Braze

BRZE

Market cap $2.34B

This software firm provides advanced customer engagement and analytics tools for brands aiming to enhance digital marketing efforts.

Braze has generated persistent high operating losses despite rising topline revenue. BRZE has shareholder-unfriendly capital allocation, with elevated stock-based compensation and ongoing dilution. The company's vulnerability to generative AI disruption is moderate, especially in content generation and campaign optimization.

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 2026, ended January 31, 2026, after U.S. financial markets close on Tuesday, March 24, 2026. 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 o.

NEW YORK--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today released its 2026 Global Customer Engagement Review (CER). As artificial intelligence (AI) transitions from a back-office efficiency tool to a front-line customer interface, brands face an existential challenge: maintaining a meaningful connection in an increasingly automated landscape. These survey results reveal a critical "Trust Gap," exposing a wid.

Solel Partners added 526,300 shares of Braze; the estimated trade size was $15.59 million based on average fourth-quarter pricing. Meanwhile, the quarter-end position value rose by $22.41 million, reflecting both the share addition and price changes.

Battery Management increased its BRZE holding by 839,864 shares; the estimated transaction value was $24.88 million. Meanwhile, the quarter-end BRZE position value rose $42.99 million, reflecting both share purchases and price movement.

A Stifel analyst reduced the price target on Braze stock. Braze reported solid third quarter 2025 financial results, including strong year-over-year revenue growth and positive free cash flow.

The most oversold stocks in the information technology sector presents an opportunity to buy into undervalued companies.

Braze Inc. maintains a buy rating, driven by robust >20% revenue growth and strong execution, especially in AI-led customer engagement. Q3 2026 revenue grew 26% y/y to $190.8M; large customers now comprise 63% of ARR, reinforcing durability and pricing power. AI capabilities are now pivotal in customer decisions, with BRZE's Operator and Agent Console seeing real adoption and boosting competitive positioning.

Braze is positioned as a top rebound candidate among small- and mid-cap growth stocks for 2026. BRZE's enterprise focus is driving ~30% y/y growth in $500k+ ARR customers, supporting a bullish outlook. AI-driven marketing solutions and international expansion—now ~45% of revenue—are accelerating BRZE's growth trajectory.