Braze (BRZE) Valuation Reset As Analysts Turn Cautious While Customer Growth Hits Three Year High
Braze (BRZE) is experiencing a valuation reset, with recent analyst reports tempering expectations despite the company achieving its strongest quarterly customer additions in three years. While the stock screens as undervalued compared to the fair value estimate of $46.70 due to AI-driven customer engagement potential, investor sentiment is cautious given recent share price pressures and the need to reassess future growth against current pricing. The article questions whether the current situation presents a buying opportunity or if future growth is already accounted for in its valuation.
Braze (BRZE) Is Down 14.6% After AI Concerns Reshape Sentiment Toward Marketing Software Peers – Has The Bull Case Changed?
Braze (BRZE) experienced a 14.6% drop in early February 2026 due to AI concerns impacting investor sentiment towards marketing software providers. The article explores how this shift in sentiment affects Braze's investment narrative, competitive positioning, and the challenges posed by its unprofitability despite its growing revenue base. It emphasizes that while the core roadmap remains, investor willingness to pay has decreased, highlighting the need for Braze's AI offerings to defend margins against new market expectations.
Braze Eliminates Dual-Class Structure Through Share Conversion
Braze (BRZE) has eliminated its dual-class stock structure by converting all Class B shares into Class A shares on January 30, 2026, after the Class B float dropped below 10%. This change unifies voting rights to one vote per share for all common stock, retaining existing economic rights and the Nasdaq listing under BRZE. TipRanks' AI Analyst, Spark, rates BRZE as "Neutral," citing improving cash generation and a strong earnings update, despite negative profitability and weak price momentum.
Braze Eliminates Dual-Class Structure Through Share Conversion
Braze, Inc. (BRZE) has eliminated its dual-class share structure by converting all outstanding Class B shares into Class A common shares. This move, triggered when the Class B float fell below 10% on October 21, 2025, removed super-voting rights for former Class B holders while maintaining their economic interests. Despite improving cash generation and strong earnings updates, TipRanks’ AI Analyst, Spark, maintains a "Neutral" rating due to persistent negative profitability and weak price momentum.
Do Analysts’ Renewed Support Signal a Turning Point in Braze’s (BRZE) AI Moat Story?
Analysts have renewed their support for Braze (BRZE), with Wells Fargo adding it to their Q1 2026 Tactical Ideas List and both Wells Fargo and Needham reiterating positive views. The support stems from Braze's AI-enabled customer engagement platform, data-first offerings, and flexible pricing. This renewed enthusiasm could impact Braze's investment narrative, particularly as it projects significant revenue and earnings growth by 2028.
A Look At Braze (BRZE) Valuation After Fresh Analyst Focus On Its AI Customer Engagement Platform
Braze (BRZE) is attracting renewed analyst attention due to its AI customer engagement platform and increasing enterprise adoption, despite recent significant declines in its share price. Analysts view the stock as undervalued, with a fair value estimate of US$46.70 against a current price of US$23.03, based on expected AI-driven growth from its OfferFit acquisition and margin improvements. The article suggests this could be a reset entry point for investors, while also cautioning about potential risks if OfferFit integration faces prolonged challenges or if data laws impact profitability.
Braze Highlights ChatGPT SDK, Agent Console and AI Personalization Push at Needham Conference
Braze, a customer engagement platform provider, discussed its accelerated AI initiatives at the Needham conference, including a recently developed ChatGPT SDK and the upcoming Agent Console. The company highlighted its emphasis on real-time, cross-channel messaging and the rebranding of OfferFit to Decision Studio, a reinforcement learning engine focused on optimizing specific business use cases. Braze also addressed its shift to fungible Flex Credits for pricing, aiming to simplify experimentation while managing the impact on gross margins due to increased consumption and premium channel usage.
