BrazeBRZE
BRZE
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
0
Funds holding %
of 7,290 funds
0
Analysts bullish %
of 8 analysts
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 (+$744M) [Q4]
9% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 46
4% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 70
0% less funds holding
Funds holding: 221 [Q3] → 220 (-1) [Q4]
2.08% less ownership
Funds ownership: 82.2% [Q3] → 80.12% (-2.08%) [Q4]
17% less funds holding in top 10
Funds holding in top 10: 6 [Q3] → 5 (-1) [Q4]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$39
6%
upside
Avg. target
$49
33%
upside
High target
$55
49%
upside
8 analyst ratings
7 positive
88%
1 neutral
13%
0 negative
0%
Needham Scott Berg 57% 1-year accuracy 92 / 161 met price target | 36%upside $50 | Buy Reiterated | 3 Feb 2025 |
Citigroup Tyler Radke 63% 1-year accuracy 36 / 57 met price target | 38%upside $51 | Buy Maintained | 11 Dec 2024 |
Macquarie Ross Compton 100% 1-year accuracy 4 / 4 met price target | 6%upside $39 | Neutral Maintained | 11 Dec 2024 |
DA Davidson Gil Luria 56% 1-year accuracy 25 / 45 met price target | 36%upside $50 | Buy Maintained | 10 Dec 2024 |
Oppenheimer Brian Schwartz 44% 1-year accuracy 21 / 48 met price target | 38%upside $51 | Outperform Maintained | 10 Dec 2024 |
Financial journalist opinion
Based on 4 articles about BRZE published over the past 30 days
Positive
The Motley Fool
1 day ago
3 Growth Stocks That Could Skyrocket in 2025 and Beyond
Growth stocks can help to supercharge your investment portfolio and boost your retirement fund. The key, however, is to carefully select the right stocks to own for the long term.
Neutral
GlobeNewsWire
1 day ago
Braze Alloys Market Poised for Growth Amid Increasing Demand for Sustainable Solutions | Future Market Insights, Inc.
The global braze alloys market is set for steady expansion, driven by sustainability trends, increased industrial automation, and growing applications in EVs and renewable energy. The push for advanced, lead-free solutions will shape market developments in the coming decade. The global braze alloys market is set for steady expansion, driven by sustainability trends, increased industrial automation, and growing applications in EVs and renewable energy. The push for advanced, lead-free solutions will shape market developments in the coming decade.
Neutral
Business Wire
3 weeks ago
Braze Announces Record Bookings to Close Fiscal Year, Announces Organizational Changes
NEW YORK--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced a record for customer bookings in the quarter and fiscal year ended January 31, 2025 and a leadership change for the new fiscal year. Braze President and Chief Commercial Officer, Myles Kleeger, will be stepping down from his position after 10 years of exceptional leadership in the role. Kleeger will remain available to the company as Preside.
Neutral
Seeking Alpha
1 month ago
Braze: Growth Rates Are Stabilizing, Which May Catalyze A Broader Rebound
I recommend Braze as a buy due to its strong rebound potential, despite a 20% stock decline and challenging macroeconomic conditions affecting IT budgets. Braze's marketing intelligence platform centralizes data for targeted campaigns, with notable clients like The Gap, Peloton, and DraftKings, competing against Salesforce and Adobe. Despite decelerating revenue growth and a slipping net retention rate, Braze shows progress toward profitability with improved operating margins and stabilizing revenue deceleration.
Positive
Zacks Investment Research
1 month ago
Braze, Inc. (BRZE) Just Flashed Golden Cross Signal: Do You Buy?
From a technical perspective, Braze, Inc. (BRZE) is looking like an interesting pick, as it just reached a key level of support. BRZE's 50-day simple moving average crossed above its 200-day simple moving average, which is known as a "golden cross" in the trading world.
Positive
MarketBeat
2 months ago
Investment Opportunity of 2025: Why Braze Stock Stands Out
Braze NASDAQ: BRZE presents significant investment opportunities in 2025, including a potential share price surge and takeover prospects. The stock's reversal is fueled by sustained outperformance, nearing profitability, and favorable analyst sentiment.
Positive
Seeking Alpha
2 months ago
Braze: Remain Optimistic On The Growth Outlook
I maintain a buy rating for BRZE, driven by strong 3Q25 performance, improved billings, and cRPO metrics, indicating robust growth potential. Key growth drivers include higher adoption of premium message channels, upcoming demand from legacy marketing cloud replacements, and Project Catalyst's future impact. Despite a decline in DBNRR, signs of stabilization and potential improvement from premium messaging and post-ZIRP cohorts support optimism.
Neutral
Business Wire
2 months ago
ClickHouse Announces Strategic Collaboration Agreement with AWS to Advance Real-Time Data Analytics and Generative AI Innovation
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--ClickHouse, Inc., a leader in real-time analytics, announced today that it has signed a five-year strategic collaboration agreement (SCA) with Amazon Web Services (AWS), designed to accelerate innovation in real-time data warehousing, observability, business intelligence, machine learning, and generative AI solutions. The partnership will expand on ClickHouse's relationship with AWS and introduce new integrations between ClickHouse Cloud and AWS services.
Neutral
Seeking Alpha
2 months ago
Braze, Inc. (BRZE) Q3 2025 Earnings Call Transcript
Braze, Inc. (NASDAQ:BRZE ) Q3 2025 Earnings Conference Call December 9, 2024 4:30 PM ET Company Participants Christopher Ferris - Head of IR William Magnuson - Co-Founder and CEO Isabelle Winkles - CFO Conference Call Participants Ryan MacWilliams - Barclays Gabriela Borges - Goldman Sachs Tyler Radke - Citi Scott Berg - Needham Pinjalim Bora - JPMorgan Arjun Bhatia - William Blair Derrick Wood - TD Cohen Taylor McGinnis - UBS Yun Kim - Loop Capital Brian Peterson - Raymond James Nick Altmann - Scotiabank Michael Berg - Wells Fargo Brian Schwartz - Oppenheimer Parker Lane - Stifel Operator Welcome to the Braze Fiscal Third Quarter 2025 Earnings Conference Call. My name is Megan, and I'll be your operator for today's call.
Positive
Zacks Investment Research
2 months ago
Braze, Inc. (BRZE) Q3 Earnings and Revenues Top Estimates
Braze, Inc. (BRZE) came out with quarterly earnings of $0.02 per share, beating the Zacks Consensus Estimate of a loss of $0.01 per share. This compares to loss of $0.05 per share a year ago.
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