Braze, Inc. (BRZE) AI Stock Analysis

Braze, Inc. operates a dynamic customer engagement platform that facilitates interactions between brands and consumers globally. Its platform provides data ingestion capabilities through Braze software development kits (SDKs), managing mobile and web notifications, in-app and in-browser messages, and content cards across digital interfaces and application frameworks. Braze offers a REST API for data synchronization and automated workflows, alongside partner cohort syncing to enhance segmentation. The platform includes classification and predictive propensity tools, personalization features, and journey orchestration through Canvas, which enables brands to design onboarding, nurture, and win-back messaging sequences.

Braze grew annual revenue from $238.0M in FY2022 to $738.2M in FY2026, representing a 5-year revenue CAGR of 37.5%. Annual revenue increased 24.4% in FY2026, compared to 25.8% in FY2025 and 32.7% in FY2024. Gross margin was 67.1% in FY2026, consistent with 67.0% in FY2022. Operating margin improved from -32.9% in FY2022 to -19.6% in FY2026, while net income was -$131.3M in FY2026. Across the trailing twelve months, revenue was $834.2M with a net profit margin of -13.6% and operating margin of -8.0%. In the latest quarter ended July 31, 2026, quarterly revenue grew 26.2% year-over-year.

As of July 31, 2026, Braze held $409.9M in cash and short-term investments against total debt of $96.4M, resulting in net cash of $313.5M. Total assets stood at $1.13B and shareholders' equity was $600.2M, with a current ratio of 1.27 and a debt-to-equity ratio of 0.16. Operating cash flow improved to $71.4M in FY2026, generating free cash flow of $61.9M. Capital expenditures were $9.6M during FY2026, while the company's share count increased 23.3% over five years.

At a last close of $29.34 and a market cap of $3.33B, Braze trades at a forward P/E of 39.8x, above the median of 18.8x for its US-listed Technology peers. Its price-to-sales multiple is 4.0x compared to the peer median of 2.8x, and enterprise value to revenue is 3.1x. Over the past year, the stock returned 12.4%, trailing the S&P 500 return of 16.8%. Year-to-date, the stock has declined 14.4%, but trades 22.6% above its 200-day moving average.

Wall Street coverage consists of 15 Strong Buy, 6 Buy, 0 Hold, 0 Sell, and 0 Strong Sell ratings. The mean price target of $37.30 sits 27.1% above the last close of $29.34. For the fiscal year ending January 31, 2027, consensus estimates project EPS of $0.64 and revenue of $912.4M. Braze has beaten earnings estimates in 1 of the last 4 quarters. The next earnings date is scheduled for December 8, 2026.

This page is an AI-written research summary of Braze, Inc. (BRZE). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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