Can Braze’s (BRZE) Google Cloud AI Push Deepen Its Moat in Customer Engagement?

• In early December 2025, Braze announced that its BrazeAI Decisioning Studio is now available on Google Cloud Marketplace, enabling customers to deploy AI-driven, reinforcement learning–based personalization directly within their Google Cloud environments using first-party data.
• This move not only simplifies access to Braze’s AI decisioning for enterprise clients, but also deepens its integration with Google’s cloud and data tools, potentially making Braze a more embedded part of customers’ marketing technology stacks.
• We’ll now explore how the Google Cloud Marketplace launch of BrazeAI Decisioning Studio could reshape Braze’s investment narrative and growth drivers.

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Braze Investment Narrative Recap

To own Braze, you generally need to believe that AI driven customer engagement can support durable revenue growth even while the company remains unprofitable today. The key near term catalyst is adoption of its newer AI products, and the launch of BrazeAI Decisioning Studio on Google Cloud Marketplace may help, although integration risks around new AI capabilities and OfferFit still weigh on execution and margins.

The Google Cloud Marketplace launch also sits alongside Braze’s broader AI rollout unveiled at Forge 2025, where BrazeAI Decisioning Studio, Operator, and Agent Console were introduced together as a more complete personalization stack. Seeing how quickly enterprises adopt these tools, and whether they translate into larger deal sizes without further pressuring already negative net margins, looks central to the stock’s near term narrative.

However, investors should also recognise that tightening international data laws and the cost of expanding compliant infrastructure could...

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

Braze's narrative projects $1.0 billion revenue and $133.0 million earnings by 2028. This requires 17.9% yearly revenue growth and an earnings increase of about $237 million from -$103.9 million today.

Uncover how Braze's forecasts yield a $45.11 fair value, a 50% upside to its current price.

Exploring Other Perspectives

Five fair value estimates from the Simply Wall St Community range from about US$26 to over US$33,500, showing just how far opinions can stretch. Against that backdrop, questions around Braze’s path to profitability and the cost of scaling its AI heavy platform become even more important for anyone assessing the company’s long term performance potential.

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 1 key reward 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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