Braze, Inc. - Class A Common Stock (NQ: BRZE
This article provides a compilation of recent news headlines related to Braze, Inc. (BRZE) from various financial news sources like The Motley Fool, Benzinga, and InvestorPlace. The news covers analyst ratings, earnings reports, stock performance, and market commentary, offering insights into customer engagement, software stocks, and AI-related developments involving Braze.
Assessing Braze (BRZE) Valuation After Q4 Beat AI Momentum And New Buyback Program
Braze (BRZE) is gaining market attention after its Q4 results, strong revenue growth, increasing enterprise bookings, and new AI tool adoption. Despite previous losses, a recent 20.88% stock rebound, along with a new share repurchase plan and the acquisition of OfferFit, suggests improving short-term momentum. The company is currently valued by many as undervalued, with a potential fair value of $40.50 per share against its current price of $23.68, contingent on successful integration of OfferFit and proper risk management.
Discontinued operations of Braze, Inc. Unsponsored BDR Class A – BMFBOVESPA:B1ZE34
This article announces the discontinued operations of Braze, Inc. Unsponsored BDR Class A on the BMFBOVESPA exchange under the ticker B1ZE34. It appears to be an informational notice provided by TradingView, detailing the status of this particular financial instrument.
Does Braze (BRZE) Pairing Buybacks With New Share Issuance Clarify Its Capital Allocation Priorities?
Braze, Inc. recently announced its Q4 and full-year results, showing increased sales but a wider net loss. Concurrently, the company issued revenue guidance for fiscal 2027, authorized a $100 million share repurchase program, and filed for a $121.93 million shelf registration for new share issuance related to an ESOP. This combination of planned buybacks alongside new share issuance, despite ongoing losses, raises questions about the company's capital allocation strategy and its investment narrative.
Does Braze (BRZE) Pairing Buybacks With New Share Issuance Clarify Its Capital Allocation Priorities?
Braze, Inc. (BRZE) recently reported mixed financial results with higher sales but a wider net loss. In response, the company announced a US$100 million share repurchase program while also filing for a US$121.93 million shelf registration for new share issuance tied to an ESOP, raising questions about its capital allocation strategy. Despite the profitability concerns, Braze has issued an upbeat revenue outlook for fiscal year 2027, projecting US$884.0 million to US$889.0 million.
The Vanguard Group (BRZE) Amendment: Reports 0 Shares After Realignment
The Vanguard Group has filed an amended Schedule 13G/A for Braze Inc. (BRZE), reporting beneficial ownership of 0 shares of Common Stock. This change follows an internal realignment on January 12, 2026, where certain Vanguard subsidiaries will now report ownership separately. The filing, signed by Ashley Grim on March 26, 2026, indicates that The Vanguard Group itself no longer holds beneficial ownership of these securities.
AAR Foods Posts Upbeat Q3 Earnings, Joins Braze, Arm Holdings And Other Big Stocks Moving Higher On Wednesday
AAR Corp (NYSE: AIR) shares jumped after reporting better-than-expected Q3 earnings and raising its FY2026 sales forecast. Several other major stocks, including Braze Inc (NASDAQ: BRZE), Corcept Therapeutics Inc (NASDAQ: CORT), and Arm Holdings PLC – ADR (NASDAQ: ARM), also saw significant gains on Wednesday due to positive earnings, drug approvals, or strategic announcements. The overall U.S. stock market was higher, with the Dow Jones gaining around 350 points.
Dow Surges Over 300 Points; Chewy Shares Jump On Upbeat Earnings
U.S. stocks saw broad gains with the Dow Jones index climbing over 300 points and the NASDAQ and S&P 500 also rising. Chewy Inc. shares surged significantly after reporting stronger-than-expected fourth-quarter earnings and providing upbeat fiscal guidance for 2026. The article also highlights leading and lagging sectors, other equities experiencing notable moves, commodity prices, and economic data.
Deep Dive: Braze (BRZE) Q4 Beat and the $100M Buyback Signal a New Era of Profitability
Braze (BRZE) reported a strong Q4 earnings beat, exceeding revenue expectations, and announced a significant $100 million share buyback program. This strategic move, along with the company's narrowing losses and AI-driven innovations, suggests a shift towards greater profitability and has led to a positive re-evaluation by investors and analysts. Despite past stock volatility, the company's focus on profitable efficiency and its competitive position make it a compelling investment case in the cloud software sector.
