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DA Davidson Asserts ‘Neutral’ Rating on SPS Commerce Inc. (SPSC) Amid Organic Growth Push
Yahoo Finance· 2025-10-03 16:47
SPS Commerce Inc. (NASDAQ:SPSC) is one of the best beaten-down technology stocks to buy, according to analysts. On September 25, analysts at DA Davidson reiterated a ‘Neutral’ rating on the stock and a $125 price target. DA Davidson Asserts ‘Neutral’ Rating on SPS Commerce Inc. (SPSC) Amid Organic Growth Push The stance follows the 2025 Investor Day event, during which the company provided valuable insights into its product roadmap and generative AI strategy. The research firm also echoed the management ...
SPS Commerce Stock: Large TAM, Solid Moat, Renewed Sales Strategy (NASDAQ:SPSC)
Seeking Alpha· 2025-10-03 11:31
I am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Technical investing [historical charts analysis], and to some extend momentum investing [share price reaction post earnings etc.]. Over the years, I have used the positive aspects of each approach to hone my investing process. The reason ...
10 Best Beaten Down Technology Stocks to Buy According to Analysts
Insider Monkey· 2025-10-02 02:47
In this article, we explore the 10 Best Beaten Down Technology Stocks to Buy According to Analysts.Technology stocks have been the bright spot in an equity market that continues to edge higher while shrugging off a series of headwinds. From an aggressive trade war to tariffs and uncertainty over monetary policies, the headwinds have continued to mount. Nevertheless, investors have shrugged off the concerns depicted by the tech-heavy NASDAQ 100, which has rallied 17% year to date.The US Federal Reserve’s dec ...
Citi Reduces PT on SPS Commerce (SPSC), Keeps Buy
Yahoo Finance· 2025-09-30 16:13
SPS Commerce, Inc. (NASDAQ:SPSC) is one of the Oversold Growth Stocks to Buy According to Analysts. On September 23, George Kurosawa from Citi reduced the firm’s price target on SPS Commerce, Inc. (NASDAQ:SPSC) from $173 to $166, while reiterating a Buy rating on the stock. The analyst highlighted the company’s strong position as a leader in the retail supply chain network. He noted that this gives the company access to a larger total addressable market, which supports sustainable growth. Moreover, SPS ...
12 Oversold Growth Stocks to Buy According to Analysts
Insider Monkey· 2025-09-29 14:11
In this article, we will look at the 12 Oversold Growth Stocks to Buy According to Analysts.On September 27, Wharton professor emeritus and WisdomTree senior economist Jeremy Siegel joined CNBC for an interview to discuss the latest PCE report and what the data reveal about the market. He sees the latest economic data as positive for the stock market. The inflation report was in line with expectations, with no upside surprises and year-over-year inflation at 2.9%. Although the inflation is still above the F ...
Morgan Stanley Maintains Buy Rating on SPS Commerce (SPSC) Stock
Yahoo Finance· 2025-09-26 23:09
SPS Commerce, Inc. (NASDAQ:SPSC) is one of the Oversold Software Stocks to Buy Now. On September 23, Morgan Stanley analyst Chris Quintero maintained a “Buy” rating on the company’s stock, setting a price objective of $170.00. The analyst’s rating is backed by a combination of factors demonstrating SPS Commerce, Inc. (NASDAQ:SPSC)’s strong growth potential. Its new network-led growth strategy happens to be a critical element, leveraging the extensive and differentiated network to fuel organic growth. Morg ...
SPS Commerce, Inc. (SPSC) - 2025 Analyst Day Presentation (NASDAQ:SPSC) 2025-09-23
Seeking Alpha· 2025-09-24 06:50
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SPS Commerce, Inc. (SPSC) Analyst/Investor Day Transcript
Seeking Alpha· 2025-09-24 06:33
PresentationIrmina BlaszczykThe Blueshirt Group, LLC Good morning, everyone. I think we're at time. So we'll go ahead and get started. Welcome to the SPS Commerce 2025 Investor Day. We appreciate you all joining us here in-person, and thank you to all those on the webcast. Today's agenda includes presentations from the SPS leadership team, a moderated customer panel discussion. And at the end of the program, we'll open it up for questions. Before we begin, we will look at our forward-looking statement. I'd ...
SPS Commerce (NasdaqGS:SPSC) 2025 Investor Day Transcript
2025-09-23 22:32
SPS Commerce (NasdaqGS:SPSC) 2025 Investor Day September 23, 2025 09:30 AM ET Company ParticipantsAdam Shuman - Director of OperationsNehal Chokshi - Managing DirectorDeb Conklin - CEOParker Lane - Managing Director and Equity ResearchJamie Thingelstad - CTOKim Nelson - CFOMatt VanVliet - Managing Director and Software Equity ResearchNone - Video NarratorAaron Rubin - Founder and CEOMike Svatek - Chief Product OfficerTony Duerr - Supply Chain Operations LeadPalak Chandak - Equity Research Senior AssociateKe ...
SPS Commerce (NasdaqGS:SPSC) 2025 Earnings Call Presentation
2025-09-23 21:30
市场规模与客户数据 - SPS Commerce的美国总可寻址市场(TAM)为65亿美元,全球TAM为111亿美元[44] - 2025年第二季度,SPS Commerce的平均每位重复收入客户(ARPU)为13,200美元,预计到2025年将增长至40,500美元[47] - 客户年复合增长率(CAGR)在2010年至2016年期间为12%,在2023年至2024年期间预计为4%[40] - 2020年至2022年期间,ARPU的年复合增长率为6%,而在2023年至2024年期间预计将增长至13%[40] 收入与增长预期 - 预计未来收入增长将至少达到高个位数,主要受疫情“拉入”效应和当前宏观不确定性的影响[38] - SPS Commerce的增长战略包括通过客户扩展、交叉销售产品和全球扩展等多种内在增长杠杆[48] 网络与交易数据 - SPS Commerce的网络支持超过300,000个交易关系[157] - SPS Commerce的年交易价值超过6500亿美元[157] - SPS Commerce的产品SKU数量超过3300万个[157] - SPS Commerce每年处理的文档数量超过7.8亿[157] 客户价值与服务 - SPS Commerce的客户选择其服务的原因包括专业知识、经过验证的流程、技术以及日益增长的数据价值[54] - SPS Commerce的网络使客户能够更快地实现价值[170] - 公司网络战略提供了更快的客户价值实现时间[197] - SPS Commerce通过数据驱动的AI工作流为客户增加价值[160] - SPS Commerce的客户入驻时间从几周缩短到几天[195] 市场策略与竞争优势 - SPS Commerce的网络被视为增长的基础和竞争差异化因素[54] - 零售商计划是增加网络中供应商的高效且差异化的方式[54] - 数据作为差异化因素,推动公司增长[198] - 公司独特的网络驱动增长模式[198] - 2025年,SPS Commerce的市场策略重新构想,旨在适应零售动态变化[76] - 2025年上半年,SPS Commerce的赢率为70%[105] - SPS Commerce通过关系管理程序实现持续的潜在客户生成[112]