Braze

BRZE

Market cap $2.82B

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.

Braze (BRZE) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

The average of price targets set by Wall Street analysts indicates a potential upside of 33.5% in Braze (BRZE). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Braze, Inc. ( BRZE ) Barclays 23rd Annual Global Technology Conference December 11, 2025 1:25 PM EST Company Participants William Magnuson - Co-Founder, Chairman & CEO Isabelle Winkles - Chief Financial Officer Conference Call Participants Raimo Lenschow - Barclays Bank PLC, Research Division Presentation Raimo Lenschow Barclays Bank PLC, Research Division Welcome to our next session. Glad to have the team from Braze.

Concerns about slowing growth and free cash flow volatility led analysts to trim 2025 targets, sending Braze's NASDAQ: BRZE stock price to long-term lows, but that movement is over.

Braze's artificial intelligence (AI)-powered marketing solutions are in high demand. Management boosted its full-year earnings targets.

Braze shows signs of bottoming after a period of underperformance, with revenue acceleration and improved customer retention metrics signaling a potential turnaround. BRZE's Q3 revenue grew 25.5% YoY to $190.8M, beating estimates, and Q4 guidance implies further acceleration with $197.5–198.5M expected. AI-driven product innovation and notable enterprise wins are supporting customer growth and stickier relationships, enhancing the investment case.

Braze, Inc. (BRZE) Q3 2026 Earnings Call Transcript

While the top- and bottom-line numbers for Braze (BRZE) give a sense of how the business performed in the quarter ended October 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.