StreetInsider.com News Articles

SPS Commerce Announces Date of Second Quarter 2026 Financial Results

Thu, 16 Jul 2026 16:05:00 -0400

MINNEAPOLIS, July 16, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced that it will issue its financial results for the second quarter ended June 30, 2026, after the market close on Thursday, July 30, 2026. SPS Commerce will host a call to discuss the results at 3:30 p.m. Central Time (4:30 p.m. Eastern Time) on the same day.

To access the call, please dial 1-833-816-1382, or outside the U.S. 1-412-317-0475 at least 15 minutes prior to the 3:30 p.m. CT start time. Please ask to join

SPS Commerce Announces Date of Second Quarter 2026 Financial Results

Thu, 16 Jul 2026 16:05:00 -0400

To access the call, please dial 1-833-816-1382, or outside the U.S. 1-412-317-0475 at least 15 minutes prior to the 3:30 p.m. CT start time. Please ask to join

SPS Commerce Announces Date of Second Quarter 2026 Financial Results

Thu, 16 Jul 2026 16:05:00 -0400

To access the call, please dial 1-833-816-1382, or outside the U.S. 1-412-317-0475 at least 15 minutes prior to the 3:30 p.m. CT start time. Please ask to join

SPS Commerce Announces Date of Second Quarter 2026 Financial Results

Thu, 16 Jul 2026 16:05:00 -0400

To access the call, please dial 1-833-816-1382, or outside the U.S. 1-412-317-0475 at least 15 minutes prior to the 3:30 p.m. CT start time. Please ask to join

DA Davidson Reiterates Neutral Rating on SPS Commerce (SPSC) on Sale of 3P Revenue Recovery Business

Wed, 01 Jul 2026 08:51:54 -0400

DA Davidson analyst Clark Wright reiterated a Neutral rating and $55.00 price target on SPS Commerce (NASDAQ: SPSC).

The analyst commented, "SPSC announced it had completed the sale of its third party (3P) revenue recovery business which was acquired through the acquisition of Carbon6 in February 2025. The company received $9.5M in cash proceeds from the deal and expects to incur a ~$20M loss on the sale in 2Q26. We view the divestiture as a positive strategic move and a step in the right direction as the company focuses on growing first-party (1P) supplier relationships and removing a lingering growth headwind

Needham Reiterates Buy Rating on SPS Commerce (SPSC)

Wed, 01 Jul 2026 06:17:04 -0400

Needham analyst Scott Berg reiterated a Buy rating and $75.00 price target on SPS Commerce (NASDAQ: SPSC).

The analyst commented: "Yesterday, SPS announced the divestiture of its 3P revenue recovery business for $9.5mm. We believe SPS shareholders will cheer this divestiture for one simple reason: eliminating the Carbon6 3P segment will bring back the predictability into the SPS model not seen recently due to the 3Q Carbon6 transactional model that has been under pressure of several Amazon policy changes. With the cross-sell opportunity concentrated on the 1P side which we believe is much more significant over time, we believe the divestiture

SPS Commerce sells 3P revenue recovery unit for $9.5M

Tue, 30 Jun 2026 08:30:12 -0400

SPS Commerce, Inc. (NASDAQ: SPSC) has completed the sale of its third-party (3P) revenue recovery business, receiving $9.5 million in cash at closing, according to a company statement.

The divested unit was acquired as part of SPS Commerce's purchase of Carbon6 Technologies, Inc., which closed on February 7, 2025. Carbon6 provided software tools to Amazon sellers, including revenue recovery offerings for both first-party (1P) and third-party (3P) suppliers.

SPS Commerce is retaining the 1P revenue recovery business, which supports retailers including Amazon, Walmart, Kroger, Target, Home Depot, and Lowe's.

The company expects to record an estimated loss on the sale of approximately $20

SPS Commerce Announces Agreement to Sell 3P Revenue Recovery Business

Tue, 30 Jun 2026 08:30:00 -0400

Sale Sharpens Company’s Focus on Strategic Opportunity with 1P Suppliers

MINNEAPOLIS, June 30, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced it has completed the sale of its 3P Revenue Recovery business. The company previously acquired the business through the Carbon6 Technologies, Inc. (Carbon6) acquisition which closed on February 7, 2025. Carbon6 was a provider of software tools to Amazon sellers, including specialized offerings for revenue recovery for both first-party (1P) and third-party (3P) suppliers. SPS Commerce retains the 1P revenue recovery business, an integral part

SPS Commerce Announces Agreement to Sell 3P Revenue Recovery Business

Tue, 30 Jun 2026 08:30:00 -0400

Sale Sharpens Company’s Focus on Strategic Opportunity with 1P Suppliers

Form 11-K SPS COMMERCE INC For: Dec 31

Mon, 29 Jun 2026 16:42:00 -0400

si-local-file:///var/storage/secattach/20260629/26707128.html

Form 11-K SPS COMMERCE INC For: Dec 31

Mon, 29 Jun 2026 16:42:00 -0400

si-local-file:///var/storage/secattach/20260629/26707128.html

SPS Commerce (SPSC) July 60 calls active

Wed, 24 Jun 2026 05:56:39 -0400

SPS Commerce (NASDAQ: SPSC) 30-day call option implied volatility is at 61; compared to its 52-week range of 32 to 71 with a focus on July 60 calls.

SPS Commerce hires Morgan Stanley to explore sale amid activist push - Reuters

Tue, 23 Jun 2026 16:17:12 -0400

Investing.com -- SPS Commerce Inc (NASDAQ:SPSC) is exploring a potential sale following pressure from activist investors Anson Funds and Irenic Capital, Reuters reported, citing three sources familiar with the matter. According to the report, the company recently tapped Morgan Stanley to assist with the process, which is expected to attract significant interest from private equity firms.

The Minneapolis-based supply chain software provider has seen its market value collapse by around 60% in the past year, leaving it with a market capitalization of roughly $2.1 billion. Shares are currently trading at $54.44, down nearly 1% on the session, near

SPS Commerce hires Morgan Stanley to explore sale amid activist push - Reuters

Tue, 23 Jun 2026 16:17:12 -0400

SPS Commerce (SPSC) 400 contracts of July 60 calls trade

Tue, 23 Jun 2026 13:45:04 -0400

SPS Commerce (NASDAQ: SPSC) 30-day call option implied volatility is at 55; compared to its 52-week range of 32 to 71 with a focus on 400 contracts of July 60 calls.

SPS Commerce hires Morgan Stanley, explores sale - Reuters

Tue, 23 Jun 2026 13:00:54 -0400

(Updated - June 23, 2026 1:00 PM EDT)

SPS Commerce (NASDAQ: SPSC) hires Morgan Stanley, explores sale - Reuters

Supply chain software company SPS Commerce hired Morgan Stanley to explore a potential sale, Reuters reported
Comes amid activist pressure
Expected interest from PE firms
Stock shot up over 7% as of now

Form 144 SPS COMMERCE INC Filed by: Nelson Kimberly K.

Tue, 02 Jun 2026 16:31:00 -0400

si-local-file:///var/storage/secattach/20260602/26592259.html

Form 144 SPS COMMERCE INC Filed by: Nelson Kimberly K.

Tue, 02 Jun 2026 16:31:00 -0400

si-local-file:///var/storage/secattach/20260602/26592259.html

Form 4 SPS COMMERCE INC For: May 28 Filed by: Partin Mark