Selected stock price target news of the day - February 26th, 2025

By: Matthew Otto

Couchbase Reports Fiscal 2025 Results with Record ARR Growth but Misses Q4 EPS Estimates

Couchbase reported financial results with fourth-quarter revenue reaching $54.9 million, exceeding the consensus estimate of $53.25 million. It is marking a 10% year-over-year increase, with subscription revenue contributing $52.8 million. However, Couchbase reported a Q4 EPS of ($0.30), missing analyst expectations of ($0.08) by $0.22. ARR grew 17% year-over-year to $237.9 million.

Gross margin remained high at 88.6%, while non-GAAP gross margin stood at 89.4%. Operating losses improved, with a GAAP loss of $15.8 million compared to $22.6 million in the prior-year quarter. Non-GAAP operating loss narrowed to $0.1 million from $4.1 million. Couchbase also achieved free cash flow in a quarter at $4.0 million, reversing a $7.7 million deficit in the fourth quarter of fiscal 2024.

For the full fiscal year 2025, Couchbase reported total revenue of $209.5 million, up 16% from the previous year, and subscription revenue of $200.4 million, reflecting a 17% increase. Couchbase improved its GAAP operating loss to $78.7 million from $84.5 million in fiscal 2024, while non-GAAP operating loss narrowed to $14.4 million from $31.3 million. Cash flow used in operations improved to $15.8 million, compared to $26.9 million in the prior year.

Looking ahead, Couchbase projects fiscal 2026 revenue between $228.0 million and $232.0 million, which falls below the consensus estimate of $236.7 million.

Analysts Maintain Positive Ratings Despite EPS Miss

Needham analyst Mike Cikos reiterated a Buy rating and the price target at $22.
Piper Sandler analyst Brent Bracelin maintained an Overweight rating and raised the price target from $21 to $22.
Barclays analyst Raimo Lenschow kept an Overweight rating and lowered the price target from $23 to $22.

Which Analyst has the best track record to show on BASE?

Analyst Sanjit Singh (MORGAN STANLEY) currently has the highest performing score on BASE with 10/14 (71.43%) price target fulfillment ratio. His price targets carry an average of $8.51 (51.61%) potential upside. Couchbase stock price reaches these price targets on average within 72 days.

CCC Intelligent Solutions Reports 2024 Financial Results and Provides 2025 Guidance

CCC Intelligent Solutions reported total revenue of $944.8 million for the full year 2024, reflecting a 9% increase from $866.4 million in 2023. Fourth-quarter revenue grew 8% year-over-year to $246.5 million, surpassing the consensus estimate of $245.35 million. The company reported Q4 earnings per share (EPS) of $0.10, in line with analyst expectations. Adjusted EBITDA for the fourth quarter increased 6% year-over-year to $106.3 million, while full-year adjusted EBITDA rose 12% to $397.4 million. GAAP net income for 2024 was $31.2 million, compared to a GAAP net loss of $90.1 million in 2023, while adjusted net income increased to $238.1 million from $210.5 million. CCC ended 2024 with $399.0 million in cash and cash equivalents and generated $230.9 million in free cash flow. The company continued investing in AI-driven innovation, including the acquisition of EvolutionIQ, expanding its presence in disability and workers’ compensation claims management.

For the first quarter of 2025, CCC expects revenue between $249.0 million and $250.5 million, exceeding the consensus estimate of $246.3 million. Full-year 2025 guidance includes revenue between $1.055 billion and $1.065 billion, above the consensus estimate of $1.029 billion, representing approximately 12% growth from 2024. Adjusted EBITDA is projected between $417.0 million and $427.0 million for the year. The company also announced a $300 million share repurchase program, leveraging its liquidity position. CCC continued expanding its market reach, adding over 1,000 new repair facilities in 2024 and securing a five-year renewal with a top 20 auto insurer. The company’s AI-powered solutions, such as Estimate-STP and Subrogation, gained traction, with adoption by over 40 and 20 insurers, respectively.

Analysts Adjust Ratings Amid 2024 Results and 2025 Guidance

Barrington Research analyst Gary Prestopino maintained an Outperform rating and the price target at $14.
Piper Sandler analyst Arvind Ramnani reiterated a Neutral rating but lowered the price target from $13 to $11.
JP Morgan analyst Alexei Gogolev downgraded from Overweight to Neutral and the price target from $14 to $11.

Which Analyst has the best track record to show on CCCS?

Analyst Arvind Ramnani (PIPER SANDLER) currently has the highest performing score on CCCS with 5/7 (71.43%) price target fulfillment ratio. Her price targets carry an average of $0.66 (5.35%) potential upside. CCC Intelligent Solutions stock price reaches these price targets on average within 109 days.

Jack in the Box Reports Mixed Q1 2025 Results, Beats EPS Estimates but Misses on Revenue

Jack in the Box reported financial results for the first quarter of fiscal 2025, posting an adjusted EPS of $1.92, exceeding analyst expectations of $1.73 by $0.19. However, revenue for the quarter came in at $469.4 million, slightly below the consensus estimate of $471.8 million and down 3.7% from the prior-year quarter.

Same-store sales increased 0.4%, driven by a 0.5% gain in franchise locations, while company-owned locations declined 0.4%. Systemwide sales rose 0.5%, supported by price increases, though transaction volume and product mix were down year-over-year. Five Jack in the Box restaurants opened and closed six, resulting in a net decrease of one location, ending the quarter with 2,190 locations. Del Taco experienced a same-store sales decline of 4.5%, with franchise locations down 5.1% and company-owned locations down 2.5%. Systemwide sales fell 1.9%, while restaurant count declined by five locations, ending the quarter with 589 locations.

Company-wide adjusted EBITDA declined to $97.2 million from $101.8 million a year ago. Restaurant-Level Margin improved slightly at Jack in the Box to 23.2% from 23.1%, while Del Taco’s margin fell to 13.8% from 15.6%. Jack in the Box also revised its fiscal 2025 guidance, lowering capital expenditures to $100 to $105 million from the previous $105 to $115 million range and reducing expected share repurchases to approximately $5 million, down from the prior guidance of $20 million.

Analysts Hold Steady on Ratings as Price Targets Converge

Wedbush analyst Nick Setyan reiterated a Neutral rating and a $40 price target.
Barclays analyst Jeffrey Bernstein maintained an Equal-Weight rating but lowered the price target from $44 to $40.
TD Securities analyst Andrew Charles kept a Hold rating and a $42 price target.

Which Analyst has the best track record to show on JACK?

Analyst Christine Cho (BARCLAYS) currently has the highest performing score on JACK with 3/3 (100%) price target fulfillment ratio. His price targets carry an average of $-4.37 (-9.23%) potential downside. Jack in the Box stock price reaches these price targets on average within 23 days.