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2026-10-23 15:09 1d ago
2026-10-23 10:49 1d ago
Why Braze Stock Soared This Week
BRZE Braze
FMP Stock News
Original source text
A $5.66 billion cash buyout offer from cloud giant Salesforce (NYSE: CRM) sent customer engagement software maker Braze (BRZE -0.09%) soaring 56.3% this week.

Braze stock changed hands at $45.86 as of the close on Thursday, Oct. 22, up 56.3% from Friday, Oct. 16's close through Thursday, Oct. 22's close. Across those five sessions, the S&P 500 (SNPINDEX: ^GSPC) was flat, and the Nasdaq-100 was down 0.8%.

BRZE Braze$45.82-$0.04 (-0.09%)

NASDAQ · As of 10:48 AM ET 10/23/26

Salesforce strikes a $5.66 billion deal for BrazeAnnounced Tuesday, Oct. 20, the definitive agreement gives Braze Class A shareholders $47.50 per share in cash, representing a 58% premium over its $30.04 closing price on Oct. 19. The $5.66 billion enterprise valuation delivers an immediate cash outcome for shareholders following a prolonged period of industrywide valuation compression in software. Under the terms, Salesforce will absorb the entire business, while Braze's chief executive officer, Bill Magnuson, and the core leadership team will transition to Salesforce post-closing.

Braze sells cloud-based customer engagement software, allowing consumer brands to automate personalized messaging across mobile apps, email, and text to enterprise marketers. Its technology coordinates real-time communications for high-profile clients like Canva, Instacart, Urban Outfitters, and Venmo. In its last reported quarter ended July 31, 2026, the company generated $227.2 million in revenue, up 26.2% year over year, demonstrating steady expansion across enterprise accounts.

Because this is an all-cash takeover at a fixed price, traditional valuation multiples like price-to-sales no longer govern the stock's daily movements. Instead, Braze now trades on merger-arbitrage dynamics, at $45.86 per share -- slightly below the $47.50 buyout offer to reflect transaction timing and regulatory closing conditions. This week's definitive buyout agreement flips the investment case from a long-term growth play into a short-term merger arbitrage bet.

Image source: Getty Images.

What's next for BrazeThe acquisition is expected to close during Salesforce's fiscal year 2028, which spans February 2027 through January 2028. Completion remains subject to customary closing conditions, including required regulatory clearances and a vote by Braze shareholders. The merger disclosure also specifies financial protections, including a $300 million regulatory failure fee payable by Salesforce and a $191 million breakup fee if Braze accepts a superior proposal.

For current investors, attention shifts entirely from quarterly operational execution to deal completion mechanics. If the acquisition closes as planned, shareholders will receive the $47.50 cash payout per share. However, if regulatory bodies or unforeseen obstacles break the deal, the stock faces downside risk back toward its pre-announcement trading level near $30.

Is Braze Stock a Buy?Generally speaking, buyout targets are not great investments anymore. The takeover price is the final destination, and arbitrage mechanics usually leave little room for gains before the deal's anticipated closing date.

Braze is no exception. As long as you expect the company's shareholders to vote in favor of Salesforce's bid, and you don't see insurmountable stumbling blocks in the regulatory reviews, you should expect to sell your Braze stock for $47.50 per share in (roughly) calendar year 2027. That's less than 4% above today's stock price, comparable to the annual interest rates on money market accounts nowadays. And you'd shoulder the risk of a potential failure to close the deal, so it's an extra risk with no reward.

And if you expect regulators or Braze holders to block the buyout, you've probably already cashed in your Braze gains and moved on to other investment ideas. That's for the best.
2026-10-21 20:51 3d ago
2026-10-21 14:59 3d ago
Braze Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Braze, Inc. - BRZE
BRZE Braze
FMP Stock News
Original source text
NEW YORK CITY & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Braze, Inc. (NasdaqGS: BRZE) to Salesforce (NYSE: CRM). Under the terms of the proposed transaction, shareholders of Braze will receive $47.50 in cash for each share of Braze that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequate, or wh.
2026-10-21 20:51 3d ago
2026-10-21 15:00 3d ago
Braze Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Braze, Inc. - BRZE
BRZE Braze
FMP Stock News
Original source text
Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of [url="]Kahn Swick and Foti[/url], LLC (“KSF”) are investigating the propos
2026-10-21 20:51 3d ago
2026-10-21 15:24 3d ago
Salesforce's Braze deal wins UBS backing on strategy, but growth concerns remain
BRZE Braze
FMP Stock News
Original source text
Salesforce Inc (NYSE:CRM, XETRA:FOO)’s US$5.7 billion acquisition of Braze should strengthen its position in marketing technology, but the deal risks raising fresh questions about the software giant’s ability to deliver organic growth, according to UBS.

The broker described the proposed purchase as a solid strategic fit at a reasonable price, with Braze bringing a faster-growing customer engagement platform into Salesforce’s portfolio. UBS maintained its Neutral rating on Salesforce.

Salesforce has agreed to pay US$47.50 per share in cash for Braze, implying an enterprise value of approximately US$5.7 billion and a premium of about 58% to Braze’s previous closing price. The transaction values Braze at around five times revenue and 31 times free cash flow based on calendar 2027 estimates.

UBS said the acquisition would bolster Salesforce’s Marketing Cloud business, which has faced competitive pressure and relies heavily on email marketing. The segment’s constant-currency revenue declined 1% in the latest quarter, although the company has reported early signs of a recovery.

Braze, a provider of personalised, multi-channel marketing software, has been taking market share from Salesforce. Its addition would also strengthen Salesforce’s position against Adobe in the marketing technology market.

The deal should support Salesforce’s revenue growth, with Braze generating organic subscription revenue growth of more than 20%, compared with roughly 7% revenue growth at Salesforce. However, the acquisition is expected to dilute margins, given Braze’s non-GAAP operating margin of 10% against Salesforce’s 34%.

UBS said regulatory hurdles appeared manageable given the fragmented nature of the customer relationship management and marketing technology markets.

The main concern is Salesforce’s growing reliance on acquisitions. Following deals involving Informatica, Fin, Contentful and Listen Labs, the Braze purchase could reinforce investor doubts about whether Salesforce’s own Agentforce and Data Cloud initiatives are delivering sufficient growth.

UBS also said recent software transactions could indicate that strategic and private equity buyers see less risk of artificial intelligence disrupting software businesses than investors feared earlier in 2026.

The transaction is expected to close during Salesforce’s fiscal 2028, subject to shareholder approval and regulatory clearances. UBS lowered its Braze rating to Neutral from Buy and set its price target at US$47.50, in line with the acquisition offer.

Clarify UBS’s rating changesTighten the acquisition analysis
2026-10-21 15:52 3d ago
2026-10-21 10:27 3d ago
Amparo Investor Rights Investigates Proposed $47.50 Per Share Acquisition of Braze (BRZE)
BRZE Braze
FMP Stock News
Original source text
NEW YORK, Oct. 21, 2026 (GLOBE NEWSWIRE) -- Amparo Law Firm PLLC, through its Amparo Investor Rights practice, is investigating whether the sale process for Braze, Inc. (NASDAQ: BRZE) was fair to public shareholders and whether they will receive complete and accurate information before they vote.

On October 20, 2026, Salesforce announced it has entered into a definitive agreement to acquire BRZE, with holders of Braze Class A common stock to receive $47.50 in cash per share. The transaction is expected to close in Salesforce's fiscal year 2028, subject to conditions, including approval by Braze's shareholders and receipt of required regulatory approvals.

When a company agrees to be sold, public shareholders depend on the sale process and the proxy statement to judge the price. Our investigation focuses on how the board ran the sale process, the financial advisors' work and relationships, the financial projections behind the board's recommendation, and whether shareholders will have complete information before they vote.

The practice is led by Bob Amirian, Esq., Founding Partner of Amparo Law Firm. He served as a law clerk to Chief Judge Sharon Prost of the U.S. Court of Appeals for the Federal Circuit and practiced at Venable LLP. He is admitted to practice before the U.S. District Courts for the Southern and Eastern Districts of New York and the Northern, Central and Southern Districts of California.

If you own BRZE shares, you can learn more and contact the firm at https://amparoinvestorrights.com/actions/braze-inc/?utm_source=globenewswire&utm_medium=pr&utm_campaign=brze or (888) 577-7817. There is no cost to speak with us. We speak English, Spanish and Farsi.

Amparo Investor Rights handles shareholder matters on a contingency basis. You pay no fees or costs unless there is a recovery.

About Amparo Investor Rights: Amparo Investor Rights is the securities practice of Amparo Law Firm PLLC, a New York law firm that represents investors in shareholder investigations, merger disclosure claims and securities litigation.

Attorney Advertising. Prior results do not guarantee a similar outcome. Contacting the firm does not create an attorney-client relationship. Responsible attorney: Bob Amirian, Esq., Amparo Law Firm PLLC, 40 Wall Street, 28th Floor, New York, NY 10005, (888) 577-7817.

Contact: Amparo Investor Rights, (888) 577-7817, [email protected]
2026-10-21 13:19 3d ago
2026-10-21 04:38 3d ago
Louisbourg Investments Inc. Sells 19,449 Shares of Salesforce Inc. $CRM
BRZE Braze
FMP Stock News
Original source text
Louisbourg Investments Inc. reduced its position in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 28.5% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 48,717 shares of the CRM provider’s stock after selling 19,449 shares during the quarter. Salesforce accounts for about 1.9% of Louisbourg Investments Inc.’s investment portfolio, making the stock its 13th biggest holding. Louisbourg Investments Inc.’s holdings in Salesforce were worth $11,184,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently made changes to their positions in CRM. BlackRock Inc. purchased a new stake in shares of Salesforce during the second quarter valued at approximately $11,396,844,000. Arrowstreet Capital Limited Partnership raised its holdings in Salesforce by 130.2% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 12,659,217 shares of the CRM provider’s stock worth $2,363,096,000 after acquiring an additional 7,160,302 shares during the last quarter. Bank of America Corp DE purchased a new position in Salesforce in the 2nd quarter worth approximately $1,914,086,000. Legal & General Group Plc purchased a new position in Salesforce in the 2nd quarter worth approximately $927,332,000. Finally, Bank of New York Mellon Corp bought a new position in Salesforce in the 2nd quarter valued at approximately $844,928,000. Institutional investors own 80.43% of the company’s stock.

