MINNEAPOLIS, Feb. 02, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), a leader in retail supply chain cloud services, today announced that it will issue its financial results for the fourth quarter and year ended December 31, 2025, after the market close on Thursday, February 12, 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 ...

Core Insights - Fenimore Asset Management's Q4 2025 investor letter indicates a solid yet volatile stock market, influenced by AI enthusiasm, economic uncertainty, and monetary policy concerns [1] - The firm anticipates mixed market conditions in 2026, with many AI-related stocks appearing expensive while high-quality companies are trading at multi-year lows, presenting potential investment opportunities [1] Market Performance - The S&P 500 Index rose by 2.66% in Q4 2025, driven by large-cap technology and communication services stocks [1] - Fenimore Small Cap Strategy returned -4.12%, underperforming the Russell 2000 Index, which returned 2.19% [1] - Fenimore Dividend Focus Strategy declined -4.41% compared to the Russell Midcap Index's 0.16% return [1] - Fenimore Value Strategy also declined -1.17% against the Russell Midcap Index's 0.16% return, with underperformance attributed to investments in the financial and industrial sectors [1] Company Focus: SPS Commerce, Inc. - SPS Commerce, Inc. (NASDAQ:SPSC) was highlighted as a significant performance detractor in the Fenimore Small Cap Strategy [2][3] - As of January 15, 2026, SPS Commerce's stock closed at $91.24, with a one-month return of 0.74% and a 52-week loss of 52.23% [2] - The company has a market capitalization of $3.459 billion [2] - Management's poor acquisition decision has attracted activist attention, although the firm is still viewed as having multiple avenues for value creation [3]

SPS Commerce FY Conference Summary Company Overview - **Company**: SPS Commerce (NasdaqGS:SPSC) - **Industry**: Cloud-based supply chain solutions connecting retailers and suppliers - **Key Executives**: Chad Collins (CEO), Kim Nelson (CFO) [9][10] Core Business Insights - SPS Commerce operates a cloud network facilitating digital exchanges of supply chain documents between retailers and suppliers [9] - The company has made acquisitions in the revenue recovery space, specifically SupplyPike and Carbon6, to enhance its offerings [10][12] Revenue Recovery Business - **Definition**: Revenue recovery involves managing penalties charged by retailers to suppliers for supply chain rule violations [11][12] - **1P vs. 3P Models**: - **1P (Wholesale)**: Suppliers sell goods to retailers who then resell to consumers [14] - **3P (Marketplace)**: Suppliers list products on platforms like Amazon, owning the products while utilizing the platform for logistics [14] - The revenue recovery solutions target medium to large customers who have sufficient transaction volume to justify the service [16] Recent Performance and Challenges - The company missed its guidance for the first time in 15 years, primarily due to seasonality effects and changes in Amazon's inventory policies [21][22] - A one-time inventory adjustment impacted Q3 results, but it is not expected to affect future quarters significantly [24][25] - Despite challenges, the company remains optimistic about the revenue recovery segment, particularly in the 1P area [27] Product Strategy and Innovation - SPS Commerce is focused on expanding its product offerings based on customer needs and market opportunities [30] - The company plans to continue its acquisition strategy while also emphasizing organic growth and innovation [31][33] - The integration of acquired companies is ongoing, with a focus on stabilizing new revenue models [33] Market Dynamics - The company is expanding its enablement campaigns in Europe, noting differences in retailer dynamics compared to the U.S. [42][43] - E-invoicing mandates in Europe are driving interest in digitizing supply chain processes [45][48] Financial Guidance - Initial guidance for 2026 indicates 78% organic growth, with expectations of high single-digit growth excluding M&A [52][55] - The company aims for a 200 basis point annual EBITDA margin expansion, primarily through gross margin improvements and operational efficiencies [56][57] Leadership Changes - The appointment of Eduardo as Chief Commercial Officer is expected to enhance go-to-market strategies, particularly in upselling and cross-selling to existing customers [50][51] Conclusion - SPS Commerce is navigating challenges in the revenue recovery space while focusing on growth through acquisitions and product innovation. The company remains committed to enhancing its service offerings and expanding its market presence, particularly in Europe.

Core Insights - SPS Commerce, Inc. has announced new products and capabilities to address four key trends in the retail supply chain [1] Group 1: Company Developments - The company is a leader in retail supply chain cloud services [1] - SPS Commerce enables over 750 million transactions annually through its network [1] - The chief product officer, Mike Svatek, highlighted the challenges in keeping up with the shifting landscape of supply chain management [1]

Core Viewpoint - SPS Commerce, Inc. will present at the 28th Annual Needham Growth Conference on January 13, 2026, at 12:45 PM E.T. [1] Group 1: Company Overview - SPS Commerce is a leader in retail supply chain cloud services, connecting trading partners globally to optimize supply chain operations [2] - The company supports over 50,000 recurring revenue customers across various sectors including retail, grocery, distribution, supply, manufacturing, and logistics [2] - SPS Commerce has achieved 99 consecutive quarters of revenue growth and is headquartered in Minneapolis [2]

