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The reviews from different experts suggest that Docebo, the Canadian company specializing in online training, has shown a breakout to the upside on volume after basing for most of the year. While the valuation remains high and the stock is well off its pandemic highs, it is still growing fast, leading to investor interest. The high gross margins have not yet translated into profits, but the company is actively investing in its business. The analysts’ price target is $76.71, and one expert is considering buying the stock within the next couple of weeks.
Its recent earnings beat estimates, but revenue guidance of 17% to 18.5% was slightly below consensus estimates. Management noted weakness in its small and medium-sized business customers, but strength in its government and enterprise customers. One of the main remarks from its press release that concerned investors was an expectation for continued macro-economic headwinds to affect its SMB and lower mid-market customers, as well as a seven-figure negative impact on its ARR base resulting from a large enterprise customer terminating its agreement. In the earnings call, management reaffirmed that it is seeing pressure in its SMB segment over the past few months, but management expects it to diffuse over time.
The flip side to this issue is that management is seeing strong growth in its enterprise and government segment. It is still waiting on its FedRAMP certification, but it is expected to boost the company's government segment in 2025, and potentially somewhat this year.
It is not that cheap at 32X forward earnings, but certainly cheaper than previously. It continues to generate free cash flow, buy back shares, and improve its margins. Fundamentally, its metrics look good, but the churn in SMB customers is concerning investors, but we feel its foray into the enterprise and government sectors can help lift its guidance over the long-term.
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It is a Canadian company that does online training with add-on new clients. There is a breakout to the upside on volume. This is after basing most of the year after declining from around $92 to $23. Buy 10 Hold 1 Sell 0
He doesn't own any of his top picks but is planning to buy 2 or 3, probably 3 within the next couple of weeks.
Is well off its pandemic highs. The valuation remains high, but are growing fast. Investors like their high gross margins, but that hasn't trickled into profits. But they are investing in their business. Not a bad name, but is still richly valued.
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The price for the secondary offer was set recently but the offer was previously announced. The growth potential is positive and recent acquisitions have been good. Volatility is expected with a large stock sale. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Picks from 5i Research. They announced that they will power AWS Training and Certification offerings. More US investors might look into the stock with the recent announcement. It’s shown good momentum since going public. It’s currently trading above 15x sales but they have recently beat Q2 sales estimates. Unlock Premium - Try 5i Free
Open Text vs. Docebo He prefers OTEX, hands-down. OTEX is a former top pick. Likes their strategy and cloud-based business. They're an active acquirer of other businesses. Offers decent organic growth, not as good as Shopify but with a far lower PE than the latter around 15x. A stable cash flow, too.
Docebo is a Canadian stock, trading under the symbol DCBO-T on the Toronto Stock Exchange (DCBO-CT). It is usually referred to as TSX:DCBO or DCBO-T
In the last year, 2 stock analysts published opinions about DCBO-T. 1 analyst recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Docebo.
Docebo was recommended as a Top Pick by on . Read the latest stock experts ratings for Docebo.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
2 stock analysts on Stockchase covered Docebo In the last year. It is a trending stock that is worth watching.
On 2024-10-03, Docebo (DCBO-T) stock closed at a price of $57.59.
Good and innovative. They offer learning software that companies use to train employees and clients. His concern is that the founder and senior leadership have sold a lot of shares--a big red flag. Also, there's a lot of competition.