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Investor Insights

This summary was created by AI, based on 2 opinions in the last 12 months.

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.

Consensus
Mixed
Valuation
Fair Value
DON'T BUY
Docebo

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.

0
BUY
Docebo
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

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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0
TOP PICK
Docebo

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.

(Analysts’ price target is $76.71)
0
DON'T BUY
Docebo

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. 

0
DON'T BUY
Docebo

Doesn't have the proven business model he's looking for.

0
PAST TOP PICK
Docebo
(A Top Pick Feb 18/22, Down 26%) Best product in learning management. Earnings down 25% since the recommendation, due to macro environment and tech selloff. Valuations for all software companies came down. Grew 42% YOY, mostly recurring revenue. Nothing has changed his long-term view. Still reinvesting in its business, but always operating at break-even rather than debt-financing that growth.
0
BUY
Docebo
Automating learning systems for large corporations. Has fallen off in recent market selloff. High growth rate of earnings and sales will power company going forward. Good time to buy the stock. Will be a good long term investment.
0
WAIT
Docebo
Under pressure. Topline and revenue growth is slowing from 50% to 40% range. Doesn't make any money. Fundamentals still quite good. Looks to reach profitability in 2023. Investors will come back at end of interest rate hike cycle, hopefully later this year. Continues to add customers. Well managed. Lots of tailwinds in online learning.
0
TOP PICK
Docebo
Canadian software company that has been hit by recent selloff. Stock prices are approaching attractive levels. High margin products with large enterprise customers. Quickly growing business in customer and employee training service. Expecting free cash flow to increase.
0
BUY ON WEAKNESS
Docebo

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

0
WATCH
Docebo
Target of $45.40. Cloud-based learning management platform. Strikes a chord during these Covid times. Amends traditional corporate learning requirements. Risks, as it's a competitive field. In right place, so they've done well. He's watching it.
0
BUY
Docebo

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

0
DON'T BUY
Docebo

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.

0
BUY ON WEAKNESS
Docebo
He looked at this when it originally went public. It takes a lot to understand what they do. They have online training platforms and it has done great during the pandemic. It trades at a higher multiple now. It has been around a number of years, it just recently went public.
0
WATCH
Docebo
Training software. Should be a high margin type of name. It is about 8 times forward sales. 35% revenue growth expected for the next few years. He does not know how big the market is. He is not there yet. Give it a couple more quarters since their IPO.
0
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Docebo(DCBO-T) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 2

Stockchase rating for Docebo is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Docebo(DCBO-T) Frequently Asked Questions

What is Docebo stock symbol?

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

Is Docebo a buy or a sell?

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.

Is Docebo a good investment or a top pick?

Docebo was recommended as a Top Pick by on . Read the latest stock experts ratings for Docebo.

Why is Docebo stock dropping?

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.

Is Docebo worth watching?

2 stock analysts on Stockchase covered Docebo In the last year. It is a trending stock that is worth watching.

What is Docebo stock price?

On 2024-10-03, Docebo (DCBO-T) stock closed at a price of $57.59.