Braze, Inc. Class A (BRZE)

In late March 2026, Braze's stock surged nearly 20% after reporting fiscal Q4 results that surpassed revenue expectations and provided a bullish FY2027 outlook. In early April 2026, the stock declined sharply due to broader software sector concerns and company-specific headwinds. The company issued upbeat Q1 FY2027 guidance, with revenue guidance above consensus. The stock's 52-week range has been between $15.26 and $37.67.

Braze's products and services exhibit some demand seasonality, with the fourth fiscal quarter being a helpful seasonal quarter. Cyber Week represents a significant seasonal peak, with customers utilizing the platform to send a substantially increased volume of messages. In 2025, Braze customers sent over 100 billion messages during Cyber Week, with a peak of 59.9 billion messages delivered between Black Friday and Cyber Monday, marking a 19% increase from 2024.

Braze, Inc. is an American cloud-based software company providing a customer engagement platform focused on CRM and marketing technology. The platform enables marketers to collect and act on customer data in real-time across various channels. Its functionalities include cross-channel messaging, journey orchestration, and AI-powered experimentation. Braze offers AI tools like BrazeAI Decisioning Studio™, BrazeAI Agent Console™, and BrazeAI Operator™, and Braze Alloys, a network of integration applications.

Braze is headquartered in New York City and has a global presence with 15 offices across North America, EMEA, LATAM, and APAC. The company plans to grow local teams and offices in key locations such as São Paulo, Bucharest, Dubai, and Seoul. Other office locations include Austin, Chicago, Berlin, London, San Francisco, Singapore, and Tokyo, with further expansion into Toronto and Paris.

In the past year, Braze has maintained a strong brand reputation, marked by industry recognition and successful customer engagement initiatives. The company was recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for Multichannel Marketing Hubs for the third consecutive year. It also ranked #1 in G2's Push Notification Grid, surpassing 56 competitors, and received Top Rated, Buyer's Choice, and Tech Cares awards from TrustRadius in 2025. Braze was also named a Leader in The Forrester Wave™: Cross-Channel Marketing Hubs, Q1 2023, and the 2023 IDC MarketScape Worldwide Omni-Channel Marketing Platforms for B2C Enterprises.

Braze, Inc. has significant institutional ownership, with 270 institutional owners and shareholders holding a total of 79,356,901 shares as of April 9, 2026. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., and Millennium Management Llc. Individual insider shareholders also hold a substantial portion of the company, with Iconiq Strategic Partners VI LP, Matthew Jacobson, and MCG7 Capital Inc listed among the largest.