NasdaqGS:BRZESoftware
Are AI-Native Rivals Quietly Rewriting Braze’s (BRZE) Competitive Moat?
Earlier in February 2026, analysts at Stifel and Piper Sandler reiterated positive views on Braze while cautioning that recent advances by AI-native competitors and model providers are intensifying concerns about the durability of its growth profile.
Despite these concerns, both firms highlighted Braze’s strong revenue and billings expansion and argued that its customer engagement platform and AI capabilities could give it a defensible edge versus other software providers facing...