BRZE Stock Price, Forecast & Analysis | BRAZE INC-A (NASDAQ:BRZE)
This article provides an analysis of BRAZE INC-A (BRZE) stock, detailing its current price, performance overview, technical and fundamental ratings, and analyst forecasts. The company's stock is currently trading at $23.645, with analysts projecting a potential increase of over 100% in the next year. Despite some concerns regarding profitability, BRZE received a Chartmill Fundamental rating of 4 out of 10 and a Technical rating of 0 out of 10.
Braze (BRZE) Upgraded to Buy: Here's Why
This article announces that Braze (BRZE) has received an upgrade to a "Buy" rating. The specific reasons behind this positive rating change are detailed, suggesting potential for growth or improved performance for the company's stock.
Braze (BRZE) Valuation Check After Strong Quarterly Growth And Earnings Outperformance
Braze (BRZE) has shown strong quarterly revenue growth of 25.5% year-on-year, outperforming EBITDA and billing expectations, which has sparked renewed investor interest. While one valuation narrative suggests Braze is 35.6% undervalued at $46.70, largely due to its AI-driven customer engagement and the acquisition of OfferFit, another discounted cash flow (DCF) model indicates it is more fairly priced at around $30.15. Investors are encouraged to conduct their own analysis, considering both the potential benefits of AI integration and risks like margin impacts or rising data law compliance costs.
Analysts’ Top Technology Picks: Braze (BRZE), Applied Digital Corporation (APLD)
Three analysts have issued bullish sentiments on technology stocks Braze (BRZE), Applied Digital Corporation (APLD), and SoundHound AI, Inc Class A (SOUN). Braze received a Strong Buy consensus with a target price of $45.00, while Applied Digital Corporation also has a Strong Buy consensus with an average target of $48.18. SoundHound AI, Inc Class A holds a Moderate Buy rating with a $16.67 average price target.
Does Braze’s (BRZE) Revenue Beat Reveal Durable Strength In Its AI Customer Engagement Strategy?
Braze recently reported a 25.5% year-on-year revenue increase, surpassing analyst expectations and demonstrating strong demand for its AI-powered customer engagement platform. The company's technology now serves 6.2 billion monthly active users, validating its investment thesis in AI and data-driven marketing. While strong AI momentum and products like BrazeAI Decisioning Studio are positive catalysts, investors should remain aware of potential challenges such as margin dilution and the unpredictable nature of partner messaging economics.
Analysts Have Conflicting Sentiments on These Technology Companies: Alkami Technology (ALKT), Braze (BRZE) and Palantir Technologies (PLTR)
Analysts have issued conflicting ratings for several technology companies, highlighting varying outlooks on their stock performance. Alkami Technology (ALKT) and Braze (BRZE) received Strong Buy consensus ratings with significant upside potential, while Palantir Technologies (PLTR) was generally rated as Hold with minimal projected upside. This divergence reflects different analyst perspectives on their individual market positions and growth prospects.
Braze (BRZE): Analyst lauds continued margin expansion
This article highlights an analyst's positive view on Braze (BRZE), specifically commending the company's continuous expansion of its profit margins. Further details on the analyst's complete report or the specific financial figures driving this observation are not provided in the given excerpt.
Braze (BRZE) soars 18% on upbeat outlook, revenue beat, PT hike
The article states that Braze (BRZE) stock surged 18% following an upbeat financial outlook and a revenue beat. This positive performance led to a price target increase by analysts. The content provided is incomplete and does not offer further details.
Braze, Inc. (NASDAQ:BRZE) Stock Rockets 29% As Investors Are Less Pessimistic Than Expected
Braze, Inc. (NASDAQ:BRZE) shares recently surged 29%, though they remain down 20% over the last year. Despite this rally, the company's price-to-sales (P/S) ratio of 5.6x is considered "middle-of-the-road" compared to the Software industry's median of 4.9x. Analysts project Braze's revenue to grow 18% annually over the next three years, significantly less than the industry's forecast of 30%, raising questions about the sustainability of its current P/S ratio given its more subdued growth outlook.
