Braze Study Reveals Brand Gaps in the AI Era
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 23 2026
0mins
Source: Newsfilter
- Significant ROI from AI: According to Forrester's study, organizations using the Braze platform achieved a 457% return on investment over three years, with a net present value of $23.5 million and a payback period of less than six months, demonstrating Braze's strong capability in enhancing customer engagement.
- Widening Brand Gaps: While most brands are investing in AI, only a small percentage are realizing measurable returns, highlighting a core challenge for marketing leaders to shift from experimentation to effective execution.
- Real-Time Data Activation: High-performing brands unify and act on first-party data swiftly, enabling more relevant customer engagement, indicating that real-time responsiveness is a key competitive advantage in the modern market.
- Dynamic Optimization Strategies: The research emphasizes that successful brands treat campaigns as dynamic systems that continuously learn and improve, allowing them to meet market pressures and demonstrate ROI, ensuring competitiveness in a rapidly changing environment.
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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: 23.410
Low
38.00
Averages
45.00
High
53.00
Current: 23.410
Low
38.00
Averages
45.00
High
53.00
About BRZE
Braze, Inc. operates a customer engagement platform that enables brands to be engaging. The Company's platform offers first-party context, transforms context with composable intelligence (models, agents, and operators), and delivers relevant interactions across channels. It provides professional services which enable customers to go onboard and use its platform, including certain professional services such as email deliverability support and technical support staff. Its Industry solutions include retail & ecommerce, financial services, travel & hospitality, media & entertainment, gaming, on demand, and QSR. Its products include BrazeAI and Braze Data Platform. Its BrazeAI features include BrazeAI decisioning studio, agent console, operator, liquid assistant and AI copywriter, personalized variant, BrazeAI item recommendations, BrazeAI predictive suite, and MCP server. Its BrazeAI Decisioning Studio is a multi-agent decisioning engine that personalizes communication.
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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- Widening Brand Gaps: While most brands are investing in AI, only a small percentage are realizing measurable returns, highlighting a core challenge for marketing leaders to shift from experimentation to effective execution.
- Real-Time Data Activation: High-performing brands unify and act on first-party data swiftly, enabling more relevant customer engagement, indicating that real-time responsiveness is a key competitive advantage in the modern market.
- Dynamic Optimization Strategies: The research emphasizes that successful brands treat campaigns as dynamic systems that continuously learn and improve, allowing them to meet market pressures and demonstrate ROI, ensuring competitiveness in a rapidly changing environment.
See More
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- EU Data Hosting: BrazeAI Decisioning Studio™ is now hosted on Google Cloud in Europe, enhancing brands' control over data management while meeting regional compliance requirements, thereby supporting AI-driven engagement on a global scale.
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See More
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- Complete Exit: On May 14, 2026, ShawSpring Partners disclosed in an SEC filing that it sold its entire position of 253,959 shares in monday.com, with an estimated transaction value of $24.37 million, indicating a pessimistic outlook on the company's future performance.
- Significant Market Value Decline: The sale resulted in a $37.47 million decrease in monday.com's quarter-end position value, reflecting a 73% drop in stock price over the past year, significantly underperforming the S&P 500's 28% gain, highlighting market concerns about its prospects.
- Strong Performance Growth: Despite the steep decline in stock price, monday.com reported a 24% year-over-year revenue increase to $351.3 million in Q1, with GAAP operating income doubling to $19.8 million, suggesting that the company's fundamentals remain robust and may attract value investors.
- Aggressive Buyback Plan: The company authorized a stock repurchase of approximately $553 million during the quarter, demonstrating management's confidence in future growth, as it continues to enhance profitability and market share despite intense competition.
See More
Software Stocks Surge on Strong Earnings and Positive Forecasts
- Earnings Boost: Atlassian's raised annual forecast led to a significant stock surge, lifting peers like Salesforce and ServiceNow, indicating strong recovery potential in the software-as-a-service (SaaS) sector.
- Twilio's Strong Performance: Twilio reported first-quarter revenue exceeding estimates and raised its forecast, with the CEO highlighting artificial intelligence as a catalyst, further boosting market confidence in software stocks.
- Market Sentiment Recovery: The rebound in the software sector after a valuation reset suggests that enterprise software is still viewed as a core structural winner, attracting investor interest despite short-term macroeconomic volatility.
