Braze, Inc.
BRZE · Price history
Price at last available close
$45.74
+$22.59 (+97.60%) 1M
2026-10-29
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Company & revenue
About Braze, Inc.
Primary reporting period: 2026-01-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.
Who they are
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.
How they make money
Braze operates a land-and-expand business model, generating revenue primarily through subscription-based contracts for its cloud-based customer engagement platform. Customers pay for access to the platform based on the volume of monthly active users and the specific features or channels they utilize, with opportunities for expansion as clients add new channels, business units, or geographies.
Products & services
The Braze Customer Engagement Platform is a cloud-based software solution that enables brands to ingest and process first-party data to deliver personalized, cross-channel marketing interactions across mobile, web, email, and other digital interfaces.
Brands & revenue mix
The primary brand under which the company markets its customer engagement platform and related services.
Separate brand revenue is not available in this research.Source
Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.
Product / operating segments
Geographic revenue
Customer types
- Consumer-facing brands across various industries including retail, media, technology, and financial servicesSource
Customer concentration
As of the fiscal year ended January 31, 2026, the company did not have any single customer that accounted for more than 10% of its total revenue.
Suppliers, materials & equipment
- Cloud Infrastructure Providers — The company relies on third-party cloud infrastructure providers, primarily Microsoft Azure, to host its platform and deliver services to customers.Source
Competitors
- Salesforce — Competes in the customer relationship management and marketing automation software market.Source
- Adobe — Competes in the digital marketing and customer experience management software space.Source
- Oracle — Competes in the enterprise marketing cloud and customer engagement software market.Source
Strengths
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
37
Poor
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
61
Fair
Financial Strength
51
Business Quality / Moat
96
Management
40
Growth Quality
69
Risk / Durability
35
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
41
Avoid
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
57/100
Building Historical Record
Model Score 57/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.
Probability unavailable — the model has not produced a calibrated probability yet.
Click for full breakdown →
WSS View
The quick read
The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.
At today’s price, the WSS valuation framework currently reads as less attractive based on the available valuation and market data.
The model outlook is currently moderate.
- •Balance-sheet / debt profile scores strongly
- •M&A headline · Oct 21, 2026
- •Valuation is a weaker part of the current profile
- •Revenue fundamentals are weak
Company-specific research
Questions worth answering for BRZE
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •Can BRZE maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
- •Is BRZE's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
- •How is BRZE likely to use its cash advantage: reinvestment, acquisitions, debt reduction, dividends or buybacks?
- •What specifically needs to improve for BRZE to reach sustainable profitability?
- •What future growth or profitability would be needed to justify BRZE's current valuation?
Essential Investment Snapshot
Wall Street Score
37
Opportunity Score
41
Market Cap
$5.19B
P/E Ratio
-24.4
EPS
$-1.03
52-Week High
$37.33
52-Week Low
$15.26
Beta
0.88
Analyst Target
$36.00
Shares Outstanding
107.9M
Total Revenue
$834.2M
Total Debt
$96.4M
Dividend
No current dividend
Liquidation Value / Share
$5.58
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Strong upward momentum
Extreme movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Notices for BRZE
Detected from reported data — verify before acting.M&A headline · Oct 21, 2026
Amparo Investor Rights Investigates Proposed $47.50 Per Share Acquisition of Braze (BRZE) — This is a provider-linked headline, not an independently confirmed event. Check the article and company filings for the subject, proposed/completed status, and subsequent updates.
GlobeNewsWireCommunity Sentiment
0 active · 0 total callsNo personal call yet on BRZE.
Potential upside factors
- +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
- +High dollar-based net retention rates indicating strong expansion within the existing customer base.
- +Scalable, cloud-native platform architecture supporting high volumes of monthly active users.
- +Positive free cash flow may provide capacity to invest in growth.
Potential downside factors
- −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Software - Application industry.
- −Dependence on third-party cloud infrastructure providers for platform hosting and service delivery.
- −Intense competition in the customer engagement software market which may impact pricing and market share.
These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.
Create a free account to make a call.
Scores
Click any score for full breakdownWas this stock page easy to understand?
One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
5 historical score records availablePrevious Score
37
Sep 9, 2026
Change
+0.3
points
Current Score
37
Oct 1, 2026
Category Changes
BRZE increased 0.3 points because Asset improved by 2 points.
Positive Contributors
- + Asset improved by 2 points
Projected Score
Projected Score
41
Projected Change
+3.4 points
Preliminary comparable-period financial changes suggest improvement of approximately 3.4 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
Valuation unavailableCurrent Price
$45.73
Model Intrinsic Value
—
Difference
—
Margin of Safety
—
Intrinsic value is not currently available for this stock, so valuation can't be calculated.