Salesforce News Summary Here are the key news stories impacting Salesforce this week:

Positive Sentiment: Salesforce agreed to acquire customer-engagement software provider Braze (NASDAQ: BRZE) for approximately $5.66 billion, paying $47.50 in cash per Braze Class A share—a premium of roughly 58%. Braze’s real-time marketing and customer-engagement tools could strengthen Salesforce’s AI-powered CRM and marketing offerings. Salesforce Signs Definitive Agreement to Acquire Braze Positive Sentiment: The transaction could help Salesforce expand its data and AI monetization strategy by combining Braze’s behavior-based engagement platform with Salesforce’s customer data, automation and agent technology. Rival Klaviyo’s advance suggests investors see broader strategic value for the customer-engagement software sector. Salesforce Buying Customer Engagement Firm Braze Positive Sentiment: Salesforce’s longer-term outlook remains supported by its AI-agent ambitions and enterprise data assets, including Informatica. One bullish analysis argues the shares could deliver substantial gains by 2030 if AI adoption accelerates and the company converts its installed base into recurring revenue. I Ran the Numbers on Salesforce: Here’s Where I Think It Could Be in 2030 Neutral Sentiment: The Braze deal is a strategic bet rather than an immediate earnings catalyst. Investors will look for details on funding, closing conditions, integration, revenue synergies and whether the acquisition improves Salesforce’s growth rate. Negative Sentiment: The cash purchase price and sizable premium raised concerns about capital allocation and whether Salesforce is overpaying in an increasingly competitive marketing-software market. Those concerns caused CRM shares to retreat initially despite the potential AI benefits. Salesforce Announces $5.66 Billion Deal for Braze Insiders Place Their Bets In other Salesforce news, Director Craig Conway sold 4,500 shares of the stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $260.61, for a total value of $1,172,745.00. Following the transaction, the director owned 5,437 shares of the company’s stock, valued at approximately $1,416,936.57. This represents a 45.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director David Blair Kirk bought 4,176 shares of the company’s stock in a transaction on Friday, September 18th. The stock was purchased at an average cost of $239.33 per share, for a total transaction of $999,442.08. Following the completion of the transaction, the director directly owned 18,748 shares of the company’s stock, valued at approximately $4,486,958.84. The trade was a 28.66% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 3.50% of the stock is currently owned by corporate insiders. Salesforce Price Performance Shares of CRM opened at $242.77 on Wednesday. The firm has a market cap of $199.80 billion, a PE ratio of 22.13, a P/E/G ratio of 1.10 and a beta of 1.26. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 1.02. The firm has a fifty day simple moving average of $233.29 and a two-hundred day simple moving average of $195.68. Salesforce Inc. has a 1-year low of $146.32 and a 1-year high of $269.11.

Salesforce (NYSE:CRM – Get Free Report) last released its quarterly earnings results on Wednesday, August 26th. The CRM provider reported $5.90 earnings per share for the quarter, beating the consensus estimate of $3.27 by $2.63. The firm had revenue of $11.35 billion for the quarter, compared to analysts’ expectations of $11.33 billion. Salesforce had a return on equity of 24.90% and a net margin of 21.99%. The company’s revenue was up 10.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.91 EPS. Salesforce has set its FY 2027 guidance at 16.670-16.710 EPS and its Q3 2027 guidance at 3.420-3.440 EPS. On average, equities analysts anticipate that Salesforce Inc. will post 12.82 EPS for the current year.

Salesforce Announces Dividend The company also recently disclosed a quarterly dividend, which was paid on Thursday, October 8th. Investors of record on Thursday, September 17th were given a dividend of $0.44 per share. This represents a $1.76 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Thursday, September 17th. Salesforce’s dividend payout ratio is 16.04%.

Analyst Ratings Changes Several analysts have commented on the company. Wells Fargo & Company downgraded Salesforce from a “buy” rating to a “strong sell” rating in a research note on Monday, October 12th. Citizens Jmp reissued a “market outperform” rating and issued a $315.00 target price on shares of Salesforce in a report on Friday, September 18th. Susquehanna began coverage on Salesforce in a research note on Wednesday, July 1st. They issued a “neutral” rating for the company. JPMorgan Chase & Co. upped their price target on Salesforce from $250.00 to $265.00 and gave the company an “overweight” rating in a report on Thursday, August 27th. Finally, CLSA began coverage on Salesforce in a report on Monday, July 20th. They set a “hold” rating and a $165.00 price target on the stock. Three analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, thirteen have issued a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $278.40.

View Our Latest Analysis on Salesforce

Salesforce Company Profile (Free Report)

Salesforce, Inc (NYSE: CRM) is a global enterprise software company that provides cloud-based customer relationship management (CRM) technology. Its platform helps organizations manage sales, customer service, marketing, commerce, data, analytics and interactions with customers across digital and traditional channels.

The company’s products include Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud and Data Cloud. Salesforce also offers Tableau for data visualization and analytics, MuleSoft for application integration, and Slack for workplace collaboration.

Read More Five stocks we like better than Salesforce Aurora Rejects Curaleaf’s Higher Bid, But the Takeover Fight Isn’t Over Centrus Energy Is Building a Nuclear Fuel Powerhouse—Why Is Its Stock Struggling? Halliburton Gains Traction: Multiyear Upcycle Ahead Meta Platforms’ AI Comeback Faces an Earnings Test—And a $10 Billion Charge Want to see what other hedge funds are holding CRM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Salesforce Inc. (NYSE:CRM – Free Report).

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2026-10-20 22:25 4d ago
2026-10-20 16:49 4d ago
Stock Market Today, Oct. 20: Salesforce Agrees to Acquire Braze for $5.66 Billion: BRZE Stock Soars 52%
BRZE Braze
FMP Stock News
Original source text
$45.57+$15.53 (+51.70%)

NASDAQ · As of 4:00 PM ET 10/20/26

Braze (BRZE +51.70%), a customer engagement and personalized marketing software provider, closed at $45.57, up 51.70%. Salesforce's takeover agreement drove the move, and investors will be watching for the deal's completion over the coming year with a $47.50 cash payout. Trading volume reached 64.6M shares, coming in about 1,799% above its three-month average of 3.4M shares. Braze IPO'd in 2021 and has fallen 51% since going public.

How the markets moved todayThe S&P 500 (^GSPC +0.28%) closed at 7,711, up 0.26%, while the Nasdaq Composite (^IXIC -0.02%) finished at 26,425, down 0.02%. Among software application platform peers, Klaviyo (KVYO +11.93%) closed at $19.59, up 11.82%, while Salesforce (CRM -0.01%) closed at $242.44, essentially flat, after its Braze acquisition announcement drew attention across customer-engagement software.

What this means for investorsSalesforce is back to its acquisitive ways, agreeing to acquire real-time messaging and AI marketing specialist Braze for $47.50 per share in cash, or $5.66 billion altogether. This deal follows Salesforce's acquisition of AI customer service upstart Fin for $3.6 billion in June.

Now partnered with Anthropic, CRM behemoth Salesforce has highlighted its desire to put AI at the core of its offerings, and Braze should add to that nicely. Salesforce is buying BRZE stock for roughly 7 times trailing sales -- and the young marketing company was yet to reach profitability -- so it may take a few quarters, if not years, to see if the deal pays off.

BRZE shares now trade within 4% of CRM's offering price, so barring a competing bid or an unforeseen regulatory hurdle popping up between now and the deal's 2027 close, the stock may not move too much from here.

Josh Kohn-Lindquist has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Braze and Salesforce. The Motley Fool has a disclosure policy.
2026-10-20 19:52 4d ago
2026-10-20 15:38 4d ago
Salesforce Buying Customer Engagement Firm Braze for $5.6 Billion
BRZE Braze
FMP Stock News
Original source text
Salesforce says it will pay $5.6 billion to acquire customer engagement platform Braze. “Every interaction is an opportunity to wow your customers,” Patrick Stokes, president of applications and marketing at Salesforce, said in a news release announcing the planned acquisition Tuesday (Oct. 20).
2026-10-20 19:52 4d ago
2026-10-20 15:40 4d ago
BRZE SHAREHOLDER ALERT: ADEMI LLP INVESTIGATES WHETHER BUYOUT FAIRLY VALUES BRAZE, INC.
BRZE Braze
FMP Stock News
Original source text
BRZE shareholders will receive just $47.50 per share in an all-cash transaction valuing BRZE approximately $5.66 billion; Ademi LLP is investigating the deal price, benefits to company insiders, and restrictions on competing offers

CLICK HERE TO JOIN

, /PRNewswire/ -- Ademi LLP is investigating whether the proposed acquisition of BRZE (Nasdaq: BRZE) by Salesforce, provides fair value to Braze's public shareholders and whether Braze's Board adequately protected shareholder interests in negotiating and approving the transaction.

Are You a BRZE Shareholder?
If you own Braze shares, Ademi LLP would like to hear from you about the proposed acquisition and your rights as a shareholder.

You may also contact Guri Ademi at [email protected] or toll-free at 866-264-3995. 

There is no cost or obligation to you.

What Is Ademi LLP Investigating?
The exchange ratio and whether it adequately reflects Braze's value and future prospects;

Substantial change-of-control benefits available to Braze insiders in connection with the transaction;

Restrictions on competing transactions, including a significant termination penalty that may discourage another potential buyer from making a superior proposal; and

The conduct of Braze's Board of Directors in negotiating and approving the transaction and whether the Board fulfilled its duties to public shareholders.

What Should BRZE Shareholders Do?
Contact Ademi LLP to discuss your rights and our investigation. There is no cost or obligation to you.

Guri Ademi, Ademi LLP
Toll Free: (866) 264-3995
Email: [email protected]

About Ademi LLP
Ademi LLP represents investors in shareholder litigation involving mergers, acquisitions, buyouts, and individual shareholder rights.

Attorney advertising. Prior results do not guarantee similar outcomes.

SOURCE Ademi LLP
2026-10-20 17:22 4d ago
2026-10-20 11:00 4d ago
BRZE Stock Alert: Halper Sadeh LLC is Investigating Whether Braze, Inc. is Obtaining a Fair Price for its Shareholders
BRZE Braze
FMP Stock News
Original source text
BRZE Stock Alert: Halper Sadeh LLC is Investigating Whether Braze, Inc. is Obtaining a Fair Price for its Shareholders
Halper Sadeh LLC, an investor rights law firm, is investigating the sale of Braze, Inc. (NASDAQ: BRZE) to Salesforce for $47.50 in cash per share.

Halper Sadeh encourages Braze shareholders to click here to learn more about their rights and optionsor contact Daniel Sadeh or Zachary Halper free of charge at (212) 763-0060 or [email protected] or [email protected].

The investigation concerns whether Braze and its board of directors violated the federal securities laws and/or breached their fiduciary duties by failing to: (1) obtain the best possible price for Braze shareholders; (2) conduct a fair sales process free of any conflicts of interests; and (3) disclose all material information for Braze shareholders to evaluate the transaction.

On behalf of shareholders, Halper Sadeh LLC may seek increased consideration, additional disclosures, or other relief and benefits.

Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.

Attorney Advertising. Prior results do not guarantee a similar outcome.

View source version on businesswire.com: https://www.businesswire.com/news/home/20261020583429/en/

Disclosures
I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.

Click for the complete disclosure
2026-10-20 17:22 4d ago
2026-10-20 12:11 4d ago
Is it too late to invest in Braze stock?
BRZE Braze
FMP Stock News
Original source text
Braze (BRZE) shares exploded higher on October 20 after Salesforce (CRM) agreed to acquire the customer-engagement software company, handing existing investors a major windfall. As investors cheered the announcement, BRZE ripped through its major moving averages (MAs), and its RSI climbed into the early 80s, indicating intense buying pressure.
2026-10-20 14:51 4d ago
2026-10-20 09:34 4d ago
Salesforce announces $5.66 billion deal for Braze, sending BRZE stock soaring 50%
BRZE Braze
FMP Stock News
Original source text
Shares of Salesforce slipped roughly 1% on Tuesday morning, after the company announced an agreement to buy customer engagement platform Braze for about $5.66 billion.

Under the deal, holders of Braze Class A common stock will get $47.50 in cash per share. The transaction is expected to close in fiscal 2028, subject to shareholder and regulatory approvals, according to a Salesforce blog.

Braze shares closed at $30.04 on Monday. The stock skyrocketed more than 50% on Tuesday after a brief halt premarket following the news. The company makes artificial intelligence marketing tools to manage customer data and messaging.

