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Braze, Inc. Stock Price

NasdaqGS:BRZE Community·US$2.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 28 Fair Values set on narratives written by author

BRZE Share Price Performance

US$23.00
-13.08 (-36.25%)
US$40.50
Fair Value
US$23.00
-13.08 (-36.25%)
43.2% undervalued intrinsic discount
US$40.50
Fair Value
Price US$23.00
AnalystConsensusTarget US$40.50
AnalystHighTarget US$68.00
AnalystLowTarget US$29.00

BRZE Community Narratives

AnalystConsensusTarget·
Fair Value US$40.5 43.2% undervalued intrinsic discount

OfferFit Integration And Shopify Expansion Will Open New Markets

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15users have followed this narrative
AnalystHighTarget·
Fair Value US$59.36 61.3% undervalued intrinsic discount

AI And Cross-Channel Trends Will Drive Consent-Based Engagement

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2users have followed this narrative
AnalystLowTarget·
Fair Value US$29 20.7% undervalued intrinsic discount

Rising Costs And Competition Will Hamper SaaS Yet Spur Resilience

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US$59.36
61.3% undervalued intrinsic discount
Profit Margin
12.66%
Future PE
72.65x
Price in 2028
US$75.57

Trending Discussion

Updated Narratives

BRZE logo

BRZE: Replacement Cycle Strength Will Counter AI Disruption Risk

Fair Value: US$40.5 43.2% undervalued intrinsic discount
15 users have followed this narrative
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BRZE: Future Upside Will Rely On Executing New Long Term Guidance

Fair Value: US$29 20.7% undervalued intrinsic discount
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AI And Cross-Channel Trends Will Drive Consent-Based Engagement

Fair Value: US$59.36 61.3% undervalued intrinsic discount
2 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and good value.

3 Risks
2 Rewards

Braze, Inc. Key Details

US$738.2m

Revenue

US$242.5m

Cost of Revenue

US$495.7m

Gross Profit

US$626.9m

Other Expenses

-US$131.3m

Earnings

Last Reported Earnings
Jan 31, 2026
Next Reporting Earnings
n/a
-1.16
67.15%
-17.79%
0%
View Full Analysis

About BRZE

Founded
2011
Employees
1988
CEO
William Magnuson
WebsiteView website
www.braze.com

Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. It offers Braze software development kits that automatically manage data ingestion and deliver mobile and web notifications, in-application/in-browser interstitial messages, and content cards; REST API to import or export data or to trigger workflows between Braze and brands’ existing technology stacks; Partner Data Integrations, that allow brands to sync user cohorts from partners; Data Transformation, in which brands can programmatically sync and transform user data; Braze Cloud Data Ingestion that offers direct connections to cloud services and data warehouses, marketing, product, and growth teams; Braze Currents to stream data in real time; and Snowflake Data Sharing to track and store data. It also provides segmentation that define reusable segments of consumers based upon attributes, events, or predictive propensity scores; segment insights, which allows customers to analyze how segments are performing relative to each other across a set of pre-selected key performance indicators; and predictive suite that allows customers to identify groups of consumers that are of critical business value. In addition, the company offers Canvas, an orchestration tool; campaigns, which allows customers; event and API triggering; marketing pressure management; and reporting and analytics, as well as content generation and quality assurance platform, content management, catalogs, templating language, connected content, and intelligent timing and channel products. Further, it provides decisioning studio; agent console; liquid assistant and AI copywriter; personalized variant; AI item recommendations; and MCP Servers. The company was formerly known as Appboy, Inc. and changed its name to Braze, Inc. in November 2017. Braze, Inc. was incorporated in 2011 and is headquartered in New York, New York.

Recent BRZE News & Updates

Recent updates

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