Braze (BRZE) Resumen de Acciones
Braze, Inc. opera una plataforma de interacción con el cliente que proporciona interacciones entre consumidores y marcas de todo el mundo. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 6/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
BRZE Community Fair Values
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Analyst Price Targets
Competidores de Braze, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$23.73 |
| Máximo en las últimas 52 semanas | US$37.33 |
| Mínimo de 52 semanas | US$15.26 |
| Beta | 0.88 |
| Cambio en 1 mes | -17.48% |
| Variación en 3 meses | 9.53% |
| Cambio de 1 año | -21.13% |
| Variación en 3 años | -48.93% |
| Variación en 5 años | n/a |
| Variación desde la OPV | -74.60% |
Noticias y actualizaciones recientes
Seeking Alpha • Sep 09
Braze: Growth At A Very Reasonable Price, Especially Amid Guidance Boost
Summary Braze remains a compelling 'growth at a reasonable price' play, especially after a post-earnings selloff despite strong Q2 results. BRZE raised FY27 revenue guidance to $910–$913M (23–24% y/y growth), reflecting robust AI-driven product adoption and upmarket enterprise expansion. Valuation is attractive at 2.5x–2.9x forward EV/revenue, well below SaaS peers with similar growth, supporting a reiterated buy rating. Risks include intense competition from larger AI-enabled platforms like Salesforce and potential macro-driven demand softness, but these are priced in below 3x revenue. Read the full article on Seeking Alpha
Actualización de narrativa • Sep 03
BRZE: AI Decisioning And Bookings Execution Will Shape Future Multiple Potential
Analysts have lifted the fair value estimate for Braze to $36.25 from $34.40. They point to updated targets around $38 to $40 that reflect expectations for solid Q2 results, growing use of its Decisioning Studio and AI driven decisioning tools, and potential improvement in free cash flow margins as the business scales.Recent updates
Seeking Alpha • Sep 09
Braze: Growth At A Very Reasonable Price, Especially Amid Guidance Boost
Summary Braze remains a compelling 'growth at a reasonable price' play, especially after a post-earnings selloff despite strong Q2 results. BRZE raised FY27 revenue guidance to $910–$913M (23–24% y/y growth), reflecting robust AI-driven product adoption and upmarket enterprise expansion. Valuation is attractive at 2.5x–2.9x forward EV/revenue, well below SaaS peers with similar growth, supporting a reiterated buy rating. Risks include intense competition from larger AI-enabled platforms like Salesforce and potential macro-driven demand softness, but these are priced in below 3x revenue. Read the full article on Seeking AlphaActualización de narrativa • Sep 03
BRZE: AI Decisioning And Bookings Execution Will Shape Future Multiple Potential
Analysts have lifted the fair value estimate for Braze to $36.25 from $34.40. They point to updated targets around $38 to $40 that reflect expectations for solid Q2 results, growing use of its Decisioning Studio and AI driven decisioning tools, and potential improvement in free cash flow margins as the business scales.Actualización de narrativa • Jun 23
BRZE: AI Momentum And Replacement Cycles Will Support Future Multiple Rebound
The updated analyst price target for Braze reflects a modest trim of fair value, with the model shifting from about $34.85 to $34.40 as analysts factor in slightly higher discount rates and more conservative growth and margin assumptions, even as they highlight solid earnings, strong fundamentals, and growing AI product momentum. Analyst Commentary Street research on Braze points to a mixed but generally constructive view, with most firms trimming price targets while still citing solid execution, healthy fundamentals, and growing traction in AI offerings.
Actualización de narrativa • Jun 07
BRZE: AI Adoption And Legacy Replacements Will Support Future Re Rating
Analysts have trimmed their price targets on Braze, helping drive a reset in the modeled fair value from about $59.36 to $47.41 as they factor in recent multiple compression, updated growth and margin assumptions, and ongoing AI related sector risks, alongside continued AI product traction and solid reported fundamentals. Analyst Commentary Recent research on Braze points to a mixed but generally constructive backdrop, where trimmed price targets sit alongside continued confidence in the company’s execution, AI product uptake, and bookings trends.Actualización de narrativa • May 24
BRZE: Replacement Cycles And AI Tools Will Drive Future Multiple Expansion
The analyst price target for Braze has shifted modestly as the house view moves to $34.85 from $34.95. This reflects a mix of recent target cuts and smaller increases on the Street, where analysts cite changing assumptions around AI risk, revenue growth, margins, and future P/E multiples.Actualización de narrativa • May 06
BRZE: Replacement Cycles And New AI Tools Will Support Future Upside
Analysts have adjusted their average price targets on Braze by a wide range, with several cuts of $3 to $33 partly offset by smaller $1 to $5 increases, as they factor in AI disruption risk and updated views on the company's fundamentals and valuation. Analyst Commentary Recent research on Braze shows a cluster of target cuts, with a smaller group of upward revisions, as analysts recalibrate for AI disruption risk and reassess what they are willing to pay for the stock.
