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Braze, Inc. (DE:K43)
NASDAQ:K43

Braze (K43) Price & Analysis

1 Followers

K43 Stock Chart & Stats

€19.30
-€0.57(-1.31%)
At close: 4:00 PM EST
€19.30
-€0.57(-1.31%)

Bulls Say, Bears Say

Bulls Say
High Recurring Revenue MixA very high recurring revenue mix provides durable revenue predictability and retention-driven growth. With subscriptions and recurring services forming the bulk of revenue, cash flows are more stable, supporting multi-quarter planning, customer expansion efforts, and steady reinvestment in product and sales capacity.
Positive Cash GenerationSustained positive operating and free cash flow while still reporting GAAP losses indicates the business generates real cash from operations. This improves financial flexibility, reduces near-term financing needs, and funds product development and scaling of Decisioning Studio without relying solely on external capital.
AI Product Traction And MonetizationEarly commercial adoption of AI products provides a durable product differentiation and new revenue streams. Measurable customer lifts demonstrate value realization, supporting upsell and price realization over time and helping Braze deepen enterprise relationships and expand wallet share.
Bears Say
Slowing Revenue GrowthA marked deceleration from prior high‑growth rates weakens operating leverage and heightens execution risk. If growth remains subdued, investments in sales, product, and AI may yield lower incremental returns, making margin expansion and long‑term target achievement more challenging.
Ongoing GAAP Losses And Negative ROEPersistent GAAP losses and materially negative ROE indicate the company has yet to convert revenue scale into sustainable accounting profitability. Even with improving trends, continued negative returns erode equity value and constrain options for shareholder distributions or conservative capital allocation.
Gross Margin Pressure From Premium MessagingRising premium messaging volumes and carrier fees present a structural headwind to gross margins. If higher‑cost channels or pass‑throughs grow as a share of mix, margin recovery may be limited unless Braze offsets with pricing, product mix shifts, or cost reductions—each requiring sustained execution.

Braze News

K43 FAQ

What was Braze, Inc.’s price range in the past 12 months?
Braze, Inc. lowest stock price was €13.29 and its highest was €30.43 in the past 12 months.
    What is Braze, Inc.’s market cap?
    Braze, Inc.’s market cap is €2.45B.
      When is Braze, Inc.’s upcoming earnings report date?
      Braze, Inc.’s upcoming earnings report date is Sep 03, 2026 which is in 54 days.
        How were Braze, Inc.’s earnings last quarter?
        Braze, Inc. released its earnings results on May 27, 2026. The company reported €0.087 earnings per share for the quarter, missing the consensus estimate of €0.091 by -€0.003.
          Is Braze, Inc. overvalued?
          According to Wall Street analysts Braze, Inc.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            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 0.13.
              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 €0.087 in its last earnings report, missing expectations of €0.091. Following the earnings report the stock price went down -10.55%.
                  Which hedge fund is a major shareholder of Braze, Inc.?
                  Currently, no hedge funds are holding shares in DE:K43
                  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

                    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.

                    Braze (K43) Earnings & Revenues

                    K43 Company Deck

                    K43 Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call painted a distinctly positive operational and commercial picture: strong top‑line growth (30% YoY), improving profitability metrics, record free cash flow, robust customer expansion and notable AI product traction with measurable customer outcomes. Headwinds were localized—gross margin pressure from premium messaging and earlier Decisioning Studio supply constraints—and management is addressing them with hiring, product self‑service improvements and pricing/operational adjustments. The positives (revenue acceleration, retention improvement, cash generation, AI adoption and raised guidance) substantially outweigh the manageable execution and margin challenges.View all DE:K43 earnings summaries

                    K43 Revenue Breakdown

                    57.66%57.66%42.34%
                    57.66% U.S.
                    42.34% International
                    tipranks

                    K43 Stock 12 Month Forecast

                    Average Price Target

                    €30.75
                    ▲(59.34% Upside)
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30,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":24.04,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 34,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":29.62,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 24,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n    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