BRZE Stock Recent News

The mean of analysts' price targets for Braze (BRZE) points to a 52.6% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Shares of Braze have been among the hardest-hit small caps in the recent pullback, down over 40% from recent peaks above $40. I expect growth to slow as companies pull back on marketing, and by extension marketing tools like Braze. The company's guidance captures a deceleration to 16% growth in FY26, down six points from 22% growth existing Q4.

Vast troves of customer data demand equally powerful tools in order for companies to use this information to better engage with customers. For marketing and customer data management firm Braze Inc. NASDAQ: BRZE, traditional ways of combing through and sorting data are just the beginning.

Braze (BRZE) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

I reiterate my buy rating for BRZE due to strong 4Q25 results, including a 22% y/y revenue increase and significant margin improvements. Customer quality improvements and a pivot to a vertical GTM strategy signal potential for accelerated growth despite near-term risks in DBNRR and billings growth. The OfferFit acquisition enhances BRZE's AI capabilities, aligning with its core value proposition and potentially boosting marketing efficiency and customer engagement.

On Friday, JPMorgan analyst Pinjalim Bora maintained an Overweight rating on Braze, Inc BRZE with a price target of $47.

Shares of Braze (BRZE 6.73%), a customer engagement platform company, spiked Friday morning after the company's fiscal 2025 fourth-quarter results blew past analysts' consensus estimates. Management also issued strong fiscal 2026 guidance that added to investor optimism.

Cloud stock Braze Inc (NASDAQ:BRZE) is defying the broad market selloff  today, up 10.7% at $40.64 at last glance, after the company beat top- and bottom-line estimate in the fourth quarter and issued an upbeat full-year earnings forecast.

Braze, Inc. BRZE posted better-than-expected fourth-quarter results after Thursday's closing bell.

Braze, Inc. (NASDAQ:BRZE ) Q4 2025 Earnings Conference Call March 27, 2025 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 Arjun Bhatia - William Blair David Hynes - Canaccord Genuity Gabriela Borges - Goldman Sachs Brent Bracelin - Piper Sandler Brian Peterson - Raymond James Derrick Wood - TD Cowen Nick Altmann - Scotiabank Scott Berg - Needham Taylor McGinnis - UBS Michael Berg - Wells Fargo Brian Schwartz - Oppenheimer Yun Kim - Loop Capital Patrick Walravens - JMP Securities Tyler Radke - Citi Operator Welcome to the Braze Fiscal Fourth Quarter 2025 Earnings Conference Call. My name is Leila, and I'll be your operator for today's call.