SPS Commerce Inc. (SPSC)

SPS Commerce Inc. (SPSC $87.91)
- $87.91 P/E (TTM): 39.42X Cap: $3.31B
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Axon Enterprise Inc. (AXON $563.45)
- $563.45 P/E (TTM): 178.65X Cap: $44.46B
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SPS Commerce Inc. (SPSC $87.91)
- $87.91 P/E (TTM): 39.42X Cap: $3.31B
- View SPSC Profile
- View Questions on SPSC
Nebius Group N.V. (NBIS $89.95)
- $89.95 Cap: $21.41B
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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 $87.91)
- $87.91 P/E (TTM): 39.42X Cap: $3.31B
- 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 $37.68)
- $37.68 P/E (TTM): 43.31X Cap: $18.22B
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CECO Environmental Corp. (CECO $59.79)
- $59.79 P/E (TTM): 42.11X Cap: $2.13B
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Aspen Aerogels Inc. (ASPN $2.89)
- $2.89 Cap: $238M
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Construction Partners Inc. (ROAD $112.16)
- $112.16 P/E (TTM): 61.63X Cap: $6.34B
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SPS Commerce Inc. (SPSC $87.91)
- $87.91 P/E (TTM): 39.42X Cap: $3.31B
- View SPSC Profile
- View Questions on SPSC
Powell Industries Inc. (POWL $352.52)
- $352.52 P/E (TTM): 23.72X Cap: $3.95B
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Datadog Inc. (DDOG $133.77)
- $133.77 P/E (TTM): 426.02X Cap: $46.90B
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Vertiv Holdings LLC Class A (VRT $175.61)
- $175.61 P/E (TTM): 66.27X Cap: $67.14B
- View VRT Profile
- View Questions on VRT
Celsius Holdings Inc. (CELH $47.75)
- $47.75 P/E (TTM): 434.09X Cap: $12.30B
- View CELH Profile
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Cellebrite DI Ltd. (CLBT $17.84)
- $17.84 Cap: $4.27B
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- View Questions on CLBT
TransMedics Group Inc. (TMDX $122.69)
- $122.69 P/E (TTM): 49.47X Cap: $4.19B
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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