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Technology - Software - Application - NASDAQ - US
$ 30.14
-2.71 %
$ 3.15 B
Market Cap
-29.55
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one BRZE stock under the worst case scenario is HIDDEN Compared to the current market price of 30.1 USD, Braze, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one BRZE stock under the base case scenario is HIDDEN Compared to the current market price of 30.1 USD, Braze, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one BRZE stock under the best case scenario is HIDDEN Compared to the current market price of 30.1 USD, Braze, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart BRZE

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$48.0$48.0$46.0$46.0$44.0$44.0$42.0$42.0$40.0$40.0$38.0$38.0$36.0$36.0$34.0$34.0$32.0$32.0$30.0$30.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
593 M REVENUE
25.78%
-122 M OPERATING INCOME
15.57%
-104 M NET INCOME
19.45%
36.7 M OPERATING CASH FLOW
435.47%
-36.5 M INVESTING CASH FLOW
-82.57%
11.7 M FINANCING CASH FLOW
-10.79%
160 M REVENUE
5.49%
-21.6 M OPERATING INCOME
33.81%
-17.1 M NET INCOME
39.33%
17.1 M OPERATING CASH FLOW
249.72%
-841 K INVESTING CASH FLOW
89.74%
6.18 M FINANCING CASH FLOW
318.21%
Balance Sheet Braze, Inc.
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Current Assets 644 M
Cash & Short-Term Investments 514 M
Receivables 95.2 M
Other Current Assets 35.3 M
Non-Current Assets 227 M
Long-Term Investments 0
PP&E 115 M
Other Non-Current Assets 112 M
58.96 %10.93 %4.05 %13.17 %12.89 %Total Assets$871.0m
Current Liabilities 324 M
Accounts Payable 2.15 M
Short-Term Debt 18.2 M
Other Current Liabilities 304 M
Non-Current Liabilities 71.8 M
Long-Term Debt 69.3 M
Other Non-Current Liabilities 2.49 M
4.58 %76.76 %17.48 %Total Liabilities$396.2m
EFFICIENCY
Earnings Waterfall Braze, Inc.
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Revenue 593 M
Cost Of Revenue 183 M
Gross Profit 410 M
Operating Expenses 532 M
Operating Income -122 M
Other Expenses -18.1 M
Net Income -104 M
600m600m500m500m400m400m300m300m200m200m100m100m00(100m)(100m)(200m)(200m)593m(183m)410m(532m)(122m)18m(104m)RevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
69.13% GROSS MARGIN
69.13%
-20.59% OPERATING MARGIN
-20.59%
-17.48% NET MARGIN
-17.48%
-21.85% ROE
-21.85%
-11.91% ROA
-11.91%
-22.37% ROIC
-22.37%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Braze, Inc.
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30m30m20m20m10m10m00(10m)(10m)(20m)(20m)(30m)(30m)(40m)(40m)2021202120222022202320232024202420252025
Net Income -104 M
Depreciation & Amortization 32.9 M
Capital Expenditures -13.2 M
Stock-Based Compensation 115 M
Change in Working Capital 0
Others -7.35 M
Free Cash Flow 23.4 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Braze, Inc.
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Wall Street analysts predict an average 1-year price target for BRZE of $52.7 , with forecasts ranging from a low of $37 to a high of $75 .
BRZE Lowest Price Target Wall Street Target
37 USD 22.76%
BRZE Average Price Target Wall Street Target
52.7 USD 74.96%
BRZE Highest Price Target Wall Street Target
75 USD 148.84%
Price
Max Price Target
Min Price Target
Average Price Target
75757070656560605555505045454040353530302525May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 12
6. Ownership
Insider Ownership Braze, Inc.
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Sold
0-3 MONTHS
2.92 M USD 7
3-6 MONTHS
8.22 M USD 7
6-9 MONTHS
9.71 M USD 8
9-12 MONTHS
4.17 M USD 7
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
3 Reasons Wall Street Is Backing Braze Stock Right Now Vast troves of customer data demand equally powerful tools in order for companies to use this information to better engage with customers. For marketing and customer data management firm Braze Inc. NASDAQ: BRZE, traditional ways of combing through and sorting data are just the beginning. marketbeat.com - 2 weeks ago
Braze (BRZE) Upgraded to Buy: Here's Why Braze (BRZE) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy). zacks.com - 2 weeks ago
Braze: I Am Still Bullish On The Potential For Growth Acceleration I reiterate my buy rating for BRZE due to strong 4Q25 results, including a 22% y/y revenue increase and significant margin improvements. Customer quality improvements and a pivot to a vertical GTM strategy signal potential for accelerated growth despite near-term risks in DBNRR and billings growth. The OfferFit acquisition enhances BRZE's AI capabilities, aligning with its core value proposition and potentially boosting marketing efficiency and customer engagement. seekingalpha.com - 2 weeks ago
Braze Earns Bullish JPMorgan Nod On Retail Focus, Agentic AI Edge On Friday, JPMorgan analyst Pinjalim Bora maintained an Overweight rating on Braze, Inc BRZE with a price target of $47. benzinga.com - 3 weeks ago
Why Braze Stock Popped Today Shares of Braze (BRZE 6.73%), a customer engagement platform company, spiked Friday morning after the company's fiscal 2025 fourth-quarter results blew past analysts' consensus estimates. Management also issued strong fiscal 2026 guidance that added to investor optimism. fool.com - 3 weeks ago
Cloud Stock Climbs on Upbeat Q4 Results Cloud stock Braze Inc (NASDAQ:BRZE) is defying the broad market selloff  today, up 10.7% at $40.64 at last glance, after the company beat top- and bottom-line estimate in the fourth quarter and issued an upbeat full-year earnings forecast. schaeffersresearch.com - 3 weeks ago
These Analysts Increase Their Forecasts On Braze Following Upbeat Results Braze, Inc. BRZE posted better-than-expected fourth-quarter results after Thursday's closing bell. benzinga.com - 3 weeks ago
Braze, Inc. (BRZE) Q4 2025 Earnings Call Transcript Braze, Inc. (NASDAQ:BRZE ) Q4 2025 Earnings Conference Call March 27, 2025 4:30 PM ET Company Participants Christopher Ferris - Head of IR William Magnuson - Co-Founder and CEO Isabelle Winkles - CFO Conference Call Participants Ryan MacWilliams - Barclays Arjun Bhatia - William Blair David Hynes - Canaccord Genuity Gabriela Borges - Goldman Sachs Brent Bracelin - Piper Sandler Brian Peterson - Raymond James Derrick Wood - TD Cowen Nick Altmann - Scotiabank Scott Berg - Needham Taylor McGinnis - UBS Michael Berg - Wells Fargo Brian Schwartz - Oppenheimer Yun Kim - Loop Capital Patrick Walravens - JMP Securities Tyler Radke - Citi Operator Welcome to the Braze Fiscal Fourth Quarter 2025 Earnings Conference Call. My name is Leila, and I'll be your operator for today's call. seekingalpha.com - 3 weeks ago
Braze's Fiscal Q4 Results Top Forecast Braze (BRZE -1.53%), operator of a leading customer engagement platform, released its fiscal 2025 fourth-quarter results on March 27. Revenue of $160.4 million surpassed analysts' expectations of $155 million, while non-GAAP adjusted earnings per share (EPS) of $0.12 came in significantly above the anticipated $0.05. fool.com - 3 weeks ago
Braze, Inc. (BRZE) Beats Q4 Earnings and Revenue Estimates Braze, Inc. (BRZE) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to loss of $0.04 per share a year ago. zacks.com - 3 weeks ago
Braze 4Q Rev Up as Loss Narrows on New Business Wins and Upsells Braze said sales rose and its loss narrowed in the fourth quarter, fueled by new business wins, contract renewals and upselling to existing clients. marketwatch.com - 3 weeks ago
Braze to Acquire OfferFit for $325 Million OfferFit has partnered with customer engagement solutions like Braze for several years to build multi-agent solutions for cross-channel customer solutions, Braze said Thursday. marketwatch.com - 3 weeks ago
8. Profile Summary

