SPS Commerce Inc. (SPSC)

SPS Commerce Inc. (SPSC $81.10)
- $81.10 P/E (TTM): 36.88X Cap: $3.11B
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Axon Enterprise Inc. (AXON $706.13)
- $706.13 P/E (TTM): 179.06X Cap: $55.43B
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SPS Commerce Inc. (SPSC $81.10)
- $81.10 P/E (TTM): 36.88X Cap: $3.11B
- View SPSC Profile
- View Questions on SPSC
Nebius Group N.V. (NBIS $110.54)
- $110.54 Cap: $26.32B
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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 $81.10)
- $81.10 P/E (TTM): 36.88X Cap: $3.11B
- 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 $47.24)
- $47.24 P/E (TTM): 60.58X Cap: $23.09B
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CECO Environmental Corp. (CECO $53.63)
- $53.63 P/E (TTM): 34.43X Cap: $1.85B
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Aspen Aerogels Inc. (ASPN $7.19)
- $7.19 Cap: $592M
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Construction Partners Inc. (ROAD $112.02)
- $112.02 P/E (TTM): 83.67X Cap: $6.28B
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SPS Commerce Inc. (SPSC $81.10)
- $81.10 P/E (TTM): 36.88X Cap: $3.11B
- View SPSC Profile
- View Questions on SPSC
Powell Industries Inc. (POWL $380.13)
- $380.13 P/E (TTM): 27.13X Cap: $4.58B
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Datadog Inc. (DDOG $157.51)
- $157.51 P/E (TTM): 459.92X Cap: $56.52B
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Vertiv Holdings LLC Class A (VRT $180.82)
- $180.82 P/E (TTM): 72.23X Cap: $69.04B
- View VRT Profile
- View Questions on VRT
Celsius Holdings Inc. (CELH $59.56)
- $59.56 P/E (TTM): 158.5X Cap: $15.36B
- View CELH Profile
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Cellebrite DI Ltd. (CLBT $15.90)
- $15.90 Cap: $3.97B
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- View Questions on CLBT
TransMedics Group Inc. (TMDX $122.21)
- $122.21 P/E (TTM): 53.04X Cap: $4.26B
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- View Questions on TMDX

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