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BRZE Stock Chart & Stats
$22.66
-$0.66(-1.48%)
At close: 4:00 PM EST
$22.66
-$0.66(-1.48%)
Day’s Range― - ―
52-Week Range$15.26 - $37.33
Previous CloseN/A
Volume216.43K
Average Volume (3M)2.33M
Market Cap
$2.98B
Enterprise Value$2.21B
Total Cash (Recent Filing)$387.52M
Total Debt (Recent Filing)$81.46M
Price to Earnings (P/E)―
Beta1.12
Next Earnings
Sep 03, 2026EPS Estimate
0.15Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-1.12
Shares Outstanding112,631,670
10 Day Avg. Volume2,339,860
30 Day Avg. Volume2,331,023
Financial Highlights & Ratios
PEG Ratio-0.87
Price to Book (P/B)3.60
Price to Sales (P/S)3.04
P/FCF Ratio36.32
Enterprise Value/Market Cap0.74
Enterprise Value/Revenue2.81
Enterprise Value/Gross Profit4.22
Enterprise Value/Ebitda-20.98
Forecast
1Y Price Target
$35.20Price Target Upside55.34% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering17
EPS Forecast (FY)0.63
Revenue Forecast (FY)$898.52M
Bulls Say, Bears Say
Bulls Say
Cash GenerationPositive trailing‑twelve‑month operating cash flow (~$75M) and free cash flow (~$66M) indicate the business is converting revenue into cash despite GAAP losses. Durable cash generation reduces financing dependency, funds product and sales investment, and supports scaled growth over the next several quarters.
Recurring Revenue MixA very high subscription and recurring revenue mix (93% subscription; ~99% recurring including services) gives predictable, contractable revenue streams. This structural stickiness supports renewal-led growth, smoothing cash flows and improving visibility for multi‑quarter planning and enterprise expansion.
Backlog / RPO GrowthMaterial RPO growth (total RPO ~$1.1B, +30% YoY) and rising current RPO provide contracted revenue visibility and confirm enterprise demand. Large‑deal momentum and multi‑year commitments support sustainable revenue conversion and reduce near‑term churn sensitivity as the firm scales.
Bears Say
Ongoing GAAP LossesDespite improving margins, trailing net losses (~-15.5% TTM) and negative returns on equity indicate the business has not yet reached sustainable GAAP profitability. Persistent losses can erode equity, constrain strategic flexibility, and may require continued disciplined cash allocation or capital raises if improvement stalls.
Gross Margin PressureRising premium messaging volumes and carrier fees are compressing gross margins. Because channel costs are structural and growing with customer usage, margin mix shifts can persistently reduce profitability unless offset by pricing, product mix, or operational fixes, limiting margin sustainability.
Leadership & Scaling Execution RiskA CFO departure during active product and commercial scaling introduces continuity risk for financial planning and execution. Combined with rapid hiring and prior Decisioning Studio supply constraints, leadership transition could disrupt execution, guidance delivery, and timely ramp of delivery capacity.
Braze News
BRZE FAQ
What was Braze, Inc.’s price range in the past 12 months?
Braze, Inc. lowest stock price was $15.26 and its highest was $37.33 in the past 12 months.
What is Braze, Inc.’s market cap?
Braze, Inc.’s market cap is $2.98B.
When is Braze, Inc.’s upcoming earnings report date?
Braze, Inc.’s upcoming earnings report date is Sep 03, 2026 which is in 44 days.
How were Braze, Inc.’s earnings last quarter?
Braze, Inc. released its earnings results on May 27, 2026. The company reported $0.1 earnings per share for the quarter, missing the consensus estimate of $0.104 by -$0.004.
Is Braze, Inc. overvalued?
According to Wall Street analysts Braze, Inc.’s price is currently Undervalued.
Does Braze, Inc. pay dividends?
Braze, Inc. does not currently pay dividends.
What is Braze, Inc.’s EPS estimate?
Braze, Inc.’s EPS estimate is 0.15.
How many shares outstanding does Braze, Inc. have?
Braze, Inc. has 112,631,670 shares outstanding.
What happened to Braze, Inc.’s price movement after its last earnings report?
Braze, Inc. reported an EPS of $0.1 in its last earnings report, missing expectations of $0.104. Following the earnings report the stock price went down -4.963%.
Which hedge fund is a major shareholder of Braze, Inc.?
Currently, no hedge funds are holding shares in BRZE
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Braze Stock Smart Score
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
$35.20 (55.34% Upside)
$35.20 (55.34% Upside)
Blogger Sentiment
Neutral
BRZE Sentiment 50%
Sector Average 64%
Sector Average 64%
Hedge Fund Trend
Increased
By 179.9K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Positive
Last 7 Days ▼ 1.0%
Last 30 Days ▲ 5.8%
Last 30 Days ▲ 5.8%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-6.16%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
22.71%
Trailing 12-Months
Company Description
Braze, Inc.
Braze, Inc. operates a global customer engagement platform designed to foster meaningful interactions between consumers and brands. Its comprehensive suite of tools includes robust data ingestion capabilities. These feature Braze software development kits (SDKs) for automatic data collection and the delivery of various mobile and web notifications, integrated in-application/in-browser messages, and content cards, all seamlessly adaptable to diverse digital interfaces and application development frameworks. Additionally, a REST API facilitates data import/export and workflow automation across Braze and clients' existing technological ecosystems. The platform also enables the synchronization of user cohorts from partner sources. For customer understanding, Braze offers advanced classification functionalities. This includes segmentation tools that allow businesses to define reusable consumer groups based on attributes, past events, or predictive propensity scores. Segment insights provide analytical views into how different segments perform relative to key metrics and help identify the underlying factors driving segment membership. Furthermore, a predictive suite assists in pinpointing high-value consumer demographics. The company further provides modules for personalization and decisive actions. Crucially, Braze's orchestration offerings empower brands to manage complex customer journeys. Its signature 'Canvas' tool allows for the visual mapping of multi-step, cross-channel messaging experiences—ideal for onboarding sequences, nurturing campaigns, or win-back strategies. Other orchestration elements include the ability to run targeted campaigns (single or multi-channel) for specific user segments, event and API-driven triggering mechanisms, controls for message frequency and rate limiting, intelligent content selection, and extensive reporting alongside analytics. Founded in 2011, the company was initially known as Appboy, Inc. before adopting its current name, Braze, Inc., in November 2017. Its corporate headquarters are situated in New York, New York.
BRZE Revenue Breakdown
57.66% U.S.
42.34% International
BRZE Stock 12 Month Forecast
Average Price Target
$35.20
▲(55.34% Upside)
Technical Analysis
Ownership Overview
12.51% Insiders
22.11% Mutual Funds
0.36% Other Institutional Investors
49.40% Public Companies and
Individual Investors