Braze, Inc. BRZE

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COUNTRY US
INDUSTRY Software - Application
MARKET CAP $ 3.15 B
Dividend Yield 0.00%
Description Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. It offers data ingestion products, such as Braze software development kits that automatically manage data ingestion and the delivery of mobile and web notifications, in-application/in-browser interstitial messages, and content cards, as well as can be integrated into a range of digital interfaces and application development frameworks; REST API that can be used to import or export data or to trigger workflows between Braze and brands' existing technology stacks; and partner cohort syncing, which allow brands to sync user cohorts from partners. The company also offers classification products, including segmentation that can define reusable segments of consumers based upon attributes, events, or predictive propensity scores; segment insights, which allows customers to analyze how segments are performing relative to each other across a set of pre-selected key performance indicators, and helps to understand the factors that determine which consumers belong to a particular segment; and predictive suite that allows customers to identify groups of consumers that are of critical business value. In addition, it provides personalization and action products; and orchestration products, which include Canvas, an orchestration tool that allows customers to create journeys, mapping out multi-steps, and cross-channel messaging experiences, which include onboarding flows, nurture campaigns, win-back strategies, and others; campaigns, which allow customers to send one set of single-channel or multi-channel messages to be delivered to customers in a particular user segment; event and API triggering; frequency capping and rate limiting; intelligent selection; and reporting and analytics. The company was formerly known as Appboy, Inc. and changed its name to Braze, Inc. in November 2017. Braze, Inc. was incorporated in 2011 and is headquartered in New York, New York.
Contact 330 West 34th Street, New York, NY, 10001 https://www.braze.com
IPO Date Nov. 17, 2021
Employees 1699
Officers Ms. Susan Wiseman J.D. General Counsel & Corporate Secretary Mr. Myles Kleeger President & Chief Commercial Officer Ms. Priyanka Singh Chief People Officer Ms. Isabelle Winkles Chief Financial Officer Eric Sanders Global Head of Sales Mr. Christopher L. Ferris Head of Investor Relations Mr. Kevin Wang Chief Product Officer Mr. William Magnuson Co-Founder, Chairman & Chief Executive Officer Mr. Pankaj Malik Chief Accounting Officer Mr. Jonathan Hyman Co-Founder & Chief Technology Officer