Financial Charts
Revenue
Additional Metrics
Operating Cash Flow
Total Debt
Total Assets
Net Margin %
Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.
| Line Item | TTM | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $834.2M | $738.2M | $593.4M | $471.8M | ···· | ···· | ···· | ···· |
| Cost of Revenue | $281.2M | $242.5M | $183.2M | $147.5M | ···· | ···· | ···· | ···· |
| Gross Profit | $553.1M | $495.7M | $410.2M | $324.3M | ···· | ···· | ···· | ···· |
| Research & Development | $180.5M | $167.1M | $134.0M | $119.9M | ···· | ···· | ···· | ···· |
| SG&A Expenses | $484.0M | $473.3M | $398.4M | $349.1M | ···· | ···· | ···· | ···· |
| Operating Expenses | $664.5M | $640.4M | $532.4M | $469.0M | ···· | ···· | ···· | ···· |
| EBITDA | -$86.9M | -$125.4M | -$112.0M | -$137.7M | ···· | ···· | ···· | ···· |
| Operating Income | -$111.4M | -$144.8M | -$122.2M | -$144.7M | ···· | ···· | ···· | ···· |
| Interest Expense | $0.00 | $0.00 | $0.00 | $0.00 | ···· | ···· | ···· | ···· |
| Income Before Tax | -$98.7M | -$128.2M | -$100.6M | -$128.5M | ···· | ···· | ···· | ···· |
| Income Tax Expense | $12.5M | $2.6M | $3.4M | $2.0M | ···· | ···· | ···· | ···· |
| Net Income | -$113.0M | -$131.3M | -$103.7M | -$129.2M | ···· | ···· | ···· | ···· |
| Basic EPS | $-1.03 | $-1.22 | $-1.02 | $-1.32 | ···· | ···· | ···· | ···· |
| Basic Shares | 111M | 108M | 102M | 98.10M | ···· | ···· | ···· | ···· |
| Diluted Shares | 111M | 108M | 102M | 98.10M | ···· | ···· | ···· | ···· |
Earnings Summary
Revenue
$227.2M
Estimate unavailable.
Revenue Beat/Miss
Not available (no estimate stored)
EPS
-$0.17
Estimate unavailable.
EPS Beat/Miss
Not available (no estimate stored)
Debt Change
+14.2%
Cash Change
+105.9%
Margin Change
+7.2 pp
Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.
Financial Changes Since Prior Period
What Improved
- Margins expanded
- Cash position grew
What Weakened
- Debt increased
Potential Score Impact
Positive indicators included revenue growth, cash levels, net income margin. Pressure indicators included EPS growth, debt levels. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.
Stored Earnings Analysis
Revenue increased 26.2%. EPS declined 34.6%. Cash increased 105.9%. Total debt increased 14.2%. Net income margin improved by 7.2 percentage points.
Earnings-Call Transcript
Earnings-call transcript analysis is not currently available.
These results may influence future scores when the next evaluation is completed.
Insider Activity
Guru / Smart Money
Guru Score
Smart Money
Number of Gurus
Total Guru Value
Avg Portfolio Weight
Largest Holder
Largest Holder %
New Positions
Increased Positions
Reduced Positions
Exited Positions
Net Guru Sentiment
Short Interest
Dividend History
Dividend data is not available yet. Missing data does not mean this company pays no dividend.
Conservative Projected Values
3 Years
$———.——
5 Years
$———.——
10 Years
$———.——
Conservative Projection Rate
——%
Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.
Conservative Projected Values
Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.
Start 7-Day Free TrialHistorical Outperformance Record
Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.
Start 7-Day Free TrialHistorical Trends
5 historical recordsHistorical Score Chart
3 of 5 records shownWall Street Score
Debt Score
Revenue Score
Asset Score
Capital Score
Management Score
Moat Score
Valuation Score
Buffett Score
Intrinsic Value
Value Reference
Margin of Safety %
Related Companies
Software - ApplicationNews
Why Braze Stock Soared This Week
Amparo Investor Rights Investigates Proposed $47.50 Per Share Acquisition of Braze (BRZE)
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Braze, Inc. (Nasdaq – BRZE), ES Bancshares, Inc. (OTCQX – ESBS), GoPro, Inc. (Nasdaq – GPRO), Bumble Inc. (Nasdaq – BMBL)
Why Braze Stock Skyrocketed Today
Rumor Mill · BRZE
Corporate developments & opportunities
No reviewed developments match this filter.
Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.
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