Braze, Inc. Class A (BRZE)

Braze, Inc. (BRZE) stock has experienced a significant decline over the past year and recent months. As of January 29, 2026, the stock price decreased by 32.57% in the preceding month. The stock price on February 4, 2026, was $19.47 per share, marking a 55.29% decline from $43.55 per share on February 5, 2025. Over the past year, BRZE underperformed both the US Software industry and the broader US Market. Specific events impacting the stock include the President & Chief Commercial Officer notifying an intention to sell stock on January 11, 2026, the Co-Founder & CTO exercising options and selling US$818k worth of stock on December 31, 2025, and CEO William Magnuson reporting a share-class conversion on January 30, 2026. The company reported strong financial results for its fiscal second quarter ended July 31, 2024, and for the fiscal year ended January 31, 2025, Braze reported 26% revenue growth and announced an agreement to acquire OfferFit.

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Braze, Inc. (BRZE) is a cloud-based software company in the Technology sector, specifically the Software - Application industry, offering a customer engagement platform for personalized communication between brands and consumers. Its platform integrates data ingestion, classification, orchestration, personalization, and action, powered by Sage AI by Braze. Major products include Braze Software Development Kits (SDKs) for data ingestion and notifications, a REST API for data exchange and workflow triggering, partner data integrations for syncing user cohorts, and tools for data transformation and ingestion. Classification products include segmentation and a predictive suite, while BrazeAI Decisioning Studio™ leverages first-party data to optimize customer engagement, and BrazeAI Agent Console™ aims to automate tasks using AI.

While the majority of Braze's revenue comes from the United States, it operates as a global customer engagement platform. The company is strategically expanding its global presence in APAC, EMEA, and LATAM, establishing a direct presence with local teams and offices in São Paulo, Bucharest, Dubai, and Seoul. Braze has existing customers in Canada and France and has expanded its U.S. footprint with new offices in Austin and Chicago. The company also has a direct market presence in Australia and New Zealand, strengthened by the acquisition of North Star Y, Pty Ltd.

Braze has actively worked to enhance its brand reputation and market position over the past year through strategic initiatives and product advancements. In February 2025, Braze released its fifth annual Global Customer Engagement Review, providing insights on trends shaping customer engagement. The agreement to acquire OfferFit is a strategic move to integrate advanced AI capabilities into Braze's platform. Braze has developed and launched new agentic AI marketing capabilities, including the generally available BrazeAI Decisioning Studio™ and the beta BrazeAI Agent Console™, to enable personalized communication at scale. In 2025, Braze's near-term emissions reduction targets were approved by the Science Based Targets Initiative, demonstrating its commitment to science-based climate action.

Major institutional owners of Braze, Inc. include Vanguard Group Inc, BlackRock, Inc., Millennium Management Llc, Champlain Investment Partners, LLC, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Jpmorgan Chase & Co, Battery Management Corp., Westfield Capital Management Co Lp, Alliancebernstein L.p., and Geode Capital Management, Llc. Institutional ownership accounts for 63.9% of the company, while individual insiders hold 11.5%. Over the past two years, 283 institutional investors and hedge funds have held shares in Braze.