Braze Stock Jumps Over 23% In Pre-Market Session—Here's Why
Braze Inc. (NASDAQ: BRZE) saw its stock jump over 23% in pre-market trading after reporting strong fiscal fourth-quarter and full-year 2026 results. The cloud-based customer engagement platform reported significant revenue growth, increased operating income, and an approved $100 million share repurchase program, with positive guidance for fiscal year 2027. Despite a strong quarterly performance, the stock has dropped over 53% in the past year, indicating longer-term challenges.
Braze Inc. (BRZE) Releases Q4 2026 Earnings: Revenue Rises, Diluted EPS Miss, Net Loss Narrows
Braze Inc. (BRZE) reported its Q4 2026 earnings, showcasing a 27.9% year-over-year revenue increase to $205.2 million, which exceeded analyst estimates. Despite top-line growth and narrowing net losses, the company missed diluted EPS expectations, recording a loss of -$0.29. The article also details significant insider selling activity and hedge fund movements, alongside recent analyst ratings and price targets for BRZE.
Braze (NASDAQ: BRZE) shows revenue growth, AI platform scale and ongoing losses
Braze, Inc. (NASDAQ: BRZE) released its annual report for the fiscal year ended January 31, 2026, detailing significant revenue growth but continued net losses. The company reported revenue of $738.2 million, an increase from $593.4 million the previous year, while its net loss widened to $130.8 million. Braze highlighted its AI-driven platform, customer growth to 2,609, and an expanded user reach of 8.0 billion monthly active users as key strengths, despite facing macroeconomic uncertainties, intense competition, and persistent operating losses.
Braze (BRZE) delivers 24% growth, turns non-GAAP profit and okays $100M buyback
Braze (BRZE) reported strong financial results for fiscal year 2026, with revenue growing 24.4% to $738.2 million and non-GAAP operating income reaching $28.5 million. The company announced a $100 million share repurchase program, including a $50 million accelerated buyback, signaling confidence in its financial health. For fiscal year 2027, Braze forecasts continued growth with projected revenue between $884.0 million and $889.0 million and non-GAAP diluted EPS of $0.61-$0.65.
Braze board authorizes repurchase of up to $100M of class A stock
Braze (BRZE) announced that its Board of Directors has authorized a share repurchase program of up to $100 million of its Class A Common Stock. The company plans to imminently execute an accelerated share repurchase transaction for approximately $50 million. CFO Isabelle Winkles stated that Braze's strong financial profile and cash generation allow for investment in the business and capital return to shareholders, signaling confidence in its strategy and growth prospects.
RSU grant boosts Braze (BRZE) Chief Accounting Officer’s share holdings
Braze's Chief Accounting Officer, Pankaj Malik, received a grant of 40,298 restricted stock units (RSUs) of Class A Common Stock, as reported in a Form 4 filing. These RSUs will vest in 16 equal quarterly installments starting May 15, 2026, contingent on his continuous service. This award increases his direct holdings to 90,977 shares, including 64,839 RSUs.
Braze (NASDAQ: BRZE) grants CRO 102,854 RSUs with holding lock
Braze, Inc.'s Chief Revenue Officer, Edward M. McDonnell, received an award of 102,854 restricted stock units (RSUs) of Class A common stock. These RSUs will vest in 12 equal quarterly installments starting May 15, 2026, contingent on his continuous service and include a two-year post-vest holding requirement. Following this grant, McDonnell holds a total of 536,708 shares represented by RSUs.
Braze (BRZE) general counsel receives 34,560 performance-based PSUs
Braze, Inc.'s General Counsel, Susan Wiseman, was awarded 34,560 performance-based restricted stock units (PSUs) after the Compensation Committee certified that pre-set performance goals were achieved on March 18, 2026. The PSUs will vest in installments, with one-third vesting on May 15, 2026, and the remainder over the following two years, contingent on her continued service. Following this grant, Wiseman's total reported holdings in Braze Class A Common Stock amount to 244,424 shares, including 103,517 shares in unvested restricted stock units and PSUs.
Braze (NASDAQ: BRZE) CFO receives major RSU and PSU equity awards
Braze, Inc. CFO Isabelle Winkles was granted significant equity awards on March 18, 2026, including 84,484 performance-based restricted stock units (PSUs) and 135,180 restricted stock units (RSUs). These awards, structured as compensation, will vest over time contingent on her continuous service and performance goals. Following these grants, Winkles directly holds 470,792 shares of Class A Common Stock, with a substantial portion represented by these unvested units.
Braze (NASDAQ: BRZE) CTO receives major RSU and PSU stock grants
Braze, Inc.'s Chief Technology Officer, Jonathan Hyman, has been granted substantial equity awards, including 56,066 performance-based restricted stock units (PSUs) and 89,630 time-based restricted stock units (RSUs). These grants are part of his compensation, with vesting contingent on continuous service and, for PSUs, the achievement of performance goals certified on March 18, 2026. Following these awards, Hyman directly holds 1,838,629 Class A shares, including the unvested RSUs and PSUs.
