Braze

BRZE

Market cap $2.64B

Investors interested in stocks from the Internet - Software sector have probably already heard of VTEX (VTEX) and Braze, Inc. (BRZE). But which of these two stocks is more attractive to value investors?

LONDON--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today released two new research studies from Forrester Consulting and Cowry that highlight fundamental shifts in how brands must approach customer engagement in the age of AI. Together, the findings show that while AI adoption is nearly universal, most organizations are still struggling to translate that investment into meaningful business impact. The research.

LONDON--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today delivered a new set of AI capabilities that transform how marketers build and deliver engaging and relevant experiences for their customers. From reaching new audiences to driving conversion and long-term loyalty, these capabilities join together in an integrated platform that gives marketers a unified way to manage the full customer lifecycle. BrazeAI O.

Braze remains a buy as Q4 2026 results reinforce the case for accelerating growth and higher valuation. Bookings surged over 50% y/y, enterprise traction deepened, and large customers now comprise 64% of ARR, supporting sustained momentum. AI is now contributing to revenue, with BrazeAI Decisioning Studio generating $5.7M and rapid adoption of new AI tools signaling future monetization potential.

NEW YORK--(BUSINESS WIRE)--Wunderkind, the AI decisioning platform that combines identity resolution with cross-channel personalization to increase performance and reach, today announced the launch of its latest integration with Braze, the leading customer engagement platform that powers relevant and memorable experiences between consumers and the brands they love. The new integration is designed to help marketers recognize more of their visitors, activate real-time behavioral Signals, and orch.

More brands are adopting Braze's AI marketing tools. Management expects the company's adjusted operating profits to rise sharply in the year ahead.

Braze, Inc. (NASDAQ: BRZE) posted better-than-expected fourth-quarter revenue and announced a $100 million share buyback program on Tuesday.

Braze (BRZE) has declined nearly 50% over the past year but recently surged ~20% after a strong Q4 earnings beat. I reiterate my buy rating on BRZE, citing resilient growth execution and evidence of AI resistance in its customer engagement platform. Market pessimism centers on macro-driven marketing spend reductions and long-term risks from AI potentially replacing application-layer software like BRZE.

Braze (NASDAQ:BRZE) delivered a strong close to fiscal 2026, and six Wall Street analysts responded with updated price targets that reflect genuine confidence in the company's growth trajectory, tempered by valuation discipline in a compressed multiple environment.

Braze, Inc. (BRZE) Q4 2026 Earnings Call Transcript