The Motley Fool·Jun 26, 2026
Why Braze Stock Jumped TodayBraze 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, Inc.(BRZE)Earnings, Financials & Key Ratios
BRZE•NASDAQ
$24.40
Price updated Jul 7, 2026
AboutBraze, 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.Show more
- Revenue$738M+24.4%
- EBITDA-$125M-11.9%
- Net Income-$131M-26.6%
- EPS (Diluted)-1.22-19.6%
- Gross Margin67.15%-2.9%
- EBITDA Margin-16.99%+10.0%
- Operating Margin-19.61%+4.7%
- Net Margin-17.79%-1.7%
- ROE-23.89%-5.9%
BRZE Price & Volume
Braze, Inc. (BRZE) stock price & volume — 10-year historical chart
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Accelerating Revenue Growth Amid Persistent Margin Compression
Investment Thesis • Updated 2027Q1
VerdictNeutral
Growth:Accelerating
Profitability:Negative
Financial:Healthy
Cash Flow:Improving
Primary Risk:High Customer Acquisition Costs
Key Thesis Takeaways
- Braze is successfully scaling its enterprise footprint, evidenced by revenue growth re-accelerating to 30.2% in 2027Q1, though this expansion is tempered by structural gross margin contraction to 65.7% and persistent operating losses.
- While the company has achieved a positive free cash flow margin of 13.3%, the reliance on $35.8M in quarterly stock-based compensation to mask underlying cash burn remains a significant concern for long-term equity quality.
- Investors should monitor whether the recent $50.0M share repurchase program signals a shift toward capital discipline or premature capital allocation in the face of ongoing negative operating margins of -13.0%.
Verdict Logic
while the 30.2% revenue growth rate is compelling, the combination of a -13.0% operating margin and the reliance on $35.8M in quarterly stock-based compensation warrants a cautious wait-and-see approach until GAAP profitability becomes more visible.
BRZE Growth Metrics
Braze, Inc. (BRZE) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years37.5%
3 Years27.59%
TTM26.95%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-17.52%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-10.89%
Return on Capital
10 Years-30%
5 Years-26.36%
3 Years-24.96%
Last Year-23.35%
BRZE Recent Earnings
Braze, Inc. (BRZE) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 10/12 qtrs (83%)
Q2 2026Latest
May 27, 2026Metric
Actual
Est
EPS
$0.10-3.9%
$0.10
Rev
$211M+2.8%
$205M
Q2 2026
Mar 24, 2026Metric
Actual
Est
EPS
$0.10-28.6%
$0.14
Rev
$205M+3.5%
$198M
Q4 2025
Dec 9, 2025Metric
Actual
Est
EPS
$0.06-3.6%
$0.06
Rev
$191M+3.4%
$185M
Q4 2025
Sep 4, 2025Metric
Actual
Est
EPS
$0.15+400.0%
$0.03
Rev
$180M-2.2%
$184M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 27, 2026 | $0.10vs $0.10-3.9% | $211Mvs $205M+2.8% |
| Q2 2026 | Mar 24, 2026 | $0.10vs $0.14-28.6% | $205Mvs $198M+3.5% |
| Q4 2025 | Dec 9, 2025 | $0.06vs $0.06-3.6% | $191Mvs $185M+3.4% |
| Q4 2025 | Sep 4, 2025 | $0.15vs $0.03+400.0% | $180Mvs $184M-2.2% |
Based on last 12 quarters of dataView full earnings history →
Latest BRZE News
Recent stock market news and headlines for Braze, Inc. (BRZE)
Seeking Alpha·Jun 22, 2026
Braze: Incredible Growth Acceleration Shouldn't Be IgnoredBraze 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.
Peers Comparison
Key metrics vs top competitors for Braze, Inc. (BRZE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $24.40 | $2.75B | -20.00 | 24.4% | -17.79% | -23.89% | — | |
| $60.93 | $2.28B | 24.77 | 17.83% | 11.92% | 9.45% | — | |
| $158.17 | $9.37B | 43.94 | 3.75% | 19.68% | 78.22% | — | |
| $205.23 | $10.51B | 238.63 | 19.17% | 3.04% | 5.02% | — | |
| $211.97 | $32.12B | 1009.38 | 13.66% | 1.96% | 1.32% | — | |
| $18.93 | $49.94M | 8.19 | -19.72% | 1.29% | — | — |
Compare BRZE vs Peers
Braze, Inc. (BRZE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
BRZE SEC Filings & Documents
Braze, Inc. (BRZE) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 27, 2026·SEC
Material company update
Apr 28, 2026·SEC
Material company update
Apr 7, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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BRZE Frequently Asked Questions
Braze, Inc. (BRZE) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Braze, Inc.'s revenue?
Braze, Inc. (BRZE) reported $787.1M in revenue for fiscal year 2026. This represents a 717% increase from $96.4M in 2020.
How fast is Braze, Inc. growing?
Braze, Inc. (BRZE) grew revenue by 24.4% over the past year. This is strong growth.
Is BRZE profitable?
Braze, Inc. (BRZE) reported a net loss of $122.1M for fiscal year 2026.
Dividend & Returns
What is BRZE's return on equity?
Braze, Inc. (BRZE) has a return on equity (ROE) of -23.9%. Negative ROE indicates the company is unprofitable.
What is Braze, Inc.'s free cash flow?
Braze, Inc. (BRZE) generated $65.9M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.