SPS Commerce to Present at the Morgan Stanley Technology, Media & Telecom Conference

Rhea-AI Summary

SPS Commerce (NASDAQ: SPSC) will present at the Morgan Stanley Technology, Media & Telecom Conference on Wednesday, March 4, 2026 at 8:30 AM PT. A live webcast will be available on the company’s investor relations website for investors who cannot attend in person.

Key Figures

Conference time: 8:30 AM P.T.

1 metrics

Conference time 8:30 AM P.T. Presentation time at Morgan Stanley Technology, Media & Telecom Conference on March 4, 2026

Market Reality Check

Price: $54.14 Vol: Volume 1,261,908 is sligh...

normal vol

$54.14 Last Close

Volume Volume 1,261,908 is slightly above recent activity with relative volume at 1.18x the 20‑day average. normal

Technical Shares at $54.17 are trading below the 200-day MA of $107.86 and 64.63% under the 52-week high.

Peers on Argus

SPSC slipped 0.09% while several close software peers showed gains (e.g., FRSH +...

SPSC slipped 0.09% while several close software peers showed gains (e.g., FRSH +3.62%, INTA +8.89%, VERX +7.63%), pointing to a more stock-specific setup rather than a broad sector move.

Common Catalyst At least one peer (FRSH) also issued a conference participation announcement, suggesting a common investor-relations calendar theme rather than a fundamental sector catalyst.

Historical Context

5 past events · Latest: Feb 12 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 12	Board & buyback update	Positive	-5.5%	New independent directors and larger repurchase authorization with an investor agreement.
Feb 12	Earnings results	Positive	-5.5%	Q4 and FY 2025 revenue and EBITDA growth with CFO transition and buyback increase.
Feb 10	AI platform launch	Positive	-0.9%	Launch of MAX agentic AI platform leveraging 300,000 trading connections and new features.
Feb 02	Earnings date set	Neutral	-1.6%	Announcement of the scheduled release date and call time for Q4 and FY 2025 results.
Jan 08	Product innovations	Positive	+0.7%	New AI-powered and automation features to address evolving retail and supply-chain needs.

Pattern Detected

Recent history shows several generally positive corporate and product updates followed by flat to negative 24-hour price reactions, including earnings and AI/product launches.

Recent Company History

Over the past months, SPSC reported solid growth, with fiscal 2025 revenue of $751.5 million and adjusted EBITDA of $231.4 million, but the stock fell 5.53% after that earnings release and a concurrent board/repurchase update on Feb 12, 2026. Product and AI announcements on Feb 10 and Jan 8, 2026 drew modest to negative reactions. Against this backdrop, today’s routine conference appearance fits a pattern of frequent communications not always driving near-term price strength.

Market Pulse Summary

This announcement highlights SPSC’s participation in a major investor conference, offering managemen...

Analysis

This announcement highlights SPSC’s participation in a major investor conference, offering management another venue to communicate its story following recent earnings, board changes, and AI/product launches. The stock traded at $54.17, near its $53.72 52‑week low and well below the $107.86 200‑day MA, indicating a cautious setup. Investors may watch for any new qualitative commentary or strategic color emerging from the presentation webcast.

AI-generated analysis. Not financial advice.

MINNEAPOLIS, Feb. 25, 2026 (GLOBE NEWSWIRE) -- SPS Commerce, Inc. (NASDAQ: SPSC), the leading intelligent supply chain network, today announced that management will present at the Morgan Stanley Technology, Media & Telecom Conference on Wednesday, March 4, 2026, at 8:30 AM P.T.

A webcast of the presentation will be available on the company’s investor relations website at http://investors.spscommerce.com/events.cfm.

About SPS Commerce

SPS Commerce is the world’s leading retail network, connecting trading partners around the globe to optimize supply chain operations for all retail partners. We support data-driven partnerships with innovative cloud technology, customer-obsessed service, and accessible experts so our customers can focus on what they do best. Over 50,000 recurring revenue customers in retail, grocery, distribution, supply, manufacturing, and logistics are using SPS as their retail network. SPS has achieved 100 consecutive quarters of revenue growth and is headquartered in Minneapolis. For additional information, contact SPS at 866-245-8100 or visit www.spscommerce.com.

SPS COMMERCE, SPS, SPS logo and INFINITE RETAIL POWER are marks of SPS Commerce, Inc. and registered in the U.S. Patent and Trademark Office, along with other SPS marks. Such marks may also be registered or otherwise protected in other countries.

Contact:
Investor Relations
The Blueshirt Group
Irmina Blaszczyk
SPSC@blueshirtgroup.com
415-217-4962

SPS-F

FAQ

When will SPS Commerce (SPSC) present at the Morgan Stanley TMT Conference?

SPS Commerce will present on Wednesday, March 4, 2026 at 8:30 AM PT. According to the company, management will deliver prepared remarks and participate in investor Q&A during the scheduled session.

How can investors watch the SPS Commerce (SPSC) presentation on March 4, 2026?

Investors can watch a live webcast via the company’s investor relations website. According to the company, the webcast link will be posted at the events section and available during and after the presentation.

What topics will SPS Commerce (SPSC) cover at the Morgan Stanley TMT Conference?

Management will discuss company strategy, market trends, and updates relevant to investors. According to the company, the presentation will summarize recent developments and include a Q&A segment with attendees.

Will SPS Commerce (SPSC) make the March 4, 2026 presentation recording available after the conference?

Yes, a webcast recording will be available on the investor relations website after the live session. According to the company, the archived presentation will remain accessible in the events section for later viewing.

Where is the official webcast link for the SPS Commerce (SPSC) Morgan Stanley presentation?

The official webcast link is on SPS Commerce’s investor relations events page. According to the company, investors should visit the events page on the investor relations site to access the live and archived webcast.