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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
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Intellectia

Loading chart...

High
20.460
Open
20.160
VWAP
19.99
Vol
2.83M
Mkt Cap
2.26B
Low
19.450
Amount
56.52M
EV/EBITDA(TTM)
--
Total Shares
112.63M
EV
1.87B
EV/OCF(TTM)
24.84
P/S(TTM)
2.78
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.
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Events Timeline

(ET)
2026-05-27
19:50:00
WTI Crude Oil Falls Below $90, Energy Sector Worst Performer
select
2026-05-27
16:10:00
Raises FY27 Revenue View to $895M-$899M
select
2026-05-27
16:10:00
Sees Q2 Revenue of $219.5M-$220.5M
select
2026-05-27
16:10:00
Braze Reports Q1 Revenue of $211M, Exceeds Expectations
select

News

Yahoo Finance
2.0
06-10Yahoo Finance
Software Stocks Decline Following New AI Model Release
  • AI Model Impact: The release of Anthropic's new models, Claude Fable 5 and Claude Mythos 5, designed for complex knowledge work and coding, triggered a decline in software stocks, with Asana and Braze both falling 3.9%, indicating heightened market concerns over advancements in AI technology.
  • Market Overreaction: In a 48-hour span, approximately $285 billion was wiped from software stock valuations, as fears that AI agents could render per-seat SaaS licensing obsolete intensified, creating a scenario referred to as the 'SaaSpocalypse' that undermined investor confidence.
  • Macro Economic Pressures: The confirmation of an American Apache helicopter crash near Oman, coupled with Trump's response to an Iranian attack, added further macroeconomic headwinds to the software sector, particularly affecting the valuation of long-duration assets.
  • Asana Stock Volatility: Asana has seen a 41.9% decline since the beginning of the year, trading at $7.54 per share, which is 50.9% below its 52-week high, reflecting a lack of confidence in its future growth, prompting investors to carefully assess the timing of potential purchases.
Fool
6.5
06-03Fool
Investment Comparison: Salesforce vs. Braze
  • Salesforce Financial Performance: In FY 2026, Salesforce achieved nearly $41.5 billion in revenue, reflecting a 9.6% year-over-year growth, with a net income of approximately $7.5 billion and a net margin of around 18%, underscoring its strong market position and profitability in customer relationship management.
  • Braze Growth Potential: Braze reported revenue of nearly $738.2 million in the same fiscal year, marking a 24.4% increase year-over-year, although it incurred a net loss of about $131.3 million, resulting in a net margin of -17.8%, indicating robust market demand despite ongoing profitability challenges.
  • Risks and Competition: Salesforce faces intense competition from major software companies like Microsoft and Alphabet, alongside cybersecurity risks and evolving data privacy regulations, while Braze relies on third-party infrastructure, exposing it to compliance risks and challenges in brand recognition.
  • Valuation Comparison: Salesforce's forward P/E ratio stands at 14.3x, making it more attractive compared to Braze's 37.9x, while Braze's P/S ratio is 3.7x, highlighting its relative value in the market, catering to investors with varying risk appetites.
NASDAQ.COM
6.5
06-03NASDAQ.COM
Investment Comparison: Salesforce vs. Braze
  • Salesforce Financial Performance: In FY 2026, Salesforce achieved nearly $41.5 billion in revenue, reflecting a 9.6% year-over-year growth, with a net income of approximately $7.5 billion and a net margin of around 18%, showcasing its stable profitability and strong market position.
  • Braze Growth Potential: Braze reported revenue of about $738.2 million in the same fiscal year, marking a 24.4% increase year-over-year, despite a net loss of nearly $131.3 million, indicating its high-risk, high-reward potential in rapid expansion.
  • Market Competition Landscape: Salesforce faces intense competition from major software companies like Microsoft and Alphabet, while Braze competes with well-known providers like Adobe, highlighting the market pressures and challenges both companies encounter in their respective fields.
  • Investor Choice Considerations: Salesforce is more suitable for conservative investors due to its stable cash flow and established business model, whereas Braze appeals to those seeking high growth and higher risk, reflecting the diverse needs of investment strategies.
Fool
9.5
05-28Fool
Braze Stock Declines Following Quarterly Report
  • Quarterly Performance Overview: Braze's Q1 report revealed adjusted earnings of $0.10 per share on sales of $211 million, exceeding Wall Street's forecast by $5.8 million; however, the stock still fell by 4.2%.
  • Sales Outlook Raised: The company raised its full-year sales target to between $895 million and $899 million, suggesting an annual growth of approximately 22%, indicating confidence in future performance, yet the market reaction was negative.
