Docebo (DCBO) Acquires 365Talents for $54.6 Million

Written by Emily J. Thompson, Senior Investment Analyst

Source: seekingalpha

Updated: Jan 20 2026

0mins

DCBO+0.32%

Should l Buy DCBO?

Source: seekingalpha

Acquisition Overview: Docebo has acquired 365Talents, an AI-powered skills intelligence and workforce analytics company based in France, for approximately $54.6 million in cash, financed through a combination of cash on hand and borrowings, reflecting the company's strategic commitment to expanding its AI capabilities.
Additional Cash Consideration: The company has also agreed to pay up to $5.1 million in additional earn-out cash contingent upon achieving certain financial milestones, indicating confidence in 365Talents' future performance and potential growth opportunities.
Revenue Expectations: Docebo expects 365Talents to generate approximately $9 million in revenue from the closing of the transaction until December 31, 2026, which will help mitigate Docebo's current revenue decline and support future financial stability.
Market Reaction: Despite facing challenges with slowing revenue growth, this acquisition is viewed as a key move to enhance Docebo's market competitiveness, potentially attracting investor interest in its long-term growth prospects.

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Analyst Views on DCBO

Wall Street analysts forecast DCBO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DCBO is 35.33 USD with a low forecast of 28.00 USD and a high forecast of 40.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

10 Analyst Rating

9 Buy

1 Hold

0 Sell

Strong Buy

Current: 19.020

Low

28.00

Averages

35.33

High

40.00

Current: 19.020

Low

28.00

Averages

35.33

High

40.00

Scotiabank

Outperform

NULL

downgrade

$35 -> $32

2026-01-30

Reason

Scotiabank

Price Target

$35 -> $32

AI Analysis

2026-01-30

downgrade

Outperform

NULL

Reason

Scotiabank lowered the firm's price target on Docebo to $32 from $35 and keeps an Outperform rating on the shares. The company's preliminary Q4 results indicate an "impressive" core ARR performance, the analyst tells investors. While the firm anticipates a period of margin digestion, Scotiabank sees the signs of underlying strength and the stock's attractive valuation as a compelling entry point.

Cantor Fitzgerald

initiated

$35

2025-12-24

Reason

Cantor Fitzgerald

Price Target

$35

2025-12-24

initiated

Reason

Cantor Fitzgerald assumed coverage of Docebo with an Overweight rating and $35 price target. The firm is updating research coverage in the Security & Infrastructure Software sector due to analyst departure and reallocation of analyst resources.

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About DCBO

Docebo Inc. is a provider of learning platforms with a foundation in artificial intelligence (AI) and innovation. The Company is redefining the way enterprises leverage technology to create and manage content, deliver training, and measure the business impact of their learning programs. Its learning platform includes capabilities, such as learning management and delivery, content marketplace, insights, learning evaluation, advanced analytics, communities, ecommerce, integrations, headless learning, and AI authoring. Its end-to-end learning platform, organizations worldwide are equipped to deliver scaled, personalized learning across all their audiences and use cases, driving growth and powering their business. Its learning platform leverages artificial intelligence and a high-performance workflow engine to save time, handle repetitive tasks, and automate processes. It serves small and medium-sized businesses to large globally distributed enterprises in a wide variety of industries.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

Docebo Approves $60B Share Buyback Program

Jan 29 2026seekingalpha

Buyback Program: Docebo's board has approved a substantial issuer bid to repurchase up to $60 billion of its common shares at $20.40 each, aiming to buy back approximately 10.23% of outstanding shares, thereby enhancing earnings per share and shareholder value.
Funding Sources: The company intends to fund the buyback through approximately $30 billion in cash and a $30 billion drawdown on its credit facility, which has been conditionally approved by lenders, ensuring liquidity for ongoing operations.
Financial Expectations: For Q4 2025, total revenue is projected to be between $62.7 million and $63 million, reflecting a 10% to 11% increase year-over-year, while adjusted EBITDA is expected to range from $12.9 million to $13.2 million, marking a 36% to 39% growth, indicating sustained profitability improvements.
Future Outlook: The company anticipates total revenue for FY 2026 to be between $267.5 million and $269.5 million, with adjusted EBITDA expected between $52.5 million and $54.5 million, suggesting continued investment in growth areas, particularly through strategic acquisitions.

Docebo Approves $60 Million Share Buyback Plan

Jan 29 2026Newsfilter

Buyback Plan Overview: Docebo announced a substantial issuer bid to repurchase up to $60 million of its common shares at $20.40 each, representing approximately 10.23% of outstanding shares, aimed at enhancing shareholder value and reflecting the company's true worth.
Funding Sources: The company plans to fund the buyback through $30 million in cash and a $30 million drawdown on its credit facility, with conditional approval to increase the credit facility from $50 million to $100 million, ensuring sufficient liquidity for future investments.
Financial Performance Forecast: Total revenue for Q4 2025 is expected to range between $62.7 million and $63 million, reflecting a 10% to 11% increase year-over-year, while adjusted EBITDA is projected to be between $12.9 million and $13.2 million, indicating a 36% to 39% growth, showcasing the company's ongoing profitability and growth potential.
Future Outlook: Docebo anticipates total revenue for 2026 to reach between $267.5 million and $269.5 million, with adjusted EBITDA expected between $52.5 million and $54.5 million, demonstrating the company's confidence in future growth and commitment to strategic investments.

Google Launches On-Demand SAT Practice Exams in Gemini

Jan 26 2026Benzinga

Launch of Practice Exams: Google is introducing free SAT practice exams within the Gemini app, utilizing rigorously vetted content developed in partnership with The Princeton Review, aimed at enhancing users' exam preparation efficiency.
Immediate Feedback Mechanism: After completing the practice tests, Gemini provides immediate feedback, helping students identify strengths and weaknesses, thereby optimizing their study strategies and improving their chances of passing the exam.
Impact on Education Stocks: This initiative by Google could impact education stocks such as Coursera, Nerdy, and Duolingo, particularly intensifying competition in the online learning and test preparation sectors.
Positive Market Reaction: Alphabet's stock has gained positive traction, rising 1.59% due to the launch of this new feature, indicating market recognition and anticipation of its educational technology strategy.