BRZE Stock Recent News

NEW YORK--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced the release of its fourth annual Environmental, Social, and Governance (ESG) report. This year's report showcases continued commitment to driving meaningful climate action and building stronger communities. “At Braze, we believe that meaningful impact comes from the collective efforts of our people, our customers, and our communities,” said R.

Investors with an interest in Internet - Software stocks have likely encountered both VNET Group (VNET) and Braze, Inc. (BRZE). But which of these two companies is the best option for those looking for undervalued stocks?

Investors need to pay close attention to Braze stock based on the movements in the options market lately.

I'm upgrading Braze to a buy as the stock has continued to slide despite a recent beat-and-raise quarter. Braze stands out with ~20% revenue growth, robust customer expansion, strong retention, improving profitability, and a clean balance sheet. Despite macro headwinds, Braze's valuation is compelling at 3.2x EV/FY26 revenue, especially versus slower-growing, pricier peers like Salesforce and HubSpot.

I maintain my buy rating on Braze (BRZE) as growth remains strong, customer momentum is solid, and AI capabilities are significantly enhanced by the OfferFit acquisition. 1Q26 results showed 20% revenue growth, improving profitability, and healthy customer wins, supporting my view that BRZE's growth trajectory is intact. Recent pricing model changes remove key sales friction, making it easier for customers to scale and increasing platform stickiness, which should accelerate adoption.

Braze (BRZE -17.46%) reported its fiscal 2026 first-quarter results on June 5, with revenue up 20% year over year to $162.1 million, non-GAAP operating margin up by more than 900 basis points, and non-GAAP net income of $7 million. Standout factors in the customer engagement platform operator's performance included continued customer expansion, a significant AI acquisition, and strategic pricing model changes.

Braze, Inc. BRZE reported better-than-expected earnings for the first quarter on Thursday.

Braze, Inc. (NASDAQ:BRZE ) Q1 2026 Earnings Conference Call June 5, 2025 4:30 PM ET Company Participants Christopher L. Ferris - Head of Investor Relations Isabelle Winkles - Chief Financial Officer William Magnuson - Co-Founder, Chairman & CEO Conference Call Participants Arjun Rohit Bhatia - William Blair & Company L.L.C.

Braze, Inc. (BRZE) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to loss of $0.05 per share a year ago.

NEW YORK--(BUSINESS WIRE)--Braze (Nasdaq: BRZE) the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced results for its fiscal quarter ended April 30, 2025. “We are off to a good start in fiscal year 2026, delivering strong revenue growth, profitability, and free cash flow in an ever-changing environment,” said Bill Magnuson, Cofounder and CEO of Braze. “I'm also excited to announce that Ed McDonnell will be joining Braze in July to lead all asp.