OfferFit Integration And Shopify Expansion Will Open New Markets

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

20 Mar 25

Updated

12 Dec 25

Views

154

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-26.0%

7D

8.1%

Loading

1Y

-26.0%

7D

8.1%

You can edit this narrative until Dec 13 12:10 AM. Then, changes will post as Updates.

Author's Valuation

US$47.0629.6% undervalued

AnalystConsensusTarget Fair Value

Shared on 12 Dec 25

Fair value Increased 4.31%

BRZE: Gen AI Monetization Is Expected To Drive Customer Engagement Upside

Analysts have nudged their fair value estimate for Braze higher from $45.11 to $47.06, citing its positioning as a leading beneficiary of Gen AI monetization in customer engagement software and its resilience amid AI related competitive headlines across front office marketing tools. Analyst Commentary Bullish analysts highlight Braze as a prime way to gain exposure to Gen AI monetization in customer engagement, with recent research pointing to strong early adoption signals and a supportive competitive backdrop.

Shared on 19 Sep 25

Fair value Increased 3.18%

Braze’s consensus price target has increased to $45.11 on the back of accelerating revenue and cRPO growth, improved margins, robust guidance, and management’s positive outlook—despite sector valuation concerns—reflecting analysts’ greater confidence in the company’s execution and prospects. Analyst Commentary Bullish analysts cite Braze's Q2 earnings beat, with revenue and cRPO growth accelerating and significant margin expansion, as evidence of strong execution and improved outlook.

Shared on 04 Sep 25

Fair value Decreased 1.87%

Braze’s consensus price target was revised slightly downward to $43.72 as analysts cite reduced sector multiples and ongoing AI uncertainties despite stable demand and growth, reflecting a modest recalibration of fair value. Analyst Commentary Channel checks indicate solid end demand, but sector valuation support remains questionable amid Q2 off-cycle software earnings.

Shared on 01 May 25

Fair value Decreased 15%

Shared on 24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.98%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 9.46%

AnalystConsensusTarget Fair Value

US$47.06

29.6% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

14.55%

Software revenue growth rate

1.22%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.49%

Calculation

US$139.88m

Earnings '28

x

58.90x

PE Ratio '28

=

US$8.24b

Market Cap '28

US$8.24b

Market Cap '28

/

137.47m

No. shares '28

=

US$59.94

Share Price '28

US$59.94 Share Price '28

Discounted to 2025 @ 8.52% p.a.

=

US$46.90

Fair Value '25