SPS Commerce Inc. (SPSC)

SPS Commerce Inc. (SPSC $109.35)
- $109.35 P/E (TTM): 49.58X Cap: $4.14B
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Axon Enterprise Inc. (AXON $644.99)
- $644.99 P/E (TTM): 173.85X Cap: $50.63B
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SPS Commerce Inc. (SPSC $109.35)
- $109.35 P/E (TTM): 49.58X Cap: $4.14B
- View SPSC Profile
- View Questions on SPSC
Nebius Group N.V. (NBIS $125.83)
- $125.83 Cap: $29.96B
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Q: The last earnings report was somewhat disappointing with regards to its outlook. What is your current take on this name? It is currently one of three US names I own in my TFSA. Would you recommend to hold or sale and move onto another name? If the later, what would you recommend for a purchase today (considering today's prices for an entry point).

Read Answer Asked by Patrik on August 05, 2025

SPS Commerce Inc. (SPSC $109.35)
- $109.35 P/E (TTM): 49.58X Cap: $4.14B
- View SPSC Profile
- View Questions on SPSC

Q: Can you expand further as to what caused this drop in price? Any idea as to why Net Income would be lower in 2025? Do you still consider this a top small cap pick in the US (if not what would you recommend beyond CLBT and FOUR)? Is this pullback a buying opportunity?

Read Answer Asked by Patrik on February 14, 2025

The Trade Desk Inc. (TTD $51.10)
- $51.10 P/E (TTM): 61.78X Cap: $24.80B
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CECO Environmental Corp. (CECO $52.53)
- $52.53 P/E (TTM): 33.69X Cap: $1.69B
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Aspen Aerogels Inc. (ASPN $8.82)
- $8.82 Cap: $726M
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Construction Partners Inc. (ROAD $116.00)
- $116.00 P/E (TTM): 91.18X Cap: $6.50B
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SPS Commerce Inc. (SPSC $109.35)
- $109.35 P/E (TTM): 49.58X Cap: $4.14B
- View SPSC Profile
- View Questions on SPSC
Powell Industries Inc. (POWL $329.76)
- $329.76 P/E (TTM): 21.94X Cap: $3.97B
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Datadog Inc. (DDOG $160.02)
- $160.02 P/E (TTM): 448.42X Cap: $56.10B
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Vertiv Holdings LLC Class A (VRT $180.51)
- $180.51 P/E (TTM): 85.65X Cap: $68.93B
- View VRT Profile
- View Questions on VRT
Celsius Holdings Inc. (CELH $63.10)
- $63.10 P/E (TTM): 160.89X Cap: $16.27B
- View CELH Profile
- View Questions on CELH
Cellebrite DI Ltd. (CLBT $19.30)
- $19.30 Cap: $4.65B
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- View Questions on CLBT
TransMedics Group Inc. (TMDX $112.61)
- $112.61 P/E (TTM): 57.52X Cap: $3.79B
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- View Questions on TMDX

Q: Hello 5i,

The quarter has been quite a ride so far. Get a sniff of a miss or lower guidance and stocks drop faster than a toboggan coming down Mt Everest.

Do you have any recommendations that appear to be Buys if you don’t already have a position? Some examples are: DDOG, VRT, TTD, TMDX, SPSC, CELH, CLBT, ROAD, CECO, APPF, ASPN, POWL, (electrical grid suppliers), and any other intriguing opportunity? The purchases would be for a 3-5 year hold.

If feels like the tipping point for earnings for many companies has been reached. If a looming reporting date is like a 5-alarm fire warning to get ready to bail water and run for the hills, which sounds like… opportunity!

Thank you for all of your help and wisdom.

D&J

Read Answer Asked by Jerry on February 18, 2025