Braze (BRZE) Aperçu de l'action
Braze, Inc. exploite une plateforme d'engagement des clients qui offre des interactions entre les consommateurs et les marques dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 1/6 |
| Performances passées | 0/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
BRZE Community Fair Values
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Analyst Price Targets
Braze, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$23.81 |
| Plus haut sur 52 semaines | US$37.33 |
| Plus bas sur 52 semaines | US$15.26 |
| Bêta | 0.85 |
| Variation sur 1 mois | 1.06% |
| Variation sur 3 mois | 0.55% |
| Variation sur 1 an | -17.27% |
| Variation sur 3 ans | -42.93% |
| Variation sur 5 ans | n/a |
| Évolution depuis l'introduction en bourse | -74.50% |
Nouvelles et mises à jour récentes
Mise à jour du récit • 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.Seeking Alpha • Jun 17
Braze: A SaaS Name With Some Positives
Summary Braze, Inc. delivered 30% YoY revenue growth in its most recent quarter and raised FY2026 sales guidance to $895–$899 million, representing 22% Y/Y growth. BRZE’s subscription revenue dominates, with 90%+ of sales and a growing base of high-spend clients; free cash flow reached a record $26.8 million in its last quarter. Shares trade at 33x forward earnings and under 2.7x forward sales, with a net cash balance and no long-term debt supporting the balance sheet. An analysis of Braze follows in the paragraphs below. Read the full article on Seeking Alpha
Mise à jour du récit • 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.Recent updates
Mise à jour du récit • 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.Seeking Alpha • Jun 17
Braze: A SaaS Name With Some Positives
Summary Braze, Inc. delivered 30% YoY revenue growth in its most recent quarter and raised FY2026 sales guidance to $895–$899 million, representing 22% Y/Y growth. BRZE’s subscription revenue dominates, with 90%+ of sales and a growing base of high-spend clients; free cash flow reached a record $26.8 million in its last quarter. Shares trade at 33x forward earnings and under 2.7x forward sales, with a net cash balance and no long-term debt supporting the balance sheet. An analysis of Braze follows in the paragraphs below. Read the full article on Seeking AlphaMise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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
Nouveau récit • 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 AlphaArticle d’analyse • 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 AlphaArticle d’analyse • 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...Article d’analyse • 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 AlphaArticle d’analyse • 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...Seeking Alpha • Sep 07
Braze: Good Q2 Results, But Weaker Long-Term Thesis
Summary Braze has shown strong growth thus far, but it is now showing significant trends in contractions in customer adoption and revenue growth rates. This indicates a weaker long-term thesis. While the company achieved good Q2 results, full of estimate beats, its Q2 presentation has particularly revealing charts showing underlying expansion concerns. As a result of macro and AI-company startup competition pressures, its high price-to-sales ratio of 8.66 looks set to contract over the coming years. Near-term alpha likely, long-term alpha unlikely. Read the full article on Seeking AlphaArticle d’analyse • Aug 23
Estimating The Intrinsic Value Of Braze, Inc. (NASDAQ:BRZE)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Braze fair value estimate is US$43.54 Current share price of...Rendement pour les actionnaires
| BRZE | US Software | US Marché | |
|---|---|---|---|
| 7D | 13.3% | 6.0% | 1.4% |
| 1Y | -17.3% | -21.1% | 19.1% |
Rendement vs Industrie: BRZE a dépassé le secteur US Software qui a rapporté -21.1 % au cours de l'année écoulée.
Rendement vs marché: BRZE a sous-performé le marché US qui a rapporté 19.1 % au cours de l'année écoulée.
Volatilité des prix
| BRZE volatility | |
|---|---|
| BRZE Average Weekly Movement | 10.5% |
| Software Industry Average Movement | 10.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: BRZE n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de BRZE ( 11% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2011 | 1,988 | Bill Magnuson | www.braze.com |
Braze, Inc. exploite une plateforme d'engagement des clients qui permet des interactions entre les consommateurs et les marques dans le monde entier. Elle propose des kits de développement logiciel Braze qui gèrent automatiquement l'ingestion de données et fournissent des notifications mobiles et web, des messages interstitiels dans l'application/le navigateur et des cartes de contenu ; une API REST pour importer ou exporter des données ou pour déclencher des flux de travail entre Braze et les piles technologiques existantes des marques ; des intégrations de données de partenaires, qui permettent aux marques de synchroniser des cohortes d'utilisateurs provenant de partenaires ; Braze Cloud Data Ingestion, qui offre des connexions directes aux services en nuage et aux entrepôts de données, ainsi qu'aux équipes chargées du marketing, des produits et de la croissance ; Braze Currents, qui permet de diffuser des données en temps réel ; et Snowflake Data Sharing, qui permet de suivre et de stocker les données. L'entreprise propose également une segmentation qui définit des segments réutilisables de consommateurs en fonction d'attributs, d'événements ou de scores de propension prédictifs ; des informations sur les segments, qui permettent aux clients d'analyser les performances des segments les uns par rapport aux autres en fonction d'un ensemble d'indicateurs de performance clés présélectionnés ; et une suite prédictive qui permet aux clients d'identifier les groupes de consommateurs qui ont une valeur commerciale essentielle.
Braze, Inc. Résumé des fondamentaux
| BRZE statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$2.68b |
| Bénéfices(TTM) | -US$122.09m |
| Recettes(TTM) | US$787.12m |
3.4x
Ratio P/S-22.0x
Ratio P/ELe site BRZE est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| BRZE compte de résultat (TTM) | |
|---|---|
| Recettes | US$787.12m |
| Coût des recettes | US$264.00m |
| Marge brute | US$523.12m |
| Autres dépenses | US$645.21m |
| Les revenus | -US$122.09m |
Derniers bénéfices déclarés
Apr 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -1.08 |
| Marge brute | 66.46% |
| Marge bénéficiaire nette | -15.51% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de BRZE?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/03 08:29 |
| Cours de l'action en fin de journée | 2026/07/02 00:00 |
| Les revenus | 2026/04/30 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Braze, Inc. est couverte par 26 analystes. 21 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Raimo Lenschow | Barclays |
| Ryan MacWilliams | Barclays |
| Osni Carfi | BTG Pactual |