Kettle Hill Acquires Significant Stake in Braze
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy BRZE?
Source: NASDAQ.COM
- Stake Acquisition: Kettle Hill Capital Management acquired 747,715 shares of Braze in Q4 2026, with an estimated transaction value of $22.15 million, reflecting strong confidence in the company's prospects.
- Asset Proportion: Braze represents 5.72% of Kettle Hill's 13F reportable assets, with a total holding value of $25.64 million, indicating its significance within the firm's investment portfolio.
- Market Performance: Despite recent sell-offs in the software sector, Braze's market capitalization stands at $2 billion, and it is rated a strong buy among 16 analysts, with an average price target of $42.73, suggesting optimism about its future growth.
- Earnings Release: Braze is set to release its Q4 2026 financial results after market close on March 24, 2026, and investors should monitor its performance to assess future investment potential.
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Analyst Views on BRZE
Wall Street analysts forecast BRZE stock price to rise
16 Analyst Rating
16 Buy
0 Hold
0 Sell
Strong Buy
Current: 20.015
Low
38.00
Averages
45.00
High
53.00
Current: 20.015
Low
38.00
Averages
45.00
High
53.00
About BRZE
Braze, Inc. provides a customer engagement platform that enables brands to be engaging. The Company’s platform allows any marketer to collect and take action on any amount of data from any source, so they can engage with customers in real time, across channels from one platform. From cross-channel messaging and journey orchestration to artificial intelligence (Al)-powered experimentation and optimization, its platform enables companies to build and maintain engaging relationships with their customers. The Company’s platform produces data that informs decisions and actions across customer engagement strategies. It supports interactions across both in-product and out-of-product messaging channels. Braze Cloud Data Ingestion allows its customers to set up a direct connection between their data warehouses or platforms and Braze to automatically sync relevant data. The Company’s portfolio also includes OfferFit, an AI decisioning company.
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.
Kettle Hill Capital Acquires Stake in Braze
- New Holding Disclosure: According to an SEC filing dated February 17, 2026, Kettle Hill Capital Management acquired 747,715 shares of Braze, with an estimated transaction value of $22.15 million, indicating confidence in the company's potential.
- Significant Investment Proportion: This acquisition positions Braze at 5.72% of Kettle Hill's reportable U.S. equity assets, reflecting the fund's strategic focus on the software sector amidst market volatility.
- Market Performance Analysis: As of February 16, 2026, Braze shares were priced at $17.60, down 57.6% over the past year, significantly underperforming the S&P 500 by 70.82 percentage points, raising concerns about the company's growth prospects.
- Optimistic Analyst Ratings: Despite heightened market concerns regarding the software industry, TipRanks indicates that Braze is rated a strong buy among 16 analysts, with an average price target of $42.73, suggesting ongoing confidence in its fundamentals.
See More
Kettle Hill Acquires Significant Stake in Braze
- Stake Acquisition: Kettle Hill Capital Management acquired 747,715 shares of Braze in Q4 2026, with an estimated transaction value of $22.15 million, reflecting strong confidence in the company's prospects.
- Asset Proportion: Braze represents 5.72% of Kettle Hill's 13F reportable assets, with a total holding value of $25.64 million, indicating its significance within the firm's investment portfolio.
- Market Performance: Despite recent sell-offs in the software sector, Braze's market capitalization stands at $2 billion, and it is rated a strong buy among 16 analysts, with an average price target of $42.73, suggesting optimism about its future growth.
- Earnings Release: Braze is set to release its Q4 2026 financial results after market close on March 24, 2026, and investors should monitor its performance to assess future investment potential.
See More
Solel Partners Increases Stake in Braze by 526,300 Shares
- Stake Increase: According to an SEC filing dated February 17, 2026, Solel Partners LP increased its stake in Braze by 526,300 shares in Q4, with an estimated transaction value of $15.59 million, reflecting confidence in the company's potential.
- Holding Proportion Rise: Following this purchase, Solel Partners now holds a total of 1,272,200 shares of Braze, valued at $43.62 million, which constitutes 7.06% of its assets under management, indicating a bullish outlook on Braze's future growth.
- Financial Performance: Despite Braze's stock price declining nearly 60% over the past year, the company reported Q3 revenue of $190.8 million, a 25.5% year-over-year increase, showcasing strong growth potential in its customer engagement platform.
