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Coveo Solutions: A Strong Buy on Growth Potential and Strategic Investments

Coveo Solutions: A Strong Buy on Growth Potential and Strategic Investments

BMO Capital analyst Thanos Moschopoulos maintained a Buy rating on Coveo Solutions (CVOResearch Report) yesterday and set a price target of C$10.00.

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Thanos Moschopoulos has given his Buy rating due to a combination of factors, including Coveo Solutions’ strong market position and its potential for significant growth. The company’s recent quarterly results were largely in line with expectations, and its guidance for the upcoming fiscal year suggests a focus on accelerating growth, particularly in its SaaS revenue, despite a lighter EBITDA outlook as it ramps up investments.
Moschopoulos believes that Coveo Solutions is undervalued given its competitive advantages, such as a robust customer base and a high growth target for its SaaS segment. The company is also expanding its customer base in the GenAI sector and seeing increased cross-selling opportunities, which further supports the potential for future growth. Additionally, Coveo’s strategic investments in research and development and sales are seen as laying the groundwork for continued expansion, making the stock an attractive buy at its current valuation.

In another report released yesterday, RBC Capital also maintained a Buy rating on the stock with a C$11.00 price target.

CVO’s price has also changed slightly for the past six months – from C$6.760 to C$7.000, which is a 3.55% increase.

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