Braze’s Strong Q3 Revenue and New Guidance Could Be A Game Changer For Braze (BRZE)
Braze, Inc. (BRZE) reported strong Q3 2025 revenue of US$190.84 million, up from US$152.05 million year-over-year, alongside a widened net loss of US$36 million. The company issued new Q4 and full-year 2025 revenue guidance, projecting US$197.5 million to US$198.5 million for Q4 and US$730.5 million to US$731.5 million for the year. This positive revenue outlook reinforces confidence in its AI-powered customer engagement platform, despite ongoing concerns about increasing losses and the cost of scaling AI infrastructure.
Analysts Are Bullish on Top Technology Stocks: IonQ (IONQ), Micron (MU)
Three analysts from Rosenblatt Securities, Citi, and Canaccord Genuity have issued bullish sentiments on top technology stocks, IonQ (IONQ), Micron (MU), and Braze (BRZE). They have reiterated Buy ratings, citing strong performance and market potential for these companies. The article details their price targets and success rates.
Analysts Offer Insights on Technology Companies: Braze (BRZE), Micron (MU) and IonQ (IONQ)
Three analysts recently released bullish reports on technology companies Braze (BRZE), Micron (MU), and IonQ (IONQ). Braze received a "Strong Buy" consensus with a $44.20 average price target, while Micron also held a "Strong Buy" consensus with a target of $249.59. IonQ was rated a "Moderate Buy" with an average price target of $76.11.
Analysts Are Bullish on Top Technology Stocks: IonQ (IONQ), Micron (MU)
Analysts are bullish on three top technology stocks: IonQ (IONQ), Micron (MU), and Braze (BRZE). Rosenblatt Securities reiterated a Buy rating on IonQ, Citi and HSBC gave Buy ratings to Micron, and Canaccord Genuity maintained a Buy rating on Braze. These recommendations highlight positive outlooks for these companies within the Technology sector.
Analysts Are Bullish on These Technology Stocks: Braze (BRZE), SailPoint, Inc. (SAIL)
Analysts from Barclays and Mizuho Securities have issued bullish ratings on technology stocks Braze (BRZE), SailPoint, Inc. (SAIL), and Fiserv (FISV). Braze received a Strong Buy consensus with a 47.2% upside, SailPoint also a Strong Buy with a 40.4% upside, and Fiserv a Moderate Buy rating. These ratings are based on price targets and analyst success rates in the Technology sector.
Analysts Offer Insights on Technology Companies: Braze (BRZE), Micron (MU) and IonQ (IONQ)
Three analysts have issued bullish sentiments on technology companies Braze (BRZE), Micron (MU), and IonQ (IONQ). David Hynes of Canaccord Genuity maintained a Buy rating on Braze with a $43.00 price target. Christopher Danely of Citi reiterated a Buy rating on Micron with a $300.00 price target, and John McPeake from Rosenblatt Securities reiterated a Buy rating on IonQ with a $100.00 price target.
Stock Market Today: Nasdaq, S&P 500 Futures Gain As Investors Await Fed Decision—GameStop, GE Vernova, Adobe, Oracle In Focus
U.S. stock futures advanced as investors awaited the Federal Reserve's rate cut decision and Fed Chair Jerome Powell's speech. GameStop shares dropped after missing third-quarter revenue estimates, while GE Vernova jumped after doubling its dividend and raising its outlook. Adobe and Oracle were in focus ahead of their earnings reports.
Braze (NASDAQ: BRZE) grows revenue to $533M YTD and closes $303M OfferFit AI acquisition
Braze (NASDAQ: BRZE) reported strong revenue growth, reaching $190.8 million for the quarter and $533.0 million year-to-date, primarily driven by subscription services. Despite this growth, the company continued to show operating losses, with a net loss of $36.0 million for the quarter. Braze also completed the acquisition of OfferFit, Inc. for approximately $303.2 million, aiming to enhance its artificial intelligence initiatives.
