Braze (BRZE)

• Market cap: $3.38B
• 1 day: 0.83%
• 5 days: -5.09%
• 1 month: 19.18%
• 3 months: 10.79%
• 6 months: -15.98%
• Year to date: -29.96%
• 1 year: -13.42%
• 5 years: -67.46%
• 10 years: -67.46%
• 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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

112% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $8.09M

48% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 63

0% more funds holding in top 10

Funds holding in top 10: 6 [Q1] → 6 (+0) [Q2]

7.4% less ownership

Funds ownership: 80.53% [Q1] → 73.13% (-7.4%) [Q2]

8% less funds holding

Funds holding: 238 [Q1] → 218 (-20) [Q2]

20% less capital invested

Capital invested by funds: $2.51B [Q1] → $2.02B (-$499M) [Q2]

28% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 61

Research analyst outlook

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

• Low target: $38
• Avg. target: $46
• High target: $68

11 analyst ratings

• positive: 11 100%
• neutral: 0 0%
• negative: 0 0%

Citigroup Tyler Radke	$52	Buy Maintained	5 Sep 2025
Canaccord Genuity David Hynes	$43	Buy Maintained	5 Sep 2025
Mizuho Siti Panigrahi	$45	Outperform Maintained	5 Sep 2025
UBS Taylor McGinnis	$43	Buy Maintained	5 Sep 2025
Cantor Fitzgerald Matthew Vanvliet	$38	Overweight Maintained	5 Sep 2025