What The Latest Analyst Shifts Mean For 8x8's Evolving Growth Story

8x8’s stock narrative is shifting as analysts have nudged the consensus price target upward, from $2.36 to $2.50 per share. This adjustment reflects both growing optimism about improved revenue growth and an improved capital structure, as well as a slightly lower discount rate, now at 12.07%. Stay tuned to discover how these analyst moves may affect future sentiment and ways to stay informed as the company’s story evolves.

Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value 8x8.

What Wall Street Has Been Saying

🐂 Bullish Takeaways

Morgan Stanley upgraded 8x8 from Underweight to Equal Weight, reflecting a more constructive stance on the company’s near-term prospects. The firm cited encouraging signs of underlying stabilization at 8x8, highlighting accelerating ex-Fuze growth and improvements in the company’s capital structure as positive catalysts.

🐻 Bearish Takeaways

While Morgan Stanley’s outlook has improved, the upgrade to Equal Weight instead of Overweight demonstrates that significant upside may already be priced in and that analysts remain cautious about near-term risks. The $1.90 price target from Morgan Stanley marks a measured approach, suggesting tempered enthusiasm about the stock's immediate value creation potential. Coverage discontinuation from Morgan Stanley introduces additional uncertainty, as all prior research from the firm should no longer be relied upon.

Overall, recent analyst commentary underscores improved execution and stability at 8x8, but also points to a watchful stance on valuation and near-term outlook as the company continues to chart its growth trajectory.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!NasdaqGS:EGHT Community Fair Values as at Nov 2025

What's in the News

8x8 now offers native support for widely used Mitel SIP desk phones. This enables organizations to adopt the 8x8 platform without replacing existing hardware and expands enterprise voice capabilities. Workforce Management has been added as a standard feature to all 8x8 Contact Center packages. This allows organizations to forecast, schedule, and staff across channels at no extra cost. 8x8 has released revised earnings guidance, projecting third quarter revenue between $177 million and $182 million. Fiscal year 2026 revenue is projected in the range of $712 million to $726 million. In partnership news, 8x8 and Modica Group have joined forces to expand omnichannel customer experience in Asia Pacific. The partnership begins with the integration of 8x8 Jitsi as a Service into Modica's OMNI CPaaS platform.

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How This Changes the Fair Value For 8x8

The consensus analyst price target has risen slightly from $2.36 to $2.50 per share. The discount rate has dropped modestly from 12.32% to 12.07%. Revenue growth is now estimated significantly higher, increasing from 13.96% to 37.83%. The net profit margin has decreased marginally, moving from 13.09% to 12.79%. The future P/E ratio has climbed from 5.48x to 6.22x.

🔔 Never Miss an Update: Follow The Narrative

Narratives on Simply Wall St let investors see the real story behind a company’s numbers. Each Narrative connects a company’s vision, its financial forecasts, and an evolving fair value, all shared by the community. Used by millions, Narratives are easy to access, help you compare Fair Value with current Price, and update dynamically as news and earnings emerge. This gives you a smarter way to decide when to buy or sell.

Read the original 8x8 Narrative to keep your strategy sharp and make confident decisions. Follow along to stay up to date on:

How 8x8’s focus on cloud-native, AI-powered platforms is driving demand and supporting revenue growth. The company’s operational improvements and international expansion efforts aimed at boosting margins and long-term differentiation. Key risks, including margin compression, competitive pressures, and international market challenges that could impact profitability and stability.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include EGHT.

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