Braze, Inc. (NASDAQ:BRZE) Q3 2026 Earnings Call Transcript
Braze, Inc. (NASDAQ:BRZE) reported strong Q3 2026 results, exceeding revenue expectations with $191 million, up 25.5% year-over-year, and improved non-GAAP operating margins. The company saw significant customer additions and competitive wins, driven by its AI-driven omnichannel customer engagement solution. Braze also highlighted the strong adoption of its AI tools during Cyber Week and discussed its strategy for integrating and monetizing AI capabilities, particularly with its AI Decisioning Studio.
Braze Reports Fiscal Third Quarter 2026 Results
Braze (Nasdaq: BRZE) has reported strong fiscal third-quarter results for 2026, ending October 31, 2025, with a 25.5% revenue increase to $190.8 million. The company showcased significant operating leverage, a 14% growth in total customer count, and a 29% increase in large customers, alongside stable dollar-based net retention at 108%. Braze also introduced several innovations in BrazeAI™, enhancing personalized customer engagement and solidifying its market leadership.
Braze (BRZE) Stock on December 10, 2025: Q3 Earnings, AI Deals and a Wave of Analyst Upgrades
Braze (BRZE) reported strong fiscal third-quarter 2026 results, exceeding revenue expectations and raising full-year guidance, which led to a wave of bullish analyst upgrades. The company's strategic focus on AI, including the acquisition of OfferFit and a partnership with Google Cloud, is central to its growth thesis, although some risk factors like GAAP losses and decelerating net retention remain. Despite a tough year for the stock, Wall Street largely views Braze as a growth story with significant upside potential.
Braze (Nasdaq: BRZE) generates $17.8M FCF, projects FY 2026 net income of $46M-$47M
Braze (Nasdaq: BRZE) reported strong fiscal third-quarter 2026 results, with revenue growing 25.5% year-over-year to $190.8 million and non-GAAP operating income reaching $5.1 million. The company generated $17.8 million in free cash flow and increased its total customer count to 2,528. Braze also provided an optimistic financial outlook for fiscal year 2026, projecting non-GAAP net income between $46 million and $47 million.
Earnings call transcript: Braze Q3 2025 revenue beats forecast, stock rises
Braze Inc. (BRZE) reported strong Q3 2025 results, with revenue of $191 million, beating forecasts by 3.57%, and EPS meeting expectations at $0.06. The company's stock rose by 2.06% in aftermarket trading, reflecting investor confidence in its continued growth, particularly in AI-driven customer engagement technologies. Braze provided optimistic guidance for Q4 2025 and fiscal year 2026, targeting an 8% non-GAAP operating income margin in FY2027.
Braze Executives Sell Shares to Cover Tax Obligations
Several top executives at Braze (BRZE) recently sold shares of the company's Class A Common Stock. These sales were primarily conducted to cover tax obligations related to vested restricted stock units. The officers involved include the CFO, Pres & CCO, CEO, CTO, Chief Accounting Officer, and General Counsel, with total sales amounting to over $2 million.
Braze general counsel Wiseman sells shares worth $268,689
Braze Inc.'s General Counsel, Susan Wiseman, has sold 9,930 shares of Class A Common Stock across multiple transactions for a total of approximately $268,689. These sales occurred on November 18 and November 20, 2025, through a Rule 10b5-1 trading plan. Despite the stock trading near $27, analyst sentiment remains positive with revised earnings upwards and several firms reiterating Buy or Overweight ratings due to new AI product announcements.
Braze Q3 Earnings Preview: Weak Consumer Could Threaten Growth (NASDAQ:BRZE)
This article previews Braze, Inc.'s upcoming Q3 Fiscal 2026 earnings, expressing caution despite the company's strong revenue growth and healthy balance sheet, citing unproven free cash flow growth and a potential threat from a weak consumer. The author initiates coverage with a Hold rating, suggesting that while Braze's platform-driven business model and "land and expand" strategy are strong, current valuation appears high given macro and consumer risks. A lower entry price is preferred ahead of the earnings report.
