Braze
BRZE
Market cap $3B

26.47 USD

-1.43

5.13%

At close Jul 11, 4:00 PM EDT

After hours

26.98

+0.51

1.93%

1 day

-5.13%

5 days

-7.22%

1 month

-6.89%

3 months

-8.82%

6 months

-36.37%

Year to date

-39.00%

1 year

-30.60%

5 years

-71.66%

10 years

-71.66%

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

Technology Software - Application

0

Funds holding %

of 7,312 funds

0

Analysts bullish %

of 14 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

100% more call options, than puts

Call options by funds: $36.4M | Put options by funds: $18.2M

68% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 57

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

20% more funds holding in top 10

Funds holding in top 10: 5 [Q4 2024] → 6 (+1) [Q1 2025]

7% more funds holding

Funds holding: 221 [Q4 2024] → 236 (+15) [Q1 2025]

0.37% more ownership

Funds ownership: 80.12% [Q4 2024] → 80.49% (+0.37%) [Q1 2025]

14% less capital invested

Capital invested by funds: $2.94B [Q4 2024] → $2.51B (-$422M) [Q1 2025]

See Fund Rankings

Research analyst outlook

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

Low target

$35

32%

upside

Avg. target

$45

68%

upside

High target

$68

157%

upside

14 analyst ratings

13 positive

93%

1 neutral

7%

0 negative

0%

Oppenheimer Brian Schwartz	44%upside $38	Outperform Maintained	24 Jun 2025
Raymond James Brian Peterson	62%upside $43	Outperform Maintained	6 Jun 2025
Macquarie Ross Compton	32%upside $35	Neutral Maintained	6 Jun 2025
Loop Capital Yun Kim	70%upside $45	Buy Maintained	6 Jun 2025
JP Morgan Pinjalim Bora	70%upside $45	Overweight Maintained	6 Jun 2025

See Analyst Rankings

Financial journalist opinion

Zacks Investment Research

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.

Is the Options Market Predicting a Spike in Braze Stock?

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.

Braze: Incredible Value Opportunity Growing 20%

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.

Braze Inc.: I Stay Bullish As The Leading Growth Indicators Remain Healthy

The Motley Fool

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.

Braze Grows Revenue and Expands AI Suite

Braze Analysts Slash Their Forecasts After Q1 Earnings

Braze, Inc. BRZE reported better-than-expected earnings for the first quarter on Thursday.

Braze Analysts Slash Their Forecasts After Q1 Earnings

The Motley Fool

Braze: Solid Quarter but Profit Concerns

Here's our initial take on Braze's (BRZE -13.79%) financial report.

Braze: Solid Quarter but Profit Concerns

Braze, Inc. (BRZE) Q1 2026 Earnings Call Transcript

Braze, Inc. (NASDAQ:BRZE ) Q1 2026 Earnings Conference Call June 5, 2025 4:30 PM ET Company Participants Christopher L. Ferris - Head of Investor Relations Isabelle Winkles - Chief Financial Officer William Magnuson - Co-Founder, Chairman & CEO Conference Call Participants Arjun Rohit Bhatia - William Blair & Company L.L.C.

Braze, Inc. (BRZE) Q1 2026 Earnings Call Transcript

Zacks Investment Research

Braze, Inc. (BRZE) Q1 Earnings and Revenues Top Estimates

Braze, Inc. (BRZE) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to loss of $0.05 per share a year ago.

Braze, Inc. (BRZE) Q1 Earnings and Revenues Top Estimates

Braze Reports Fiscal First Quarter 2026 Results

NEW YORK--(BUSINESS WIRE)--Braze (Nasdaq: BRZE) the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced results for its fiscal quarter ended April 30, 2025. “We are off to a good start in fiscal year 2026, delivering strong revenue growth, profitability, and free cash flow in an ever-changing environment,” said Bill Magnuson, Cofounder and CEO of Braze. “I'm also excited to announce that Ed McDonnell will be joining Braze in July to lead all asp.

Braze Reports Fiscal First Quarter 2026 Results

Braze Completes Acquisition of OfferFit

NEW YORK--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced the successful completion of its previously announced acquisition of OfferFit, an AI decisioning company. After years of productive partnership as separate companies, Braze and OfferFit are moving quickly to deepen the integration of OfferFit's multi-agent decisioning engine into Braze's Customer Engagement Platform, all while accelerating Of.

Braze Completes Acquisition of OfferFit

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