SPS Commerce is trading 11.5% up today at $73.42 after reporting stronger-than-expected Q2 results and raising its full-year EPS guidance.

  • Revenue grew 6% to $197.8 million and non-GAAP EPS jumped 27% to $1.27, with both metrics beating analyst estimates.
  • Management lifted 2026 EPS guidance and highlighted a strategic focus on higher-margin core network services and AI agent initiatives following a recent divestiture.