Braze (BRZE)

• Market cap: $3.76B
• 1 day: 0.80%
• 5 days: -6.67%
• 1 month: 3.56%
• 3 months: -16.18%
• 6 months: 12.78%
• Year to date: -16.18%
• 1 year: -15.16%
• 5 years: -61.06%
• 10 years: -61.06%
• Sector: Information Technology
• Industry: Prepackaged Software

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 a majority of its revenue from the United States.

Employees: 1,548

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

322% more call options, than puts

Call options by funds: $36M | Put options by funds: $8.54M

34% more capital invested

Capital invested by funds: $2.19B [Q3] → $2.94B (+$746M) [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% more funds holding

Funds holding: 220 [Q3] → 220 (+0) [Q4]

2.0% less ownership

Funds ownership: 82.13% [Q3] → 80.12% (-2.0%) [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

• Low target: $43 18% upside
• Avg. target: $52 43% upside
• High target: $68 87% upside

9 analyst ratings

• positive: 9 100%
• neutral: 0 0%
• negative: 0 0%

Raymond James Brian Peterson 38% 1-year accuracy 10 / 26 met price target	32% upside $48	Outperform Maintained	28 Mar 2025
Citigroup Tyler Radke 42% 1-year accuracy 23 / 55 met price target	51% upside $55	Buy Maintained	28 Mar 2025
Citizens Capital Markets Patrick Walravens 67% 1-year accuracy 73 / 109 met price target	87% upside $68	Market Outperform Reiterated	28 Mar 2025
Wells Fargo Michael Berg 70% 1-year accuracy 7 / 10 met price target	51% upside $55	Overweight Maintained	28 Mar 2025
Stifel Parker Lane 39% 1-year accuracy 19 / 49 met price target	37% upside $50	Buy Maintained	28 Mar 2025