BrazeBRZE
BRZE
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
0
Funds holding %
of 7,431 funds
0
Analysts bullish %
of 12 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
118% more call options, than puts
Call options by funds: $16.2M | Put options by funds: $7.44M
44% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 63
0% more funds holding in top 10
Funds holding in top 10: 6 [Q1] → 6 (+0) [Q2]
7.77% less ownership
Funds ownership: 80.53% [Q1] → 72.76% (-7.77%) [Q2]
9% less funds holding
Funds holding: 238 [Q1] → 216 (-22) [Q2]
20% less capital invested
Capital invested by funds: $2.51B [Q1] → $2.01B (-$509M) [Q2]
28% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 61
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$35
35%
upside
Avg. target
$44
71%
upside
High target
$68
163%
upside
12 analyst ratings
11 positive
92%
1 neutral
8%
0 negative
0%
Barclays Ryan Macwilliams | 35%upside $35 | Overweight Maintained | 18 Aug 2025 |
Mizuho Siti Panigrahi | 54%upside $40 | Outperform Initiated | 24 Jul 2025 |
Oppenheimer Brian Schwartz | 47%upside $38 | Outperform Maintained | 24 Jun 2025 |
Raymond James Brian Peterson | 66%upside $43 | Outperform Maintained | 6 Jun 2025 |
Macquarie Ross Compton | 35%upside $35 | Neutral Maintained | 6 Jun 2025 |
Financial journalist opinion
Based on 4 articles about BRZE published over the past 30 days
Neutral
Business Wire
1 week ago
Braze to Participate in Upcoming Investor Conferences
NEW YORK--(BUSINESS WIRE)--Braze (NASDAQ: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced it will participate in two upcoming investor conferences with management presentations: Event: Citi Global TMT Conference Date & Time: Friday, September 5th, 2025 Management Presentation: Cofounder, CEO, and President Bill Magnuson, and CFO Isabelle Winkles at 8:50 am ET Event: Piper Sandler Growth Frontiers Conference Date & Time: We.
Positive
The Motley Fool
1 week ago
Braze (BRZE): A Promising Player in Marketing Tech or Just Another Risky Bet?
Explore the exciting world of Braze (BRZE -3.00%) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
Neutral
Business Wire
1 week ago
Braze to Report Fiscal Second Quarter 2026 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 second quarter of fiscal year 2026, ended July 31, 2025, after U.S. financial markets close on Thursday, September 4, 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.
Neutral
Business Wire
4 weeks ago
Braze Releases 2025 Environmental, Social, and Governance (ESG) Report
NEW YORK--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced the release of its fourth annual Environmental, Social, and Governance (ESG) report. This year's report showcases continued commitment to driving meaningful climate action and building stronger communities. “At Braze, we believe that meaningful impact comes from the collective efforts of our people, our customers, and our communities,” said R.
Positive
Zacks Investment Research
1 month ago
VNET or BRZE: Which Is the Better Value Stock Right Now?
Investors with an interest in Internet - Software stocks have likely encountered both VNET Group (VNET) and Braze, Inc. (BRZE). But which of these two companies is the best option for those looking for undervalued stocks?
Neutral
Zacks Investment Research
1 month ago
Is the Options Market Predicting a Spike in Braze Stock?
Investors need to pay close attention to Braze stock based on the movements in the options market lately.
Positive
Seeking Alpha
1 month ago
Braze: Incredible Value Opportunity Growing 20%
I'm upgrading Braze to a buy as the stock has continued to slide despite a recent beat-and-raise quarter. Braze stands out with ~20% revenue growth, robust customer expansion, strong retention, improving profitability, and a clean balance sheet. Despite macro headwinds, Braze's valuation is compelling at 3.2x EV/FY26 revenue, especially versus slower-growing, pricier peers like Salesforce and HubSpot.
Positive
Seeking Alpha
2 months ago
Braze Inc.: I Stay Bullish As The Leading Growth Indicators Remain Healthy
I maintain my buy rating on Braze (BRZE) as growth remains strong, customer momentum is solid, and AI capabilities are significantly enhanced by the OfferFit acquisition. 1Q26 results showed 20% revenue growth, improving profitability, and healthy customer wins, supporting my view that BRZE's growth trajectory is intact. Recent pricing model changes remove key sales friction, making it easier for customers to scale and increasing platform stickiness, which should accelerate adoption.
Positive
The Motley Fool
2 months ago
Braze Grows Revenue and Expands AI Suite
Braze (BRZE -17.46%) reported its fiscal 2026 first-quarter results on June 5, with revenue up 20% year over year to $162.1 million, non-GAAP operating margin up by more than 900 basis points, and non-GAAP net income of $7 million. Standout factors in the customer engagement platform operator's performance included continued customer expansion, a significant AI acquisition, and strategic pricing model changes.
Negative
Benzinga
2 months ago
Braze Analysts Slash Their Forecasts After Q1 Earnings
Braze, Inc. BRZE reported better-than-expected earnings for the first quarter on Thursday.
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