This company has been acquired
The company may no longer be operating, as it has been acquired. Find out why through their latest events.
Couchbase 将来の成長
Future 基準チェック /16
Couchbase利益と収益がそれぞれ年間16.7%と11.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.5% 32.4%なると予測されています。
主要情報
16.7%
収益成長率
32.41%
EPS成長率
| IT 収益成長 | 18.2% |
| 収益成長率 | 11.8% |
| 将来の株主資本利益率 | 6.45% |
| アナリストカバレッジ | Good |
| 最終更新日 | 19 Sep 2025 |
今後の成長に関する最新情報
Recent updates
Seeking Alpha • Jun 04
Couchbase Sees Capella Demand But Macro Concerns Continue
Summary Couchbase continues to see demand for its Capella platform, but its topline revenue growth rate is slowing, and operating losses remain substantial. Capital allocation has been dilutive, with significant stock-based compensation and negative free cash flow, creating concerns for shareholders. The company trades at a discount to SaaS peers, but faces intense competition and lacks clear capital allocation plans. Despite incremental improvements and raised guidance, I maintain a neutral Hold rating due to persistent losses and an uncertain growth trajectory. Read the full article on Seeking Alpha分析記事 • May 23
We Think The Compensation For Couchbase, Inc.'s (NASDAQ:BASE) CEO Looks About Right
Key Insights Couchbase's Annual General Meeting to take place on 29th of May Total pay for CEO Matt Cain includes...分析記事 • May 04
Subdued Growth No Barrier To Couchbase, Inc. (NASDAQ:BASE) With Shares Advancing 25%
Those holding Couchbase, Inc. ( NASDAQ:BASE ) shares would be relieved that the share price has rebounded 25% in the...分析記事 • Apr 05
Is Couchbase, Inc. (NASDAQ:BASE) Expensive For A Reason? A Look At Its Intrinsic Value
Key Insights Couchbase's estimated fair value is US$10.54 based on 2 Stage Free Cash Flow to Equity Couchbase's...
新しいナラティブ • Mar 25
Capella Adoption And NVIDIA Partnership Will Open Future Markets
Strategic expansions, including AI services and partnerships, improve competitive positioning, driving revenue growth and attracting enterprise customers with AI-driven demands.分析記事 • Mar 14
More Unpleasant Surprises Could Be In Store For Couchbase, Inc.'s (NASDAQ:BASE) Shares After Tumbling 26%
Couchbase, Inc. ( NASDAQ:BASE ) shareholders won't be pleased to see that the share price has had a very rough month...Seeking Alpha • Mar 02
Couchbase: Stabilizing Growth Indicators Have Me Enthusiastic Again (Rating Upgrade)
Summary Couchbase's Q4 results showed revenue stabilization and growth, boosting the stock by ~10% post-earnings, despite being down ~30% over the past year. The company benefits from a massive $150 billion market for non-relational databases, driven by the exponential growth of unstructured data. Couchbase's fully managed Capella offering supports hybrid cloud strategies, enhancing its appeal and driving top-line expansion. The company is expecting Capella to drive revenue acceleration in FY27 to 20%+. With a large ARR base that covers its near-term guidance, Couchbase is well-positioned for sustained growth, making it a good re-entry point at ~3x forward revenue. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
Couchbase Looks To Agentic AI For Further Growth Opportunities
Summary Couchbase, Inc.'s fiscal year-end results on February 25, 2025, are crucial for evaluating its new Agentic AI feature uptake and any new cost optimization plans. Despite rising revenues, Couchbase faces high operating losses, heavily impacting its stock performance in a higher cost of capital environment. The company operates in the competitive DBaaS market, with significant competition from larger players, and its Capella platform's growth is essential. My outlook remains a Hold for BASE stock until greater visibility into its new Agentic AI features' success and management's expense discipline is achieved. Read the full article on Seeking Alpha分析記事 • Dec 22
Couchbase, Inc.'s (NASDAQ:BASE) 26% Cheaper Price Remains In Tune With Revenues
Couchbase, Inc. ( NASDAQ:BASE ) shares have retraced a considerable 26% in the last month, reversing a fair amount of...Seeking Alpha • Dec 05
Couchbase: All Eyes On The Fourth Quarter Results Now
Summary My hold rating on Couchbase remains due to concerns about meeting FY25 ARR growth targets despite positive developments in 3Q25 results. 3Q25 results showed revenue growth of ~13% y/y and improved adj EBITDA margin, but ARR growth decelerated, raising doubts about achieving 4Q25 guidance. Positive traction in Capella adoption and strong product innovation and partnerships are encouraging but insufficient to turn bullish without growth acceleration. The stock trades at a cheap valuation, but I'll only turn bullish if BASE reports acceleration in growth metrics for 4Q25. Read the full article on Seeking Alpha分析記事 • Nov 15
Here's Why We're Not At All Concerned With Couchbase's (NASDAQ:BASE) Cash Burn Situation
We can readily understand why investors are attracted to unprofitable companies. For example, although...Seeking Alpha • Oct 29
Couchbase: Tremendous Salvage Value In This Discarded Database Play
