Like much of the market, WiseTech Global Ltd (ASX: WTC) shares are starting the week in the red.

At the time of writing, the logistics solutions company's shares are down 2% to $121.10.

Is this a buying opportunity for investors ahead of earnings season? Let's see what one leading broker is saying.

What is being said about WiseTech shares?

According to a note out of Wilsons, it continues to have the company's shares in its Focus Portfolio.

And the good news is that its analysts believe that this portfolio is well positioned heading into earnings season. It highlights:

With valuations relatively full and earnings growth still modest for the ASX 200, the portfolio is overarchingly exposed to companies with above-market earnings growth and upside risks to consensus estimates, which should perform well in this environment.

In respect to WiseTech, the broker feels that this result could be the catalyst to easing investor concerns and driving a re-rating of its shares.

WiseTech's 1H25 result will give it the opportunity to reassure the market that its FY25 guidance downgrade in November 2024 was 'one off' in nature.

The looming launch of the Container Transport Optimisation (CTO) product is central to the WiseTech investment case, as it will add another leg to its growth outlook by expanding its foothold in the new adjacency of landside logistics. At its investor day, WiseTech suggested CTO is expected to deliver ~$150m in annualised revenues, which gives us confidence in the strength of customer demand and the likely uptake of this product once it is released commercially.

What should you look out for?

Wilsons has named three key factors that it will be looking out for when WiseTech releases its results.

The first is that there are no further operational disruptions or product launch delays. Another is confirmation that CTO is on track to launch in the second half of 2025. The third is reaffirmation of the latest FY 2025 EBITDA guidance of 21% to 33% (vs FY 2024).

Wilsons then concludes:

If WiseTech can deliver on these items (our base case), we are confident the stock will perform well, as investor confidence should be restored in the strength of its long-term growth outlook (underpinned by freight forwarder contract wins/rollouts, new product development, and pricing).  As a high multiple growth stock, delivery against its latest guidance is particularly crucial for WiseTech.

Elsewhere, Goldman Sachs is likely to agree with this view. Its analysts recently put a buy rating and $142.00 price target on its shares. This implies potential upside of 17% for investors.