SPS Commerce (SPSC) stock

Supply chain services , market cap $2.9B

Cloud-based supply chain services for stores

Worth $2.9B

$80.92

-0.15%

As of Tuesday's close · Live for Pro members at the open

Why is SPSC down?

Down 51% over three years while the S&P 500 rose 80%.

It fell 22% on Jul 31, 2025, a results day, its biggest one-day fall in three years.

Sources: Price history, Nov 9, 2026

−1Insider trades Jamie Thingelstad (EVP, Chief Technology Officer) sold $913K on Nov 6, and 1 more filing

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Quality Score

Average

In its industry

#116of 268

Software

Checks firing

3of 14

Trending up

From 52-week high

-16.2%

under its best in a year

SPSC's Quality Score was unchanged on Tue, Nov 10, at 7.

See SPSC's 14 chart checksSee it live, free until Thursday morning. No account. No card. Then keep going with a free account.

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Key facts on SPSC

Key facts on SPSC
Latest filing	8-K, Oct 29 Reported its quarterly results

1 more reason behind SPSC's 7, free with an account →4 more reasons behind SPSC's 7, for Pro members.

SPSC in the news

Thu Oct 29SPS Commerce faces earnings test after divestiture reset Investing.com and 1 more · yesterday 9:53 AM ET SPSC closed +0.2% that day.

Tested. Our top-scored stocks returned 2.2x the average stock over the next month. Reconstructed after the fact; recorded live since Sep 9, 2026. How we tested it

SPSC catalysts

Coming up

After its last 4 reports it closed +2.2% on average, higher 2 of 4 times.

41 past catalysts since 2018, with sizes and sources, for Pro members.

How SPSC ranks in Software

SPSC is #116 of 268 by Quality Score.

How SPSC ranks in Software
Rank	Stock	Checks	Quality Score
1	HNGEHinge Health	9/14	21
2	ZETAZeta Global	8/14	20
3	VEEVVeeva Systems	7/14	19
	SOUNSoundHound AI		Open for its score
	SPCXSpace Exploration		Open for its score
	SPTSprout Social		Open for its score
	SRADSportradar		Open for its score
116	SPSCSPS Commerce	3/14	7

Net income over four quarters: SPSC $83.1M, MANH $213M, PCOR -$34.4M, VERX -$47.1M.

When does SPSC report earnings, and what happens after?

Expected to report Thu Feb 11, after the close (in 93 days).

What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.

What SPSC reported on Oct 29, 2026

The quarter

Sales of $197.6M, 4% more than a year ago; a profit of $0.85 a share, from $0.67.

“Revenue was $197.6 million in the third quarter of 2026, compared to $189.9 million in the third quarter of 2025, reflecting 4% growth, which was partially offset by the divestiture of the 3P Revenue Recovery business completed in the second quarter of 2026, and variability in the 1P Revenue Recovery take rate model.”

The quarter that ended Sep 30, from the company's press release

The press release The filing on EDGAR

Where the sales came from

SPSC's results filing gives no sales by line in a table we read.

The outlook

The outlook the company gave, by period
Measure	Figure
Fiscal Year 2026
Revenue	$786.9M to $788.9Mcut

Figures as filed (SEC filing, Oct 29)

12 more outlook lines, for Pro members.

In the company's words

“As a result of the divestiture of the 3P Revenue Recovery business on June 30, 2026, guidance factors in a reduction of approximately $10.5 million in revenue to the second half of 2026.”

From its results filing (SEC filing · Oct 29)

1 more sentence, for Pro members.

The numbers

Market value: $2.9B; today
Sales: $780M; up 6.9% on the year
Free cash flow: $203M; last 12 months

Sales grew 19% a year over 5 years, fiscal 2020 to 2025.

Its share count grew 0.9% a year over 5 years.

4 more figures, for Pro members.

No analyst estimates on Breakaway: every figure here is filed.

The whole report on SPSC: every line of its sales, every outlook beside the one it replaced, and the company's words, for Pro members.

Close after the report, last 3

+5.0%+11.5%-3.3%

Apr 30Jul 30Oct 29

Reported	When	Gap	Reaction	5 days
Oct 29, 2026After close	After close	0.0%	-3.3%	-3.7%
Jul 30, 2026After close	After close	+8.9%	+11.5%	+9.3%
Apr 30, 2026After close	After close	+6.2%	+5.0%	+1.9%

SPSC closed higher after 2 of its last 4 reports.

All 4 reports, and SPSC's Quality Score going into each

SPSC sales and profit by year

Sales and profit by year

Sales grew every year from 2018 to 2025, to $752M. It made a profit in each of the eight years.