"Salesforce shares our commitment to marketers, and we'll continue building as Braze and investing in the Braze community of customers and partners who built this company with us," Bill Magnuson, CEO of Braze, said in a statement. "Salesforce's platform will help us innovate faster and together we'll help marketers around the world build deeper, more lasting relationships with their customers."

The latest deal comes just months after Salesforce announced it would buy AI customer service platform Fin for about $3.6 billion, in a move meant to bolster the company's agentic AI offerings for enterprises.

In August, Salesforce and Anthropic announced an expanded partnership, including a new plugin called "Claudeforce" with pre-built sales skills for salespeople to better compose emails, update records and more with the frontier lab's model.

Braze stock chart

Read more CNBC tech newsGoogle says it can build data centers the right way. Some experts and residents are skepticalWomen may be at greater risk of AI job losses. Telephone switch operators and PCs show whyAnthropic commits 5% of shares to new public benefit fund that could address AI job disruptionAlways on, always listening: New AI devices are pushing legal limits and could put users in jeopardy
2026-10-20 14:51 4d ago
2026-10-20 09:37 4d ago
Salesforce Retreats 2% on $5.66B Deal for Braze, Even as ServiceNow and Adobe Gain 2%
BRZE Braze
FMP Stock News
Original source text
Salesforce just agreed to spend billions in cash on a customer engagement platform, and the market is not applauding. Find out why rivals are rising while Salesforce takes the hit and whether the strategic bet on Marketing Cloud justifies the…

A large all-cash acquisition is weighing on one of the biggest names in enterprise software. Salesforce (NYSE:CRM | CRM Price Prediction) stock is down 2% to $238.57 in morning trading after the company agreed to buy a customer engagement platform.

Braze (NASDAQ:BRZE) is the Salesforce target, a company that helps consumer brands send personalized messages across channels in real time. Under the terms Salesforce announced, the agreement carries an enterprise value of $5.66 billion, with the full amount payable in cash. Approval from Braze shareholders and regulators is still required, and Salesforce made no change to its current fiscal-year guidance.

That cash spending is the core of the trade-off for Salesforce, set against the boost Braze could give Marketing Cloud, while rival software stocks are mostly holding up, which points to a selloff aimed at Salesforce stock.

Braze Deal Targets Marketing Cloud Personalization
Salesforce expects Braze to strengthen cross-channel personalization inside Marketing Cloud. The company also sees the platform complementing its data and Agentforce products, which anchor its push to build AI agents into every part of its software. Marketing Cloud is the piece of Salesforce’s lineup that stands to change most directly.

Patrick Stokes, Salesforce’s president of applications and marketing, stated that Braze was built to turn live customer behavior into personalized engagement at scale. That description lines up with Salesforce’s customer relationship management software, which gains real-time messaging tools built for consumer brands through the deal.

Braze runs its own BrazeAI suite for AI-powered decisioning and customer journey orchestration. Its technology partnerships with AWS, Snowflake and Databricks could give Salesforce more ways to connect with the data systems its customers already use. Those links matter because Salesforce has framed data as the foundation for its AI products.

Customers on the Braze platform span media and entertainment, financial services, retail and technology. This consumer-facing mix gives Salesforce a deeper foothold with brands that need to reach shoppers and subscribers the moment they engage.

Cash Outlay Weighs on Salesforce
Funding a deal of this scale entirely in cash ties up resources Salesforce could otherwise direct elsewhere, and folding a separate platform into Marketing Cloud adds execution risk that typically extends well past closing.

Supporters of the deal can point to the strategic fit for Salesforce. Braze gives Marketing Cloud a purpose-built engine for real-time engagement, and the same guidance means the purchase doesn’t alter management’s current fiscal-year outlook.

Rival Software Names Hold Steady
Even as CRM stock slips, ServiceNow (NYSE:NOW) stock is up 2% to $148.10. Furthermore, Adobe (NASDAQ:ADBE) stock is up 2% to $252.47.

The business overlap with Salesforce differs for Adobe and ServiceNow. Marketing software is where Adobe competes with Salesforce, putting it closest to the territory Braze covers. Workflow automation software is ServiceNow’s business, which sits further from the marketing fight.

For a sector read against Salesforce, the iShares Expanded Tech-Software Sector ETF (CBOE:IGV) is down 0.3% to $105.65. Large-cap tech is a touch softer as well, with a NASDAQ 100 tracking fund down 0.5% to $715.16. A modest dip in the software fund next to the sharper drop in Salesforce stock marks the selloff as specific to the company.

Braze Approval Is the Next Hurdle
Investors are now watching whether regulators clear the Braze deal on schedule. Braze shareholders must also approve the agreement before it can close, and any delay in either review could keep pressure on Salesforce stock.

Until the deal closes and integration progress is visible, Salesforce stock investors should keep their positions moderate. Steady rival software stocks point to deal-specific risk rather than a sector problem, which supports a conservative approach to adding shares.

Contact [email protected] for any questions or corrections.
2026-10-20 14:51 4d ago
2026-10-20 10:03 4d ago
Salesforce to Buy Braze for $5.66B, Expanding Real-Time AI Marketing
BRZE Braze
FMP Stock News
Original source text
4 Stocks With Demand So Sticky That the AI Sell-Off Barely Touched Them at AllSalesforce NYSE: CRM said it intends to acquire customer-engagement platform Braze in a cash transaction valued at approximately $5.66 billion in enterprise value, expanding its marketing offerings with real-time, mobile-focused customer engagement capabilities.

Under the agreement, holders of Braze Class A common stock would receive $47.50 in cash per share. Robin Washington, Salesforce’s President and Chief Operating and Financial Officer, said the price represents about five times Braze’s expected fiscal 2028 revenue and approximately 2.5% of Salesforce’s enterprise value.

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MarketBeat Week in Review – 10/12 - 10/16Salesforce expects to fund the purchase with cash and does not currently expect to require debt financing. Washington said the cash consideration is equivalent to roughly four months of Salesforce’s fiscal 2027 annual free cash flow.

Transaction Expected to Close in Fiscal 2028 The proposed acquisition remains subject to customary closing conditions, including approval from Braze shareholders and required regulatory approvals. Salesforce expects the transaction to close during its fiscal 2028.

Salesforce Just Got a Rare Double Upgrade—What Changed?Mark Murphy, Salesforce’s EVP of Global Investor Relations, said the companies will remain independent and continue operating separately until the deal closes. Salesforce said there is no change to its fiscal 2027 financial guidance as a result of the anticipated timing of the transaction. The company has not provided fiscal 2028 guidance, and its fiscal 2030 framework remains unchanged.

Washington said Salesforce expects the deal to be growth accretive while creating near-term profitability dilution. The company expects post-close efficiencies over time and plans to report Braze’s revenue contribution for one year after the transaction closes.

Focus on Real-Time, Agentic Marketing Patrick Stokes, Salesforce’s President of Applications and Marketing, said the acquisition is intended to address marketers’ need to engage consumers in real time across channels including apps, the web, email, SMS, WhatsApp and personal agents.

Stokes said Braze’s platform enables marketers to translate ideas into customer communications quickly, particularly in mobile environments. He described Braze as a customer-engagement platform with an event-streaming architecture that turns live customer behavior into personalized messages and coordinated customer journeys.

Braze serves approximately 2,700 customers, according to Salesforce, including Canva, Dairy Queen, Equinox, Instacart, Urban Outfitters and Venmo. Salesforce said Braze powers trillions of messages and journey actions annually and is using its BrazeAI capabilities to optimize content, offers, channels and timing.

Salesforce plans to combine Braze’s real-time engagement and AI decisioning capabilities with its Data 360, Customer 360, Agentforce and Slack platforms. Stokes said the combination is expected to give marketers a fuller view of customers and allow individualized experiences to be optimized in real time at consumer scale.

Braze to Continue Operating Under Its Brand Bill Magnuson, Braze’s co-founder and chief executive officer, said Braze will continue “building as Braze” following the close of the transaction. Magnuson said he will remain CEO of Braze within Salesforce, while both founders and the broader Braze leadership team are expected to join Salesforce after closing.

Magnuson said Braze and Salesforce share a commitment to an open, composable approach that provides customers flexibility across their data, tools and partners. He said combining Braze’s ability to respond to real-time data and orchestrate adaptive customer journeys with Salesforce’s data tools, trust layer and partner channels could expand the companies’ product capabilities and global customer value proposition.

Washington said the acquisition meets Salesforce’s M&A framework across customer success and strategic fit, acceleration, and value. She added that Salesforce’s global go-to-market organization and distribution capabilities could broaden Braze’s reach internationally and support top-line growth over time.

About Salesforce (NYSE:CRM)Salesforce, Inc NYSE: CRM is a global enterprise software company that provides cloud-based customer relationship management (CRM) technology. Its platform helps organizations manage sales, customer service, marketing, commerce, data, analytics and interactions with customers across digital and traditional channels.

The company's products include Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud and Data Cloud. Salesforce also offers Tableau for data visualization and analytics, MuleSoft for application integration, and Slack for workplace collaboration.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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2026-10-20 14:51 4d ago
2026-10-20 10:20 4d ago
BRZE Stock Alert: Halper Sadeh LLC is Investigating Whether Braze, Inc. is Obtaining a Fair Price for its Shareholders
BRZE Braze
FMP Stock News
Original source text
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Insiders may stand to receive substantial financial benefits not available to ordinary shareholders.

The proposed transaction may contain terms that could limit superior competing offers.

Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.

NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating the sale of Braze, Inc. (NASDAQ: BRZE) to Salesforce for $47.50 in cash per share.

Halper Sadeh encourages Braze shareholders to click here to learn more about their rights and options or contact Daniel Sadeh or Zachary Halper free of charge at (212) 763-0060 or [email protected] or [email protected].

The investigation concerns whether Braze and its board of directors violated the federal securities laws and/or breached their fiduciary duties by failing to: (1) obtain the best possible price for Braze shareholders; (2) conduct a fair sales process free of any conflicts of interests; and (3) disclose all material information for Braze shareholders to evaluate the transaction.

On behalf of shareholders, Halper Sadeh LLC may seek increased consideration, additional disclosures, or other relief and benefits.

Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.

Attorney Advertising. Prior results do not guarantee a similar outcome.

More News From Halper Sadeh LLC

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2026-10-20 14:51 4d ago
2026-10-20 10:40 4d ago
Why Braze Stock Skyrocketed Today
BRZE Braze
FMP Stock News
Original source text
Shares of Braze (BRZE +50.82%) were soaring Tuesday morning on news that the software-as-a-service stock was being acquired by Salesforce (CRM -0.95%) for $5.66 billion.

Braze stock was up 51.1% as of 10:10 a.m. ET on the news, while Salesforce was down 0.6% after dipping as much as 3% as investors assessed the wisdom of the deal for the cloud software giant.

Image source: Getty Images.

What you need to know about the Braze-Salesforce dealIn the all-cash deal, Braze shareholders will receive $47.50 per share. Braze stock was trading around $45.35 this morning, indicating mild skepticism that the deal would go through as negotiated.

Salesforce has been a prolific acquirer of other software platforms, both private and public, and Braze is known for its real-time, personalized marketing messages and AI marketing tools. The deal makes sense within Salesforce's larger conglomerate strategy, in which the company is trying to meet all of its customers' software needs.

The companies expect Braze's platform to complement Salesforce's core offerings, such as Data 360, Customer 360, Agentforce, and SIForce, and Braze will bring 2,770 customers with it, including Canva, Dairy Queen, Equinox, and Instacart.

