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BRZE

Braze, Inc.

BRZE

NASDAQ·Technology·Software - Application·Mkt cap $2.6B

$23.78

+3.72%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$15.26 - $37.33

P/E

-19.49

Fwd P/E

37.61

Beta

0.82

Div Yield

0.00%

Avg Vol

3.0M

Shares Out

113.4M

Mkt Cap

$2.6B

Price action

Price chart

Down 18.6% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Comprehensive omnichannel orchestration capabilities with Canvas workflow builder
  • Advanced predictive analytics and AI-driven customer segmentation
  • Developer-friendly APIs and SDKs enabling seamless third-party integrations
  • Strong enterprise customer base with high retention and expansion revenue

Bear Case

2 risks

  • Average volatility.
  • Significant premium - growth priced in

Growth

Turning profitable

Increasing demand for personalized customer experiences and omnichannel marketing

Value

Significant premium - growth priced in

Momentum

Stable

-3.2% over 3m

Quality

Excellent

Solid business

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Sep 3, 2026

Q2 26 RECAP

MAY 27, 2026

Reported EPS of $0.10 vs $0.10 consensus (0.0% surprise). Revenue of $211.0M vs $205.2M expected (+2.8%). Beat on both top and bottom lines.

EPS beat 0.0%
Rev beat +2.8%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

0.0%

Next: Sep 3, 2026

Revenue trend · last 8Q

+22%

+20%

+24%

+26%

+28%

Q1 24

Q2 24

Q3 24

Q4 25

Q1 25

Q2 25

Q3 25

Q4 26

$135.5M

$145.5M

$152.1M

$160.4M

$162.1M

$180.1M

$190.8M

$205.2M

Margins · last 8Q

Gross

65.5%

Operating

-8.2%

Profit

-15.4%

Wall Street consensus

16 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

16

100%

Hold

0%

Sell

0%

Median Price Target

$32.50

+36.6% vs $23.78

Low $30.00
Median $32.50
High $35.00

Latest: TD Cowen · Jun 15, 2026

4 analysts covering

vs Industry

How BRZE stacks vs Software - Application

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.