Actualización de narrativa • Apr 21
BRZE: Future Upside Will Hinge On Executing AI Risk And Guidance
The analyst price target for Braze has been revised to $27.00 from $29.00, as analysts incorporate slightly softer revenue growth and profit margin assumptions into their models, despite mixed individual firm target changes across recent research updates. Analyst Commentary Recent research on Braze reflects a mixed but increasingly cautious tone, with several bearish analysts reducing their price targets, while a smaller group made modest upward revisions.Actualización de narrativa • Apr 07
BRZE: Replacement Cycle Trends Will Offset AI Disruption Concerns
The updated analyst price target for Braze moves to $34.95 from $40.50 as analysts broadly recalibrate their models following a series of Street target cuts and a few smaller upward revisions, reflecting views on sector risk and AI related disruption. Analyst Commentary Recent research updates on Braze show a mix of cautious recalibrations and smaller upward revisions, with most firms trimming price targets and a few lifting them by modest amounts.Actualización de narrativa • Mar 23
BRZE: Replacement Cycle Strength Will Counter AI Disruption Risk
Analysts have trimmed the average price target on Braze from about $46.70 to $40.50, citing sector wide recalibration around AI disruption risk, while also pointing to supportive replacement cycle trends and room for valuation multiple expansion. Analyst Commentary Recent research on Braze reflects a reset in expectations, with several firms trimming price targets while still highlighting areas of potential strength and risk.Actualización de narrativa • Mar 09
BRZE: Future Upside Will Rely On Executing New Long Term Guidance
The analyst price target for Braze has been reduced from about $30.86 to $29.00, as analysts factor in updated assumptions on discount rates, revenue growth, profit margins, and future P/E following recent target cuts from several research firms. Analyst Commentary Recent Street research on Braze points to a more cautious mood, with several bearish analysts cutting their price targets and calling out a less generous backdrop for valuation assumptions.Actualización de narrativa • Feb 23
BRZE: Future Upside Will Rely On Executing AI Partnership With Google Cloud
The consolidated analyst price target for Braze has been reduced by $0.43. Analysts generally cite updated assumptions on growth, margins, and future P/E expectations following recent price target cuts from multiple firms.Actualización de narrativa • Feb 09
BRZE: Future Upside Will Depend On AI Partnership Execution
Analysts have trimmed their price targets on Braze, with the implied fair value in our framework moving from about $38.00 to roughly $31.29 as they factor in updated assumptions for growth, profitability and future P/E multiples. Analyst Commentary Recent Street research has tilted more cautious on Braze, with multiple bearish analysts revisiting their assumptions and trimming price targets in quick succession.Actualización de narrativa • Jan 24
BRZE: Higher Fair Value Will Rely On Upcoming AI Partnership Execution
Analysts have increased their fair value estimate for Braze from US$35.00 to US$38.00, reflecting updated assumptions for revenue growth, profit margins, the discount rate, and a higher future P/E multiple. What's in the News Braze issued earnings guidance for the fiscal fourth quarter ending January 31, 2026, with expected revenue in the range of US$197.5 million to US$198.5 million (Corporate Guidance).Actualización de narrativa • Jan 09
BRZE: Gen AI Pilots And 2026 Budgets Will Drive Top Pick Upside
Analysts keep their fair value estimate for Braze steady at US$46.70. This highlights ongoing confidence in its role within customer engagement software and expected monetization of Gen AI features based on recent research and customer feedback.Actualización de narrativa • Dec 26
BRZE: Gen AI Customer Engagement Is Expected To Drive Top Pick Upside
Analysts have slightly trimmed their price target on Braze to approximately $46.70 from about $47.06, citing a modestly lower valuation multiple, even as they highlight strengthening profit margin potential and long term upside from Gen AI driven customer engagement demand. Analyst Commentary Bullish analysts point to Braze's positioning in customer engagement software as a key beneficiary of Gen AI adoption, arguing that its platform is well suited to help enterprises monetize new AI driven capabilities and justify premium pricing over time.Artículo de análisis • Dec 18
Braze, Inc. (NASDAQ:BRZE) Stock Rockets 29% As Investors Are Less Pessimistic Than Expected
