BRZE - Braze, Inc.
Investors interested in stocks from the Internet - Software sector have probably already heard of BILL Holdings (BILL) and Braze, Inc. (BRZE). But which of these two companies is the best option for those looking for undervalued stocks?
Braze shares jumped 7.5% after Goldman Sachs initiated coverage on Wednesday. Braze posted 30% year-over-year revenue growth and record free cash flow last quarter.
Braze remains a compelling "Buy" despite a ~40% YTD decline, as the company delivers robust growth amid macro headwinds. BRZE defies weaker consumer spending and shrinking marketing budgets, maintaining strong customer engagement platform demand. Software sector weakness is driven by capital rotation into AI infrastructure, but I expect economic value to shift back to software applications.
Watch more: Winning the Next Transaction: How AI Helps Build Loyalty in Payments Loyalty used to be a relatively simple fight for spend primacy. Issuers wanted the card at the front of the wallet, then the default credential on file.
The pullback has been partly tied to fears that artificial intelligence (AI) could disrupt customer engagement software providers. But Braze's latest earnings release indicate a rebound underpinned by strength in clients, penetration, and cash flow, suggesting AI is becoming a demand driver rather than just a competitive threat.
Investors looking for stocks in the Internet - Software sector might want to consider either StoneCo Ltd. (STNE) or Braze, Inc. (BRZE).
Braze stock is moving lower despite a sales beat in Q1 and an increase for its full-year revenue forecast.
U.S. stock futures were lower this morning, with the Dow futures falling around 0.1% on Thursday.
Braze, Inc. (BRZE) Q1 2027 Earnings Call Transcript
Although the revenue and EPS for Braze (BRZE) give a sense of how its business performed in the quarter ended April 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Braze, Inc. (BRZE) came out with quarterly earnings of $0.1 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.07 per share a year ago.
Braze NASDAQ: BRZE reported a strong start to fiscal 2027, with executives pointing to accelerating revenue growth, improving retention and rising demand for its AI-driven customer engagement tools.
NEW YORK--(BUSINESS WIRE)--Braze (Nasdaq: BRZE) the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced results for its fiscal quarter ended April 30, 2026. “We are off to a strong start in fiscal year 2027, delivering the fourth straight quarter of organic revenue acceleration, driven by strong demand for our AI-powered customer engagement platform,” said Bill Magnuson, cofounder and CEO of Braze. “The strong market momentum we experienced at t.
Investors with an interest in Internet - Software stocks have likely encountered both ZoomInfo (GTM) and Braze, Inc. (BRZE). But which of these two stocks presents investors with the better value opportunity right now?
Launched on 09/06/2019, the WisdomTree Cloud Computing ETF (WCLD) is a smart beta exchange traded fund offering broad exposure to the Technology ETFs category of the market.
Investors interested in stocks from the Internet - Software sector have probably already heard of VTEX (VTEX) and Braze, Inc. (BRZE). But which of these two stocks is more attractive to value investors?
LONDON--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today delivered a new set of AI capabilities that transform how marketers build and deliver engaging and relevant experiences for their customers. From reaching new audiences to driving conversion and long-term loyalty, these capabilities join together in an integrated platform that gives marketers a unified way to manage the full customer lifecycle. BrazeAI O.
LONDON--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today released two new research studies from Forrester Consulting and Cowry that highlight fundamental shifts in how brands must approach customer engagement in the age of AI. Together, the findings show that while AI adoption is nearly universal, most organizations are still struggling to translate that investment into meaningful business impact. The research.
Braze remains a buy as Q4 2026 results reinforce the case for accelerating growth and higher valuation. Bookings surged over 50% y/y, enterprise traction deepened, and large customers now comprise 64% of ARR, supporting sustained momentum. AI is now contributing to revenue, with BrazeAI Decisioning Studio generating $5.7M and rapid adoption of new AI tools signaling future monetization potential.
NEW YORK--(BUSINESS WIRE)--Wunderkind, the AI decisioning platform that combines identity resolution with cross-channel personalization to increase performance and reach, today announced the launch of its latest integration with Braze, the leading customer engagement platform that powers relevant and memorable experiences between consumers and the brands they love. The new integration is designed to help marketers recognize more of their visitors, activate real-time behavioral Signals, and orch.