SPS Commerce Aktie News

MINNEAPOLIS, 30. Juni 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), das führende intelligente Lieferkettennetzwerk, gab heute bekannt, dass es den Verkauf seines 3P Revenue Recovery-Geschäfts abgeschlossen hat. Das Unternehmen hatte das Geschäft zuvor durch die Übernahme von Carbon6 Technologies, Inc. (Carbon6) erworben, die am 7. Februar 2025 abgeschlossen wurde.

Supply chain software maker SPS Commerce is exploring a sale amid pressure from activist ​investors, according to three people familiar with the ‌matter.

Shares of SPSC are in a downtrend as growth has slowed due to headwinds facing the business. There are several underlying growth drivers in place, and the top line should inflect higher later this year. The business is AI resilient and benefits from strong industry tailwinds, especially in the European market.

SPS Commerce has declined ~60% as Amazon-related revenue recovery faces headwinds, but core business growth remains resilient. Excluding Amazon, SPSC is growing at a high single-digit rate, with recurring revenue and adjusted EBITDA outpacing revenue growth. Management is aggressively repurchasing shares, capitalizing on a valuation well below software peers, while maintaining a net cash position.

MINNEAPOLIS, May 26, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced that management will present at the William Blair 46th Annual Growth Stock Conference on Tuesday, June 2, 2026, at 8:40 AM C.T.

Investors caught up in AI euphoria may need to be reminded that some industries go through slow periods.

SPS Commerce, Inc. (SPSC) Q1 2026 Earnings Call Transcript

First quarter 2026 revenue grew 6% and recurring revenue grew 7% from the first quarter of 2025 First quarter 2026 revenue grew 6% and recurring revenue grew 7% from the first quarter of 2025