SPS Commerce Inc. (SPSC)

SPS Commerce Inc. (SPSC $49.96)
- $49.96 P/E (TTM): 21.57X Cap: $1.83B
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Axon Enterprise Inc. (AXON $388.19)
- $388.19 P/E (TTM): 158.73X Cap: $31.28B
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SPS Commerce Inc. (SPSC $49.96)
- $49.96 P/E (TTM): 21.57X Cap: $1.83B
- View SPSC Profile
- View Questions on SPSC
Nebius Group N.V. (NBIS $221.15)
- $221.15 Cap: $52.62B
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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 $49.96)
- $49.96 P/E (TTM): 21.57X Cap: $1.83B
- 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 $20.41)
- $20.41 P/E (TTM): 24.02X Cap: $9.63B
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CECO Environmental Corp. (CECO $86.08)
- $86.08 P/E (TTM): 217.43X Cap: $2.98B
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Aspen Aerogels Inc. (ASPN $5.82)
- $5.82 Cap: $447M
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Construction Partners Inc. (ROAD $124.84)
- $124.84 P/E (TTM): 55.89X Cap: $7.05B
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SPS Commerce Inc. (SPSC $49.96)
- $49.96 P/E (TTM): 21.57X Cap: $1.83B
- View SPSC Profile
- View Questions on SPSC
Powell Industries Inc. (POWL $296.98)
- $296.98 P/E (TTM): 23.99X Cap: $11.22B
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Datadog Inc. (DDOG $202.84)
- $202.84 P/E (TTM): 512.67X Cap: $72.20B
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Vertiv Holdings LLC Class A (VRT $376.23)
- $376.23 P/E (TTM): 107.66X Cap: $142.11B
- View VRT Profile
- View Questions on VRT
Celsius Holdings Inc. (CELH $29.01)
- $29.01 P/E (TTM): 68.86X Cap: $7.12B
- View CELH Profile
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Cellebrite DI Ltd. (CLBT $13.12)
- $13.12 Cap: $3.01B
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- View Questions on CLBT
TransMedics Group Inc. (TMDX $62.04)
- $62.04 P/E (TTM): 14.7X Cap: $2.21B
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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