- Market Outlook: Braze's customer count has risen to 2,528, with larger clients growing even faster, suggesting that while overall profitability remains elusive, the company retains significant competitive strength in the digital marketing landscape.
See More
Battery Management Corp. Increases Stake in Braze by 839,864 Shares
- Share Increase Details: On February 17, 2026, Battery Management Corp. disclosed an increase of 839,864 shares in Braze, valued at approximately $24.88 million, reflecting the company's confidence in Braze's future growth potential.
- Position Value Change: As of February 17, 2026, the value of Braze's position in the fund increased by $42.99 million, indicating the dual impact of trading activity and stock price changes, now representing 17.98% of the fund's 13F AUM.
- Financial Performance Overview: Braze reported a 25.5% year-over-year revenue growth to $190.8 million in its latest earnings report, although GAAP operating losses persist and stock-based compensation reached $37.6 million, indicating ongoing challenges in balancing scale with profitability.
- Investor Focus: With the increase in Braze's large customer accounts to 303 generating at least $500,000 in ARR, the company shows potential in customer retention and cash generation, suggesting that long-term investors should monitor these key metrics for sustained improvement.
See More
Battery Management Increases Braze Holdings by 839,864 Shares
- Share Increase Details: On February 17, 2026, Battery Management disclosed an increase of 839,864 shares in Braze (NASDAQ:BRZE), with an estimated transaction value of $24.88 million, reflecting ongoing confidence in the company.
- Quarter-End Position Value: At quarter-end, the value of Battery Management's BRZE position rose by $42.99 million, indicating a dual impact from both stock price appreciation and share purchases, with a current holding of 3,264,864 shares valued at $111.95 million.
- Portfolio Concentration: The BRZE stake accounts for 17.98% of Battery Management's 13F AUM, making it the fund's third-largest holding, highlighting the fund's focus on mid-cap software despite the stock's 60% decline over the past year.
- Financial Performance Analysis: Braze reported a 25.5% year-over-year revenue growth, reaching $190.8 million, although GAAP operating losses persist and stock-based compensation was $37.6 million, indicating the company's ongoing challenge in balancing growth with profitability.
See More
Braze Stock Price Target Cut Again, Analyst Sees Growth Potential
- Price Target Reduction: Stifel analyst Parker Lane cut Braze's price target from $45 to $40 while maintaining a buy rating, indicating recognition of the company's future growth opportunities.
- Investor Sentiment Decline: Braze's stock fell 0.7% in today's trading, recovering from an earlier decline of 5.2%, reflecting a cautious market attitude towards the tech stock.
- Improved Financial Performance: In Q3 2025, Braze reported a 25% year-over-year revenue increase with free cash flow of $17.8 million, a significant improvement compared to negative free cash flow of $14.2 million during the same period last year.
- Valuation Appeal: Braze shares are currently trading at 2.7 times sales, a discount to the five-year average price-to-sales ratio of 6.2, indicating attractive investment opportunities in the artificial intelligence sector.
See More
Kettle Hill Capital Acquires Stake in Braze
- New Holding Disclosure: According to an SEC filing dated February 17, 2026, Kettle Hill Capital Management acquired 747,715 shares of Braze, with an estimated transaction value of $22.15 million, indicating confidence in the company's potential.
- Significant Investment Proportion: This acquisition positions Braze at 5.72% of Kettle Hill's reportable U.S. equity assets, reflecting the fund's strategic focus on the software sector amidst market volatility.
- Market Performance Analysis: As of February 16, 2026, Braze shares were priced at $17.60, down 57.6% over the past year, significantly underperforming the S&P 500 by 70.82 percentage points, raising concerns about the company's growth prospects.
- Optimistic Analyst Ratings: Despite heightened market concerns regarding the software industry, TipRanks indicates that Braze is rated a strong buy among 16 analysts, with an average price target of $42.73, suggesting ongoing confidence in its fundamentals.
See More
Kettle Hill Acquires Significant Stake in Braze
- Stake Acquisition: Kettle Hill Capital Management acquired 747,715 shares of Braze in Q4 2026, with an estimated transaction value of $22.15 million, reflecting strong confidence in the company's prospects.
