SPS Commerce Inc. (SPSC)

SPS Commerce Inc. (SPSC $79.53)
- $79.53 P/E (TTM): 37.04X Cap: $2.99B
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Axon Enterprise Inc. (AXON $414.20)
- $414.20 P/E (TTM): 126.07X Cap: $32.87B
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SPS Commerce Inc. (SPSC $79.53)
- $79.53 P/E (TTM): 37.04X Cap: $2.99B
- View SPSC Profile
- View Questions on SPSC
Nebius Group N.V. (NBIS $86.10)
- $86.10 Cap: $20.50B
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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 $79.53)
- $79.53 P/E (TTM): 37.04X Cap: $2.99B
- 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 $27.04)
- $27.04 P/E (TTM): 30.16X Cap: $13.07B
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CECO Environmental Corp. (CECO $72.37)
- $72.37 P/E (TTM): 48.49X Cap: $2.57B
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Aspen Aerogels Inc. (ASPN $3.43)
- $3.43 Cap: $254M
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Construction Partners Inc. (ROAD $127.05)
- $127.05 P/E (TTM): 70.14X Cap: $7.17B
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SPS Commerce Inc. (SPSC $79.53)
- $79.53 P/E (TTM): 37.04X Cap: $2.99B
- View SPSC Profile
- View Questions on SPSC
Powell Industries Inc. (POWL $584.22)
- $584.22 P/E (TTM): 35.48X Cap: $5.50B
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Datadog Inc. (DDOG $111.69)
- $111.69 P/E (TTM): 361.59X Cap: $37.42B
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Vertiv Holdings LLC Class A (VRT $195.58)
- $195.58 P/E (TTM): 67.08X Cap: $74.77B
- View VRT Profile
- View Questions on VRT
Celsius Holdings Inc. (CELH $50.57)
- $50.57 P/E (TTM): 436.09X Cap: $13.03B
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Cellebrite DI Ltd. (CLBT $14.17)
- $14.17 Cap: $3.25B
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- View Questions on CLBT
TransMedics Group Inc. (TMDX $135.06)
- $135.06 P/E (TTM): 52.57X Cap: $4.61B
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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