Core Insights - The article highlights significant breakthroughs in flow cytometry expected in 2025, with spectral flow cytometry emerging as the mainstream technology, driven by multi-laser, high-channel, and full-spectrum systems that enhance multi-color detection capabilities [1][2] - New technologies such as imaging flow cytometry, Raman spectral flow cytometry, and nano flow cytometry are making notable progress, indicating a shift from "phenotypic analysis" to "structural and functional integration analysis" [2] Product Releases - A total of 13 new flow cytometry products from 11 manufacturers were reported for release in 2025, showcasing advancements in various types of flow cytometry technologies [3] - Key products include: - BD's FlowJo™ v11 flow analysis software, which features a new code architecture and intuitive interface for high-dimensional data mining [10] - Cytek's Aurora™ Evo system, which enhances the capabilities of the previous Aurora system with improved sensitivity and resolution [32] - BaySpec's Endogen 3 Implex, a high-throughput flow cytometer based on coherent Raman spectroscopy, capable of measuring at a rate of up to 24,000 spectra per second [26] Technological Advancements - The FACSDi scover™ A8/A8 FX imaging spectral flow cytometer by BD allows for high-definition imaging of cell morphology and subcellular structures, enhancing the understanding of cell function [7] - The OMNIS ONE by Cytek integrates a 5-laser, 79-channel full-spectrum detection system, achieving over 99% cell viability and 95% single-cell rate post-sorting [13] - The iQue® 5 high-throughput flow cytometer from Sartorius supports up to 27 channels and is designed for continuous operation, significantly reducing operational maintenance time [29] Application Scope - The advancements in flow cytometry technologies are applicable across various fields, including basic research, clinical tumor immune microenvironment analysis, and pathogen fine typing in infectious diseases [9] - The new products are designed to meet diverse laboratory needs, from high-dimensional immune analysis to clinical diagnostics, enhancing the capabilities of researchers and clinicians alike [24][30]

Core Insights - A group of five growth stocks is highlighted as potential multibaggers for long-term investors, despite recent declines of 22% to 55% from their 52-week highs [1][2] Group 1: Rocket Lab USA - Rocket Lab USA has seen its sales increase nearly tenfold since its IPO in 2021, positioning it as the No. 3 player in the launch services industry [4][5] - The company is expected to launch its Neutron rocket in Q1 next year, which could enhance its competitive stance against larger peers like SpaceX [4] - The space industry is projected to grow from $630 billion in 2023 to $1.8 trillion by 2035, indicating significant growth potential for Rocket Lab, which has a current market cap of $28 billion [7] - Rocket Lab's gross margin stands at 28.93%, and shares are currently 20% below their high, making it an attractive investment opportunity [9] Group 2: Kinsale Capital - Kinsale Capital Group has delivered a 39% total return since its 2016 IPO, with a combined ratio of 77%, outperforming peers with an average of 92% [10][11] - The company focuses on small, hard-to-assess risks, which has allowed it to carve out a profitable niche, although its revenue growth slowed to 19% in the latest quarter due to increased pricing competition [12] - Kinsale's stock is down 24% due to this growth slowdown, presenting a potential buying opportunity [13] Group 3: MercadoLibre - MercadoLibre has transformed from $85 million in sales at its 2007 IPO to $26 billion today, making it a 70-bagger [14] - The company operates in a market where online buying penetration in Latin America is only half that of the U.S., indicating further growth potential [15] - MercadoLibre's logistics network supports its e-commerce and fintech operations, and the stock has dipped 23% from its July 2025 highs, making it a favorable buy [16] Group 4: SPS Commerce - SPS Commerce has delivered 18% annualized returns since 2010, with sales growing 26 times in value during that period [17] - The company has achieved 99 consecutive quarters of positive sales growth, although its growth rate has decelerated, leading to a 55% drop in stock price over the last year [18] Group 5: Dutch Bros - Dutch Bros has seen a 14% annual stock price increase since 2021 and aims to expand from 1,089 locations to 2,029 by 2029 [20] - The company plans to buy back shares using at least half of its free cash flow, marking a shift from previous reliance on issuing new shares [21][22] - Despite trading at 40 times cash from operations, the growth potential could make it a multibagger if expansion goals are met [23]

We came across a bullish thesis on SPS Commerce, Inc. on Heavy Moat Investments’s Substack. In this article, we will summarize the bulls’ thesis on SPSC. SPS Commerce, Inc.'s share was trading at $89.84 as of December 17th. SPSC’s trailing P/E was 40.11 according to Yahoo Finance. PureStorage (PSTG) Jumps as Earnings, Outlook Impress SPS Commerce, Inc. provides cloud-based supply chain management solutions in the United States. For more than a decade, SPSC was viewed as a textbook small-cap compounder, c ...

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Company Overview - SPS Commerce operates the world's largest retail network in the cloud, connecting retailers to their merchandise suppliers [1] - The company facilitates the exchange of supply chain information, including orders, items, inventory, and shipments, enabling effective collaboration [1] Customer Base - SPS Commerce's customers include traditional retailers, mass merchant retailers, grocers, distributors in industrial sectors, food service, and medical supply distribution [1] - The company partners with retailers to digitize connections to their suppliers through an enablement service [1] Value Proposition - Retailers benefit from having 100% of their supply chain digitized through SPS Commerce's program [1] - SPS Commerce gains access to suppliers that fit their ideal customer profile, providing them the opportunity to join the SPS network [1]