Braze (BRZE)

• Market cap: $3.26B
• 1 day: -1.30%
• 5 days: 8.77%
• 1 month: -13.72%
• 3 months: -32.12%
• 6 months: -2.72%
• Year to date: -28.26%
• 1 year: -25.70%
• 5 years: -66.67%
• 10 years: -66.67%
• Sector: Technology
• Industry: Software - Application

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 majority of its revenue from the United States.

Employees: 1,699

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

322% more call options, than puts

Call options by funds: $36M | Put options by funds: $8.54M

38% more capital invested

Capital invested by funds: $2.13B [Q3] → $2.94B (+$804M) [Q4]

6% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 47

4% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 70

0.18% more ownership

Funds ownership: 79.93% [Q3] → 80.11% (+0.18%) [Q4]

0% more funds holding

Funds holding: 220 [Q3] → 220 (+0) [Q4]

17% less funds holding in top 10

Funds holding in top 10: 6 [Q3] → 5 (-1) [Q4]

Research analyst outlook

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

• Low target: $38 22% upside
• Avg. target: $48 55% upside
• High target: $68 118% upside

10 analyst ratings

• positive: 10 100%
• neutral: 0 0%
• negative: 0 0%

Piper Sandler Brent Bracelin 41% 1-year accuracy 51 / 125 met price target	22% upside $38	Overweight Maintained	23 Apr 2025
Wells Fargo Michael Berg 50% 1-year accuracy 7 / 14 met price target	28% upside $40	Overweight Maintained	22 Apr 2025
DA Davidson Gil Luria 49% 1-year accuracy 26 / 53 met price target	28% upside $40	Buy Maintained	14 Apr 2025
Raymond James Brian Peterson 23% 1-year accuracy 6 / 26 met price target	54% upside $48	Outperform Maintained	28 Mar 2025
Citigroup Tyler Radke 40% 1-year accuracy 21 / 52 met price target	77% upside $55	Buy Maintained	28 Mar 2025