SPS Commerce Inc. (SPSC)

SPS Commerce Inc. (SPSC $60.55)
- $60.55 P/E (TTM): 24.61X Cap: $2.26B
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Axon Enterprise Inc. (AXON $496.18)
- $496.18 P/E (TTM): 328.6X Cap: $39.89B
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SPS Commerce Inc. (SPSC $60.55)
- $60.55 P/E (TTM): 24.61X Cap: $2.26B
- View SPSC Profile
- View Questions on SPSC
Nebius Group N.V. (NBIS $112.95)
- $112.95 Cap: $26.89B
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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 $60.55)
- $60.55 P/E (TTM): 24.61X Cap: $2.26B
- 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 $27.34)
- $27.34 P/E (TTM): 30.38X Cap: $13.01B
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CECO Environmental Corp. (CECO $54.50)
- $54.50 P/E (TTM): 40.07X Cap: $1.94B
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Aspen Aerogels Inc. (ASPN $3.65)
- $3.65 Cap: $301M
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Construction Partners Inc. (ROAD $113.97)
- $113.97 P/E (TTM): 52.04X Cap: $6.44B
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SPS Commerce Inc. (SPSC $60.55)
- $60.55 P/E (TTM): 24.61X Cap: $2.26B
- View SPSC Profile
- View Questions on SPSC
Powell Industries Inc. (POWL $502.71)
- $502.71 P/E (TTM): 32.64X Cap: $6.42B
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Datadog Inc. (DDOG $124.52)
- $124.52 P/E (TTM): 401.68X Cap: $44.06B
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Vertiv Holdings LLC Class A (VRT $258.88)
- $258.88 P/E (TTM): 75.92X Cap: $99.04B
- View VRT Profile
- View Questions on VRT
Celsius Holdings Inc. (CELH $44.57)
- $44.57 P/E (TTM): 178.28X Cap: $11.45B
- View CELH Profile
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Cellebrite DI Ltd. (CLBT $14.44)
- $14.44 Cap: $3.60B
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- View Questions on CLBT
TransMedics Group Inc. (TMDX $123.48)
- $123.48 P/E (TTM): 25.46X Cap: $4.23B
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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