- Asset Proportion: Braze represents 5.72% of Kettle Hill's 13F reportable assets, with a total holding value of $25.64 million, indicating its significance within the firm's investment portfolio.
- Market Performance: Despite recent sell-offs in the software sector, Braze's market capitalization stands at $2 billion, and it is rated a strong buy among 16 analysts, with an average price target of $42.73, suggesting optimism about its future growth.
- Earnings Release: Braze is set to release its Q4 2026 financial results after market close on March 24, 2026, and investors should monitor its performance to assess future investment potential.
See More
Solel Partners Increases Stake in Braze by 526,300 Shares
- Stake Increase: According to an SEC filing dated February 17, 2026, Solel Partners LP increased its stake in Braze by 526,300 shares in Q4, with an estimated transaction value of $15.59 million, reflecting confidence in the company's potential.
- Holding Proportion Rise: Following this purchase, Solel Partners now holds a total of 1,272,200 shares of Braze, valued at $43.62 million, which constitutes 7.06% of its assets under management, indicating a bullish outlook on Braze's future growth.
- Financial Performance: Despite Braze's stock price declining nearly 60% over the past year, the company reported Q3 revenue of $190.8 million, a 25.5% year-over-year increase, showcasing strong growth potential in its customer engagement platform.
- Market Outlook: Braze's customer count has risen to 2,528, with larger clients growing even faster, suggesting that while overall profitability remains elusive, the company retains significant competitive strength in the digital marketing landscape.
See More
Battery Management Corp. Increases Stake in Braze by 839,864 Shares
- Share Increase Details: On February 17, 2026, Battery Management Corp. disclosed an increase of 839,864 shares in Braze, valued at approximately $24.88 million, reflecting the company's confidence in Braze's future growth potential.
- Position Value Change: As of February 17, 2026, the value of Braze's position in the fund increased by $42.99 million, indicating the dual impact of trading activity and stock price changes, now representing 17.98% of the fund's 13F AUM.
- Financial Performance Overview: Braze reported a 25.5% year-over-year revenue growth to $190.8 million in its latest earnings report, although GAAP operating losses persist and stock-based compensation reached $37.6 million, indicating ongoing challenges in balancing scale with profitability.
- Investor Focus: With the increase in Braze's large customer accounts to 303 generating at least $500,000 in ARR, the company shows potential in customer retention and cash generation, suggesting that long-term investors should monitor these key metrics for sustained improvement.
See More
Battery Management Increases Braze Holdings by 839,864 Shares
- Share Increase Details: On February 17, 2026, Battery Management disclosed an increase of 839,864 shares in Braze (NASDAQ:BRZE), with an estimated transaction value of $24.88 million, reflecting ongoing confidence in the company.
- Quarter-End Position Value: At quarter-end, the value of Battery Management's BRZE position rose by $42.99 million, indicating a dual impact from both stock price appreciation and share purchases, with a current holding of 3,264,864 shares valued at $111.95 million.
- Portfolio Concentration: The BRZE stake accounts for 17.98% of Battery Management's 13F AUM, making it the fund's third-largest holding, highlighting the fund's focus on mid-cap software despite the stock's 60% decline over the past year.
- Financial Performance Analysis: Braze reported a 25.5% year-over-year revenue growth, reaching $190.8 million, although GAAP operating losses persist and stock-based compensation was $37.6 million, indicating the company's ongoing challenge in balancing growth with profitability.
See More
Braze Stock Price Target Cut Again, Analyst Sees Growth Potential
- Price Target Reduction: Stifel analyst Parker Lane cut Braze's price target from $45 to $40 while maintaining a buy rating, indicating recognition of the company's future growth opportunities.
- Investor Sentiment Decline: Braze's stock fell 0.7% in today's trading, recovering from an earlier decline of 5.2%, reflecting a cautious market attitude towards the tech stock.
- Improved Financial Performance: In Q3 2025, Braze reported a 25% year-over-year revenue increase with free cash flow of $17.8 million, a significant improvement compared to negative free cash flow of $14.2 million during the same period last year.
- Valuation Appeal: Braze shares are currently trading at 2.7 times sales, a discount to the five-year average price-to-sales ratio of 6.2, indicating attractive investment opportunities in the artificial intelligence sector.
See More
