BrazeBRZE
BRZE
0
Funds holding %
of 7,390 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
322% more call options, than puts
Call options by funds: $36M | Put options by funds: $8.54M
34% more capital invested
Capital invested by funds: $2.19B [Q3] → $2.94B (+$744M) [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% less funds holding
Funds holding: 221 [Q3] → 220 (-1) [Q4]
2.07% less ownership
Funds ownership: 82.19% [Q3] → 80.12% (-2.07%) [Q4]
17% less funds holding in top 10
Funds holding in top 10: 6 [Q3] → 5 (-1) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$43
15%
upside
Avg. target
$48
28%
upside
High target
$50
34%
upside
5 analyst ratings
5 positive
100%
0 neutral
0%
0 negative
0%
DA Davidson Gil Luria 41% 1-year accuracy 16 / 39 met price target | 34%upside $50 | Buy Maintained | 26 Mar 2025 |
Wells Fargo Michael Berg 56% 1-year accuracy 5 / 9 met price target | 34%upside $50 | Overweight Maintained | 21 Mar 2025 |
Raymond James Brian Peterson 31% 1-year accuracy 8 / 26 met price target | 21%upside $45 | Outperform Maintained | 20 Mar 2025 |
Stephens & Co. Brett Huff 88% 1-year accuracy 7 / 8 met price target | 15%upside $43 | Overweight Initiated | 19 Mar 2025 |
Needham Scott Berg 33% 1-year accuracy 54 / 164 met price target | 34%upside $50 | Buy Reiterated | 3 Feb 2025 |
Financial journalist opinion
Based on 5 articles about BRZE published over the past 30 days
Neutral
Business Wire
1 week ago
Braze Launches New Shopify Partnership and eCommerce Features
NEW YORK--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced a new strategic partnership and integration with Shopify, along with new features and templates to personalize shopper engagement. These capabilities offer enhanced real-time insights into individual preferences during the shopping journeys that help eCommerce marketers quickly create the campaigns that power their daily operations—allowing t.
Positive
Seeking Alpha
2 weeks ago
Braze: Undervalued And Enabling A Secular Trend
My reverse DCF analysis shows Braze is considerably undervalued, even accounting for strong dilution and low P/S in the future. Braze's fast-to-deploy, no-code solution enhances customer engagement across multiple channels, offering measurable ROI and ease of use. Despite lower gross margins compared to Klaviyo, Braze outperforms in GP/EC due to a lighter balance sheet.
Neutral
Business Wire
2 weeks ago
Braze to Report Fourth Quarter Fiscal 2025 Results
NEW YORK--(BUSINESS WIRE)--Braze (NASDAQ: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced it will release its financial results for the fourth quarter of fiscal year 2025, ended January 31, 2025, after U.S. financial markets close on Thursday, March 27, 2025. Braze will host a webcast conference call to discuss its financial results at 4:30 pm ET (1:30 pm PT) on the same day. The webcast will be available under the events section.
Positive
MarketBeat
4 weeks ago
Twilio, Braze: The Top 2 CEP Platforms to Own in 2025
Every investor should know the term CEP, or customer engagement platform, because it is central to businesses' use of AI. CEPs provide software services to connect and communicate with customers, which is critical to brand building, consumer loyalty, and long-term success.
Neutral
Business Wire
4 weeks ago
Braze Global Customer Engagement Review Reveals Key Trends for 2025 to Help Brands Build Stronger Customer Connections
NEW YORK--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today released its fifth annual Global Customer Engagement Review (CER), uncovering some of the biggest trends shaping customer engagement across AI and experimentation, data and personalization, emotions and loyalty, and more. In today's always on digital economy, consumer expectations for customer experience continue to rise, and brands face tougher compet.
Positive
The Motley Fool
1 month ago
3 Growth Stocks That Could Skyrocket in 2025 and Beyond
Growth stocks can help to supercharge your investment portfolio and boost your retirement fund. The key, however, is to carefully select the right stocks to own for the long term.
Neutral
GlobeNewsWire
1 month ago
Braze Alloys Market Poised for Growth Amid Increasing Demand for Sustainable Solutions | Future Market Insights, Inc.
The global braze alloys market is set for steady expansion, driven by sustainability trends, increased industrial automation, and growing applications in EVs and renewable energy. The push for advanced, lead-free solutions will shape market developments in the coming decade. The global braze alloys market is set for steady expansion, driven by sustainability trends, increased industrial automation, and growing applications in EVs and renewable energy. The push for advanced, lead-free solutions will shape market developments in the coming decade.
Neutral
Business Wire
1 month ago
Braze Announces Record Bookings to Close Fiscal Year, Announces Organizational Changes
NEW YORK--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced a record for customer bookings in the quarter and fiscal year ended January 31, 2025 and a leadership change for the new fiscal year. Braze President and Chief Commercial Officer, Myles Kleeger, will be stepping down from his position after 10 years of exceptional leadership in the role. Kleeger will remain available to the company as Preside.
Neutral
Seeking Alpha
1 month ago
Braze: Growth Rates Are Stabilizing, Which May Catalyze A Broader Rebound
I recommend Braze as a buy due to its strong rebound potential, despite a 20% stock decline and challenging macroeconomic conditions affecting IT budgets. Braze's marketing intelligence platform centralizes data for targeted campaigns, with notable clients like The Gap, Peloton, and DraftKings, competing against Salesforce and Adobe. Despite decelerating revenue growth and a slipping net retention rate, Braze shows progress toward profitability with improved operating margins and stabilizing revenue deceleration.
Positive
Zacks Investment Research
2 months ago
Braze, Inc. (BRZE) Just Flashed Golden Cross Signal: Do You Buy?
From a technical perspective, Braze, Inc. (BRZE) is looking like an interesting pick, as it just reached a key level of support. BRZE's 50-day simple moving average crossed above its 200-day simple moving average, which is known as a "golden cross" in the trading world.
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