Klaviyo, a competitor to Braze, rose on the news as investors bet that that company could also be acquired, or that at least its business was undervalued.

BRZE Braze$45.31+$15.27 (+50.82%)

NASDAQ · As of 10:29 AM ET 10/20/26

What's next for BrazeThe deal is expected to close in Salesforce's fiscal 2028, which begins in February. Given Braze's relatively small size and the frequency of such deals, it's unlikely to meet significant regulatory pushback, and shareholders will almost certainly approve the deal. Salesforce did not update its guidance regarding the acquisition.

Jeremy Bowman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Braze and Salesforce. The Motley Fool recommends Instacart. The Motley Fool has a disclosure policy.
2026-10-20 12:21 4d ago
2026-10-20 08:00 4d ago
Salesforce Signs Definitive Agreement to Acquire Braze
BRZE Braze
FMP Stock News
Original source text
SAN FRANCISCO & NEW YORK--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the world's #1 AI CRM, today announced it has entered into a definitive agreement to acquire Braze (NASDAQ: BRZE), a leading customer engagement platform, for approximately $5.66 billion in enterprise value. Under the terms of the agreement, holders of Braze Class A common stock will receive $47.50 in cash per share. Braze helps marketers build deeper customer relationships by responding to customer behavior in real time, coordi.
2026-10-20 12:21 4d ago
2026-10-20 08:08 4d ago
Salesforce to acquire Braze in a $5.66 billion deal
BRZE Braze
FMP Stock News
Original source text
Salesforce (CRM.N) said ​on Tuesday it ‌would acquire customer engagement platform ​Braze (BRZE.O) for ​about $5.66 billion.

The customer relationship ⁠management platform's ​shares fell 2.6% ​in premarket trading.

Braze Class A shareholders will ​receive $47.50 in ​cash per share, under ‌the ⁠terms of the agreement.

The deal is expected ​to ​close ⁠in Salesforce's fiscal year ​2028, subject ​to ⁠approval by Braze shareholders and ⁠regulators.
2026-10-17 05:42 7d ago
2026-10-16 20:13 8d ago
A Look at Braze Inc (BRZE) After 3.4% Decline -- GF Value $46.99 vs Price $29.34
BRZE Braze
FMP Stock News
Original source text
On October 16, 2026, Braze Inc
BRZE -3.42% 79

shares fell 3.4% to a current price of $29.34. The stock has fluctuated significantly over the past year, reaching a 52-week high of $37.33 and a low of $15.26.

GF Value™ verdict: Current price of $29.34 vs GF Value of $46.99 indicates a 37.6% undervaluation.GF Score™ is 79/100, suggesting an above-average investment quality.Most notable signal: Insiders sold $12.7 million worth of shares over the past 12 months, with no buying activity.Is BRZE Overvalued or Undervalued?The current price of Braze Inc
BRZE -3.42% 79

at $29.34 is significantly lower than the GF Value™ estimate of $46.99, indicating a potential undervaluation of approximately 37.6%. GF Value™ is GuruFocus' proprietary intrinsic value estimate that incorporates historical trading multiples, past business growth, and future performance projections. This suggests that the stock may offer a margin of safety for potential investors, although caution is warranted because GF Value™ can be less reliable for companies that are unprofitable or cash-flow-negative, like Braze.

While the GF Valuation label categorizes the stock as significantly undervalued, it is essential to recognize that this extreme reading does not guarantee a price rebound. The current valuation reflects market sentiment and performance uncertainties, thus presenting both opportunity and risk for investors considering an entry point.

How Does BRZE's Valuation Compare to Its History?MetricCurrentHistoricalForward P/E30.1xN/ASince Braze Inc is currently unprofitable, comparing its Forward P/E ratio of 30.1x to its historical metrics is relevant primarily for context rather than a definitive valuation. As such, Braze appears to be trading at a higher valuation multiple than would be expected based on its historical data, reinforcing the need for careful scrutiny regarding its current GF Value™ assessment.

What Does BRZE's GF Score™ Tell Us?The GF Score™ evaluates a stock's investment potential through multiple dimensions, providing insights into financial strength, profitability, growth, valuation, and momentum. Braze Inc boasts a GF Score™ of 79/100, indicating that it is above average when compared to its peers.

MetricRatingGF Score™79/100Financial Strength7/10Profitability3/10Growth10/10Valuation4/10Momentum8/10The scores reflect a strong growth rank of 10/10, indicating that Braze Inc has significant growth potential. However, its profitability rank of 3/10 highlights weaknesses in its current earnings performance. The valuation rank of 4/10 further suggests that while the stock may be undervalued based on GF Value™, it lacks the financial robustness typically associated with more stable investments.

What Are Gurus and Insiders Doing with BRZE?Currently, two gurus hold positions in Braze Inc, with one adding to their stake and another trimming theirs in recent quarters. This mixed activity among expert investors indicates a divergence of opinions on the stock's future prospects. In contrast, insider activity raises concerns, as insiders have sold $12.7 million worth of shares over the past year without any buying activity. This pattern may signal a lack of confidence from those closest to the company, which could be a red flag for potential investors.

What This Means for InvestorsThe analysis suggests that Braze Inc
BRZE -3.42% 79

is currently undervalued based on its GF Value™ estimate, which points to a potential opportunity for investors. However, the company's unprofitable status and concerning insider selling create a nuanced picture that warrants careful consideration. As with any investment, understanding the underlying risks and market sentiment is crucial. For additional insights, visit the Braze Inc (BRZE) stock page.

Frequently Asked QuestionsWhat is BRZE's GF Score™?

BRZE's GF Score™ is 79/100, indicating that the stock is above average in terms of investment quality.

Is BRZE overvalued or undervalued?

BRZE is considered undervalued based on the GF Value™ estimate, which suggests a 37.6% upside from the current price.

What is BRZE's P/E ratio?

BRZE has a Forward P/E ratio of 30.1x, which is higher compared to its historical valuation metrics, reflecting its unprofitable status.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
2026-10-05 18:19 19d ago
2026-10-05 09:07 19d ago
Braze (NASDAQ:BRZE) Stock Rating Reaffirmed as Market Outperform by Citizens Jmp
BRZE Braze
FMP Stock News
Original source text
Braze (NASDAQ:BRZE – Get Free Report)‘s stock had its “market outperform” rating restated by stock analysts at Citizens Jmp in a research report issued on Monday, Benzinga reports. They presently have a $35.00 price objective on the stock. Citizens Jmp’s target price would indicate a potential upside of 32.58% from the company’s current price.

Several other brokerages also recently commented on BRZE. Cantor Fitzgerald reiterated an “overweight” rating and set a $38.00 target price on shares of Braze in a research note on Wednesday, September 30th. Canaccord Genuity Group lifted their target price on Braze from $35.00 to $37.00 and gave the stock a “buy” rating in a research note on Wednesday, September 9th. Oppenheimer lifted their target price on Braze from $30.00 to $36.00 and gave the stock an “outperform” rating in a research note on Thursday, August 27th. Stifel Nicolaus set a $35.00 target price on Braze in a research note on Wednesday, September 9th. Finally, Citigroup reiterated a “market outperform” rating on shares of Braze in a research note on Monday. Nineteen equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Braze has a consensus rating of “Moderate Buy” and a consensus target price of $38.21.

Check Out Our Latest Research Report on Braze

Braze Stock Up 3.9% Shares of NASDAQ:BRZE traded up $0.98 during mid-day trading on Monday, reaching $26.40. 172,231 shares of the stock were exchanged, compared to its average volume of 2,900,821. The company has a quick ratio of 1.27, a current ratio of 1.27 and a debt-to-equity ratio of 0.02. The company has a market cap of $3.00 billion, a P/E ratio of -25.63 and a beta of 0.91. Braze has a one year low of $15.26 and a one year high of $37.33. The stock’s 50 day simple moving average is $27.67 and its 200-day simple moving average is $24.31. Braze (NASDAQ:BRZE – Get Free Report) last posted its quarterly earnings data on Tuesday, September 8th. The company reported $0.19 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.16 by $0.03. The business had revenue of $227.23 million during the quarter, compared to the consensus estimate of $220.27 million. Braze had a negative return on equity of 16.11% and a negative net margin of 13.55%.Braze’s quarterly revenue was up 26.2% on a year-over-year basis. During the same period last year, the company earned $0.15 earnings per share. Braze has set its FY 2027 guidance at 0.640-0.650 EPS and its Q3 2027 guidance at 0.130-0.140 EPS. As a group, equities research analysts predict that Braze will post -0.7 EPS for the current year.

Insiders Place Their Bets In other Braze news, CTO Jonathan Hyman sold 42,000 shares of the company’s stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $32.47, for a total value of $1,363,740.00. Following the completion of the transaction, the chief technology officer owned 1,143,219 shares of the company’s stock, valued at $37,120,320.93. This represents a 3.54% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Edward Mcdonnell sold 29,732 shares of the company’s stock in a transaction dated Monday, August 24th. The shares were sold at an average price of $31.38, for a total value of $932,990.16. Following the completion of the sale, the executive owned 409,630 shares in the company, valued at $12,854,189.40. This trade represents a 6.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 203,568 shares of company stock valued at $6,096,461 in the last 90 days. Corporate insiders own 12.50% of the company’s stock.

Institutional Trading of Braze Institutional investors and hedge funds have recently modified their holdings of the stock. Versant Capital Management Inc grew its holdings in Braze by 13.3% during the second quarter. Versant Capital Management Inc now owns 4,692 shares of the company’s stock valued at $102,000 after purchasing an additional 552 shares during the period. Caitong International Asset Management Co. Ltd grew its holdings in Braze by 3,650.0% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 825 shares of the company’s stock valued at $28,000 after purchasing an additional 803 shares during the period. Citizens Financial Group Inc. RI grew its holdings in Braze by 4.0% during the first quarter. Citizens Financial Group Inc. RI now owns 27,287 shares of the company’s stock valued at $644,000 after purchasing an additional 1,062 shares during the period. Fifth Third Bancorp bought a new position in Braze during the first quarter valued at $27,000. Finally, Essential Partners LLC grew its holdings in Braze by 109.8% during the first quarter. Essential Partners LLC now owns 2,174 shares of the company’s stock valued at $51,000 after purchasing an additional 1,138 shares during the period. 90.47% of the stock is owned by hedge funds and other institutional investors.

About Braze (Get Free Report)

Braze, Inc is a customer engagement software company that helps businesses build and manage personalized interactions with consumers. Its cloud-based platform enables organizations to collect and analyze customer data, create audience segments, and deliver marketing messages across multiple channels.

The Braze platform supports communication through mobile and web applications, email, SMS, messaging services, and other digital channels. Its offerings include campaign orchestration, customer journey management, in-app and browser messaging, personalization, analytics, experimentation, and artificial intelligence tools designed to help companies improve customer retention and engagement.

The company was founded in 2011 as Appboy by Bill Magnuson, Mark Ghermezian, and Jon Hyman, and later adopted the Braze name.

