SPS Commerce Inc. (SPSC)

SPS Commerce Inc. (SPSC $81.13)
- $81.13 P/E (TTM): 36.37X Cap: $3.05B
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Axon Enterprise Inc. (AXON $524.60)
- $524.60 P/E (TTM): 165.5X Cap: $41.19B
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SPS Commerce Inc. (SPSC $81.13)
- $81.13 P/E (TTM): 36.37X Cap: $3.05B
- View SPSC Profile
- View Questions on SPSC
Nebius Group N.V. (NBIS $91.90)
- $91.90 Cap: $21.88B
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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 $81.13)
- $81.13 P/E (TTM): 36.37X Cap: $3.05B
- 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 $39.06)
- $39.06 P/E (TTM): 45.57X Cap: $18.88B
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CECO Environmental Corp. (CECO $51.44)
- $51.44 P/E (TTM): 35.33X Cap: $1.83B
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Aspen Aerogels Inc. (ASPN $3.13)
- $3.13 Cap: $256M
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Construction Partners Inc. (ROAD $103.44)
- $103.44 P/E (TTM): 74.38X Cap: $5.67B
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SPS Commerce Inc. (SPSC $81.13)
- $81.13 P/E (TTM): 36.37X Cap: $3.05B
- View SPSC Profile
- View Questions on SPSC
Powell Industries Inc. (POWL $300.08)
- $300.08 P/E (TTM): 18.98X Cap: $3.88B
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Datadog Inc. (DDOG $158.44)
- $158.44 P/E (TTM): 501.75X Cap: $55.24B
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Vertiv Holdings LLC Class A (VRT $168.91)
- $168.91 P/E (TTM): 60.31X Cap: $61.03B
- View VRT Profile
- View Questions on VRT
Celsius Holdings Inc. (CELH $37.92)
- $37.92 P/E (TTM): 354.45X Cap: $9.77B
- View CELH Profile
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Cellebrite DI Ltd. (CLBT $16.88)
- $16.88 Cap: $4.04B
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- View Questions on CLBT
TransMedics Group Inc. (TMDX $140.21)
- $140.21 P/E (TTM): 52.79X Cap: $4.79B
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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