Braze, Inc. Class A (BRZE)

Braze's stock has been impacted by earnings reports and analyst activities over the past six months. In April 2025, analyst perspectives and promising stock prospects were discussed. In June 2025, Braze released its Q1 fiscal year 2026 earnings, beating estimates and reporting revenue of $161.9 million, up 26% year-over-year. In September 2025, Braze reported Q2 CY2025 revenue of $180.1 million, exceeding expectations with a 23.8% year-on-year growth, and launched BrazeAI™ products. In October 2025, analyst firms reiterated positive recommendations, but the stock experienced fluctuations, with a slight decline leading up to October 24, 2025, when the stock price was $28.08.

While Braze's business is generally driven by ongoing customer engagement needs, there can be some minor seasonal components. An analyst noted a "small seasonal component" to the sequential growth from Q3 to Q4. The company's CFO also mentioned "linearity" in strong Q2 results, indicating that while a single quarter's strong performance doesn't necessarily establish a pattern, demand for high-quality customer engagement solutions remains solid. Braze's platform is designed to handle billions of monthly messages, emphasizing scalability and reliability, which suggests a consistent demand for its services throughout the year rather than extreme fluctuations.

Braze, Inc. is an American cloud-based software company providing a customer engagement platform for multichannel marketing and customer-centric interactions. The company operates in the Technology sector, specifically in the Computer Software: Prepackaged Software industry, and is also categorized as Business/Productivity Software or Internet Software/Services. Braze's platform offers real-time data ingestion, audience segmentation, cross-channel messaging, journey orchestration, A/B testing, personalization tools, and predictive analytics. In 2023, Braze acquired OfferFit, integrating its AI decisioning engine. The company primarily generates revenue through a subscription-based SaaS model, with additional income from professional services.

Braze is headquartered in New York City and has a global presence with offices across North America, Europe, and Asia. As of September 2025, the company has approximately 2,100 employees across six continents. Braze has established offices in locations such as Austin, Chicago, San Francisco, London, Singapore, Tokyo, and Berlin. The company has also been actively expanding its global footprint, with planned direct presences in São Paulo (Brazil), Bucharest (Romania), Dubai (UAE), and Seoul (South Korea). Braze serves over 2,044 customers worldwide, with revenue generated outside the US contributing 46% of total revenue in Q1 fiscal year 2026.

Braze has maintained a strong brand reputation, evidenced by industry recognitions and positive analyst sentiment. Braze has been recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for Multichannel Marketing Hubs for the third consecutive year and was ranked #1 in G2's Push Notification Grid in 2025. The company was named a 2025 U.S. News Best Technology Companies to Work For, a 2025 America's Greatest Companies by Newsweek, and a 2025 Fortune Best Workplace in Technology™ by Great Place To Work®. Analysts generally hold a positive view, with a consensus rating of "Moderate Buy".

Braze operates as a publicly traded company with a diverse ownership structure. Institutional investors hold a significant majority, accounting for 77.2% of the ownership, while individual ownership stands at 15.95%. Major institutional owners include The Vanguard Group, Inc., Mcg7 Capital Inc., and BlackRock, Inc. Other notable institutional holders include Battery Ventures L.P., Morgan Stanley, Cadian Capital Management, LP, Millennium Management LLC, and ShawSpring Partners, LLC.