Further Reading Five stocks we like better than Braze 5 Oversold Corners of the Market That Could Bounce If Breadth Finally Improves 3 Small-Cap Stocks With Catalysts That Could Put Them in the Spotlight Follow the Money: 5 AI Stocks Buying Back Shares by the Billions First Citizens BancShares vs MP Materials: A Tale of 2 Regulation Bets

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2026-10-05 10:56 19d ago
2026-10-05 02:58 19d ago
Financial Analysis: Hut 8 (NASDAQ:HUT) and Braze (NASDAQ:BRZE)
BRZE Braze
FMP Stock News
Original source text
Hut 8 (NASDAQ:HUT – Get Free Report) and Braze (NASDAQ:BRZE – Get Free Report) are both technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their valuation, earnings, analyst recommendations, risk, dividends, institutional ownership and profitability.

Volatility and Risk Hut 8 has a beta of 4.62, indicating that its stock price is 362% more volatile than the S&P 500. Comparatively, Braze has a beta of 0.91, indicating that its stock price is 9% less volatile than the S&P 500.

Institutional and Insider Ownership 31.8% of Hut 8 shares are held by institutional investors. Comparatively, 90.5% of Braze shares are held by institutional investors. 10.4% of Hut 8 shares are held by company insiders. Comparatively, 12.5% of Braze shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Earnings and Valuation This table compares Hut 8 and Braze”s revenue, earnings per share (EPS) and valuation. Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Hut 8 $235.12 million 46.99 -$226.15 million ($5.45) -16.45 Braze $738.18 million 3.91 -$131.29 million ($1.03) -24.68 Braze has higher revenue and earnings than Hut 8. Braze is trading at a lower price-to-earnings ratio than Hut 8, indicating that it is currently the more affordable of the two stocks.

Profitability This table compares Hut 8 and Braze’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets Hut 8 -188.59% -0.97% -0.36% Braze -13.55% -16.11% -8.86% Analyst Ratings This is a summary of current ratings and price targets for Hut 8 and Braze, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Hut 8 1 1 19 3 3.00 Braze 1 1 19 0 2.86 Hut 8 currently has a consensus price target of $143.95, suggesting a potential upside of 60.61%. Braze has a consensus price target of $38.21, suggesting a potential upside of 50.32%. Given Hut 8’s stronger consensus rating and higher probable upside, analysts plainly believe Hut 8 is more favorable than Braze.

Summary Hut 8 beats Braze on 8 of the 14 factors compared between the two stocks.

About Hut 8 (Get Free Report)

Hut 8 Corp., together with its subsidiaries, acquires, builds, manages, and operates data centers for digital assets mining, computing, and artificial intelligence in the United States. It operates in four segments: Digital Assets Mining, Managed Services, High Performance Computing Colocation and Cloud, and Other. The company mines Bitcoin. It also offers managed services for energy infrastructure development, such as site design, procurement, and construction management; software automation, process design, personnel hiring, and team training; utilities contracts, hosting operations, and customer management; energy portfolio optimization and strategic initiatives; and finance, accounting, and safety services for digital asset mining site owners, governments, and data center developers. In addition, the company provides colocation, cloud, and connectivity services; hosting services, which include the provision of mining equipment and space, as well as monitors, troubleshoots, repairs, and maintains customer mining equipment; and equipment sales and repair services. Hut 8 Corp. was founded in 2017 and is based in Miami, Florida.

About Braze (Get Free Report)

Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. The company offers Braze software development kits that automatically manage data ingestion and deliver mobile and web notifications, in-application/in-browser interstitial messages, and content cards; REST API that can be used to import or export data or to trigger workflows between Braze and brands' existing technology stacks; Partner Data Integrations, which allow brands to sync user cohorts from partners; Data Transformation, in which brands can programmatically sync and transform user data; and Braze Cloud Data Ingestion that enables brands to harness their customer data. It 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 predictive suite that allows customers to identify groups of consumers that are of critical business value. In addition, the company provides Canvas, an orchestration tool that allows customers to create journeys, mapping out multi-steps, and cross-channel messaging experiences; campaigns, which allows 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; marketing pressure management; and reporting and analytics. Further, it offers personalization products, such as liquid templating platform, connected content platform, content blocks, intelligent timing and channel, personalized variant, and AI item recommendations, and catalogs; and action products. 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.

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2026-10-05 06:03 19d ago
2026-10-04 16:14 20d ago
Contrasting Braze (NASDAQ:BRZE) and Veritone (NASDAQ:VERI)
BRZE Braze
FMP Stock News
Original source text
Veritone (NASDAQ:VERI – Get Free Report) and Braze (NASDAQ:BRZE – Get Free Report) are both technology companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, risk, institutional ownership, profitability, earnings, dividends and valuation.

Volatility & Risk Veritone has a beta of 2.33, suggesting that its share price is 133% more volatile than the S&P 500. Comparatively, Braze has a beta of 0.91, suggesting that its share price is 9% less volatile than the S&P 500.

Analyst Ratings This is a breakdown of recent recommendations for Veritone and Braze, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Veritone 1 1 3 0 2.40 Braze 1 1 19 0 2.86 Veritone presently has a consensus target price of $6.12, suggesting a potential upside of 717.65%. Braze has a consensus target price of $38.21, suggesting a potential upside of 50.32%. Given Veritone’s higher probable upside, equities research analysts plainly believe Veritone is more favorable than Braze. Valuation and Earnings This table compares Veritone and Braze”s revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Veritone $92.19 million 0.82 -$111.73 million ($0.38) -1.97 Braze $738.18 million 3.91 -$131.29 million ($1.03) -24.68 Veritone has higher earnings, but lower revenue than Braze. Braze is trading at a lower price-to-earnings ratio than Veritone, indicating that it is currently the more affordable of the two stocks.

Profitability This table compares Veritone and Braze’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets Veritone -111.90% -159.15% -39.63% Braze -13.55% -16.11% -8.86% Institutional and Insider Ownership 39.2% of Veritone shares are owned by institutional investors. Comparatively, 90.5% of Braze shares are owned by institutional investors. 7.4% of Veritone shares are owned by insiders. Comparatively, 12.5% of Braze shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Summary Braze beats Veritone on 9 of the 14 factors compared between the two stocks.

About Veritone (Get Free Report)

Veritone, Inc., together with its subsidiaries, engages in the provision of artificial intelligence (AI) computing solutions and services in the United States, the United Kingdom, France, Australia, Israel, and India. It develops and operates aiWARE platform, an AI operating system, that uses machine learning algorithms or AI models designed to mimic human cognitive functions, such as perception, prediction, and problem solving and optimization, as well as enables users to transform unstructured data into structured data, and analyze and optimize data to drive business processes and insights. The company also provides media advertising agency services, including media planning and strategy, media buying and placement, campaign messaging, clearance verification and attribution, and custom analytics directly to advertisers through outbound sales networking, and client and partner referrals, as well as indirectly through advertising agencies or marketing consultants. It serves media and entertainment, government, legal and compliance, energy, and other vertical markets. The company was formerly known as Veritone Delaware, Inc. and changed its name to Veritone, Inc. in July 2014. Veritone, Inc. was incorporated in 2014 and is headquartered in Denver, Colorado.

About Braze (Get Free Report)

Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. The company offers Braze software development kits that automatically manage data ingestion and deliver mobile and web notifications, in-application/in-browser interstitial messages, and content cards; REST API that can be used to import or export data or to trigger workflows between Braze and brands' existing technology stacks; Partner Data Integrations, which allow brands to sync user cohorts from partners; Data Transformation, in which brands can programmatically sync and transform user data; and Braze Cloud Data Ingestion that enables brands to harness their customer data. It 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 predictive suite that allows customers to identify groups of consumers that are of critical business value. In addition, the company provides Canvas, an orchestration tool that allows customers to create journeys, mapping out multi-steps, and cross-channel messaging experiences; campaigns, which allows 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; marketing pressure management; and reporting and analytics. Further, it offers personalization products, such as liquid templating platform, connected content platform, content blocks, intelligent timing and channel, personalized variant, and AI item recommendations, and catalogs; and action products. 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.

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2026-10-03 12:27 21d ago
2026-10-03 04:41 21d ago
Braze (NASDAQ:BRZE) Shares Gap Up – What’s Next?
BRZE Braze
FMP Stock News
Original source text
Shares of Braze, Inc. (NASDAQ:BRZE – Get Free Report) gapped up prior to trading on Thursday. The stock had previously closed at $25.10, but opened at $26.29. Braze shares last traded at $25.70, with a volume of 253,820 shares trading hands.

Wall Street Analyst Weigh In A number of research firms have recently weighed in on BRZE. JPMorgan Chase & Co. dropped their price objective on Braze from $35.00 to $34.00 and set an “overweight” rating for the company in a research note on Wednesday, September 9th. Barclays lifted their target price on shares of Braze from $31.00 to $38.00 and gave the stock an “overweight” rating in a research note on Wednesday, September 2nd. BTIG Research reiterated a “buy” rating and set a $35.00 price target on shares of Braze in a report on Thursday. TD Cowen increased their price target on shares of Braze from $30.00 to $36.00 and gave the company a “buy” rating in a research report on Thursday, August 27th. Finally, UBS Group raised their price target on shares of Braze from $28.00 to $32.00 and gave the stock a “buy” rating in a report on Wednesday, September 9th. Nineteen equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $38.21.

View Our Latest Analysis on BRZE

Braze Trading Down 0.9% The company has a debt-to-equity ratio of 0.02, a quick ratio of 1.27 and a current ratio of 1.27. The stock has a market capitalization of $2.89 billion, a P/E ratio of -24.68 and a beta of 0.91. The stock has a 50-day moving average price of $27.67 and a two-hundred day moving average price of $24.27. Braze (NASDAQ:BRZE – Get Free Report) last announced its earnings results on Tuesday, September 8th. The company reported $0.19 EPS for the quarter, beating analysts’ consensus estimates of $0.16 by $0.03. Braze had a negative return on equity of 16.11% and a negative net margin of 13.55%.The company had revenue of $227.23 million during the quarter, compared to the consensus estimate of $220.27 million. During the same quarter in the prior year, the company earned $0.15 earnings per share. The firm’s revenue for the quarter was up 26.2% on a year-over-year basis. Braze has set its FY 2027 guidance at 0.640-0.650 EPS and its Q3 2027 guidance at 0.130-0.140 EPS. On average, research analysts forecast that Braze, Inc. will post -0.7 EPS for the current fiscal year.

Insider Transactions at Braze In other Braze news, CTO Jonathan Hyman sold 42,000 shares of the firm’s stock in a transaction dated Thursday, August 27th. The shares were sold at an average price of $32.47, for a total value of $1,363,740.00. Following the completion of the sale, the chief technology officer directly owned 1,143,219 shares in the company, valued at $37,120,320.93. This trade represents a 3.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Astha Malik sold 15,724 shares of Braze stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $29.57, for a total value of $464,958.68. Following the sale, the insider directly owned 326,233 shares in the company, valued at approximately $9,646,709.81. The trade was a 4.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 203,568 shares of company stock valued at $6,096,461. Company insiders own 12.50% of the company’s stock.

Institutional Investors Weigh In On Braze Several hedge funds and other institutional investors have recently added to or reduced their stakes in BRZE. Fifth Third Bancorp purchased a new stake in shares of Braze in the 1st quarter worth about $27,000. Caitong International Asset Management Co. Ltd boosted its position in shares of Braze by 3,650.0% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 825 shares of the company’s stock worth $28,000 after purchasing an additional 803 shares in the last quarter. Harbor Investment Advisory LLC purchased a new stake in shares of Braze in the 2nd quarter worth approximately $36,000. Integrated Wealth Concepts LLC purchased a new stake in shares of Braze in the 2nd quarter worth approximately $50,000. Finally, Essential Partners LLC increased its position in Braze by 109.8% during the 1st quarter. Essential Partners LLC now owns 2,174 shares of the company’s stock valued at $51,000 after buying an additional 1,138 shares in the last quarter. 90.47% of the stock is owned by hedge funds and other institutional investors.

