SPS Commerce (SPSC) Valuation Check After New AI Supply Chain Solutions And Order Network eXchange Role

Simply Wall St.

Jan 11

SPS Commerce (SPSC) recently rolled out AI enabled supply chain tools and joined the Commerce Operations Foundation as a founding member of the Order Network eXchange, a move that could refocus ...

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This suggests short-term...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"SPSC":"SPS Commerce","LU0757428866.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AE\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE00BLDYK493.USD":"NEUBERGER BERMAN US SMALL CAP \"A\" (USD) INC","LU1815336091.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AUP\" (USD) INC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4023":"应用软件","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00B64QTZ34.USD":"NEUBERGER BERMAN US SMALL CAP \"A\" (USD) ACC","LU2065731478.USD":"ALLSPRING (LUX) WORLDWIDE FUND - SMALL CAP INNOVA \"I\" (USD) ACC"},"translate_title":"新人工智能供应链解决方案和订单网络交换角色后的SPS Commerce(SPSC)估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SPSC":1.5},"content_text":"SPS Commerce (SPSC) recently rolled out AI enabled supply chain tools and joined the Commerce Operations Foundation as a founding member of the Order Network eXchange, a move that could refocus attention on the stock. See our latest analysis for SPS Commerce. The recent AI supply chain launch and SPS Commerce’s upcoming appearance at the Needham Growth Conference come after a 7.48% year to date share price return but a 47.25% 1-year total shareholder return decline. This suggests short-term momentum is picking up while longer-term returns remain weak. If SPS Commerce’s AI push has caught your attention, this can be a useful moment to scan other tech names using Simply Wall St’s high growth tech and AI stocks. With SPS Commerce trading at US$94.49, an estimated intrinsic value indicating roughly 25% potential upside, and only a small 6% gap to the average analyst price target, the question is whether there is genuine value here or if the market is already pricing in future growth. AdvertisementMost Popular Narrative: 3.6% Undervalued Compared with the last close at US$94.49, the most followed narrative points to a fair value of roughly US$98, implying a modest discount that hinges heavily on SPS Commerce’s ability to keep growing its cloud-based supply chain platform. The company's demonstrated ability to integrate recent acquisitions (SupplyPike, Carbon6) and quickly align go-to-market strategies is creating additional cross-sell and wallet share opportunities, enhancing both near-term revenue growth and long-term earnings potential. Read the complete narrative. Curious how recurring revenue, margin assumptions, and a richer earnings multiple all fit together here? The fair value hinges on a tight mix of projected top line expansion, profitability gains, and what kind of premium investors might accept a few years out. Result: Fair Value of $98 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on SPS Commerce avoiding weaker supplier tech spending and any stumble in integrating deals such as SupplyPike or Carbon6, both of which could pressure growth and margins. Find out about the key risks to this SPS Commerce narrative.  Build Your Own SPS Commerce Narrative If you see the numbers differently or want to stress test the assumptions yourself, you can create your own view in minutes: Do it your way. A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding SPS Commerce. Looking for more investment ideas? If SPS Commerce has you thinking more broadly about your portfolio, this is a good moment to line up a few fresh watchlist candidates and pressure test your current holdings.  Target potential mispricing by scanning these 882 undervalued stocks based on cash flows where the market price and underlying cash flows may be telling two different stories. Zero in on future facing themes by reviewing these 28 AI penny stocks that are building real businesses around artificial intelligence rather than just headlines. Strengthen your income side by checking out these 12 dividend stocks with yields > 3% that could add more consistent cash returns to balance out higher growth names.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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