Added to YB: 2025-10-27
Pitch date: 2025-09-30
SPSC [neutral]
SPS Commerce, Inc.
-43.8%
current return
Author Info
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Company Info
SPS Commerce, Inc. provides cloud-based supply chain management solutions in the United States. The company offers solutions through the SPS Commerce, a cloud-based platform that enhances the way retailers, grocers, suppliers, manufacturers, distributors, and logistics firm; and manages omnichannel, supply chain, and other business requirements.
Market Cap
$2.3B
Pitch Price
$103.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.85
P/E
25.17
EV/Sales
2.92
Sector
Software
Category
growth
Alger Weatherbie Specialized Growth Fund Portfolio Holding: SPS Commerce, Inc.
SPSC (holding update): Cloud-based retail supply chain tools co delivered strong Q2 results, raised FY outlook & announced buybacks. However, shares declined after mgmt lowered medium-term organic revenue growth guidance due to cautious customer spending & longer decision cycles amid macro uncertainty.
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