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Braze (BRZE)
NASDAQ:BRZE

Braze (BRZE) Price & Analysis

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1,488 Followers

BRZE Stock Chart & Stats

$21.60
-$0.66(-1.48%)
At close: 4:00 PM EST
$21.60
-$0.66(-1.48%)

Bulls Say, Bears Say

Bulls Say
AI Product AdoptionStrong early traction and beta adoption of Braze's AI-enabled features, including Decisioning Studio and the agent console, is expanding the sales pipeline and creating cross-sell opportunities that could boost future revenue.
Customer Retention And Enterprise WinsImproved customer retention, rising net revenue retention and notable net new large-account wins point to healthier renewals and growing enterprise traction that supports revenue stability.
Earnings GuidanceAnalyst's recommendation reflects management guidance that exceeds consensus, signaling confidence in Braze's ability to deliver revenue above market expectations while maintaining profitability targets.
Bears Say
AI Monetization UncertaintyUncertainty about how quickly credits for AI-related products will ramp could limit near-term upside from AI monetization and make revenue growth less predictable.
Gross Margin PressureAnalyst lowered gross margin expectations as a higher mix of premium messaging channels and shifts toward greater messaging usage could weigh on Braze's profitability.
Product Limitations For Multi-brand ProgramsDecisioning Studio's effectiveness is constrained for multi-brand programs by structural and compliance issues, which could restrict adoption in larger, complex enterprise deployments.

Braze News

BRZE FAQ

What was Braze’s price range in the past 12 months?
Braze lowest stock price was $15.26 and its highest was $43.89 in the past 12 months.
    What is Braze’s market cap?
    Braze’s market cap is $2.55B.
      When is Braze’s upcoming earnings report date?
      Braze’s upcoming earnings report date is Jun 04, 2026 which is in 70 days.
        How were Braze’s earnings last quarter?
        Braze released its earnings results on Mar 24, 2026. The company reported $0.1 earnings per share for the quarter, missing the consensus estimate of $0.138 by -$0.038.
          Is Braze overvalued?
          According to Wall Street analysts Braze’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Braze pay dividends?
            Braze does not currently pay dividends.
            What is Braze’s EPS estimate?
            Braze’s EPS estimate is 0.1.
              How many shares outstanding does Braze have?
              Braze has 102,267,365 shares outstanding.
                What happened to Braze’s price movement after its last earnings report?
                Braze reported an EPS of $0.1 in its last earnings report, missing expectations of $0.138. Following the earnings report the stock price went up 19.867%.
                  Which hedge fund is a major shareholder of Braze?
                  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

                    Company Description

                    Braze

                    Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. It offers data ingestion products, such as Braze software development kits that automatically manage data ingestion and the delivery of mobile and web notifications, in-application/in-browser interstitial messages, and content cards, as well as can be integrated into a range of digital interfaces and application development frameworks; REST API that can be used to import or export data or to trigger workflows between Braze and brands' existing technology stacks; and partner cohort syncing, which allow brands to sync user cohorts from partners. The company also offers classification products, including segmentation that can define reusable segments of consumers based upon attributes, events, or predictive propensity scores; segment insights, which allows customers to analyze how segments are performing relative to each other across a set of pre-selected key performance indicators, and helps to understand the factors that determine which consumers belong to a particular segment; and predictive suite that allows customers to identify groups of consumers that are of critical business value. In addition, it provides personalization and action products; and orchestration products, which include Canvas, an orchestration tool that allows customers to create journeys, mapping out multi-steps, and cross-channel messaging experiences, which include onboarding flows, nurture campaigns, win-back strategies, and others; campaigns, which allow customers to send one set of single-channel or multi-channel messages to be delivered to customers in a particular user segment; event and API triggering; frequency capping and rate limiting; intelligent selection; and reporting and analytics. The company was formerly known as Appboy, Inc. and changed its name to Braze, Inc. in November 2017. Braze, Inc. was incorporated in 2011 and is headquartered in New York, New York.

                    Braze (BRZE) Earnings & Revenues

                    BRZE Company Deck

                    BRZE Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed strong operational and commercial momentum: accelerating organic growth, robust bookings (particularly in enterprise), major platform scale metrics, and rapid adoption of AI products (Operator, Agent Console, Decisioning Studio). Management also delivered improved profitability (expanded operating margins FY2026) and a confident FY2027 guide with an increased operating margin target. Near-term margin pressure from premium messaging, OfferFit integration costs, and some free cash flow variability were acknowledged, but management presented clear plans (self-service tiers, sales productivity gains, disciplined OpEx) to manage these. Overall, the positive revenue and product momentum plus sizable milestones (ARR, RPO, share repurchase) outweigh the manageable near-term margin and mix headwinds.View all BRZE earnings summaries

                    BRZE Revenue Breakdown

                    57.66%57.66%42.34%
                    57.66% U.S.
                    42.34% International
                    tipranks

                    BRZE Stock 12 Month Forecast

                    Average Price Target

                    $34.95
                    ▲(61.78% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 28,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":36.37,"date":1743465600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 30,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":31.33,"date":1746057600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n           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25,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":26.2,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 23,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":27.04,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 18,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n     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