Braze Surges 20% After Beating Revenue Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 25 2026
0mins
Should l Buy META?
Source: Fool
- Revenue Beat: Braze's fourth-quarter revenue surged 28% year-over-year to $205 million, exceeding expectations, while operating income rose 84% compared to the previous year, indicating strong demand for its communication tools that attracted 13.6% more net customers, enhancing its competitive edge.
- Recurring Revenue Milestone: CEO William Magnuson announced that Braze surpassed $800 million in annual recurring revenue early in fiscal 2027, marking the third consecutive quarter of organic revenue growth, with remaining performance obligations exceeding $1 trillion, showcasing robust business growth potential.
- Future Revenue Guidance: Management anticipates fiscal 2027 revenue between $884 million and $889 million, starting with approximately $205 million in the first quarter, projecting a 20% growth rate, reflecting confidence in the company's growth trajectory.
- Retention Rate Watch: Despite significant revenue growth, Braze's dollar-based net retention rate declined year-over-year, prompting investors to closely monitor this metric to assess the company's long-term performance in customer retention and market share.
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Analyst Views on META
Wall Street analysts forecast META stock price to rise
44 Analyst Rating
37 Buy
6 Hold
1 Sell
Strong Buy
Current: 688.550
Low
655.15
Averages
824.71
High
1117
Current: 688.550
Low
655.15
Averages
824.71
High
1117
About META
Meta Platforms, Inc. is building human connections, powered by artificial intelligence and immersive technologies. The Company's products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) and mixed reality (MR) headsets, augmented reality (AR), and wearables. It also helps people discover and learn about what is going on in the world around them, enabling people to share their experiences, ideas, photos, videos, and other content with audiences ranging from their closest family members and friends to the public at large. The Company's segments include Family of Apps (FoA) and Reality Labs (RL). FoA segment includes Facebook, Instagram, Messenger, WhatsApp and Threads. RL segment includes its virtual, augmented, and mixed reality related consumer hardware, software and content. Its product offerings in VR include its Meta Quest devices, as well as software and content available through the Meta Horizon Store.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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