SPSC has 3 of 14 chart checks firing

Trend1 of 5 shown

MA FAN 21 EMA W.EMA HH/HL 52W HI

Volume1 of 3 shown

VOL VDU U/D VOL

Tight range1 of 3 shown

ATR SQZ SQUEEZE NR7

Buying1 of 3 shown

OBV+CLOSE HI SPRING

The other 10 checks on SPSC, and all 14 on every stock.Get in free →

SPSC RSI today: 40.0, below its 50-day, above its 200-day

Not scored

RSI 40.0, MACD below signal, below its 50-day, above its 200-day. Not scored.13 readings

The deep dive on SPSC

What it does and how it makes money2 findingsIt kept 16 cents of each dollar of sales in fiscal 2025: $118M of operating profit on $752M of sales.Annual report, filed Feb 19, 2026
Where it stands1 findingFor Pro members1 finding on where SPSC stands: its cash, debt, and share count, for Pro members
What changed in its filings1 findingA new heading in its "Risk Factors" this year: "Adopting and utilizing AI and Machine Learning ('ML')-enabled products or services has become increasingly important within our competitive landscape. Such adoption and utilization may expose us to social, ethical …" (10-K for fiscal 2025; not in fiscal 2024's)SEC filing · Feb 19, 2026, against the one of Feb 19, 2025
Who holds and trades it3 findingsFor Pro members3 findings on who holds and trades SPSC, for Pro members
Against its closest peers4 peersNet income over four quarters: SPSC $83.1M, MANH $213M, PCOR -$34.4M, VERX -$47.1M.

5 more findings on SPSC, each with its source, for Pro members.

SPSC insider trades

2 insiders sold $1.3M across 2 filings in the last 6 months. No open-⁠market buys on record. The newest:

SellJamie Thingelstad$913KEVP, Chief Technology Officerat $81.59 on Nov 6, filed today

SellJamie ThingelstadEVP, Chief Technology Officer$913Kat $81.59 on Nov 6, filed today

SPSC trades by Congress and the executive branch

One trade disclosed in the last six months. The newest:

SellDonald Trump$15K to $50KPresident (R)traded Jun 4, disclosed Aug 22(79 days later)

SellDonald TrumpPresident (R)$15K to $50Ktraded Jun 4, disclosed Aug 22(79 days later)

See what Congress is buying across the market

SPSC's officers and directors

Officers and directors with a Form 4 in the last 12 months.

Chadwick CollinsChief Executive Officer · 1 trade
Kimberly K. NelsonEVP & CFO · 1 trade
Joseph Del PretoExecutive VP and CFO · no trades on file
Jamie ThingelstadEVP, Chief Technology Officer · 2 trades
Eduardo RosiniEVP, Chief Commercial Officer · no trades on file
Marty M. ReaumeDirector · 6 trades
Anne Sempowski WardDirector · no trades on file
Fumbi F. ChimaDirector · no trades on file

5 more officers and directors file at SPSC.

See insider trades by person

Which ETFs hold SPSC?

In ETFs: SPSC is under 0.1% of VGT, under 0.1% of FTEC, and under 0.1% of VTI, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Aug 31, 2026.

About SPS Commerce

SPS Commerce Inc is a provider of cloud-based supply chain management services for retailers, grocers, distributors, suppliers, and logistics firms to increase supply chain performance, optimize inventory levels and sell-through, reduce operational costs, improve order visibility, and satisfy consumer demands for a seamless omnichannel experience. Its solutions are delivered through the SPS Commerce platform and provide integrations and retail performance analytics to its customers. The company has one operating segment Supply Chain Management Solutions, that derives revenues from customers by providing access to cloud-based supply chain management services, primarily under subscription-based service arrangements.

2,948 employeesMinneapolis, MNspscommerce.com

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What would move SPSC's score: 6 things
2 more filings explained, a plain line each
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BreakawayAug 22Donald Trump sold SPSC$15K to $50K, disclosed Aug 22

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See SPSC's 14 chart checks

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Straight AnswersStraight Answers

As of Nov 10, 2026: SPSC's Quality Score is 7 (Average), #116 of 268 in Software. Insiders sold $1.3M in the last 6 months (Form 4).

What does SPSC's Quality Score say?

SPSC scores 7 today, which Breakaway calls Average. It is #116 of 268 in Software by Quality Score, with 3 of 14 chart checks firing. Down 51% over three years while the S&P 500 rose 80%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.

What is SPSC's Quality Score?

SPSC scores 7 today, which Breakaway calls Average (6 to 10). That is #116 of 268 in Software by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind SPSC's 7.

Are insiders buying SPSC?

2 insiders sold $1.3M across 2 filings in the last 6 months. No open-⁠market buys on record. The newest is Jamie Thingelstad, EVP, Chief Technology Officer, who sold $913K on Nov 6. Every filing, with the scored weight, for Pro members.

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