  • Gross Margin Decline: Despite a year-over-year revenue increase of about 30%, the adjusted gross margin fell from 69.3% to 67.4%, raising investor concerns about profitability, which contributed to a 9.4% intraday drop in stock price.
  • Market Reaction Analysis: The decline in Braze's stock price, despite the S&P 500 rising 0.6% and the Nasdaq Composite up 0.9%, reflects investor caution regarding the company's future profitability, potentially impacting market confidence.
CNBC
8.5
05-28CNBC
IBM to Invest Over $10 Billion in Quantum Computing
  • Quantum Computing Investment: IBM disclosed in a regulatory filing that it will invest over $10 billion in quantum computing over the next five years, a move expected to enhance the company's competitiveness in cutting-edge technology and solidify its market leadership.
  • Chipmaker Stock Surge: Arm Holdings' shares jumped over 15% after Mizuho raised its price target from $290 to $360, anticipating strong growth from internal CPU demand in 2027, which boosts market confidence in its future performance.
  • Rail Merger Halted: Shares of Norfolk Southern and Union Pacific fell about 4% after the Surface Transportation Board halted its review of the proposed $71.5 billion merger, indicating regulatory concerns that could impact future market consolidation.
  • Cloud Platform Performance: Snowflake's stock soared 37%, with expectations for a second-quarter adjusted operating margin of 12.5%, exceeding analysts' forecast of 11.9%, demonstrating its strong growth potential in the cloud computing market.
CNBC
2.0
05-28CNBC
Significant Stock Movements for Multiple Companies
  • Dollar Tree Earnings Beat: Dollar Tree reported adjusted earnings of $1.74 per share for Q1, exceeding analyst expectations of $1.53, leading to an over 11% stock surge, while the partnership with DoorDash enhances its competitive edge through on-demand delivery.
  • Salesforce Guidance Adjustment: Salesforce guided for current-quarter revenue between $11.27 billion and $11.35 billion, falling short of the $11.36 billion expected by analysts, resulting in a 1% stock decline; however, the raised full-year earnings guidance indicates confidence in future growth.
  • Agilent Raises Earnings Outlook: Agilent Technologies increased its full-year adjusted earnings guidance to between $6 and $6.10 per share, surpassing previous estimates of $5.90 to $6.04, causing a 9% stock increase that reflects strong performance in the healthcare equipment sector.
  • Snowflake Soars: Snowflake plans to invest $6 billion in Amazon Web Services over five years and reported Q1 adjusted earnings of $0.39 per share and revenue of $1.39 billion, both exceeding market expectations, resulting in a nearly 37% stock increase.
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
Citi
Tyler Radke
Buy
downgrade
$49 -> $48
AI Analysis
2026-05-29
Reason
Citi
Tyler Radke
Price Target
$49 -> $48
AI Analysis
2026-05-29
downgrade
Buy
Reason
Citi analyst Tyler Radke lowered the firm's price target on Braze to $48 from $49 and keeps a Buy rating on the shares. The firm views the earnings report as solid, saying Braze's fundamentals are strong while AI accelerating.
Mizuho
Outperform
downgrade
$40 -> $32
2026-05-28
Reason
Mizuho
Price Target
$40 -> $32
2026-05-28
downgrade
Outperform
Reason
Mizuho lowered the firm's price target on Braze to $32 from $40 and keeps an Outperform rating on the shares. The firm views the company's Q1 report as strong, citing recent multiple contraction for the target cut. Braze's AI product momentum is building and the company is seeing "impressive customer uptake, addressing a key investor concern of AI risk," the analyst tells investors in a research note.
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Valuation Metrics

The current forward P/E ratio for Braze Inc (BRZE.O) is 31.35, compared to its 5-year average forward P/E of 148.26. 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
148.26
Current PE
31.35
Overvalued PE
702.70
Undervalued PE
-406.17

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
199.43
Current EV/EBITDA
-23.87
Overvalued EV/EBITDA
845.85
Undervalued EV/EBITDA
-446.98

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
7.34
Current PS
2.16
Overvalued PS
11.22
Undervalued PS
3.46

Financials

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Whales Holding BRZE

S
Summit Partners Public Asset Management, LLC
Holding
BRZE
+49.38%
3M Return

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Frequently Asked Questions

What is Braze Inc (BRZE) stock price today?

The current price of BRZE is 20.06 USD — it has decreased -0.55

What is Braze Inc (BRZE)'s business?

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.

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 211.00M USD, increased 30.20

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

Braze Inc. EPS for the last quarter amounts to -0.24 USD, decreased -29.41

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

Braze Inc (BRZE) has 1988 emplpoyees as of June 20 2026.

What is Braze Inc (BRZE) market cap?

Today BRZE has the market capitalization of 2.26B USD.