Braze, Inc.

NasdaqGS:BRZE 株式レポート

時価総額：US$2.4b

Braze 将来の成長

Future 基準チェック /26

Braze利益と収益がそれぞれ年間29.9%と14%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に21.2% 42.1%なると予測されています。

主要情報

29.9%

収益成長率

42.11%

EPS成長率

Software 収益成長19.7%
収益成長率14.0%
将来の株主資本利益率21.24%
アナリストカバレッジ

Good

最終更新日15 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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.
Seeking Alpha • Apr 08

Braze Remains Confident Of Revenue Growth Acceleration In The Coming Years, Maintain Buy

Summary Braze remains a buy as Q4 2026 results reinforce the case for accelerating growth and higher valuation. Bookings surged over 50% y/y, enterprise traction deepened, and large customers now comprise 64% of ARR, supporting sustained momentum. AI is now contributing to revenue, with BrazeAI Decisioning Studio generating $5.7M and rapid adoption of new AI tools signaling future monetization potential. I expect BRZE revenue growth to reaccelerate to the mid-20% range, with a path to tripling the stock price if current trends persist. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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
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新しいナラティブ • 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 Alpha
分析記事 • 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 Alpha
Seeking 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 Alpha
分析記事 • 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...
分析記事 • 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 Alpha
分析記事 • 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 Alpha
分析記事 • 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...
分析記事 • Jul 05

Braze, Inc.'s (NASDAQ:BRZE) Popularity With Investors Is Clear

You may think that with a price-to-sales (or "P/S") ratio of 7.9x Braze, Inc. ( NASDAQ:BRZE ) is a stock to avoid...
Seeking Alpha • Jun 19

Braze: Strong Secular Tailwinds That Drive Long-Term Growth

Summary Buy rating for Braze stock due to strong secular tailwinds and ability to beat consensus expectations. Braze provides customer engagement solutions for personalized, real-time interactions, driving impressive growth and profitability. Expected revenue growth of >30% for the next few years, with potential for multiples to rerate higher, making it a strong investment opportunity. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:BRZE - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
1/31/20291,214-501471698
1/31/20281,038-7712414020
1/31/2027888-1008510120
1/31/2026738-1315871N/A
10/31/2025693-1175969N/A
7/31/2025655-1092737N/A
4/30/2025620-1043141N/A
1/31/2025593-1042037N/A
10/31/2024564-115123N/A
7/31/2024536-118933N/A
4/30/2024505-126-174N/A
1/31/2024472-129-67N/A
10/31/2023440-134-53N/A
7/31/2023409-137-27-19N/A
4/30/2023380-138-33-18N/A
1/31/2023355-139-39-22N/A
10/31/2022327-148-63-47N/A
7/31/2022298-124-38-25N/A
4/30/2022268-103-20-14N/A
1/31/2022238-77-40-35N/A
10/31/2021211-44-14-11N/A
7/31/2021186-44-18-14N/A
4/30/2021164-38-14-10N/A
1/31/2021150-32-10-6N/A
1/31/202096-32-10-7N/A

アナリストによる今後の成長予測

収入対貯蓄率: BRZE今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: BRZE今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: BRZE今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: BRZEの収益 ( 14% ) US市場 ( 11.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: BRZEの収益 ( 14% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: BRZEの 自己資本利益率 は、3年後には高くなると予測されています ( 21.2 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/18 17:57
終値2026/05/15 00:00
収益2026/01/31
年間収益2026/01/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Braze, Inc. 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25

アナリスト機関
Ryan MacWilliamsBarclays
Raimo LenschowBarclays
Osni CarfiBTG Pactual