SPS COMMERCE INC. DL-,001 Aktie

SPS Commerce reported Q1 2026 earnings per share of $1.10 (expectation $1.08) on revenue of $192.1 million, 2.8% below the forecast but 6% above last year. The fulfillment segment grew strongly by 8%, while headwinds related to Amazon and a decline in third-party customers weighed on revenue realization. The stock dipped slightly after hours; the company expects Q2 revenue of $194.5–196.5 million, adjusted EBITDA of $60.9–62.4 million and EPS of $0.53–0.56. Risks remain dependencies on wholesale partners and competitive pressure on customer retention. » More on de.investing.com

Conestoga Capital highlighted SPS Commerce, noting a Q4 2025 beat but management’s softer 2026 outlook that cuts revenue growth to about 7%, down from historical mid-teens. The firm cited sequential declines in the 3P customer segment and lengthening sales cycles, raising concerns about SPS Commerce’s remaining total addressable market and growth sustainability. SPS shares closed at $54.88 on April 27, have fallen about 61% over 52 weeks and the company’s market cap stands near $2.05 billion; hedge fund ownership dipped from 33 to 30 portfolios in Q4. » More on finance.yahoo.com

Shares of SPS Commerce fell to a 52-week low of $52.47; market capitalization is around $1.97 billion and the stock is down 59.49% year-to-date. InvestingPro currently views the stock as undervalued with substantial upside potential. For Q4 2025 the company reported EPS of $1.14, a positive surprise, while revenue of $192.7 million slightly missed expectations. Craig-Hallum downgraded the stock from buy to hold and cut the price target to $70 following the weaker revenue report and a disappointing outlook for 2026. » More on de.investing.com