About Braze (Get Free Report)

Braze, Inc is a customer engagement software company that helps businesses build and manage personalized interactions with consumers. Its cloud-based platform enables organizations to collect and analyze customer data, create audience segments, and deliver marketing messages across multiple channels.

The Braze platform supports communication through mobile and web applications, email, SMS, messaging services, and other digital channels. Its offerings include campaign orchestration, customer journey management, in-app and browser messaging, personalization, analytics, experimentation, and artificial intelligence tools designed to help companies improve customer retention and engagement.

The company was founded in 2011 as Appboy by Bill Magnuson, Mark Ghermezian, and Jon Hyman, and later adopted the Braze name.

Further Reading Five stocks we like better than Braze AST SpaceMobile’s BlueBird Progress Comes With Several Risks Still Unresolved Time to Nibble on MCD Stock After it Enters Oversold Territory? McCormick Stock Trades Cheap, Offers Dividend Growth and Unilever Deal Upside Corning and AT&T’s $3 Billion Fiber Deal Reveals Where AI Spending Goes Next Receive News & Ratings for Braze Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Braze and related companies with MarketBeat.com's FREE daily email newsletter.
2026-10-02 16:51 22d ago
2026-10-02 06:21 22d ago
Braze (NASDAQ:BRZE) Stock Jumps 5.4% – Time to Buy?
BRZE Braze
FMP Stock News
Original source text
Braze, Inc. (NASDAQ:BRZE – Get Free Report) shares shot up 5.4% during trading on Wednesday. The company traded as high as $24.32 and last traded at $24.41. 101,217 shares traded hands during trading, a decline of 97% from the average daily volume of 2,910,188 shares. The stock had previously closed at $23.15.

Wall Street Analysts Forecast Growth BRZE has been the topic of a number of recent analyst reports. Oppenheimer increased their price objective on Braze from $30.00 to $36.00 and gave the stock an “outperform” rating in a research report on Thursday, August 27th. BTIG Research restated a “buy” rating and set a $35.00 target price on shares of Braze in a research report on Thursday. JPMorgan Chase & Co. decreased their target price on Braze from $35.00 to $34.00 and set an “overweight” rating on the stock in a research note on Wednesday, September 9th. Raymond James Financial raised their price target on Braze from $27.00 to $33.00 and gave the company an “outperform” rating in a report on Wednesday, September 9th. Finally, Needham & Company LLC reiterated a “buy” rating and set a $50.00 price target on shares of Braze in a research report on Wednesday, September 9th. Nineteen investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $38.21.

Get Our Latest Research Report on Braze

Braze Price Performance The company has a market capitalization of $2.91 billion, a PE ratio of -24.90 and a beta of 0.91. The company has a quick ratio of 1.27, a current ratio of 1.27 and a debt-to-equity ratio of 0.02. The firm’s 50-day moving average is $27.59 and its 200-day moving average is $24.27. Braze (NASDAQ:BRZE – Get Free Report) last released its quarterly earnings results on Tuesday, September 8th. The company reported $0.19 earnings per share for the quarter, beating analysts’ consensus estimates of $0.16 by $0.03. Braze had a negative return on equity of 16.11% and a negative net margin of 13.55%.The business had revenue of $227.23 million for the quarter, compared to the consensus estimate of $220.27 million. During the same quarter last year, the business posted $0.15 earnings per share. The company’s revenue for the quarter was up 26.2% on a year-over-year basis. Braze has set its FY 2027 guidance at 0.640-0.650 EPS and its Q3 2027 guidance at 0.130-0.140 EPS. Equities analysts predict that Braze, Inc. will post -0.7 earnings per share for the current fiscal year.

Insider Activity In other Braze news, CRO Edward M. Mcdonnell sold 29,732 shares of the company’s stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $31.38, for a total value of $932,990.16. Following the completion of the sale, the executive owned 409,630 shares of the company’s stock, valued at $12,854,189.40. This represents a 6.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Astha Malik sold 33,656 shares of the stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $27.65, for a total transaction of $930,588.40. Following the transaction, the insider owned 278,138 shares in the company, valued at $7,690,515.70. The trade was a 10.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 203,568 shares of company stock worth $6,096,461. 12.50% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Braze Hedge funds have recently made changes to their positions in the business. Westfield Capital Management Co. LP grew its holdings in shares of Braze by 0.4% during the 4th quarter. Westfield Capital Management Co. LP now owns 2,187,275 shares of the company’s stock valued at $75,002,000 after purchasing an additional 9,322 shares during the last quarter. Geode Capital Management LLC lifted its stake in Braze by 4.2% in the fourth quarter. Geode Capital Management LLC now owns 2,082,739 shares of the company’s stock worth $71,430,000 after purchasing an additional 84,365 shares during the last quarter. The Manufacturers Life Insurance Company boosted its position in Braze by 30.4% during the first quarter. The Manufacturers Life Insurance Company now owns 1,885,577 shares of the company’s stock valued at $44,518,000 after buying an additional 439,513 shares during the period. Stephens Investment Management Group LLC boosted its position in Braze by 11.2% during the first quarter. Stephens Investment Management Group LLC now owns 1,370,986 shares of the company’s stock valued at $32,369,000 after buying an additional 137,843 shares during the period. Finally, Kettle Hill Capital Management LLC bought a new position in shares of Braze during the fourth quarter valued at about $25,639,000. 90.47% of the stock is currently owned by institutional investors.

Braze Company Profile (Get Free Report)

Braze, Inc is a customer engagement software company that helps businesses build and manage personalized interactions with consumers. Its cloud-based platform enables organizations to collect and analyze customer data, create audience segments, and deliver marketing messages across multiple channels.

The Braze platform supports communication through mobile and web applications, email, SMS, messaging services, and other digital channels. Its offerings include campaign orchestration, customer journey management, in-app and browser messaging, personalization, analytics, experimentation, and artificial intelligence tools designed to help companies improve customer retention and engagement.

The company was founded in 2011 as Appboy by Bill Magnuson, Mark Ghermezian, and Jon Hyman, and later adopted the Braze name.

Recommended Stories Five stocks we like better than Braze Everyone in AI Is Quietly Copying Palantir’s Playbook Advanced Micro Devices Is Spending $8.2 Billion to Learn What AI Needs Next JPMorgan Bets on Genius Sports as the Market Loses Patience Apple’s $5.7 Billion Patent Verdict Raises a Bigger Royalty Question Receive News & Ratings for Braze Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Braze and related companies with MarketBeat.com's FREE daily email newsletter.
2026-09-30 06:09 24d ago
2026-09-29 09:00 25d ago
Braze Accelerates AI Innovation, Empowering Marketers to Treat Every Customer Like Their Only Customer
BRZE Braze
FMP Stock News
Original source text
LAS VEGAS--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today unveiled three major additions to its AI portfolio, alongside new conversational AI capabilities across messaging channels. Together, they help marketers bring 1:1 decisioning to more customer journeys, automate critical campaign quality assurance, and work with Braze directly from the AI tools they already use, all while engaging customers with inter.
2026-09-29 15:24 25d ago
2026-09-29 09:05 25d ago
Braze Signs Strategic Collaboration Agreement with AWS to Advance AI-Powered Customer Engagement
BRZE Braze
FMP Stock News
Original source text
LAS VEGAS--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced at Forge, its annual customer conference taking place September 28-30 at Fontainebleau Las Vegas, that it has signed a strategic collaboration agreement (SCA) with Amazon Web Services (AWS) to help brands accelerate innovation and deliver more relevant, personalized customer experiences at scale. Through the SCA, Braze is deepening its colla.
2026-09-29 15:24 25d ago
2026-09-29 09:10 25d ago
Braze Announces 2026 Torchie Award Winners Recognizing the Marketers Who Were ‘Made for This' Moment
BRZE Braze
FMP Stock News
Original source text
LAS VEGAS--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced the winners of its 2026 Torchie Awards, recognizing brands and marketers setting a new standard for customer engagement through creativity, collaboration, AI, and measurable business impact. The winners were unveiled Monday evening at Forge, Braze's annual customer engagement conference in Las Vegas. This year's winners bring the Forge theme.
2026-09-28 19:47 26d ago
2026-09-28 14:51 26d ago
These Experts Say These 3 Software Stocks Are ‘AI Winners'
BRZE Braze
FMP Stock News
Original source text
Oppenheimer has ideas about how to play an expected wave of fresh support for software stocks.
2026-09-24 18:02 1mo ago
2026-09-24 11:30 1mo ago
Braze Named a Leader in 2026 Gartner® Magic Quadrant™ for Multichannel Marketing Hubs for Fourth Consecutive Year
BRZE Braze
FMP Stock News
Original source text
NEW YORK--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced that it has been named a Leader in the 2026 Gartner® Magic Quadrant™ for Multichannel Marketing Hubs for the fourth consecutive year. Braze was positioned highest among multiple evaluated vendors in Ability to Execute and furthest in Completeness of Vision.Braze was also ranked first in both the Multichannel Engagement and Omnichannel Workflow.
2026-09-21 08:57 1mo ago
2026-09-21 02:29 1mo ago
Contrasting Braze (NASDAQ:BRZE) & Phunware (NASDAQ:PHUN)
BRZE Braze
FMP Stock News
Original source text
Braze (NASDAQ:BRZE – Get Free Report) and Phunware (NASDAQ:PHUN – Get Free Report) are both technology companies, but which is the better business? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, dividends, valuation, institutional ownership, profitability and risk.

Institutional and Insider Ownership 90.5% of Braze shares are owned by institutional investors. Comparatively, 7.6% of Phunware shares are owned by institutional investors. 12.5% of Braze shares are owned by company insiders. Comparatively, 0.2% of Phunware shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Analyst Ratings This is a summary of current ratings for Braze and Phunware, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Braze 1 1 20 0 2.86 Phunware 1 1 0 0 1.50 Braze currently has a consensus price target of $38.21, indicating a potential upside of 56.41%. Phunware has a consensus price target of $2.00, indicating a potential upside of 2.04%. Given Braze’s stronger consensus rating and higher probable upside, equities research analysts plainly believe Braze is more favorable than Phunware. Earnings and Valuation This table compares Braze and Phunware”s gross revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Braze $738.18 million 3.76 -$131.29 million ($1.03) -23.72 Phunware $2.75 million 14.58 -$11.40 million ($0.65) -3.02 Phunware has lower revenue, but higher earnings than Braze. Braze is trading at a lower price-to-earnings ratio than Phunware, indicating that it is currently the more affordable of the two stocks.

Profitability This table compares Braze and Phunware’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets Braze -13.55% -16.11% -8.86% Phunware -471.72% -13.79% -12.37% Risk & Volatility Braze has a beta of 0.88, suggesting that its stock price is 12% less volatile than the S&P 500. Comparatively, Phunware has a beta of 2.61, suggesting that its stock price is 161% more volatile than the S&P 500.

Summary Braze beats Phunware on 8 of the 14 factors compared between the two stocks.

