Coveo Solutions Inc. (TSE:CVO) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

There's been a notable change in appetite for Coveo Solutions Inc. (TSE:CVO) shares in the week since its third-quarter report, with the stock down 13% to CA$6.10. It was a pretty bad result overall; while revenues were in line with expectations at US$38m, statutory losses exploded to US$0.08 per share. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit.TSX:CVO Earnings and Revenue Growth February 1st 2026 Taking into account the latest results, the current consensus from Coveo Solutions' eight analysts is for revenues of US$167.3m in 2027. This would reflect a solid 15% increase on its revenue over the past 12 months. Losses are predicted to fall substantially, shrinking 46% to US$0.19. Yet prior to the latest earnings, the analysts had been forecasting revenues of US$168.7m and losses of US$0.19 per share in 2027. See our latest analysis for Coveo Solutions The consensus price target was unchanged at CA$9.81, suggesting that the business - losses and all - is executing in line with estimates. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. Currently, the most bullish analyst values Coveo Solutions at CA$12.79 per share, while the most bearish prices it at CA$6.52. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business. Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. We would highlight that Coveo Solutions' revenue growth is expected to slow, with the forecast 12% annualised growth rate until the end of 2027 being well below the historical 15% p.a. growth over the last five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 16% per year. Factoring in the forecast slowdown in growth, it seems obvious that Coveo Solutions is also expected to grow slower than other industry participants. The Bottom Line The most important thing to take away is that the analysts reconfirmed their loss per share estimates for next year. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Coveo Solutions' revenue is expected to perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates. Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for Coveo Solutions going out to 2028, and you can see them free on our platform here.. And what about risks? Every company has them, and we've spotted 1 warning sign for Coveo Solutions you should know about.