Braze, Inc. (BRZE)
NASDAQ:BRZE
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BRZE Stock Chart & Stats
$22.66
-$0.66(-1.48%)
At close: 4:00 PM EST
$22.66
-$0.66(-1.48%)
Day’s Range― - ―
52-Week Range$15.26 - $37.33
Previous CloseN/A
Volume216.43K
Average Volume (3M)3.23M
Market Cap
$2.26B
Enterprise Value$2.21B
Total Cash (Recent Filing)$387.52M
Total Debt (Recent Filing)$81.46M
Price to Earnings (P/E)―
Beta1.13
Next Earnings
Sep 03, 2026EPS Estimate
0.16Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-1.12
Shares Outstanding112,631,670
10 Day Avg. Volume2,381,434
30 Day Avg. Volume3,233,178
Financial Highlights & Ratios
PEG Ratio-0.87
Price to Book (P/B)3.60
Price to Sales (P/S)3.04
P/FCF Ratio36.32
Enterprise Value/Market Cap0.98
Enterprise Value/Revenue2.81
Enterprise Value/Gross Profit4.22
Enterprise Value/Ebitda-20.98
Forecast
1Y Price Target
$35.00Price Target Upside54.46% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering19
EPS Forecast (FY)0.63
Revenue Forecast (FY)$887.97M
Bulls Say, Bears Say
Bulls Say
High Recurring Revenue MixA very high recurring revenue mix underpins durable cash flows and forecasting visibility. With subscriptions ~93% and nearly all revenue recurring, Braze can rely on predictable renewals and upsells to fund R&D and sales investments while smoothing revenue volatility over multiple quarters.
Improving Cash GenerationPositive and rising operating and free cash flow indicate the business is converting subscription revenue into cash efficiently. Improved working-capital and FCF while scaling reduces financing dependence and supports reinvestment in product and go-to-market initiatives over the next several quarters.
Product & AI TractionEarly revenue from AI Decisioning and documented customer lifts show product-market fit in high-value use cases. Durable competitive advantage emerges if AI-driven outcomes drive retention and expansion, enabling multi-year upsell potential and differentiation versus legacy marketing platforms.
Bears Say
Slowing Revenue GrowthTrailing growth has decelerated from prior high-20s/50% rates to low single-digit TTM growth, signalling a tougher scaling phase. Slower top-line expansion can pressure operating leverage and means longer timelines to absorb fixed costs and reach sustainable GAAP profitability.
Ongoing GAAP LossesDespite improving non-GAAP margins and cash flows, persistent GAAP losses and negative ROE imply the firm still destroys accounting equity. Until GAAP profitability and positive ROE are sustained, shareholder value creation remains uncertain and could limit strategic optionality.
Margin & Execution PressureRising carrier/premium messaging costs and earlier Decisioning Studio supply constraints compress gross margins and necessitate accelerated hiring. Scaling people and services quickly raises execution risk and could keep margins volatile while the company normalizes delivery and pricing.
Braze News
BRZE FAQ
What was Braze, Inc.’s price range in the past 12 months?
Braze, Inc. lowest stock price was $15.26 and its highest was $37.33 in the past 12 months.
What is Braze, Inc.’s market cap?
Braze, Inc.’s market cap is $2.26B.
When is Braze, Inc.’s upcoming earnings report date?
Braze, Inc.’s upcoming earnings report date is Sep 03, 2026 which is in 73 days.
How were Braze, Inc.’s earnings last quarter?
Braze, Inc. released its earnings results on May 27, 2026. The company reported $0.1 earnings per share for the quarter, missing the consensus estimate of $0.104 by -$0.004.
Is Braze, Inc. overvalued?
According to Wall Street analysts Braze, Inc.’s price is currently Undervalued.
Does Braze, Inc. pay dividends?
Braze, Inc. does not currently pay dividends.
What is Braze, Inc.’s EPS estimate?
Braze, Inc.’s EPS estimate is 0.16.
How many shares outstanding does Braze, Inc. have?
Braze, Inc. has 112,631,670 shares outstanding.
What happened to Braze, Inc.’s price movement after its last earnings report?
Braze, Inc. reported an EPS of $0.1 in its last earnings report, missing expectations of $0.104. Following the earnings report the stock price went down -4.963%.
Which hedge fund is a major shareholder of Braze, Inc.?
Currently, no hedge funds are holding shares in BRZE
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Braze Stock Smart Score
Outperform
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Analyst Consensus
Strong Buy
Average Price Target:
$35.00 (54.46% Upside)
$35.00 (54.46% Upside)
Blogger Sentiment
Neutral
BRZE Sentiment 50%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 179.9K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $710.1K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Neutral
Last 7 Days ▲ 0.8%
Last 30 Days ▼ 0.4%
Last 30 Days ▼ 0.4%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-25.20%
12-Months-Change
Fundamentals
Return on Equity
-20.29%
Trailing 12-Months
Asset Growth
22.71%
Trailing 12-Months
Company Description
Braze, Inc.
Braze, Inc. operates a global customer engagement platform designed to foster meaningful interactions between consumers and brands. Its comprehensive suite of tools includes robust data ingestion capabilities. These feature Braze software development kits (SDKs) for automatic data collection and the delivery of various mobile and web notifications, integrated in-application/in-browser messages, and content cards, all seamlessly adaptable to diverse digital interfaces and application development frameworks. Additionally, a REST API facilitates data import/export and workflow automation across Braze and clients' existing technological ecosystems. The platform also enables the synchronization of user cohorts from partner sources. For customer understanding, Braze offers advanced classification functionalities. This includes segmentation tools that allow businesses to define reusable consumer groups based on attributes, past events, or predictive propensity scores. Segment insights provide analytical views into how different segments perform relative to key metrics and help identify the underlying factors driving segment membership. Furthermore, a predictive suite assists in pinpointing high-value consumer demographics. The company further provides modules for personalization and decisive actions. Crucially, Braze's orchestration offerings empower brands to manage complex customer journeys. Its signature 'Canvas' tool allows for the visual mapping of multi-step, cross-channel messaging experiences—ideal for onboarding sequences, nurturing campaigns, or win-back strategies. Other orchestration elements include the ability to run targeted campaigns (single or multi-channel) for specific user segments, event and API-driven triggering mechanisms, controls for message frequency and rate limiting, intelligent content selection, and extensive reporting alongside analytics. Founded in 2011, the company was initially known as Appboy, Inc. before adopting its current name, Braze, Inc., in November 2017. Its corporate headquarters are situated in New York, New York.
BRZE Company Deck
BRZE Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call painted a distinctly positive operational and commercial picture: strong top‑line growth (30% YoY), improving profitability metrics, record free cash flow, robust customer expansion and notable AI product traction with measurable customer outcomes. Headwinds were localized—gross margin pressure from premium messaging and earlier Decisioning Studio supply constraints—and management is addressing them with hiring, product self‑service improvements and pricing/operational adjustments. The positives (revenue acceleration, retention improvement, cash generation, AI adoption and raised guidance) substantially outweigh the manageable execution and margin challenges.View all BRZE earnings summariesBRZE Revenue Breakdown
57.66% U.S.
42.34% International
BRZE Stock 12 Month Forecast
Average Price Target
$35.00
▲(54.46% Upside)
Technical Analysis
Ownership Overview
12.55% Insiders
19.18% Mutual Funds
21.70% Other Institutional Investors
31.73% Public Companies and
Individual Investors