About Braze (Get Free Report)

Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. The company offers Braze software development kits that automatically manage data ingestion and deliver mobile and web notifications, in-application/in-browser interstitial messages, and content cards; REST API that can be used to import or export data or to trigger workflows between Braze and brands' existing technology stacks; Partner Data Integrations, which allow brands to sync user cohorts from partners; Data Transformation, in which brands can programmatically sync and transform user data; and Braze Cloud Data Ingestion that enables brands to harness their customer data. It 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 predictive suite that allows customers to identify groups of consumers that are of critical business value. In addition, the company provides Canvas, an orchestration tool that allows customers to create journeys, mapping out multi-steps, and cross-channel messaging experiences; campaigns, which allows 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; marketing pressure management; and reporting and analytics. Further, it offers personalization products, such as liquid templating platform, connected content platform, content blocks, intelligent timing and channel, personalized variant, and AI item recommendations, and catalogs; and action products. 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.

About Phunware (Get Free Report)

Phunware, Inc., together with its subsidiaries, provides integrated software platform that equips companies with the products, solutions, and services to engage, manage, and monetize their mobile application portfolios in the United States and internationally. The company's products and services include mobile software and application transaction solutions comprise integration of software development kit (SDK) licenses, which consists of analytics that offers data related to application use and engagement; content management that allows application administrators to create and manage app content in a cloud-based portal; alerts, notifications, and messaging, which enables brands to send messages; marketing automation that enables location-triggered messages and workflow; advertising; and location-based services, such as mapping, navigation, wayfinding, workflow, asset management, and policy enforcement. It is also involved in the integration of its SDK licenses into existing applications maintained by its customers, as well as custom application development and support services; and provision of cloud-based vertical solutions for healthcare, retail, sports, aviation, real estate, hospitality, education, and other applications, as well as application transactions, including re-occurring and one-time transactional media purchases for application discovery, user acquisition and audience building, audience engagement, and audience monetization. Phunware, Inc. was founded in 2009 and is headquartered in Austin, Texas.

Receive News & Ratings for Braze Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Braze and related companies with MarketBeat.com's FREE daily email newsletter.
2026-09-18 14:58 1mo ago
2026-09-18 10:20 1mo ago
Braze Beat Expectations—Now 2 SaaS Peers Are in Focus
BRZE Braze
FMP Stock News
Original source text
Customer engagement software can help businesses gather and track critical data to strengthen client relationships, potentially driving higher revenue and better retention. At a time when customers are increasingly picky about how they spend their money, the customer engagement platform space may be consolidating around a handful of names that have been particularly successful and are growing quickly.

The latest firm in this industry to make headlines for its notable performance is Braze Inc. NASDAQ: BRZE, which reported strong fiscal Q2 results earlier in September. Braze's performance last quarter came on the heels of similar earnings wins from firms like Snowflake Inc. NYSE: SNOW, signaling that enterprise software firms may be on a hot streak thanks to accelerating demand.

Get Braze alerts:

Two other companies in similarly data-focused spaces—Klaviyo Inc. NYSE: KVYO and Similarweb Ltd. NYSE: SMWB—may be worth watching because they share some of the two firms above's qualities.

Braze Builds Its Large-Customer BaseBraze's latest earnings results demonstrate growth across multiple categories and are an important sign for the software-as-a-service (SaaS) industry. Its mobile-first customer engagement platform has built a solid base of more than 1,000 large enterprise customers, many of whom are expanding their engagement with the company's tools, thereby generating crucial recurring income.

Braze Today

$24.51 -0.42 (-1.69%)

As of 10:57 AM Eastern

This is a fair market value price provided by Massive. Learn more.

$15.26▼

$37.33$38.21

At 26% year over year (YOY) revenue growth, Braze reported $227 million in sales for the latest quarter. The more important figure, however, may be its 112% in large-customer net retention. This foundation gives the company plenty of room to continue growing its free cash flow, which was already a record $22 million last quarter.

About a third of large Braze customers use its paid BrazeAI tools, a reflection of the company's increasingly strong positioning with its emerging AI offerings.

This has helped the company to raise forward guidance for revenue, operating income, and margin. On this last point, however, there may be near-term struggles; management expects the current quarter to pressure operating margin due to unique one-time costs.

No matter, though, as this has not prevented analysts from viewing BRZE shares very favorably. Only two out of the 22 analysts rating the stock call it anything other than a Buy. Shares are down 27% year to date (YTD) but could rise by about 53%, according to consensus price estimates.

A Complementary Offering to Braze Facing Many of the Same Challenges and OpportunitiesKlaviyo is a competitor to Braze as a customer engagement platform provider, but it targets a different customer base and offers a unique set of features and tools. Klaviyo's marketing services are catered toward e-commerce companies rather than Braze's enterprise clientele. The result is that the two firms can both thrive under similar conditions and don't necessarily hinder one another's performance.

Klaviyo Today

$15.50 -0.38 (-2.36%)

As of 10:57 AM Eastern

This is a fair market value price provided by Massive. Learn more.

$12.53▼

$36.22774.64

$27.14

With this in mind, it's no surprise that KVYO shares have also struggled so far this year, dropping by an even wider 51% YTD.

This is despite the fact that the company also reported many strengths in its latest earnings, including 26% YOY top-line growth driven by its text, WhatsApp, analytics, and other programs. The firm also raised full-year guidance, anticipating broad gains across multiple sections of its business.

Like Braze, Klaviyo has seen early success with its AI products, with Customer Agent adoption surging by 40% on a sequential basis and generating noteworthy return on investment for customers. At the same time, margins are under pressure in the near term, which may be part of the reason for the recent share sell-off. Regardless, KVYO stock enjoys a similar level of enthusiasm from analysts to BRZE.

Similarweb's Unique Angle May Set Its Share Price Performance ApartThe SaaS landscape is large and only getting bigger, and Similarweb offers a different angle from either of the firms above.

Similarweb Today

$8.22 -0.12 (-1.38%)

As of 10:57 AM Eastern

This is a fair market value price provided by Massive. Learn more.

$2.22▼

$10.04$9.71

As a digital intelligence platform, it provides crucial data and analytics services for companies looking to better understand their customers and competitors—meaning that it doesn't engage directly with customers in the same way as Braze, for instance. This makes Similarweb a compelling complement to both of the firms above while also serving yet another unique customer base.

Similarweb has experienced a very different trajectory this year, with shares climbing 11% YTD. The latest quarterly report shows that revenue and profitability are improving, although the company is operating at a much smaller scale in these areas than the firms above. Sales climbed by 9% YOY but reached just $77 million, for instance. Still, it also enjoys many of the same tailwinds, including a growing AI business, major improvements to recurring revenue and customer retention, and improved guidance.

Should You Invest $1,000 in Braze Right Now?Before you consider Braze, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Braze wasn't on the list.

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2026-09-14 18:02 1mo ago
2026-09-14 10:00 1mo ago
Braze Sets the Stage for Forge 2026 with 'Made for This' Theme, Bold Agenda and Standout Speaker Lineup
BRZE Braze
FMP Stock News
Original source text
Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced that tennis champion and entrepreneur Venus Williams will headline Forge 2026, taking place September 28–30 at Fontainebleau Las Vegas. Williams will join chef and humanitarian José Andrés, actor and comedian Jimmy O. Yang, and marketing visionaries from some of the world’s biggest brands for three days of conversations, insights and practical guidance focused on succeeding through a period of rapid industry change.

Braze also unveiled “Made for This” as the theme for this year’s event. Inspired by the resilience and adaptability marketers have developed throughout their careers, the theme reflects a central message: marketers already possess the experience and skills needed to lead through changing consumer expectations, emerging technologies and the rapid adoption of AI.

“Marketers are hearing a lot about everything they need to change, learn or become, and that can make this moment feel more daunting than exciting,” said Astha Malik, Chief Business Officer at Braze. “We believe there is enormous opportunity ahead, and marketers are better prepared to seize it than they may realize. Made for This recognizes what they already know while helping them build the skills, confidence and connections to lead through what comes next.”

At Forge, attendees will explore the latest ideas, technologies and approaches shaping customer engagement while learning directly from peers tackling many of the same challenges. The event will combine executive perspectives, customer case studies, hands-on learning and opportunities for the Braze community to exchange ideas and best practices.

An All-Star Lineup Made for Forge

Forge 2026 will feature a lineup spanning marketing, entertainment, entrepreneurship and creativity, with speakers whose careers reflect the adaptability and reinvention at the heart of Made for This.

Venus Williams, one of the most accomplished athletes in the history of sports, will headline Forge with a perspective shaped by performing at the highest level and continually evolving through change. A seven-time Grand Slam champion, entrepreneur and longtime advocate for equality, Williams has carried her competitive drive beyond the court into ventures spanning design, wellness and entertainment. Her career embodies the Made for This theme by drawing on experience and resilience to keep moving forward and lead through what comes next.

José Andrés, chef, restaurateur and humanitarian, has built a career around turning ideas into action and responding to change with ingenuity and purpose. Through his work across food, entrepreneurship and humanitarian relief, Andrés brings a distinctive perspective on leadership, adaptability and the ability to act when circumstances demand it.

Jimmy O. Yang, the stand-up comedian, actor and writer known for Silicon Valley and Crazy Rich Asians, will bring his perspective on storytelling, ambition and navigating an unconventional career. Yang’s work spans television, film, stand-up and writing, including sold-out international tours and his bestselling memoir How to American.

Kyle Cooke, entrepreneur, DJ and television personality known for Bravo’s Summer House and Winter House and Peacock’s The Traitors, will be the DJ for the Forge closing party. As the founder of beverage brand Loverboy and a rising DJ, Cooke has built a career across entrepreneurship, entertainment and music.

Together, their careers offer different expressions of the Made for This idea: experience becomes an advantage when the world changes around you.

Forge will also feature Matthew Luhn, former Pixar and Disney storyteller, animator and author of The Best Story Wins, alongside marketing thought leader Seth Matlins, host of Create or Destroy: Reimagining Marketing.

Marketers Learning From Marketers

Marketing leaders from brands including, PGA TOUR, Intuit, AMC Global Media, Peloton, Bilt, Luxury Escapes, Remitly, Compare the Market, ClassPass and Exact Sciences will share how they are approaching customer engagement, creativity, personalization and emerging technology.

They will be joined by Braze leaders including Bill Magnuson, Cofounder and CEO; Astha Malik, Chief Marketing and Business Officer; and Jon Hyman, Cofounder and CTO who will share their perspectives on the future of customer engagement and the technologies shaping it.

Forge is designed to give attendees the chance to hear what is working, learn from what has not, and exchange practical ideas with other marketers. Across more than 75 keynotes, breakout sessions, demos, masterclasses and other experiences, attendees can take part in customer case studies, peer discussions, hands-on labs, AI workshops, product demonstrations and roundtables, alongside training and certification opportunities.

Made to Lead, Innovate, Create and Build

The Made for This theme will extend across four learning tracks designed around the different ways marketers are navigating change.

Made to lead will focus on how senior marketing leaders can guide their organizations and teams through constant change. Made to innovate will explore how marketers can use AI and emerging technologies to improve efficiency and unlock new opportunities.

Made to create will put creativity, storytelling and standout customer experiences at the center of the conversation, while Made to build will provide practical frameworks and strategies for executing, measuring and optimizing modern marketing programs.

Together, the program is designed to help marketers leave Forge with a clearer view of what is changing, practical ideas they can put to work and greater confidence in their ability to navigate what comes next.

You Were Made for This

Forge 2026 will take place September 28–30, 2026 at Fontainebleau Las Vegas, bringing together the global Braze community for three days of learning, connection and celebration.

