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10 Best Beaten Down Technology Stocks to Buy According to Analysts
Insider Monkey· 2025-10-01 18:47
In this article, we explore the 10 Best Beaten Down Technology Stocks to Buy According to Analysts.Technology stocks have been the bright spot in an equity market that continues to edge higher while shrugging off a series of headwinds. From an aggressive trade war to tariffs and uncertainty over monetary policies, the headwinds have continued to mount. Nevertheless, investors have shrugged off the concerns depicted by the tech-heavy NASDAQ 100, which has rallied 17% year to date.The US Federal Reserve’s dec ...
Citi Reduces PT on SPS Commerce (SPSC), Keeps Buy
Yahoo Finance· 2025-09-30 08:13
SPS Commerce, Inc. (NASDAQ:SPSC) is one of the Oversold Growth Stocks to Buy According to Analysts. On September 23, George Kurosawa from Citi reduced the firm’s price target on SPS Commerce, Inc. (NASDAQ:SPSC) from $173 to $166, while reiterating a Buy rating on the stock. The analyst highlighted the company’s strong position as a leader in the retail supply chain network. He noted that this gives the company access to a larger total addressable market, which supports sustainable growth. Moreover, SPS ...
12 Oversold Growth Stocks to Buy According to Analysts
Insider Monkey· 2025-09-29 06:11
In this article, we will look at the 12 Oversold Growth Stocks to Buy According to Analysts.On September 27, Wharton professor emeritus and WisdomTree senior economist Jeremy Siegel joined CNBC for an interview to discuss the latest PCE report and what the data reveal about the market. He sees the latest economic data as positive for the stock market. The inflation report was in line with expectations, with no upside surprises and year-over-year inflation at 2.9%. Although the inflation is still above the F ...
Morgan Stanley Maintains Buy Rating on SPS Commerce (SPSC) Stock
Yahoo Finance· 2025-09-26 15:09
SPS Commerce, Inc. (NASDAQ:SPSC) is one of the Oversold Software Stocks to Buy Now. On September 23, Morgan Stanley analyst Chris Quintero maintained a “Buy” rating on the company’s stock, setting a price objective of $170.00. The analyst’s rating is backed by a combination of factors demonstrating SPS Commerce, Inc. (NASDAQ:SPSC)’s strong growth potential. Its new network-led growth strategy happens to be a critical element, leveraging the extensive and differentiated network to fuel organic growth. Morg ...
SPS Commerce, Inc. (SPSC) - 2025 Analyst Day Presentation (NASDAQ:SPSC) 2025-09-23
Seeking Alpha· 2025-09-23 22:50
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SPS Commerce, Inc. (SPSC) Analyst/Investor Day Transcript
Seeking Alpha· 2025-09-23 22:33
PresentationIrmina BlaszczykThe Blueshirt Group, LLC Good morning, everyone. I think we're at time. So we'll go ahead and get started. Welcome to the SPS Commerce 2025 Investor Day. We appreciate you all joining us here in-person, and thank you to all those on the webcast. Today's agenda includes presentations from the SPS leadership team, a moderated customer panel discussion. And at the end of the program, we'll open it up for questions. Before we begin, we will look at our forward-looking statement. I'd ...
SPS Commerce (NasdaqGS:SPSC) 2025 Investor Day Transcript
2025-09-23 14:32
Summary of SPS Commerce 2025 Investor Day Company Overview - **Company**: SPS Commerce (NasdaqGS:SPSC) - **Industry**: Supply Chain Management and Retail Technology - **Headquarters**: Minneapolis, Minnesota - **Employee Count**: Approximately 3,000 employees, with half based in the Minneapolis-St. Paul area [2][3] Core Business Model - SPS Commerce operates a cloud-based network connecting retailers, suppliers, and third-party logistics providers to facilitate supply chain information exchange and collaboration [2][3] - The company serves three main market segments: retailers, suppliers, and third-party logistics providers [3] Growth Strategy - The company emphasizes the importance of network connections to enhance supply chain efficiency, sales growth, and margin improvement [3][4] - SPS Commerce aims to leverage its network to provide value-added applications, including fulfillment and revenue recovery, which are increasingly integrated into the network [6][8] - The company has identified a total addressable market (TAM) of $6.5 billion in the U.S. and over $11 billion globally, with plans to expand its customer base from 50,000 to 275,000 [16][17] Market Dynamics - The pandemic accelerated the adoption of omnichannel initiatives and dropship e-commerce, leading to increased customer count and average revenue per customer [9][11] - Current market conditions show a stabilization of omnichannel initiatives and a slowing customer count growth, attributed to macroeconomic uncertainties [12][14] Product Strategy - SPS Commerce focuses on collaboration and automation within the supply chain, with a strong emphasis on data availability to enhance customer collaboration [25][26] - The company employs a "build, buy, and partner" strategy to expand its product offerings, including recent acquisitions like Carbon6 and SupplyPike [29][30] - New product offerings include a revenue recovery solution and a performance management platform for retailers and suppliers to collaborate effectively [40][49] Go-to-Market Strategy - SPS Commerce's go-to-market strategy is centered around retail programs that facilitate supplier onboarding and compliance with retailer requirements [74][75] - The company maintains a high win rate of approximately 70% in securing new customers, primarily through its differentiated retail programs [76][78] Future Outlook - The company anticipates long-term growth driven by increased supply chain collaboration needs and the emergence of new consumer brands [14][15] - SPS Commerce is committed to continuous investment in technology and product development to enhance its network and customer offerings [50][51] Key Takeaways - SPS Commerce is well-positioned to capitalize on the growing demand for supply chain technology and collaboration solutions, with a robust network and a clear growth strategy [14][16] - The company's focus on data-driven insights and network-led growth presents unique opportunities for upselling and cross-selling to existing customers [20][21]
SPS Commerce (NasdaqGS:SPSC) 2025 Earnings Call Presentation
2025-09-23 13:30
INVESTOR DAY September 23, 2025 © 2025 SPS Commerce Today's Agenda Growth Strategy | Chad Collins, CEO Product Strategy | Mike Svatek, CPO Financial Review | Kim Nelson, CFO Go-to-Market Strategy | Chad Collins, CEO Break Moderated Customer Panel Q&A Network Strategy | Jamie Thingelstad, CTO © 2025 SPS Commerce 2 Agenda Forward-Looking Statements and Non-GAAP Financial Measures This presentation contains forward-looking statements, including information about management's view of SPS Commerce's future expec ...
SPS Commerce to Host Investor Day on September 23, 2025
Globenewswire· 2025-09-09 20:07
MINNEAPOLIS, Sept. 09, 2025 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), a leader in retail supply chain cloud services, today announced that it will host its Investor Day on Tuesday, September 23, 2025. SPS Commerce Chief Executive Officer Chad Collins and Chief Financial Officer Kim Nelson, as well as other members of the senior leadership team, will provide an overview of strategic investments and growth opportunities, followed by a live Q&A session. Presentations will begin at 8:30 a.m. Centra ...
SPS Commerce, Inc. (SPSC) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference (Transcript)
Seeking Alpha· 2025-09-04 14:49
Company Overview - SPS Commerce operates a cloud-based network that connects retailers and distributors with their suppliers to facilitate the exchange of supply chain information [2] - The company claims to have the world's largest retail network for supply chain data exchange, utilizing a network-based approach to solve related problems [2] Unique Selling Proposition - SPS Commerce's go-to-market strategy involves working directly with retailers to enable digital connections with their suppliers, many of whom are not digitally connected [2] - The company has successfully added over 50,000 suppliers to its network, with many suppliers trading with multiple partners across the network [2]