Core Insights - The market is underestimating the growth potential of artificial intelligence stocks, particularly in the context of the LMS (Learning Management System) market, which is projected to grow at 20% annually through 2030 [2][3]. Company Summaries UiPath - UiPath reported a 16% increase in revenue to $335 million for Q1 of fiscal 2025, with non-GAAP net income rising 18% to $0.13 per diluted share, despite challenges in the macroeconomic environment leading to longer sales cycles [5]. - The company has lowered its full-year revenue guidance to less than 8% growth for fiscal 2025, but optimism remains due to the return of co-founder Daniel Dines as CEO to enhance market execution [8]. - UiPath is recognized as a leader in robotic process automation (RPA) and is expected to benefit from a growing AI product pipeline, with the RPA market forecasted to grow at 40% annually through 2030 [10][13]. Docebo - Docebo experienced a 24% revenue increase to $51 million in Q1, with non-GAAP net income soaring 140% to $0.24 per diluted share, although it provided disappointing full-year guidance due to macroeconomic uncertainty and the loss of a significant customer [7]. - The company has innovative applications like Docebo Flow and Docebo Shape, which leverage generative AI for training content, positioning it well to monetize generative AI opportunities [11][15]. - Despite recent challenges, analysts believe the stock sell-off presents a compelling entry point for investors, as the lost customer was acquired by a company with its own LMS [16].

Core Viewpoint - Brokerage recommendations, particularly for Docebo Inc. (DCBO), suggest a strong buy sentiment, but reliance solely on these recommendations may not be advisable due to potential biases from brokerage firms [2][4][9]. Group 1: Brokerage Recommendations - Docebo has an average brokerage recommendation (ABR) of 1.33, indicating a consensus between Strong Buy and Buy, with 75% of recommendations being Strong Buy and 16.7% being Buy [2]. - The ABR is based on recommendations from 12 brokerage firms, with nine Strong Buy and two Buy ratings [2]. - Despite the positive ABR, studies indicate that brokerage recommendations often do not effectively guide investors towards stocks with significant price appreciation potential [4][5]. Group 2: Analyst Bias and Limitations - Analysts from brokerage firms tend to exhibit a strong positive bias in their ratings, often issuing five Strong Buy recommendations for every Strong Sell recommendation [5][9]. - This bias suggests that the interests of brokerage firms may not align with those of retail investors, leading to a lack of reliable insight into future stock price movements [6][9]. Group 3: Zacks Rank Comparison - The Zacks Rank, a proprietary stock rating tool, categorizes stocks from Strong Buy to Strong Sell and is based on earnings estimate revisions, which have shown a strong correlation with near-term stock price movements [7][10]. - The Zacks Rank is distinct from the ABR, as it is a quantitative model that reflects timely earnings estimate revisions, while the ABR may not always be up-to-date [8][11]. - For Docebo, the Zacks Consensus Estimate for the current year remains unchanged at $0.85, indicating stable analyst views on the company's earnings prospects [12]. Group 4: Investment Outlook - The recent consensus estimate change and other earnings-related factors have resulted in a Zacks Rank of 3 (Hold) for Docebo, suggesting caution despite the Buy-equivalent ABR [13].

The Canadian company notched gains in important fundamentals, but there was a big caveat.On Friday, Docebo (DCBO -22.91%) took the wraps off its first quarterly earnings report of this year, and investors were none too pleased with it. This was despite double-digit -- or more -- increases in all-important subscription revenue, overall revenue, and profitability. The learning management platform operator's shares took a nearly 23% hit on the day as a result.Double-digit gains in key fundamentalsFor the quart ...

Company Participants Good morning, everyone, and welcome to the Docebo Q1 2024 Earnings Call. All participants are currently in listen-only mode. We will open the line for a question-and-answer session momentarily. [Operator Instructions] Thank you, Brianna. Last night, after the markets closed, Docebo issued its Q1 2024 results. The press release, which included a link to management's prepared remarks and our quarterly investor slide deck, were all posted to our investor relations website. This morning's c ...

Docebo Overview - Docebo has 3,833 customers[3, 128] - Docebo's Annual Recurring Revenue (ARR) reached US$201 million as of March 31, 2024[21, 70, 102] - Docebo has over 400 integrations[23] - Docebo has 900+ employees[45] Financial Performance - Subscription Revenue Compound Annual Growth Rate (CAGR) between fiscal year 2020 and fiscal year 2023 was 42%[22, 46] - 81% of ARR added in 2023 represented by customers that chose multi-year contracts[82] - Net Dollar Retention Rate was 104% in 2023[82] - Q1 2024 Adjusted EBITDA margin was 14.5%[94, 102] Strategic Focus - Docebo is focused on key growth vectors that feed new logos and expand mandates[68] - Approximately 65% of ARR is tied to external/hybrid use cases[6, 68] - Docebo is pursuing FedRAMP certification to expand into the government segment[41, 68, 98]

Docebo Inc. (DCBO) reported $51.4 million in revenue for the quarter ended March 2024, representing a year-over-year increase of 24%. EPS of $0.23 for the same period compares to $0.09 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $51.16 million, representing a surprise of +0.47%. The company delivered an EPS surprise of +35.29%, with the consensus EPS estimate being $0.17.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stre ...

These stocks could help investors turn a profit as artificial intelligence takes root across business processes and consumer products.The technology landscape has changed dramatically in recent decades. Consider the advent of the internet in the 1990s, the proliferation of mobile devices in the 2000s, and the migration to cloud computing in the 2010s. Those innovations changed the world and created lucrative investment opportunities in the process.A litany of esteemed business leaders and analysts see artif ...

Docebo Inc. (DCBO) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Individual ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Docebo Inc. (DCBO) , which belongs to the Zacks Internet - Software industry, could be a great candidate to consider.This company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 42.86%.For the last reported quarter, Docebo c ...

Have you been paying attention to shares of Docebo Inc. (DCBO) ? Shares have been on the move with the stock up 23.6% over the past month. The stock hit a new 52-week high of $56.41 in the previous session. Docebo Inc. has gained 11.3% since the start of the year compared to the 11.2% move for the Zacks Computer and Technology sector and the 20.7% return for the Zacks Internet - Software industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't miss ...