Balanced Analyst Sentiment on SPS Commerce Highlights Diverging Views Ahead of 2026

SPS Commerce, Inc. (NASDAQ:SPSC) is 1 of the champion logistics-tech stocks to bargain now.

As of December 5, expert views for SPS Commerce, Inc. (NASDAQ:SPSC) are balanced with an adjacent fig of Buys and Hold ratings. While the banal has underperformed the broader marketplace substantially twelvemonth to date, the statement 1-year median terms people of $100 implies astir 20% upside.

On November 11, Morgan Stanley downgraded SPS Commerce from Overweight to Equal-Weight and chopped its terms people from $140 to $100. The firm’s expert cited deteriorating macroeconomic conditions arsenic the superior concern. According to Morgan Stanley, rising tariffs and a slowdown successful retail extremity markets person led to reduced supplier spending and a little measurement of trading-partner connections. Additionally, the steadfast noted that retailers are delaying caller enablements, which could further constrain SPS Commerce’s near-term growth.

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While the institution precocious reported beardown lawsuit additions, Morgan Stanley expressed caution that these gains whitethorn not instantly construe into higher transaction volumes oregon revenue. The steadfast emphasized that though SPS Commerce continues to execute well, the existent economical situation is limiting upside potential.

The downgrade came soon aft SPS Commerce reported its third-quarter fiscal 2025 net connected October 24. The institution posted gross of $139.5 million, up 19% year-over-year, and adjusted EPS of $0.67, exceeding expert expectations. However, absorption acknowledged successful its net telephone that immoderate headwinds were emerging successful supplier onboarding owed to outer factors, aligning with Morgan Stanley's concerns.

SPS Commerce, Inc. (NASDAQ:SPSC) provides cloud-based proviso concatenation absorption solutions that alteration retailers, suppliers, and logistics firms to automate and optimize trading relationships.

While we admit the imaginable of SPSC arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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