SPS Commerce Inc. (SPSC)

SPS Commerce Inc. (SPSC $86.23)
- $86.23 P/E (TTM): 38.67X Cap: $3.25B
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Axon Enterprise Inc. (AXON $564.28)
- $564.28 P/E (TTM): 178.91X Cap: $44.52B
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SPS Commerce Inc. (SPSC $86.23)
- $86.23 P/E (TTM): 38.67X Cap: $3.25B
- View SPSC Profile
- View Questions on SPSC
Nebius Group N.V. (NBIS $87.69)
- $87.69 Cap: $20.87B
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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 $86.23)
- $86.23 P/E (TTM): 38.67X Cap: $3.25B
- 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 $36.65)
- $36.65 P/E (TTM): 42.13X Cap: $17.72B
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CECO Environmental Corp. (CECO $60.96)
- $60.96 P/E (TTM): 42.93X Cap: $2.17B
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Aspen Aerogels Inc. (ASPN $3.22)
- $3.22 Cap: $266M
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Construction Partners Inc. (ROAD $110.08)
- $110.08 P/E (TTM): 60.48X Cap: $6.22B
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SPS Commerce Inc. (SPSC $86.23)
- $86.23 P/E (TTM): 38.67X Cap: $3.25B
- View SPSC Profile
- View Questions on SPSC
Powell Industries Inc. (POWL $337.07)
- $337.07 P/E (TTM): 22.68X Cap: $4.17B
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Datadog Inc. (DDOG $146.00)
- $146.00 P/E (TTM): 464.97X Cap: $51.19B
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Vertiv Holdings LLC Class A (VRT $161.27)
- $161.27 P/E (TTM): 60.86X Cap: $61.65B
- View VRT Profile
- View Questions on VRT
Celsius Holdings Inc. (CELH $43.84)
- $43.84 P/E (TTM): 398.55X Cap: $11.30B
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Cellebrite DI Ltd. (CLBT $18.82)
- $18.82 Cap: $4.50B
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TransMedics Group Inc. (TMDX $126.79)
- $126.79 P/E (TTM): 51.12X Cap: $4.33B
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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