund Rank: 65%
www.riverbridge.com
- Granahan Investment Management Inc, MV:
$54MM. Fund Rank: 74%
www.granahan.com
- American Capital Management Inc, MV:
$35MM. Fund Rank: 83%
www.americancapitalmanagement.com
- Select Equity Group LP, MV:
$6MM. Fund Rank: 76%
www.selectequity.com
- Last 10 days performance: 4%
- Last 30 days performance: 1%
- Last 90 days performance: -1%
Some of the latest news articles:
- Title: Morgan Stanley: One stock to buy, one to avoid in
$45B software opportunity
Publication Date: 7/20/2025 9:30:02 AM, Source: yahoo
URL: https://finance.yahoo.com/news/morgan-stanley-one-stock-buy-093002394.html?.tsrc=rss
- Title: SPS Commerce (SPSC) to Report Q2 Results: Wall Street Expects Earnings Growth
Publication Date: 7/17/2025 2:00:22 PM, Source: yahoo
URL: https://finance.yahoo.com/news/sps-commerce-spsc-report-q2-140022293.html?.tsrc=rss
- Title: Cintas (CTAS) Q4 Earnings and Revenues Top Estimates
Publication Date: 7/17/2025 1:40:01 PM, Source: yahoo
URL: https://finance.yahoo.com/news/cintas-ctas-q4-earnings-revenues-134001730.html?.tsrc=rss
- Title: SPS Commerce Announces Date of Second Quarter 2025 Financial Results
Publication Date: 7/16/2025 8:05:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/sps-commerce-announces-date-second-200500088.html?.tsrc=rss
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