SPS Commerce: Interesting TAM Expansion And Appears Undervalued
Source: SeekingAlpha
2025-03-25 11:26:39 ET
Summary
- SPS Commerce offers cloud-based SCM software and has delivered strong returns since its IPO, despite recent share price corrections.
- SPSC's fundamentals are solid, with steady revenue growth, profitability, and expanding operating cash flow, making it a decent growth stock.
- Future growth catalysts include recurring revenue from acquisitions and tapping into Amazon's FBA seller ecosystem, presenting significant TAM opportunities.
- My conservative price target of $149.6 per share projects a 15% upside YoY, justifying a buy rating for SPSC.
SPS Commerce ( SPSC ) is a company providing supply chain management ((SCM)) cloud-based software in retail and logistics industries....
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SPS Commerce: Interesting TAM Expansion And Appears Undervalued
SPS Commerce Inc.
NASDAQ: SPSC
SPSC Trading
-3.18% G/L:
$60.08 Last:
152,878 Volume:
$60.66 Open:
SPSC Latest News
March 10, 2026 07:10:16 pm
This Supply Chain Network Stock Down 50% Just Saw One Investor Sell Off $34 Million in Shares
February 25, 2026 04:07:00 pm
SPS Commerce to Present at the Morgan Stanley Technology, Media & Telecom Conference
February 23, 2026 02:34:39 pm
Fund Builds $40 Million SPS Commerce Stake as Shares Sink 60% Despite 100 Straight Growth Quarters
SPSC Stock Data
$2,826,673,686
37,332,003
0.01%
150
N/A
Software & IT Services
Technology
US
Minneapolis
