Braze

BRZE

Market cap $2.44B

Watch more: Winning the Next Transaction: How AI Helps Build Loyalty in Payments Loyalty used to be a relatively simple fight for spend primacy. Issuers wanted the card at the front of the wallet, then the default credential on file.

The pullback has been partly tied to fears that artificial intelligence (AI) could disrupt customer engagement software providers. But Braze's latest earnings release indicate a rebound underpinned by strength in clients, penetration, and cash flow, suggesting AI is becoming a demand driver rather than just a competitive threat.

Investors looking for stocks in the Internet - Software sector might want to consider either StoneCo Ltd. (STNE) or Braze, Inc. (BRZE).

Braze beat Wall Street's sales target for the first quarter, and earnings per share were in line with the average forecast. The company also raised its full-year sales outlook, but the business is seeing some declines for margins.

U.S. stock futures were lower this morning, with the Dow futures falling around 0.1% on Thursday.

Braze, Inc. (BRZE) Q1 2027 Earnings Call Transcript

Although the revenue and EPS for Braze (BRZE) give a sense of how its business performed in the quarter ended April 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Braze, Inc. (BRZE) came out with quarterly earnings of $0.1 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.07 per share a year ago.

Braze NASDAQ: BRZE reported a strong start to fiscal 2027, with executives pointing to accelerating revenue growth, improving retention and rising demand for its AI-driven customer engagement tools.

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, 2026. “We are off to a strong start in fiscal year 2027, delivering the fourth straight quarter of organic revenue acceleration, driven by strong demand for our AI-powered customer engagement platform,” said Bill Magnuson, cofounder and CEO of Braze. “The strong market momentum we experienced at t.