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Braze (DE:K43)
FRANKFURT:K43

Braze (K43) Price & Analysis

1 Followers

K43 Stock Chart & Stats

€26.00
-€1.00(-5.13%)
At close: 4:00 PM EDT
€26.00
-€1.00(-5.13%)

Bulls Say, Bears Say

Bulls Say
Recurring Revenue Growth And Customer ExpansionBraze is scaling a recurring SaaS model through both new customer additions and deeper enterprise adoption. Strong growth among large accounts and a 110% dollar-based retention rate support durable expansion of subscription revenue over the next several quarters.
Improving Cash Generation And Conservative LeveragePositive and growing free cash flow gives Braze greater capacity to fund product development, sales expansion, and innovation internally. Combined with low leverage and approximately $414 million of liquidity, this strengthens resilience and strategic flexibility.
AI Adoption And Platform IntegrationIncreasing AI adoption can deepen Braze's role in customer engagement workflows and create additional expansion opportunities within enterprise accounts. The AWS collaboration may broaden distribution, procurement access, and international reach while supporting the platform ecosystem.
Bears Say
Persistent GAAP Losses And Negative Operating ReturnsDespite material improvement, Braze remains loss-making at both the operating and net levels, limiting the evidence of fully mature earnings power. Continued investment in growth must eventually convert into sustainable GAAP profitability and positive shareholder returns.
Gross-margin Pressure From Messaging And New InvestmentsHigher premium messaging volumes and added Decisioning Studio costs can dilute the economics of incremental revenue if they persist. Management also expects holiday-quarter pressure, creating a continuing risk that product growth will not translate proportionally into gross profit.
Pricing Migration And CRPO Moderation Create Execution RiskThe ongoing packaging transition can complicate revenue comparisons and reclassify some subscription revenue as professional services. Alongside seasonal cRPO moderation, the migration raises execution risk around renewal timing, customer adoption, and near-term revenue visibility.

Braze News

K43 FAQ

What was Braze’s price range in the past 12 months?
Braze lowest stock price was €13.29 and its highest was €30.43 in the past 12 months.
    What is Braze’s market cap?
    Braze’s market cap is €2.95B.
      When is Braze’s upcoming earnings report date?
      Braze’s upcoming earnings report date is Dec 15, 2026 which is in 65 days.
        How were Braze’s earnings last quarter?
        Braze released its earnings results on Sep 08, 2026. The company reported €0.169 earnings per share for the quarter, beating the consensus estimate of €0.138 by €0.031.
          Is Braze overvalued?
          According to Wall Street analysts Braze’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Braze pay dividends?
            Braze does not currently pay dividends.
            What is Braze’s EPS estimate?
            Braze’s EPS estimate is 0.12.
              How many shares outstanding does Braze have?
              Braze has 113,584,430 shares outstanding.
                What happened to Braze’s price movement after its last earnings report?
                Braze reported an EPS of €0.169 in its last earnings report, beating expectations of €0.138. Following the earnings report the stock price went down -16.667%.
                  Which hedge fund is a major shareholder of Braze?
                  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

                    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

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call was strongly positive overall. Braze reported 26% year-over-year revenue growth, improving operating efficiency, record second-quarter free cash flow, healthy large-customer retention, strong bookings and accelerating adoption of its AI products. Management raised third-quarter and full-year revenue guidance and full-year operating income guidance. The main challenges were lower gross margin due to premium messaging and Decisioning Studio headcount, expected third-quarter margin pressure from Forge and events, cRPO moderation from seasonality and ongoing customer migration to new pricing packages. The stated achievements and growth trends significantly outweighed the disclosed 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

                    €32.97
                    ▲(26.80% Upside)
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28,\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":15.66,"date":1772323200000,"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 36,\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":20.38,"date":1775001600000,"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 37,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n    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