Analysts’ Opinions Are Mixed on These Technology Stocks: Braze (BRZE), WEX (WEX) and PSQ Holdings (PSQH)
Analysts have issued mixed ratings for several technology stocks, including Braze (BRZE), WEX (WEX), and PSQ Holdings (PSQH). Braze received a Strong Buy consensus with a significant upside, while WEX has a Hold consensus. PSQ Holdings was given a Moderate Buy consensus rating.
Analysts’ Opinions Are Mixed on These Technology Stocks: Braze (BRZE), WEX (WEX) and PSQ Holdings (PSQH)
Analysts have issued mixed ratings for several technology stocks, including Braze (BRZE), WEX (WEX), and PSQ Holdings (PSQH). Braze received a Strong Buy consensus with a significant upside, while WEX garnered a Hold rating. PSQ Holdings was given a Moderate Buy consensus.
Crunchyroll accused of sharing users’ video viewing data without consent
Crunchyroll is facing a class action lawsuit for allegedly violating the Video Privacy Protection Act (VPPA) by sharing users' video viewing data with a third-party marketing company, Braze Inc., without obtaining explicit consent. Lead plaintiff Francisco Cabonios and others claim Crunchyroll embedded Braze's software to transmit personally identifiable information, including email addresses and video titles. The lawsuit seeks $2,500 in statutory damages per violation for users whose privacy was breached.
Braze Stock Analysis 2026: Customer Growth vs. Share Price Decline - News and Statistics
Braze, a customer engagement platform provider, experienced a significant 40.2% drop in its stock price to $19.11 since September 2025. Despite this decline, the company boasts strong performance metrics including exceptional sales growth over five years and a net revenue retention rate of 109% in the third quarter, indicating continued customer value and expansion. The article highlights the contrast between the company's robust operational growth and its recent share price depreciation.
Assessing Braze (BRZE) Valuation After Share Price Volatility And OfferFit Acquisition
Braze (BRZE) has experienced significant share price volatility, with a 46.1% decline over the past three months and a 47.1% negative return over the last year. Despite this, the stock currently trades at $18.84, estimated to be at a 38% intrinsic discount, with analysts assigning a fair value of $46.70. The recent acquisition of OfferFit is expected to boost Braze’s AI capabilities and revenue growth, contributing to the optimistic fair value assessment, though risks related to integration and market changes remain.
Class Action Lawsuit Against Crunchyroll Alleges Disclosure of User Information to 3rd-Party Analytics Company Braze
A class action lawsuit has been filed against Crunchyroll, alleging that the company violated the Video Privacy Protection Act (VPPA) by disclosing users' personally identifiable information and video viewing activity to Braze Inc., a third-party marketing and analytics company. The complaint, filed by five plaintiffs, seeks statutory damages of US$2,500 per violation. This lawsuit follows a previous US$16 million settlement against Crunchyroll in 2023 for a similar VPPA violation involving Facebook Pixel.
Analysts Offer Insights on Technology Companies: Braze (BRZE), Wix (WIX) and Daktronics (DAKT)
This article summarizes analyst ratings for three technology companies: Braze (BRZE), Wix (WIX), and Daktronics (DAKT). Braze and Wix both received "Buy" ratings from analysts at Piper Sandler and Scotiabank, respectively, with significant upside potential. Daktronics received a "Hold" rating from Sidoti, indicating a more neutral outlook.
Braze Trust Gap Report Puts AI Agents And Investor Expectations In Focus
Braze's 2026 Global Customer Engagement Review reveals a growing trust gap in AI interactions: marketers are confident, but consumers are cautious. The report emphasizes trust and transparency as crucial for brands using AI, especially as Braze's stock has faced significant decline year-to-date. This presents both risks, due to unprofitability and potential AI missteps, and rewards, as Braze is valued below fair value with strong revenue growth forecasts, positioning it to potentially outperform competitors in AI-driven engagement.
Braze (NASDAQ: BRZE) CTO executes 7,391-share tax sell-to-cover transaction
Braze, Inc. CTO Jonathan Hyman reported a non-discretionary sale of 7,391 shares of Class A common stock on February 18, 2026, at $16.93 per share. This transaction was a "sell-to-cover" to satisfy tax withholding obligations from vesting restricted stock units. After the sale, Hyman directly holds 1,692,933 shares and also has indirect holdings through a family trust.
