SPS Commerce Inc. (SPSC)

SPS Commerce Inc. (SPSC $110.60)
- $110.60 P/E (TTM): 51.68X Cap: $4.19B
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Axon Enterprise Inc. (AXON $728.41)
- $728.41 P/E (TTM): 176.2X Cap: $57.18B
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SPS Commerce Inc. (SPSC $110.60)
- $110.60 P/E (TTM): 51.68X Cap: $4.19B
- View SPSC Profile
- View Questions on SPSC
Nebius Group N.V. (NBIS $65.47)
- $65.47 Cap: $15.58B
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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 $110.60)
- $110.60 P/E (TTM): 51.68X Cap: $4.19B
- 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 $52.07)
- $52.07 P/E (TTM): 62.73X Cap: $25.45B
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CECO Environmental Corp. (CECO $47.17)
- $47.17 P/E (TTM): 32.76X Cap: $1.66B
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Aspen Aerogels Inc. (ASPN $6.61)
- $6.61 Cap: $544M
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Construction Partners Inc. (ROAD $122.46)
- $122.46 P/E (TTM): 90.04X Cap: $6.86B
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SPS Commerce Inc. (SPSC $110.60)
- $110.60 P/E (TTM): 51.68X Cap: $4.19B
- View SPSC Profile
- View Questions on SPSC
Powell Industries Inc. (POWL $268.24)
- $268.24 P/E (TTM): 18.85X Cap: $3.23B
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Datadog Inc. (DDOG $136.08)
- $136.08 P/E (TTM): 384.41X Cap: $47.45B
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Vertiv Holdings LLC Class A (VRT $124.00)
- $124.00 P/E (TTM): 72.09X Cap: $47.35B
- View VRT Profile
- View Questions on VRT
Celsius Holdings Inc. (CELH $58.37)
- $58.37 P/E (TTM): 176.88X Cap: $15.05B
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Cellebrite DI Ltd. (CLBT $16.61)
- $16.61 Cap: $3.97B
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- View Questions on CLBT
TransMedics Group Inc. (TMDX $104.01)
- $104.01 P/E (TTM): 75.81X Cap: $3.54B
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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