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OfferFit Integration And Shopify Expansion Will Open New Markets

Published
20 Mar 25
Updated
19 Sep 25
AnalystConsensusTarget's Fair Value
US$45.11
37.9% undervalued intrinsic discount
19 Sep
US$28.01
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1Y
-12.4%
7D
-2.1%

Author's Valuation

US$45.1137.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on19 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 on04 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 on01 May 25
Fair value Decreased 15%

Shared on24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 0.98%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 9.46%