BrazeBRZE
About: Braze Inc is a customer engagement platform that powers customer-centric interactions between consumers and brands. The company provides solutions for Retail & E-commerce, Media & Entertainment, Financial Services, and Travel & Hospitality related industries. The company offers a single, vertically integrated platform that encompasses the various functionalities, or layers, required for modern customer engagement: data ingestion, classification, orchestration, personalization, and action, all of which is supported by Sage AI by Braze, its AI engine designed to power AI functionality across all layers of this stack. It generates majority of its revenue from the United States.
Employees: 1,699
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
322% more call options, than puts
Call options by funds: $36M | Put options by funds: $8.54M
38% more capital invested
Capital invested by funds: $2.13B [Q3] → $2.94B (+$804M) [Q4]
6% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 47
4% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 70
0.18% more ownership
Funds ownership: 79.93% [Q3] → 80.11% (+0.18%) [Q4]
0% more funds holding
Funds holding: 220 [Q3] → 220 (+0) [Q4]
17% less funds holding in top 10
Funds holding in top 10: 6 [Q3] → 5 (-1) [Q4]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
DA Davidson Gil Luria 15% 1-year accuracy 8 / 53 met price target | 45%upside $40 | Buy Maintained | 14 Apr 2025 |
Raymond James Brian Peterson 19% 1-year accuracy 5 / 26 met price target | 73%upside $48 | Outperform Maintained | 28 Mar 2025 |
Citigroup Tyler Radke 36% 1-year accuracy 19 / 53 met price target | 99%upside $55 | Buy Maintained | 28 Mar 2025 |
Citizens Capital Markets Patrick Walravens 25% 1-year accuracy 29 / 114 met price target | 146%upside $68 | Market Outperform Reiterated | 28 Mar 2025 |
Wells Fargo Michael Berg 44% 1-year accuracy 4 / 9 met price target | 99%upside $55 | Overweight Maintained | 28 Mar 2025 |
Financial journalist opinion
Based on 14 articles about BRZE published over the past 30 days
