Barclays analyst Raimo Lenschow maintains $Couchbase (BASE.US)$ with a buy rating, and maintains the target price at $23.
According to TipRanks data, the analyst has a success rate of 54.5% and a total average return of 3.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Couchbase (BASE.US)$'s main analysts recently are as follows:
Following a subdued beginning to the year, Couchbase has reported its second consecutive quarter matching expectations. Despite this, an in-line ARR result and repeated guidance for Q4 ARR are deemed insufficient as investors express concerns about the projected strong turnaround in guidance. Nevertheless, growing traction with Capella, a more evenly distributed FY26 renewal base, and a value considered reasonable are factors that contribute to a cautiously optimistic outlook.
Following a strong financial quarter where revenue and operating income surpassed expectations, and ARR met forecasts, it is believed that the ongoing shift towards NoSQL technologies and increasing momentum with Capella will enable sustained mid-to-high teens ARR growth and enhanced profitability. However, a return to growth rates above 20% is seen as unlikely until Capella migrations significantly pick up pace.
The company reported a quarter in line with expectations, highlighted by ongoing traction with Capella. Third-quarter Annual Recurring Revenue (ARR) fell within the guidance range, and despite a narrowed full-year ARR outlook, management remains confident in hitting these targets.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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巴克萊銀行分析師Raimo Lenschow維持$Couchbase (BASE.US)$買入評級，維持目標價23美元。
根據TipRanks數據顯示，該分析師近一年總勝率為54.5%，總平均回報率為3.8%。
此外，綜合報道，$Couchbase (BASE.US)$近期主要分析師觀點如下：
在年初表現低迷之後，Couchbase已經報告了第二個連續符合預期的季度。儘管如此，符合預期的ARR結果以及對Q4 ARR的重複指導被認爲是不足的，投資者對預計的強勁轉機指導表達了擔憂。儘管如此，與Capella的增長動力、更爲均勻分佈的FY26續費基礎以及被認爲合理的價值是導致謹慎樂觀展望的因素。
在一個強勁的財季之後，營業收入和營業收入超過預期，並且ARR符合預測，人們相信轉向NoSQL技術以及與Capella增長勢頭增加將使持續中高十幾ARR增長和增強盈利能力成爲可能。然而，在Capella遷移顯著加快之前，恢復到20%以上的增長率被視爲不太可能。
公司報告了一個符合預期的季度，重點是與Capella持續增長。第三季度年度循環收入（ARR）落在指導範圍內，儘管全年ARR前景有所收窄，管理層仍然對實現這些目標充滿信心。
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