Summary I’m initiating Couchbase at a Buy rating as the stock’s ~20% YTD fall has dropped the company's market cap below $1 billion. The stock is also trading at ~3x forward revenue, well below of its direct competitor MongoDB (which is trading at more than 9x revenue). The company’s new fully managed solution, Couchbase Capella, is helping to drive new customers to the platform. Couchbase also enjoys sky-high gross margins that are helping the company to scale to near breakeven on a pro forma basis. Read the full article on Seeking Alpha分析記事 • Oct 20
After Leaping 27% Couchbase, Inc. (NASDAQ:BASE) Shares Are Not Flying Under The Radar
Those holding Couchbase, Inc. ( NASDAQ:BASE ) shares would be relieved that the share price has rebounded 27% in the...分析記事 • Aug 20
Is There An Opportunity With Couchbase, Inc.'s (NASDAQ:BASE) 36% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Couchbase fair value estimate is US$28.39 Couchbase is...Seeking Alpha • Jun 19
Couchbase, Inc.: Rating Downgrade On Lowered Growth Expectations
Summary Investment rating downgraded from buy to hold due to concerns about competitive landscape and demand environment. 1Q25 results showed revenue growth, but ARR growth decelerated, and Capella customer additions slowed significantly. Valuation adjusted downwards to $14 in the near term, with a new multiple expectation of 2.3x due to increased competitive pressure and tough macro environment. Read the full article on Seeking Alpha分析記事 • Jun 07
Couchbase, Inc. (NASDAQ:BASE) Shares Slammed 29% But Getting In Cheap Might Be Difficult Regardless
Couchbase, Inc. ( NASDAQ:BASE ) shareholders that were waiting for something to happen have been dealt a blow with a...Seeking Alpha • Jun 06
Couchbase Q1 Earnings: Strong Growth With A Step Towards Profitability
Summary We recap the Q1 earnings report from Couchbase. The company beat expectations while operating cash flow turned positive. Data-intensive AI applications have added a growth tailwind for the company's market opportunity. Read the full article on Seeking Alpha分析記事 • May 30
Here's Why We're Not At All Concerned With Couchbase's (NASDAQ:BASE) Cash Burn Situation
We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...分析記事 • Apr 11
With Couchbase, Inc. (NASDAQ:BASE) It Looks Like You'll Get What You Pay For
When close to half the companies in the IT industry in the United States have price-to-sales ratios (or "P/S") below...Seeking Alpha • Mar 22
Couchbase: Possible Beat And Raise In FY25
Summary Couchbase's recent performance demonstrated strong revenue growth and improved profitability. The company operates in an attractive industry with room for growth. Management's guidance for FY25 is conservative, and a potential macro recovery could lead to surpassing expectations, which could lead to a beat-and-raise scenario. Read the full article on Seeking Alpha分析記事 • Feb 02
Is Couchbase, Inc. (NASDAQ:BASE) Trading At A 27% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Couchbase fair value estimate is US$35.62 Couchbase's US$26.18...分析記事 • Jan 03
Couchbase, Inc. (NASDAQ:BASE) Not Flying Under The Radar
When you see that almost half of the companies in the IT industry in the United States have price-to-sales ratios (or...業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 1/31/2028 | 300 | N/A | 1 | N/A | 2 |
| 1/31/2027 | 263 | -57 | 5 | 12 | 12 |
| 1/31/2026 | 232 | -60 | -12 | -2 | 4 |
| 7/31/2025 | 221 | -75 | -29 | -23 | N/A |
| 4/30/2025 | 215 | -71 | -28 | -24 | N/A |
| 1/31/2025 | 209 | -75 | -19 | -16 | N/A |
| 10/31/2024 | 205 | -80 | -31 | -27 | N/A |
| 7/31/2024 | 199 | -79 | -27 | -22 | N/A |
| 4/30/2024 | 190 | -79 | -23 | -18 | N/A |
| 1/31/2024 | 180 | -80 | -32 | -27 | N/A |
| 10/31/2023 | 172 | -75 | -36 | -31 | N/A |
| 7/31/2023 | 164 | -76 | -38 | -33 | N/A |
| 4/30/2023 | 161 | -71 | -46 | -40 | N/A |
| 1/31/2023 | 155 | -68 | -47 | -41 | N/A |
| 10/31/2022 | 148 | -65 | -38 | -34 | N/A |
| 7/31/2022 | 141 | -64 | -42 | -39 | N/A |
| 4/30/2022 | 130 | -65 | -48 | -47 | N/A |
| 1/31/2022 | 124 | -61 | -42 | -42 | N/A |
| 10/31/2021 | 118 | -59 | -46 | -45 | N/A |
| 7/31/2021 | 113 | -55 | -39 | -39 | N/A |
| 4/30/2021 | 108 | -49 | -37 | -36 | N/A |
| 1/31/2021 | 103 | -44 | -42 | -39 | N/A |
| 1/31/2020 | 83 | -29 | -26 | -22 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: BASE今後 3 年間、利益が出ない状態が続くと予測されています。
収益対市場: BASE今後 3 年間、利益が出ない状態が続くと予測されています。
高成長収益: BASE今後 3 年間、利益が出ない状態が続くと予測されています。
収益対市場: BASEの収益 ( 11.8% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。
高い収益成長: BASEの収益 ( 11.8% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: BASEの 自己資本利益率 は、3年後には低くなると予測されています ( 6.5 %)。
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2025/09/23 14:51 |
| 終値 | 2025/09/23 00:00 |
| 収益 | 2025/07/31 |
| 年間収益 | 2025/01/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Couchbase, Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7
| アナリスト | 機関 |
|---|---|
| Kasthuri Rangan | Goldman Sachs |
| Sanjit Singh | Morgan Stanley |
| Michael Cikos | Needham & Company |