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BRZE logo

Braze, Inc. Stock Price

NasdaqGS:BRZE Community·US$2.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 30 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

BRZE Share Price Performance

US$24.27
-6.61 (-21.42%)
​
US$36.25
Fair Value
US$24.27
-6.61 (-21.42%)
33.1% undervalued intrinsic discount
US$36.25
Fair Value
Price US$24.27
AnalystConsensusTarget US$36.25
AnalystLowTarget US$27.00
AnalystHighTarget US$47.41
Thu, 3 Sep 26
Fair ValueUS$36.25
Share Pricen/a

BRZE Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$36.25 33.1% undervalued intrinsic discount

OfferFit Integration And Shopify Expansion Will Open New Markets

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AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$27 10.1% undervalued intrinsic discount

Rising Costs And Competition Will Hamper SaaS Yet Spur Resilience

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AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$47.41 48.8% undervalued intrinsic discount

AI And Cross-Channel Trends Will Drive Consent-Based Engagement

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0users have commented on this narrative
1users have followed this narrative
BRZE logo
Braze
33.1% undervalued intrinsic discount

OfferFit Integration And Shopify Expansion Will Open New Markets

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
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BRZE logo
Braze
48.8% undervalued intrinsic discount

AI And Cross-Channel Trends Will Drive Consent-Based Engagement

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AN
AnalystHighTarget
AnalystHighTarget
Updated 7 Jun
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BRZE logo
Braze
10.1% undervalued intrinsic discount

Rising Costs And Competition Will Hamper SaaS Yet Spur Resilience

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AN
AnalystLowTarget
AnalystLowTarget
Updated 21 Apr
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Trending Discussion

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Recently Updated Narratives

AN
AnalystConsensusTarget
BRZE logo

BRZE: AI Decisioning And Bookings Execution Will Shape Future Multiple Potential

Fair Value: US$36.25 33.1% undervalued intrinsic discount
16 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystHighTarget
BRZE logo

BRZE: AI Adoption And Legacy Replacements Will Support Future Re Rating

Fair Value: US$47.41 48.8% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
BRZE logo

BRZE: Future Upside Will Hinge On Executing AI Risk And Guidance

Fair Value: US$27 10.1% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
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Snowflake Analysis

Very undervalued with flawless balance sheet.

3 Risks
4 Rewards
View Full Analysis

Braze, Inc. Key Details

US$834.2m

Revenue

US$281.2m

Cost of Revenue

US$553.1m

Gross Profit

US$666.1m

Other Expenses

-US$113.0m

Earnings

Last Reported Earnings
Jul 31, 2026
Next Reporting Earnings
n/a
-1.00
66.30%
-13.55%
0%
View Full Analysis

About BRZE

Founded
2011
Employees
1988
CEO
William Magnuson
WebsiteView website
www.braze.com

Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. It offers Braze software development kits that automatically manage data ingestion and deliver mobile and web notifications, in-application/in-browser interstitial messages, and content cards; REST API to import or export data or to trigger workflows between Braze and brands’ existing technology stacks; Partner Data Integrations, that allow brands to sync user cohorts from partners; Data Transformation, in which brands can programmatically sync and transform user data; Braze Cloud Data Ingestion that offers direct connections to cloud services and data warehouses, marketing, product, and growth teams; Braze Currents to stream data in real time; and Snowflake Data Sharing to track and store data. It also provides segmentation that define reusable segments of consumers based upon attributes, events, or predictive propensity scores; segment insights, which allows customers to analyze how segments are performing relative to each other across a set of pre-selected key performance indicators; and predictive suite that allows customers to identify groups of consumers that are of critical business value. In addition, the company offers Canvas, an orchestration tool; campaigns, which allows customers; event and API triggering; marketing pressure management; and reporting and analytics, as well as content generation and quality assurance platform, content management, catalogs, templating language, connected content, and intelligent timing and channel products. Further, it provides decisioning studio; agent console; liquid assistant and AI copywriter; personalized variant; AI item recommendations; and MCP Servers. The company was formerly known as Appboy, Inc. and changed its name to Braze, Inc. in November 2017. Braze, Inc. was incorporated in 2011 and is headquartered in New York, New York.

Recent BRZE News & 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

Recent updates

No updates

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