Braze, Inc. ( NASDAQ:BRZE ) shares have had a really impressive month, gaining 29% after a shaky period beforehand...Actualización de narrativa • Dec 12
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.Actualización de narrativa • Sep 19
OfferFit Integration And Shopify Expansion Will Open New Markets
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.Artículo de análisis • Sep 09
Subdued Growth No Barrier To Braze, Inc. (NASDAQ:BRZE) With Shares Advancing 28%
Braze, Inc. ( NASDAQ:BRZE ) shareholders would be excited to see that the share price has had a great month, posting a...Actualización de narrativa • Sep 04
OfferFit Integration And Shopify Expansion Will Open New Markets
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.Artículo de análisis • May 16
Optimistic Investors Push Braze, Inc. (NASDAQ:BRZE) Shares Up 25% But Growth Is Lacking
Those holding Braze, Inc. ( NASDAQ:BRZE ) shares would be relieved that the share price has rebounded 25% in the last...Artículo de análisis • Apr 25
A Look At The Fair Value Of Braze, Inc. (NASDAQ:BRZE)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Braze fair value estimate is US$36.75 Braze's US$30.33 share...Seeking Alpha • Apr 13
Braze: AI Acquisition Helps, But Avoid During Downturn
Summary Braze's revenue growth has been decelerating, partially due to increased customer churn and lower net retention metrics. The macroeconomic environment and potential slowdown in consumer confidence could lead companies to reduce marketing spend, impacting Braze's business. Braze's recent acquisition of OfferFit may temporarily lower margins, adding to the uncertainty around future growth and profitability. Given the current market conditions and Braze's decelerating growth, it is advisable for investors to wait for better entry points before buying. Read the full article on Seeking Alpha
Nueva narrativa • Mar 20
AI-Powered Project Catalyst Will Personalize Customer Engagement At Scale
AI-driven advancements and legacy vendor replacement are expected to boost Braze's market share and positively impact revenue growth.Seeking Alpha • Mar 11
Braze: Undervalued And Enabling A Secular Trend
Summary My reverse DCF analysis shows Braze is considerably undervalued, even accounting for strong dilution and low P/S in the future. Braze’s fast-to-deploy, no-code solution enhances customer engagement across multiple channels, offering measurable ROI and ease of use. Despite lower gross margins compared to Klaviyo, Braze outperforms in GP/EC due to a lighter balance sheet. Braze’s AI-driven innovations, like Project Catalyst, optimize customer engagement, enhancing lifetime value and revenue, making it a strong buy. Read the full article on Seeking AlphaArtículo de análisis • Mar 01
Subdued Growth No Barrier To Braze, Inc.'s (NASDAQ:BRZE) Price
With a price-to-sales (or "P/S") ratio of 6.8x Braze, Inc. ( NASDAQ:BRZE ) may be sending bearish signals at the...Seeking Alpha • Jan 26
Braze: Growth Rates Are Stabilizing, Which May Catalyze A Broader Rebound
Summary I recommend Braze as a buy due to its strong rebound potential, despite a 20% stock decline and challenging macroeconomic conditions affecting IT budgets. Braze's marketing intelligence platform centralizes data for targeted campaigns, with notable clients like The Gap, Peloton, and DraftKings, competing against Salesforce and Adobe. Despite decelerating revenue growth and a slipping net retention rate, Braze shows progress toward profitability with improved operating margins and stabilizing revenue deceleration. Trading at a discount compared to peers, Braze's 20%+ growth rates and 7x revenue multiple present an appealing investment opportunity amidst broader market recovery. Read the full article on Seeking AlphaSeeking Alpha • Dec 11
Braze: Remain Optimistic On The Growth Outlook
Summary I maintain a buy rating for BRZE, driven by strong 3Q25 performance, improved billings, and cRPO metrics, indicating robust growth potential. Key growth drivers include higher adoption of premium message channels, upcoming demand from legacy marketing cloud replacements, and Project Catalyst's future impact. Despite a decline in DBNRR, signs of stabilization and potential improvement from premium messaging and post-ZIRP cohorts support optimism. Read the full article on Seeking AlphaArtículo de análisis • Dec 01
Braze, Inc.'s (NASDAQ:BRZE) Shares Climb 25% But Its Business Is Yet to Catch Up
Those holding Braze, Inc. ( NASDAQ:BRZE ) shares would be relieved that the share price has rebounded 25% in the last...Artículo de análisis • Oct 16
Should You Think About Buying Braze, Inc. (NASDAQ:BRZE) Now?
