Update shared on04 Sep 2025
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.
- Artificial intelligence uncertainties contribute to reduced confidence in near-term valuation recovery.
- Lower group multiples have led to target price cuts despite maintaining positive ratings.
- The upcoming quarter features a smaller renewal cohort, but no significant macro or industry pressures raising guidance risk are noted.
- Braze’s depressed multiples reflect a valuation that limits downside, supported by steady mid-to-high teens revenue growth and a long-term margin improvement runway.
Valuation Changes
Summary of Valuation Changes for Braze
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $44.56 to $43.72.
- The Future P/E for Braze has fallen from 51.58x to 47.86x.
- The Net Profit Margin for Braze remained effectively unchanged, moving only marginally from 13.03% to 13.09%.
Disclaimer
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