Couchbase (BASE) Stock Forecast & Price Target
Couchbase (BASE) Analyst Ratings
Bulls say
Couchbase's Q4 results reflected a strong performance, with Annual Recurring Revenue (ARR) growing 17% year-over-year to $238 million, bolstered by robust Capella momentum and seasonal factors, contributing $18 million of net new ARR quarter-over-quarter. Subscription revenue comprised 95% of total revenue in FY24, indicating an increase from 92% in FY23, which showcases a strong reliance on predictable revenue streams. Moreover, management anticipates a significant uptick in Capella migrations, projecting that it will account for 21%-22% of total ARR by the end of FY26, reinforcing positive expectations for future growth.
Bears say
Couchbase Inc. has projected lower-than-expected revenue growth, with full-year guidance indicating a total revenue increase of only 9-11%, significantly below market consensus. The company anticipates full-year free cash flow profitability may be delayed until FY27, which raises concerns regarding its financial health and long-term viability. Additionally, a decline in the dollar-based net retention rate, combined with potential challenges from a weaker economic environment impacting IT budgets, underscores a deteriorating operational outlook that may negatively affect investor sentiment.
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
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