Braze 대차대조표 건전성
재무 건전성 기준 점검 6/6
Braze 의 총 주주 지분은 $602.2M 이고 총 부채는 $0.0, 이는 부채 대 자기자본 비율을 0% 로 가져옵니다. 총자산과 총부채는 각각 $1.1B 및 $529.1M 입니다.
핵심 정보
0%
부채/자본 비율
US$0
부채
| 이자보상배율 | n/a |
| 현금 | US$409.87m |
| 자본 | US$602.23m |
| 총부채 | US$529.14m |
| 총자산 | US$1.13b |
최근 재무 건전성 업데이트
업데이트 없음
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 Alpha
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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
새로운 내러티브 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha재무 상태 분석
단기부채: BRZE 의 단기 자산 ( $570.0M )이 단기 부채( $450.4M ).
장기 부채: BRZE의 단기 자산($570.0M)이 장기 부채($78.7M)를 초과합니다.
부채/자본 비율 추이 및 분석
부채 수준: BRZE 부채가 없습니다.
부채 감소: BRZE는 지난 5년 동안 부채가 전혀 없었습니다.
대차대조표
현금 보유 기간 분석
과거에 평균적으로 손실을 기록해 온 기업의 경우, 최소 1년 이상의 현금 보유 기간이 있는지 평가합니다.
안정적인 현금 활주로: 수익성이 없는 BRZE 현재의 플러스 무료 현금 흐름 수준을 유지한다면 3년 이상 충분한 현금 활주로를 보유하고 있습니다.
예측 현금 활주로: BRZE 은(는) 수익성이 없지만 잉여 현금 흐름이 긍정적이고 매년 59.7 %씩 성장하기 때문에 3년 이상 충분한 현금 활주로를 보유하고 있습니다.
건전한 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/10 07:24 |
| 종가 | 2026/09/10 00:00 |
| 수익 | 2026/07/31 |
| 연간 수익 | 2026/01/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Braze, Inc.는 26명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Raimo Lenschow | Barclays |
| Ryan MacWilliams | Barclays |
| Osni Carfi | BTG Pactual |