Can Braze’s (BRZE) AI Marketing Push Redefine Its Competitive Edge With Enterprise Clients?

• At its annual Forge 2025 conference, Braze unveiled new AI-powered marketing solutions, including BrazeAI™ and advanced agentic capabilities, and announced a strategic integration with Jasper, aimed at transforming how enterprise marketers personalize and deliver campaigns at scale.
• The integration of Jasper’s AI content engine with Braze, along with platform-wide enhancements for cross-channel engagement and data-driven automation, positions Braze to address complex personalization needs across global enterprises in real time.
• We’ll explore how Braze’s introduction of breakthrough AI and automation tools could shape its growth outlook and ability to attract large enterprise customers.

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Braze Investment Narrative Recap

To own Braze stock, I believe investors need confidence in the company's ability to define the future of customer engagement technology, driven by faster AI-powered personalization and large enterprise adoption. The recent Jasper integration and launch of BrazeAI reinforce these strengths but have not materially changed the most immediate catalyst: successful execution of sophisticated AI and automation features to drive customer wins. The biggest risk remains around seamless integration of acquired technologies like OfferFit and the potential impact on margins if costs rise or product rollouts face delays.

Among the announcements, the unveiling of BrazeAI Decisioning Studio and the Agent Console stands out. These AI tools empower clients to personalize interactions autonomously and at scale, going beyond the Jasper partnership to directly tackle the complexity and efficiency challenges that are central to short-term growth and longer-term differentiation. The ability for marketers to build custom AI agents within Braze may appeal to global enterprises seeking scalable, data-driven campaign execution.

But on the other hand, investors should also be mindful of integration risks, particularly if rolling out these new AI-driven features leads to unexpected disruptions or...

Read the full narrative on Braze (it's free!)

Braze's outlook anticipates $1.0 billion in revenue and $133.0 million in earnings by 2028. This scenario assumes 17.9% annual revenue growth and a $236.9 million increase in earnings from the current earnings of -$103.9 million.

Uncover how Braze's forecasts yield a $45.11 fair value, a 59% upside to its current price.

Exploring Other Perspectives

Fair value estimates from five Simply Wall St Community members for Braze range from US$24.91 to a striking US$33,504.83. While the most recent AI product releases promise more scalable customer wins, outcomes may vary and readers can explore many alternative views.

Explore 5 other fair value estimates on Braze - why the stock might be a potential multi-bagger!

Build Your Own Braze Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Braze research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Braze research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Braze's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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