Braze, Inc. Class A (BRZE)

In the past six months, Braze's stock experienced several notable events. As of January 5, 2026, the share price was $31.86, representing a decline of 30.12% from $45.59 on January 6, 2025. On January 13, 2026, shares fell 3.05% in mid-day trading, reaching an intraday low of $29.13 before recovering slightly to $29.29. The stock price gained 0.466% on January 12, 2026, rising from $30.07 to $30.21. Over the last 30 days (leading up to January 11, 2026), BRZE stock recorded 16/30 (53%) green days with 7.89% price volatility. Recent news includes Braze reporting a past-quarter revenue increase of 25.5% year-on-year, beating analyst expectations, leading to the stock soaring and analysts reaffirming ratings. Braze was also added to Wells Fargo's Q1 Tactical Ideas List in early January 2026. However, in June 2025, Braze's stock experienced a significant drop of 17.65% due to dismal earnings performance, reflecting investor anxiety. Insider selling activity has also been noted.

Information explicitly detailing the demand seasonality for Braze, Inc.'s products and services is not readily available. However, as a customer engagement platform serving various industries, it is plausible that demand could be influenced by seasonal trends within these client sectors. For example, retail and e-commerce clients might have increased demand for customer engagement solutions during peak shopping seasons. Without specific data from Braze, Inc. itself, any seasonality remains speculative.

Braze, Inc. is an American cloud-based software company providing a customer engagement platform (CEP) for businesses to build personalized relationships with customers across digital channels. The platform ingests customer data in real-time, utilizes AI for informed decisions, and orchestrates messages for individualized experiences. Key products include personalization features, action products, and an AI-based omnichannel marketing platform. The platform incorporates Braze software development kits for data ingestion and delivery of notifications, in-application/in-browser messages, and content cards. Braze also acquired OfferFit to enhance its AI-driven optimization capabilities, with its AI engine, Sage AI by Braze, powering AI functionality across its platform.

Braze is headquartered in New York City, USA, and has a significant global presence with over 15 office locations across North America, Europe, and Asia-Pacific (APAC). Its offices are located in cities such as Austin, Chicago, San Francisco (USA), Berlin, London, Paris, Bucharest (Europe), Singapore, Tokyo, Sydney, Jakarta, Seoul (APAC), and São Paulo (LATAM), and Dubai (UAE). The company has been actively expanding its international markets, with a particular focus on APAC, EMEA, and LATAM regions, establishing a direct presence in São Paulo, Brazil; Bucharest, Romania; Dubai, UAE; and Seoul, South Korea in 2024. Braze serves a global customer base, with its technology powering interactions with 6.2 billion monthly active users for global brands. While it generates the majority of its revenue from the United States, its multinational nature gives it exposure to global trade.

In the past year, Braze has maintained a positive brand reputation, driven by its innovative customer engagement platform and strategic expansions. The company has been recognized as a leader in marketing technology and was voted a G2 "Best of Marketing and Digital Advertising Software Product" in 2025. Braze was also named a 2025 Best Companies To Work For by U.S. News & World Report, a 2025 America's Greatest Companies by Newsweek, and a 2025 Fortune Best Workplace in Technology™ by Great Place To Work®. Specific events contributing to its reputation include the continued expansion of its global footprint and its focus on AI-powered customer engagement. Braze's technology now powers interactions with 6.2 billion monthly active users. While there was a stock price drop in June 2025, this appears to be more of a financial market reaction rather than a direct hit to the company's core brand reputation.

Braze, Inc. has significant institutional ownership, with 441 institutional owners and shareholders holding a total of 88,523,205 shares, representing approximately 66.59% to 90.47% of the stock. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., Millennium Management Llc, Champlain Investment Partners, LLC, and Jpmorgan Chase & Co. Braze insiders own approximately 18.20% to 86.75% of the company. Key individual and insider owners include Iconiq Strategic Partners VI LP, Matthew Jacobson, MCG7 Capital Inc, Iconiq Strategic Partners III LP, and Douglas A. Pepper.