
Couchbase (BASE) Stock Forecast & Price Target
Couchbase (BASE) Analyst Ratings
Bulls say
Couchbase Inc exhibited a strong performance in Q4, with annual recurring revenue (ARR) increasing by 17% year-over-year to reach $238 million, accompanied by a record $18 million in net new ARR quarter-over-quarter. The company has demonstrated consistent growth in subscription revenue, which represented 95% of total revenue in FY24, up from 92% in the previous fiscal year, indicating a solid demand for its cloud database services. Moreover, the management anticipates a significant "step-up" in Capella migrations during FY26, which is expected to drive further growth in new ARR, positioning Couchbase favorably for future revenue expansion.
Bears say
Couchbase Inc's financial outlook appears negative due to its full-year revenue guidance, which is projected to fall short of consensus estimates, highlighting a lackluster growth forecast attributed to Capella migrations impacting upfront license revenue recognition. The company's anticipated free cash flow profitability is also likely to be delayed until FY27, indicating potential struggles in achieving financial targets and a reliance on backend loaded ARR performance. Additionally, a decline in the Dollar-Based Net Retention Rate (DBNRR) and the pressures from a challenging economic environment may further exacerbate financial difficulties, leading to concerns about the company's revenue and performance sustainability.
This aggregate rating is based on analysts' research of Couchbase and is not a guaranteed prediction by Public.com or investment advice.
Couchbase (BASE) Analyst Forecast & Price Prediction
Start investing in Couchbase (BASE)
Order type
Buy in
Order amount
Est. shares
0 shares