BRZE logo

Braze, Inc. Stock Price

NasdaqGS:BRZE Community·US$3.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 25 Fair Values set on narratives written by author

BRZE Share Price Performance

US$27.41
-11.30 (-29.19%)
US$59.36
Fair Value
US$27.41
-11.30 (-29.19%)
59.7% undervalued intrinsic discount
US$68.00
Fair Value
Price US$27.41
AnalystHighTarget US$68.00
AnalystConsensusTarget US$45.11
AnalystLowTarget US$35.00

BRZE Community Narratives

AnalystHighTarget·
Fair Value US$59.36 53.8% undervalued intrinsic discount

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

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2users have followed this narrative
AnalystConsensusTarget·
Fair Value US$45.11 39.2% undervalued intrinsic discount

OfferFit Integration And Shopify Expansion Will Open New Markets

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15users have followed this narrative
AnalystLowTarget·
Fair Value US$35 21.7% undervalued intrinsic discount

Rising Costs And Competition Will Hamper SaaS Yet Spur Resilience

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US$45.11
39.2% undervalued intrinsic discount
Revenue growth
17.63% p.a.
Profit Margin
12.43%
Future PE
59.14x
Share price in 2028
US$57.48
US$59.36
53.8% undervalued intrinsic discount
Revenue growth
19.61% p.a.
Profit Margin
12.66%
Future PE
72.65x
Share price in 2028
US$75.57

Updated Narratives

BRZE logo

OfferFit Integration And Shopify Expansion Will Open New Markets

Fair Value: US$45.11 39.2% undervalued intrinsic discount
15 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
BRZE logo

Rising Costs And Competition Will Hamper SaaS Yet Spur Resilience

Fair Value: US$35 21.7% undervalued intrinsic discount
0 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
BRZE logo

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

Fair Value: US$59.36 53.8% undervalued intrinsic discount
2 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and slightly overvalued.

2 Risks
1 Reward

Braze, Inc. Key Details

US$654.6m

Revenue

US$204.3m

Cost of Revenue

US$450.3m

Gross Profit

US$559.1m

Other Expenses

-US$108.8m

Earnings

Last Reported Earnings
Jul 31, 2025
Next Reporting Earnings
Dec 09, 2025
-0.98
68.79%
-16.62%
0%
View Full Analysis

About BRZE

Founded
2011
Employees
1699
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; and Braze Cloud Data Ingestion that enables brands to harness their customer data. It also offers classification products, including 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. It provides Canvas, an orchestration tool that allows customers to create journeys, mapping out multi-steps, and cross-channel messaging experiences; campaigns, which allows customers to send one set of single-channel or multi-channel messages to be delivered to customers in a particular user segment; event and API triggering; marketing pressure management; and reporting and analytics. It offers personalization products, such as liquid templating platform, connected content platform, content blocks, intelligent timing and channel, personalized variant, and AI item recommendations, and catalogs; and action products, as well as develops and operates an AI-based omnichannel marketing platform. 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

Recent updates

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