- Sprout Social Volatility: Although Sprout Social's stock has dropped 37.8% year-to-date, today's rise indicates a renewed market confidence in its future performance, prompting investors to consider its long-term value.
See More
Analysis of Cloud Computing ETF Performance
- SKYY Fund Performance: The First Trust Cloud Computing ETF (SKYY) is down 10% year-to-date but up 20% over the past year, currently priced around $118, indicating its stability in the cloud computing sector, particularly as AI capital expenditures attract infrastructure-heavy investors.
- WCLD Fund Volatility: The WisdomTree Cloud Computing Fund (WCLD) has declined 22% year-to-date and 12% over the trailing year, trading near $27, primarily impacted by AI disruption concerns, reflecting the vulnerability of pure-play software companies amid market fluctuations.
- CLOD Fund Positioning: The Themes Cloud Computing ETF (CLOD) launched as a lower-cost thematic fund, down 14% year-to-date but up 1% over the past year, currently priced around $28, providing a new option for cost-sensitive investors despite its shorter trading history.
- Market Trend Analysis: Enterprise digital transformation and AI-driven infrastructure spending are propelling cloud demand; however, profit pressures and interest rate sensitivity faced by pure software companies create divergent performance across different ETF types, necessitating investors to choose funds based on their risk tolerance.
See More
Braze Study Reveals Brand Gaps in the AI Era
- Significant ROI from AI: According to Forrester's study, organizations using the Braze platform achieved a 457% return on investment over three years, with a net present value of $23.5 million and a payback period of less than six months, demonstrating Braze's strong capability in enhancing customer engagement.
- Widening Brand Gaps: While most brands are investing in AI, only a small percentage are realizing measurable returns, highlighting a core challenge for marketing leaders to shift from experimentation to effective execution.
- Real-Time Data Activation: High-performing brands unify and act on first-party data swiftly, enabling more relevant customer engagement, indicating that real-time responsiveness is a key competitive advantage in the modern market.
- Dynamic Optimization Strategies: The research emphasizes that successful brands treat campaigns as dynamic systems that continuously learn and improve, allowing them to meet market pressures and demonstrate ROI, ensuring competitiveness in a rapidly changing environment.
See More
Braze Launches New AI-Driven Tools for Marketers
- AI Tool Launch: Braze has introduced BrazeAI Operator™ and BrazeAI Agent Console™, which empower marketing teams to accelerate campaign execution and enhance customer engagement relevance and efficiency through real-time data decision-making and content generation.
- Creative Studio Integration: The newly launched Braze Creative Studio integrates creative production with campaign execution, supporting direct integrations with Figma and Canva, which streamlines the management and publishing of design assets while ensuring brand consistency.
- EU Data Hosting: BrazeAI Decisioning Studio™ is now hosted on Google Cloud in Europe, enhancing brands' control over data management while meeting regional compliance requirements, thereby supporting AI-driven engagement on a global scale.
- Customer Success Stories: Companies like Cleo and the American Diabetes Association have achieved remarkable business outcomes using BrazeAI tools, with increases of 284% in user engagement and 90% in conversion rates, showcasing the powerful potential of AI in personalized marketing.
See More
Middle East Ceasefire Breach Triggers Market Volatility
- Market Volatility Intensifies: Reports of a ceasefire breach in the Middle East have triggered panic selling, causing multiple stocks to decline in morning trading, particularly as traditional SaaS models face threats from AI systems, leading to widespread negative sentiment.
- Short Seller Warning: Short seller Michael Burry hinted on social media that Anthropic is “eating Palantir’s lunch,” which heightened investor concerns about the vulnerability of legacy platforms, resulting in a broad sell-off of related stocks.
- Alarm.com Stock Decline: Alarm.com has seen a 15.7% drop since the beginning of the year, currently trading at $43.21 per share, which is 28.8% below its 52-week high of $60.68, indicating a lack of confidence in its future growth prospects.
- Investor Reaction: The market experienced a “basket-style reaction,” where investors reduced exposure across the entire sector, leading to a nearly 3% decline in the S&P 500 Information Technology Sector, reflecting widespread concerns about the potential impact of AI.
See More
