Braze
BRZE

$34.97

1.77%

Market Cap: $3.59B

About: Braze Inc is a customer engagement platform that powers customer-centric interactions between consumers and brands. The company provides solutions for Retail & E-commerce, Media & Entertainment, Financial Services, and Travel & Hospitality related industries. The company offers a single, vertically integrated platform that encompasses the various functionalities, or layers, required for modern customer engagement: data ingestion, classification, orchestration, personalization, and action, all of which is supported by Sage AI by Braze, its AI engine designed to power AI functionality across all layers of this stack. It generates a majority of its revenue from the United States.

Employees: 1,548

Information Technology Prepackaged Software

0

Funds holding %

of 6,710 funds

0

Analysts bullish %

of 7 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

93% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $8.73M

86% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 51

80% more funds holding in top 10

Funds holding in top 10: 5 [Q1] → 9 (+4) [Q2]

0% more funds holding

Funds holding: 221 [Q1] → 221 (+0) [Q2]

0% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 51

7.2% less ownership

Funds ownership: 93.69% [Q1] → 86.49% (-7.2%) [Q2]

8% less capital invested

Capital invested by funds: $2.84B [Q1] → $2.6B (-$241M) [Q2]

See Fund Rankings

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$51

46%

upside

Avg. target

$62

76%

upside

High target

$70

100%

upside

7 analyst ratings

7 positive

100%

0 neutral

0%

0 negative

0%

DA Davidson Gil Luria 49% 1-year accuracy 19 / 39 met price target	86%upside $65	Buy Maintained	6 Sept 2024
JMP Securities Patrick Walravens 42% 1-year accuracy 41 / 97 met price target	94%upside $68	Market Outperform Reiterated	6 Sept 2024
Needham Scott Berg 40% 1-year accuracy 51 / 129 met price target	100%upside $70	Buy Reiterated	6 Sept 2024
Piper Sandler Brent Bracelin 46% 1-year accuracy 64 / 138 met price target	46%upside $51	Overweight Maintained	6 Sept 2024
Barclays Ryan Macwilliams 60% 1-year accuracy 12 / 20 met price target	100%upside $70	Overweight Maintained	26 Aug 2024

See Analyst Rankings

Financial journalist opinion

Based on 14 articles about BRZE published over the past 30 days

3 Small-to-Mid-cap Stocks to Buy and Hold for 2025

2025 will be a good year for stocks, especially smaller companies like Braze NASDAQ: BRZE, LightPath Technologies NASDAQ: LPTH, and Guidewire NYSE: GWRE. Not only is the FOMC on track to reduce interest rates and usher in a new age for equities, but the AI focus will move from infrastructure to application, where these businesses will shine.

3 Small-to-Mid-cap Stocks to Buy and Hold for 2025

Undercovered Stock Picks From September 6-12: Lithium, Uranium, Gold, & Plastic

The 'Undercovered' Dozen series highlights 12 undercovered stocks, providing investment ideas and sparking community discussion on their potential. Zach Bristow argues that Sylvamo Corporation offers a compelling risk/reward opportunity with reasonable valuations, shareholder-oriented management, and potential valuations up to $200/share. NuScale Power Corporation faces skepticism, according to George Theodosi, due to overhype and lack of US SMR projects, despite global interest in nuclear energy.

Undercovered Stock Picks From September 6-12: Lithium, Uranium, Gold, & Plastic

Zacks Investment Research

Braze (BRZE) Loses -17.31% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner

The heavy selling pressure might have exhausted for Braze (BRZE) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.

Braze (BRZE) Loses -17.31% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner

Braze, Inc.: Growth Strength Remains Healthy

I maintain a buy rating for Braze stock, believing the recent share price decline is unjustified, and growth potential remains strong despite macroeconomic challenges. 2Q25 earnings showed solid results with total revenue of $145.5 million, beating consensus estimates, and achieving profitability with an adj. EBIT margin of 3%. Forward-looking metrics appear weak due to non-structural factors, but BRZE's enterprise segment demand remains robust, with customers >$500k ARR growing 28% y/y.

Braze, Inc.: Growth Strength Remains Healthy

Nasdaq Down Over 400 Points; Braze Shares Tumble After Q2 Results

U.S. stocks traded lower midway through trading, with the Nasdaq Composite falling more than 400 points on Friday.

Nasdaq Down Over 400 Points; Braze Shares Tumble After Q2 Results

The Motley Fool

Braze Tops Revenue Projections in Q2

Revenue exceeded internal guidance and was up 26.4% year over year. Non-GAAP operating income was $4.2 million, its first-ever reported quarter of profitability.

Braze Tops Revenue Projections in Q2

Braze, Inc. (BRZE) Q2 2025 Earnings Conference Call Transcript

Braze, Inc. (NASDAQ:BRZE ) Q2 2025Earnings Conference Call September 5, 2024 4:30 PM ET Company Participants Christopher Ferris - Head of IR Bill Magnuson - Co-Founder and CEO Isabelle Winkles - CFO Conference Call Participants Ryan MacWilliams - Barclays Pinjalim Bora - JPMorgan Gabriela Borges - Goldman Sachs Arjun Bhatia - William Blair DJ Hynes - Canaccord Genuity Ashley Kim - Citi Scott Berg - Needham & Company Brent Bracelin - Piper Sandler Derrick Wood - TD Cowen Nick Altmann - Scotiabank Brian Peterson - Raymond James Matt VanVliet - BTIG Michael Berg - Wells Fargo Yun Kim - Loop Capital Markets Taylor McGinnis - UBS Operator Welcome to the Braze Fiscal Second Quarter 2025 Earnings Conference Call. My name is Leila and I'll be your operator for today's call.

Braze, Inc. (BRZE) Q2 2025 Earnings Conference Call Transcript

Zacks Investment Research

Braze, Inc. (BRZE) Q2 Earnings and Revenues Surpass Estimates

Braze, Inc. (BRZE) came out with quarterly earnings of $0.09 per share, beating the Zacks Consensus Estimate of a loss of $0.03 per share. This compares to loss of $0.04 per share a year ago.

Braze, Inc. (BRZE) Q2 Earnings and Revenues Surpass Estimates

Braze Reports Fiscal Second Quarter 2025 Results

NEW YORK--(BUSINESS WIRE)--Braze (Nasdaq: BRZE) the leading customer engagement platform that empowers brands to Be Absolutely EngagingTM, today announced results for its fiscal quarter ended July 31, 2024. “We delivered a great second quarter, demonstrating strong top-line growth while driving efficiency in our business, achieving our first quarter of non-GAAP operating income profitability and non-GAAP net income profitability. Our results demonstrate our effective execution and continued dem.

Braze Reports Fiscal Second Quarter 2025 Results

Prime Healthcare Services, Inc. Completes $1.5 Billion Financing: Moody's Raises Credit Outlook to Positive

ONTARIO, Calif.--(BUSINESS WIRE)--Prime Healthcare Services, Inc., one of the nation's leading health systems with 44 award-winning hospitals in 14 states, today announced the successful closing and funding of $1.5 billion Senior Secured Notes due 2029. The bond financing was strongly supported and resulted in an upsize in total bond offering from $750 million to $1.5 billion. Prime used the net proceeds of the Notes Offering to redeem all of its outstanding 7.25% Senior Secured Notes due 2025,.

Prime Healthcare Services, Inc. Completes $1.5 Billion Financing: Moody's Raises Credit Outlook to Positive

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