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]

Group 1 - SPS Commerce Inc. is recognized as a promising investment opportunity among beaten-down technology stocks, with a 'Neutral' rating and a price target of $125 set by DA Davidson [1][2] - The company recently held a 2025 Investor Day event, where it shared insights on its product roadmap and generative AI strategy, emphasizing a high single-digit organic growth outlook for the year [2] - SPS Commerce has maintained a strong performance with 98 consecutive quarters of revenue growth, serving over 50,000 recurring revenue customers in the retail grocery distribution, supply, and logistics sector [3][4] Group 2 - SPS Commerce provides cloud-based supply chain solutions that facilitate the automation and simplification of business document exchanges and product data between retailers and suppliers [4] - The company is focused on long-term growth plans to capture a larger share of the expanding total addressable market [2]

Core Viewpoint - The article identifies the best beaten-down technology stocks to buy according to analysts, highlighting the resilience of technology stocks despite market headwinds and the potential for further gains driven by interest rate cuts and optimism surrounding artificial intelligence [1][2]. Group 1: Market Context - Technology stocks have shown strong performance, with the NASDAQ 100 rallying 17% year to date despite challenges such as trade wars and monetary policy uncertainty [1]. - The US Federal Reserve's decision to cut interest rates, with potential for two more cuts before year-end, is expected to further boost technology stocks [2]. - Investor sentiment is mixed, with some beginning to hedge against potential market pullbacks as equities reach all-time highs [2][3]. Group 2: Investment Strategy - The article emphasizes the importance of identifying technology stocks that are down more than 30% year to date, focusing on those with an upside potential of over 30% as of September 30 [7][8]. - Hedge fund sentiment is considered a key factor, as replicating top stock picks from successful hedge funds has historically outperformed the market [9]. Group 3: Featured Stocks - **SPS Commerce, Inc. (NASDAQ:SPSC)** - Year to Date Performance: -43.03% - Stock Upside Potential: 35.17% - The company has a strong track record with 98 consecutive quarters of revenue growth and focuses on long-term growth in the retail supply chain cloud services sector [10][11][12]. - **Vertex Inc. (NASDAQ:VERX)** - Year to Date Performance: -53.40% - Stock Upside Potential: 41.23% - Vertex is investing in e-invoicing and artificial intelligence to drive long-term growth, despite facing pressure to lower revenue growth guidance [14][15][16][17].

Core Insights - SPS Commerce, Inc. reported a revenue increase of 22% to $187.4 million in Q2 2025 compared to Q2 2024, with recurring revenue growing by 24% during the same period [1][6] - The company achieved a net income of $19.7 million, or $0.52 per diluted share, up from $18.0 million, or $0.48 per diluted share in the previous year [6][22] - Adjusted EBITDA rose by 27% to $56.1 million, reflecting strong operational performance [6][28] Financial Highlights - Revenue for Q2 2025 was $187.4 million, a 22% increase from $153.6 million in Q2 2024 [6][22] - Recurring revenue grew by 24% year-over-year [6] - Net income for Q2 2025 was $19.7 million, compared to $18.0 million in Q2 2024 [6][22] - Non-GAAP income per diluted share increased to $1.00 from $0.80 in Q2 2024 [6][29] - Adjusted EBITDA for Q2 2025 was $56.1 million, up 27% from the previous year [6][28] Guidance - For Q3 2025, revenue is projected to be between $191.7 million and $193.2 million, indicating a year-over-year growth of 17% to 18% [7] - Full-year 2025 revenue is expected to range from $759.0 million to $763.0 million, representing a growth of 19% to 20% over 2024 [7] - Net income per diluted share for Q3 2025 is anticipated to be between $0.50 and $0.54 [7] - Non-GAAP income per diluted share for Q3 2025 is expected to be between $0.96 and $1.00 [7] Company Positioning - SPS Commerce is positioned as a leader in retail supply chain cloud services, emphasizing its unique full-service EDI solution that aids suppliers in maintaining compliance with changing retailer requirements [3] - The company aims to leverage its product portfolio to enhance collaboration among trading partners, driving efficiency and cost savings [3] - Management expresses confidence in the company's long-term growth potential, citing a large addressable market and strong operating leverage [3]

Core Insights - SPS Commerce, Inc. is scheduled to present at the Morgan Stanley Technology, Media & Telecom Conference on March 6, 2025, at 8:30 AM P.T. [1] - The company is recognized as a leader in retail supply chain cloud services, connecting trading partners globally to enhance supply chain operations [2]. Company Overview - SPS Commerce operates the world's leading retail network, serving over 45,000 recurring revenue customers across various sectors including retail, grocery, distribution, supply, manufacturing, and logistics [2]. - The company has demonstrated consistent financial performance with 96 consecutive quarters of revenue growth [2]. - SPS Commerce is headquartered in Minneapolis and emphasizes data-driven partnerships through innovative cloud technology and customer-focused service [2].