Braze, Inc. ( NASDAQ:BRZE ), is not the largest company out there, but it received a lot of attention from a...Seeking Alpha • Oct 11
Braze: A Contrarian Call To Buy The Shares In The Autumn Of Their Discontent
Summary Braze shares have seen significant valuation compression, presenting a potential buying opportunity at an EV/S ratio of 4.3X, despite strong operational performance. The company is focusing on enterprise sales, leveraging its comprehensive customer engagement platform, and I expect a return to mid-20% revenue growth or higher. Braze's path to profitability is accelerating, with improvements in operating margins and free cash flow, despite a challenging macro environment. While lacking a visible short-term catalyst, Braze's dominant position in a high-growth space suggests potential for significant long-term returns. Braze has a strong competitive position with a significant moat based on its technology and its reference accounts. Read the full article on Seeking AlphaArtículo de análisis • Sep 25
Braze, Inc. (NASDAQ:BRZE) Shares Slammed 27% But Getting In Cheap Might Be Difficult Regardless
Braze, Inc. ( NASDAQ:BRZE ) shares have had a horrible month, losing 27% after a relatively good period beforehand. The...Rentabilidad de los accionistas
| BRZE | US Software | Mercado US | |
|---|---|---|---|
| 7D | -28.0% | -0.7% | -0.2% |
| 1Y | -21.1% | -9.0% | 14.8% |
Rentabilidad vs. Industria: Los resultados de BRZE fueron inferiores a los de la industria US Software, que obtuvo un rendimiento del -9% el año pasado.
Rentabilidad vs. Mercado: BRZE obtuvo unos resultados inferiores a los del mercado US, que fueron del 14.8% el año pasado.
Volatilidad de los precios
| BRZE volatility | |
|---|---|
| BRZE Average Weekly Movement | 10.9% |
| Software Industry Average Movement | 9.2% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: El precio de las acciones de BRZE ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de BRZE(11%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2011 | 1,988 | Bill Magnuson | www.braze.com |
Braze, Inc. gestiona una plataforma de captación de clientes que proporciona interacciones entre consumidores y marcas en todo el mundo. Ofrece kits de desarrollo de software Braze que gestionan automáticamente la ingesta de datos y proporcionan notificaciones móviles y web, mensajes intersticiales en aplicaciones/navegadores y tarjetas de contenido; API REST para importar o exportar datos o activar flujos de trabajo entre Braze y las pilas tecnológicas existentes de las marcas; integraciones de datos de socios, que permiten a las marcas sincronizar cohortes de usuarios de socios; Transformación de datos, en la que las marcas pueden sincronizar y transformar datos de usuario de forma programática; Braze Cloud Data Ingestion, que ofrece conexiones directas a servicios en la nube y almacenes de datos, marketing, producto y equipos de crecimiento; Braze Currents para transmitir datos en tiempo real; y Snowflake Data Sharing para rastrear y almacenar datos. También ofrece segmentación, que define segmentos de consumidores reutilizables basados en atributos, eventos o puntuaciones de propensión predictivas; información sobre segmentos, que permite a los clientes analizar el rendimiento de los segmentos en relación con un conjunto de indicadores clave de rendimiento preseleccionados; y un conjunto predictivo que permite a los clientes identificar grupos de consumidores que tienen un valor empresarial crítico.
Resumen de fundamentos de Braze, Inc.
| Estadísticas fundamentales de BRZE | |
|---|---|
| Capitalización bursátil | US$3.43b |
| Beneficios(TTM) | -US$113.05m |
| Ingresos (TTM) | US$834.24m |
3.2x
Ratio precio-ventas (PS)-23.7x
Ratio precio-beneficio (PE)¿Está BRZE sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de BRZE | |
|---|---|
| Ingresos | US$834.24m |
| Coste de los ingresos | US$281.16m |
| Beneficio bruto | US$553.08m |
| Otros gastos | US$666.13m |
| Beneficios | -US$113.05m |
Últimos beneficios comunicados
Jul 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -1.00 |
| Margen bruto | 66.30% |
| Margen de beneficio neto | -13.55% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado BRZE a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/09 22:28 |
| Precio de las acciones al final del día | 2026/09/09 00:00 |
| Beneficios | 2026/07/31 |
| Ingresos anuales | 2026/01/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Braze, Inc. está cubierta por 26 analistas. 20 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Raimo Lenschow | Barclays |
| Ryan MacWilliams | Barclays |
| Osni Carfi | BTG Pactual |