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BRZE Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
OverviewStock Price PredictionTechnicalValuationFinancialsEarningsShould I BuyNews & Events
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Intellectia

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High
19.535
Open
18.930
VWAP
18.90
Vol
1.61M
Mkt Cap
2.12B
Low
18.315
Amount
30.42M
EV/EBITDA(TTM)
--
Total Shares
112.68M
EV
1.72B
EV/OCF(TTM)
24.92
P/S(TTM)
2.85
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.
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Events Timeline

(ET)
2026-01-16
10:10:00
Braze Stock Drops 8.0% to $23.43
select
2025-12-19 (ET)
2025-12-19
11:41:00
OpenAI Seeks to Raise $100B at $830B Valuation
select

News

Fool
8.5
03-06Fool
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.
NASDAQ.COM
8.5
03-06NASDAQ.COM
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.
Fool
6.5
02-20Fool
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.
Fool
8.5
02-20Fool
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.
NASDAQ.COM
8.5
02-20NASDAQ.COM
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.
Fool
4.0
02-09Fool
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.
Wall Street analysts forecast BRZE stock price to rise
16 Analyst Rating
Wall Street analysts forecast BRZE stock price to rise
16 Buy
0 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
38.00
Averages
45.00
High
53.00
Current: 0.000
sliders
Low
38.00
Averages
45.00
High
53.00
Stifel
Buy
downgrade
$45 -> $40
AI Analysis
2026-02-09
Reason
Stifel
Price Target
$45 -> $40
AI Analysis
2026-02-09
downgrade
Buy
Reason
Stifel lowered the firm's price target on Braze to $40 from $45 and keeps a Buy rating on the shares. A flurry of announcements from model providers and AI-natives have recently driven Braze sentiment sharply lower, but the firm believes Braze is "a prime example of a company with an overlooked moat" and sees it as a potential AI winner, the analyst tells investors in a preview.
Piper Sandler
Overweight
to
NULL
downgrade
$50 -> $30
2026-02-02
Reason
Piper Sandler
Price Target
$50 -> $30
2026-02-02
downgrade
Overweight
to
NULL
Reason
Piper Sandler lowered the firm's price target on Braze to $30 from $50 and keeps an Overweight rating on the shares following a transfer of coverage. The firm downgraded three names and cut price targets across the platforms and apps group, saying "seat-compression and vibe coding narratives could set a ceiling on multiples." Piper is not making a call on the Q4 reports. Rather, the analyst has mixed views on the software space despite share declines in the past 12 months. The firm expects continued "pessimism" around software and recommends investors focus on the hyperscaler, consumption and vertical sub-sectors. Piper's top picks are Microsoft and ServiceTitan.
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Valuation Metrics

The current forward P/E ratio for Braze Inc (BRZE.O) is 128.33, compared to its 5-year average forward P/E of 161.11. For a more detailed relative valuation and DCF analysis to assess Braze Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
161.11
Current PE
128.33
Overvalued PE
744.56
Undervalued PE
-422.34

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
224.24
Current EV/EBITDA
137.36
Overvalued EV/EBITDA
901.65
Undervalued EV/EBITDA
-453.17

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
7.90
Current PS
5.61
Overvalued PS
11.59
Undervalued PS
4.20

Financials

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Whales Holding BRZE

S
Summit Partners Public Asset Management, LLC
Holding
BRZE
+12.42%
3M Return

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Frequently Asked Questions

What is Braze Inc (BRZE) stock price today?

The current price of BRZE is 18.84 USD — it has increased 0.8

What is Braze Inc (BRZE)'s business?

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.

What is the price predicton of BRZE Stock?

Wall Street analysts forecast BRZE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BRZE is45.00 USD with a low forecast of 38.00 USD and a high forecast of 53.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Braze Inc (BRZE)'s revenue for the last quarter?

Braze Inc revenue for the last quarter amounts to 190.84M USD, increased 25.51

What is Braze Inc (BRZE)'s earnings per share (EPS) for the last quarter?

Braze Inc. EPS for the last quarter amounts to -0.33 USD, increased 22.22

How many employees does Braze Inc (BRZE). have?

Braze Inc (BRZE) has 1699 emplpoyees as of March 12 2026.

What is Braze Inc (BRZE) market cap?

Today BRZE has the market capitalization of 2.12B USD.