Braze general counsel Wiseman sells shares worth $268,689 By Investing.com
Braze Inc.'s General Counsel, Susan Wiseman, sold 9,930 shares of Class A Common Stock across multiple transactions on November 18 and 20, 2025, totaling approximately $268,689. These sales were executed under a Rule 10b5-1 trading plan and occurred while Braze shares were trading near $27, significantly down from their 52-week high. Despite not being profitable in the last year, analysts have revised earnings upwards for the upcoming period, and the company is valued at around $3 billion with a strong balance sheet.
Braze general counsel Wiseman sells shares worth $268,689
Susan Wiseman, General Counsel at Braze, Inc. (NASDAQ:BRZE), sold 9,930 shares of Class A Common Stock across multiple transactions on November 18 and 20, 2025, totaling approximately $268,689. These sales were executed under a Rule 10b5-1 trading plan, leaving her with 219,794 directly owned shares. The sales occurred as Braze shares traded near $27, following a year-to-date decline of over 35%, yet analysts maintain a positive outlook for the company, which is expected to report earnings on December 9.
Klaviyo, Inc. Class A (KVYO) Receives a Buy from Cantor Fitzgerald
Cantor Fitzgerald analyst Matthew VanVliet reiterated a Buy rating on Klaviyo, Inc. Class A (KVYO) with a $40.00 price target. This comes despite negative insider sentiment on the stock and mixed analyst ratings, with William Blair also issuing a Buy, but TR | OpenAI – 4o reiterating a Hold. Klaviyo recently reported strong quarterly revenue growth but a net loss.
Braze Executives Sell Shares to Cover Tax Obligations
Several Braze executives, including the CEO, CFO, and CTO, sold shares of Class A Common Stock to cover tax obligations related to vested restricted stock units. These transactions, part of pre-arranged sell-to-cover programs, occurred on August 19 and 20, 2025, with share prices ranging from $25.14 to $25.94. The article details the number of shares sold and the total value for each executive, as well as their direct and indirect shareholdings post-sale.
Braze surges premarket after Q2 beat, sets 21% revenue growth target on AI, OfferFit integration
Braze (BRZE) saw its shares surge over 16% premarket after reporting a Q2 revenue beat and raising its full-year guidance. The company anticipates approximately 21% revenue growth for the current fiscal year, driven by strong growth in average recurring revenue (ARR) and the integration of AI capabilities and the OfferFit acquisition to enhance personalization and customer engagement.
Free $30K+ Tech Grant Program: Braze Opens 2026 Applications for Underrepresented Founders in Tech
Braze (Nasdaq: BRZE) has opened applications for its 2026 Tech for an Equitable Future product grant program, aiming to support underrepresented founders in technology. This sixth cohort will provide 10 selected companies with 12 months of free access to Braze technology and resources, valued at tens of thousands of dollars, along with mentorship from partners like Coursera. The program seeks to empower growing businesses by removing barriers to resources and funding, fostering entrepreneurship, and strengthening communities.
Malik Pankaj sells Braze (BRZE) stock worth $136,781
Braze Inc.'s Chief Accounting Officer, Pankaj Malik, sold 4,174 shares of Class A Common Stock for $136,781 on September 18, 2025. This transaction comes as Braze (NASDAQ:BRZE) shows strong momentum and analysts maintain a bullish outlook with upward earnings estimate revisions. Following the sale, Malik directly owns 62,756 shares of Braze, including restricted stock units.
Customer Engagement Platform Braze Delivers Record $180.1M Revenue, Expands Customer Base to 2,422
Braze reported a strong fiscal second quarter for 2026 with record revenue of $180.1 million, marking a 24% year-over-year increase, and expanded its customer base to 2,422. The company achieved non-GAAP operating income and net income profitability, along with strong free cash flow, attributing success to its AI-powered customer engagement platform. Braze also raised its full-year fiscal 2026 guidance, expecting revenue between $717.0 million and $720.0 million.
Braze Reports Fiscal Second Quarter 2026 Results
Braze (Nasdaq: BRZE) announced strong fiscal second quarter results for the period ended July 31, 2025, with revenue reaching $180.1 million, a 23.8% year-over-year increase. The company reported a non-GAAP operating income of $6.0 million and highlighted continued demand for its AI-powered customer engagement platform. Braze also provided guidance for Q3 FY2026 and updated its full fiscal year 2026 outlook.