Braze (BRZE) CBO executes 14,049-share tax sell-to-cover transaction
Braze, Inc.'s Chief Business Officer, Astha Malik, sold 14,049 shares of Class A Common Stock at $16.93 per share. This transaction was conducted under a non-discretionary sell-to-cover program to fulfill tax withholding obligations tied to vesting restricted stock units. Following the sale, Malik directly holds 205,289 shares, with 144,007 of those represented by restricted stock units.
Braze CFO Winkles sells $212k in shares
Braze, Inc.'s CFO, Isabelle Winkles, sold 12,532 shares of Class A Common Stock for $212,166 to cover tax obligations related to restricted stock units. This transaction occurred on February 18, 2026, when the stock was near its 52-week low, having dropped almost 57% in the past year. Despite the sale, InvestingPro analysis suggests Braze may be undervalued, and several analyst firms have recently raised price targets for the company due to strong financial results and demand for AI functionality.
Tax-related stock sale by Braze (BRZE) CEO covers RSU vesting
Braze, Inc. CEO William Magnuson sold 26,413 shares of Class A common stock at $16.93 per share on February 18, 2026. This transaction was conducted under a non-discretionary sell-to-cover program to fulfill tax withholding obligations resulting from restricted stock unit vesting. Following the sale, Magnuson directly holds 4,491,098 shares and indirectly holds 470 shares through a limited liability company.
Braze (NASDAQ: BRZE) counsel sells 9,930 shares in Rule 10b5-1 trades
Braze, Inc.'s General Counsel, Susan Wiseman, reported open-market sales of 9,930 shares of Class A Common Stock across two days in February 2026. These transactions, executed under a non-discretionary sell-to-cover program for tax withholding related to restricted stock units and a Rule 10b5-1 trading plan, reduced her direct holdings to 209,864 shares. The sales occurred at $16.93 and $17.03 per share, respectively.
Braze CFO Winkles sells $212k in shares
Braze, Inc.'s CFO, Isabelle Winkles, sold 12,532 shares of Class A Common Stock for $212,166 on February 18, 2026, as part of a pre-arranged plan to cover tax obligations. This transaction occurred while the stock was near its 52-week low. Despite the sale, several analyst firms recently raised their price targets for Braze, citing strong Q3 fiscal 2026 results and growth in AI functionality, although one firm adjusted its target downwards due to broader AI concerns in SaaS.
Are AI-Native Rivals Quietly Rewriting Braze’s (BRZE) Competitive Moat?
Analysts are re-evaluating Braze's competitive moat against rising AI-native competitors, despite the company's strong revenue and billings growth. While some believe Braze's customer engagement platform and AI investments offer a defensible edge, concerns persist that intensifying AI competition could erode pricing power and slow growth, potentially impacting its long-term profitability amidst ambitious revenue and earnings projections.
The Software Crash In Numbers: These Stocks Are Getting Hit Hardest
The software sector is experiencing a significant downturn, with the iShares Expanded Tech-Software Sector ETF falling 16% in seven days, its worst streak since January 2024. Many stocks are trading below their 200-day moving average, and several growth names have seen year-to-date declines of over 30%. This crash is attributed by some to AI disruption, while others, like Nvidia CEO Jensen Huang, believe AI will not replace software.
MCG7 group discloses 7.22% Braze (BRZE) Class A share stake
MCG7 Capital Inc., along with its subsidiaries Binder Clip Holdings LLC and Appboy BH LLC, has disclosed a beneficial ownership of 7,634,408 shares of Braze, Inc. Class A common stock, representing 7.22% of the class as of December 31, 2025. This ownership grants shared voting and dispositive power over the shares, with Binder directly holding 7,278,960 shares and Appboy holding 355,448 shares. The filing was made on February 17, 2026, as an amendment to a passive investment disclosure (SCHEDULE 13G/A).
Assessing Braze (BRZE) Valuation As OfferFit Acquisition Shapes The AI Growth Narrative
This article analyzes Braze (BRZE) valuation following its acquisition of OfferFit, which aims to boost AI-driven optimization and revenue growth. Despite recent weak share performance, Braze is considered undervalued with a fair value of $46.70 against its current price of $17.60, based on expected enhancements from OfferFit's AI integration. The valuation is contingent on successful AI pilot deployments and smooth integration, with data laws and partner pricing posing potential swing factors.
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.
Top 3 Tech Stocks Which Could Rescue Your Portfolio This Quarter
This article identifies three oversold tech stocks—Braze Inc (BRZE), PAR Technology Corp (PAR), and Advanced Micro Devices Inc (AMD)—that could be potential buying opportunities. These companies are highlighted based on their low Relative Strength Index (RSI) values, indicating they are currently undervalued and might offer a rebound in the short term. Analyst ratings and recent financial performance are also provided for each stock.
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.