Braze to Report Fiscal Second Quarter 2026 Results
Braze (NASDAQ: BRZE) has announced it will release its fiscal second quarter 2026 financial results on Thursday, September 4, 2025, after U.S. financial markets close. The company will also host a webcast conference call at 4:30 pm ET to discuss the results. Further details are available on their investor relations website.
Insider Sale: Chief Business Officer of $BRZE Sells 9,001 Shares
Astha Malik, Chief Business Officer of Braze ($BRZE), sold 9,001 shares valued at an estimated $270,120 on July 28, 2025. This sale represents approximately 3.5% of her holdings, leaving her with 249,979 shares. The article also details recent insider trading activity for $BRZE, showing 23 insider sales and no purchases in the last 6 months, along with hedge fund activity and analyst ratings.
Braze acquires AI firm OfferFit for $325 million
Braze (NASDAQ:BRZE), a customer engagement platform, has announced its acquisition of AI decisioning firm OfferFit for $325 million, aiming to enhance its AI capabilities and personalize customer engagement. OfferFit's technology, which uses reinforcement learning for CRM marketing personalization, will integrate with Braze's platform to bolster its Project Catalyst initiative. The transaction involves cash and Braze Class A common stock and is expected to close in the fiscal quarter ending July 31, 2025.
Braze picks up AI decisioning with OfferFit acquisition
Customer engagement platform Braze is acquiring AI decisioning company OfferFit for $325 million in cash and stock. OfferFit's technology leverages AI to personalize more than 100 characteristics within emails, optimizing customer journeys and reactivation campaigns. The acquisition aims to enhance Braze's capabilities in delivering highly relevant and personalized customer experiences.
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Braze (Nasdaq: BRZE) has announced a definitive agreement to acquire OfferFit, an AI decisioning company, for $325 million. This acquisition aims to deepen Braze's integration of AI for personalized customer engagement, building on its Project Catalyst vision for agentic AI. The combination of both companies' expertise is expected to drive more sophisticated experimentation and 1:1 personalization across customer experiences.
Analysts Have Conflicting Sentiments on These Technology Companies: Cloudflare (NET), PTC (PTC) and Braze (BRZE)
This article summarizes recent analyst ratings for three technology companies: Cloudflare (NET), PTC (PTC), and Braze (BRZE). Cloudflare received a Hold rating from UBS with a $240 price target, while PTC received a Buy rating from BMO Capital with a $231 price target. Braze was rated Buy by Wells Fargo with a $40 price target, with Goldman Sachs also reiterating a Buy rating with a $52 price target.
Braze Reports Fiscal First Quarter 2024 Results
Braze reported strong fiscal first quarter 2024 results, with revenue growing 31.3% year-over-year to $101.8 million and achieving a dollar-based net retention of 122%. The company saw significant growth in net cash provided by operating activities and free cash flow, alongside increasing its customer base. Braze also provided guidance for the fiscal second quarter and updated its guidance for the full fiscal year 2024, expecting continued revenue growth while managing non-GAAP operating loss.
Braze, Inc. - Class A Common Stock (Nasdaq:BRZE) Stock Quote
This article provides a stock quote and recent news headlines for Braze, Inc. (Nasdaq: BRZE), a customer engagement platform. It details current stock performance metrics, such as price, volume, and 52-week range, alongside a compilation of news articles highlighting analyst ratings, earnings reports, AI adoption, and investor conferences. The news mainly focuses on the company's financial performance and strategic moves.
Braze Announces Pricing of Initial Public Offering
Braze, Inc. announced the pricing of its initial public offering of 8,000,000 shares of Class A common stock at $65.00 per share. The shares are expected to trade on the Nasdaq Global Select Market under "BRZE" starting November 17, 2021, with the offering closing on November 19, 2021. Goldman Sachs & Co. LLC, J.P. Morgan, and Barclays are acting as joint lead book-running managers.