Registration is now open. To explore the latest agenda and speaker lineup and register for Forge 2026, visit forge.braze.com/2026.

About Braze

Braze is the leading customer engagement platform that empowers brands to Be Absolutely Engaging™. Braze helps brands deliver great customer experiences that drive value both for consumers and for their businesses. Built on a foundation of composable intelligence, BrazeAI™ allows marketers to combine and activate AI agents, models, and features at every touchpoint throughout the Braze Customer Engagement Platform for smarter, faster, and more meaningful customer engagement. From cross-channel messaging and journey orchestration to Al-powered decisioning and optimization, Braze enables companies to turn action into interaction through autonomous, 1:1 personalized experiences. The company has been consistently recognized as a Leader in marketing technology by industry analysts, and was named a G2 “Best of Marketing and Digital Advertising Software Product” in 2026. Braze was also named a 2026 Best Places to Work by Built In, a 2025 America’s Greenest Companies by Newsweek, and a 2025 Fortune Best Workplace in Technology™ by Great Place To Work®. The company is headquartered in New York with 15 offices across the Americas, EMEA, and APAC. Learn more at braze.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260914695561/en/
2026-09-14 15:35 1mo ago
2026-09-14 09:00 1mo ago
Braze Sets the Stage for Forge 2026 with ‘Made for This' Theme, Bold Agenda and Standout Speaker Lineup
BRZE Braze
FMP Stock News
Original source text
NEW YORK--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced that tennis champion and entrepreneur Venus Williams will headline Forge 2026, taking place September 28–30 at Fontainebleau Las Vegas. Williams will join chef and humanitarian José Andrés, actor and comedian Jimmy O. Yang, and marketing visionaries from some of the world's biggest brands for three days of conversations, insights and practical.
2026-09-12 12:26 1mo ago
2026-09-12 07:00 1mo ago
Why Braze Stock Plummeted This Week
BRZE Braze
FMP Stock News
Original source text
Braze (BRZE -1.34%) stock got hit with big sell-offs after publishing its latest quarterly report and closed out this week's trading down 25.1%. Meanwhile, the S&P 500 ended the week down 2%, and the Nasdaq Composite was off 1.8%.

Tech stocks were under pressure this week as investors reacted to macroeconomic concerns, and the release of Braze's Q2 fiscal 2027 report didn't do anything to prop up its share price. On the other hand, the company's sales and earnings for the period beat Wall Street's forecasts -- and the company raised its forward guidance.

Image source: Getty Images.

Braze showed solid momentum in fiscal Q2 On Sept. 8, Braze published results for the second quarter of its 2027 fiscal year -- which ended July 31. The company posted non-GAAP (adjusted) earnings per share of $0.19 on sales of $227.2 million. Revenue was up 26% year over year and beat the average analyst target by roughly $6.9 million, and adjusted earnings per share were up roughly 19% and beat the average target by $0.03 per share.

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Braze issued encouraging guidance, but it wasn't enough For the full fiscal year, Braze now expects sales to be between $910 million and $913 million -- beating the average estimate for sales of $906.5 million. The company also said it expected adjusted earnings per share between $0.64 and $0.65 -- with the midpoint of that target range exceeding the average forecast for per-share earnings of $0.64.

Some investors may have been looking for stronger earnings guidance, but the forecast still represents a big step up over the profit of $0.38 per share recorded last year. On the other hand, Braze is relying fairly heavily on stock-based compensation to fund its operations -- and the market may be worried about what this means for the overall earnings picture. The company also guided for some adjusted operating income headwinds in the current quarter connected to the hosting of its Forge event, but that's typical for the quarter.

Keith Noonan has no position in any of the stocks mentioned. The Motley Fool recommends Braze. The Motley Fool has a disclosure policy.
2026-09-10 19:05 1mo ago
2026-09-10 12:27 1mo ago
Braze, Inc. (BRZE) Presents at Citi's 2026 Global TMT Conference Transcript
BRZE Braze
FMP Stock News
Original source text
Braze, Inc. (BRZE) Presents at Citi's 2026 Global TMT Conference Transcript
2026-09-10 16:38 1mo ago
2026-09-10 10:20 1mo ago
Why Braze's Guidance Miss May Be a Gift for Investors
BRZE Braze
FMP Stock News
Original source text
Braze’s NASDAQ: BRZE September price crash looks like a buying opportunity, because the trigger for selling was questionable, and analyst activity has run counter to the move. The trigger was softer-than-expected Q3 guidance that forecast a penny less in earnings than the consensus, an arguably bearish detail, but one offset by many positives.

Braze Today

$24.22 +0.50 (+2.09%)

As of 12:38 PM Eastern

This is a fair market value price provided by Massive. Learn more.

$15.26▼

$37.33$38.21

The positives include business traction, accelerating penetration, and a full-year outlook that was not only above forecasts but likely cautious.

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What did the market get wrong? Braze is not a legacy consumer platform but an emerging, mission-critical software layer that streams real-time consumer data and enables real-time responses to consumer habits.

The analyst responses to the company's Q2 earnings news should say it all. The news triggered numerous revisions, all of which included increases to price targets or reaffirmed targets aligned with the trend. The trend is increasing coverage, firming sentiment, and rising price targets, with the consensus up by more than 1,000 basis points on the fresh action alone. Consensus forecasted 25% upside relative to the pre-release close, and that upside only increased with the post-release selling. MarketBeat tracks 21 analysts, pegging the stock as a consensus Moderate Buy, with a 95% Buy-side bias within the data.

Braze Is Blazing Hot in Q2, Raises Guidance for the YearBraze had a smoking hot Q2 with revenue growing by 26.2% to $227.2 million, a year–over-year acceleration that outpaced the consensus estimate by over 300 basis points. New clients, upsells, and renewals drove strength. Subscriptions, the core business, grew 20.9%, with Professional more than doubling. The net retention rate (NRR), a measure of penetration gains, came in at 110% year-over-year (YOY), up 200 basis points, showing increasing momentum. Customers grew by 15%, led by a 28% increase in larger clients contributing at least $500,000 in annual recurring revenue (ARR).

The company experienced margin pressures and continues to post GAAP losses, but offsets them with operational quality and revenue leverage. The net result in Q2 was record operating and free cash flow. Free cash flow was up more than 6x YOY, and the 19 cents in adjusted earnings per share was up 26% YOY despite dilution. The key point is that Q2 adjusted earnings per share (EPS) came in more than 1,850 bps above expectations, pointing to strength in upcoming quarters and a potential for cautious Q3 guidance.

Guidance was the sticking point in the release, but only marginally. While the Q3 adjusted EPS forecast fell short of consensus by a penny, it is likely cautious, given Q2 strength and signs of momentum both internally and across the SaaS industry. Either way, this single weakness is offset by a better-than-expected Q3 revenue forecast and full-year guide. The full-year guidance expects revenue to top $910 at the low end, well above consensus, with similar earnings performance.

Dilution Is the Biggest Risk for Braze Shareholders in 2026SaaS-Pocalypse fears aside, the biggest risk Braze shareholders face this year is dilution. While the company is profitable and cash-flow positive, share-based compensation offsets that and drives quarterly dilution. Dilution is not expected to end soon, but adjusted profitability is forecast to improve, setting the stage for inflection within the next year or two.

Braze’s balance sheet suggests it can sustain operations while investing in growth. Q2 highlights included increased cash, steady assets, and moderate increases in liabilities, leaving equity down marginally but still in solid shape with low leverage and net equity.

Institutions are likely buyers on this dip. The group owns more than 90% of the shares and has been accumulating in 2026, aligning with a stock price bottom. The narrative in early September is that the post-release pullback put the market back into the “Buy Zone," likely to trigger another surge in accumulation. The key support levels and target regions for entry signals are near $25 and $16.

Braze AI Drives Adoption and RetentionThis year’s catalysts include the rollout of Braze AI products, which are driving client wins and penetration. Products such as Braze AI Operator, Agent Console, and Decisioning Studio enable automation of personalized workflows. The utility is reflected in client wins, including a growing number of large enterprises providing upwards of $500,000 in ARR and visibility into long-term cash flow.

Another catalyst is an expanding collaboration with Amazon’s NASDAQ: AMZN AWS, as well as other hyperscale data companies. The collaboration embeds Braze products alongside AWS offerings, creating expanded co-sell and upsell opportunities, along with increased go-to-market and consumer incentives to drive adoption. Braze’s clients can leverage AWS’s deep machine-learning and data-mining capabilities to enhance experiences and consumer outcomes.

Should You Invest $1,000 in Braze Right Now?Before you consider Braze, you'll want to hear this.

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2026-09-09 16:14 1mo ago
2026-09-09 10:17 1mo ago
Braze Stock Plummets After Disappointing Profit Outlook
BRZE Braze
FMP Stock News
Original source text
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2026-09-09 13:47 1mo ago
2026-09-09 07:30 1mo ago
Braze: Growth At A Very Reasonable Price, Especially Amid Guidance Boost
BRZE Braze
FMP Stock News
Original source text
Braze remains a compelling 'growth at a reasonable price' play, especially after a post-earnings selloff despite strong Q2 results. BRZE raised FY27 revenue guidance to $910–$913M (23–24% y/y growth), reflecting robust AI-driven product adoption and upmarket enterprise expansion. Valuation is attractive at 2.5x–2.9x forward EV/revenue, well below SaaS peers with similar growth, supporting a reiterated buy rating.
2026-09-09 13:47 1mo ago
2026-09-09 08:02 1mo ago
ServiceTitan, Braze, Target Hospitality And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
BRZE Braze
FMP Stock News
Original source text
U.S. stock futures were mixed this morning, with the Dow futures falling around 0.1% on Wednesday.

Shares of ServiceTitan Inc (NASDAQ:TTAN) fell sharply in pre-market trading after the company reported second-quarter financial results and issued third-quarter sales guidance with its midpoint below estimates.

ServiceTitan reported results for the second quarter of fiscal 2027, which ended July 31, 2026. Revenue rose 21% year over year to $292.8 million, while gross transaction volume increased 17% to $26.8 billion.

For the third quarter of fiscal 2027, ServiceTitan expects revenue of $285 million to $287 million, versus market estimates of $287.874 million.

ServiceTitan shares dipped 16.7% to $67.99 in pre-market trading.

Here are some other stocks moving lower in pre-market trading.

Mind Technology Inc (NASDAQ:MIND) fell 13.7% to $3.62 in pre-market trading after the company reported worse-than-expected second-quarter financial results.Braze Inc (NASDAQ:BRZE) fell 10.6% to $27.10 in pre-market trading after the company reported second-quarter financial results and issued third-quarter adjusted EPS guidance below estimates.Caseys General Stores Inc (NASDAQ:CASY) fell 8.7% to $670.56 in pre-market trading after the company posted first-quarter results.LuxExperience BV-ADR (NYSE:LUXE) fell 5% to $7.00 in pre-market trading. LuxExperience will release fourth quarter financial results before the opening bell on Sept. 16.Target Hospitality Corp (NASDAQ:TH) declined 3.8% to $19.49 in pre-market trading after the company announced pricing of upsized secondary offering and concurrent stock repurchase.Trending

BOXABL Inc (NASDAQ:BXBL) fell 3.2% to $4.23 in pre-market trading.Palisade Bio Inc (NASDAQ:PALI) dipped 3.2% to $2.13 in pre-market trading.Qfin Holdings Inc – ADR (NASDAQ:QFIN) fell 3.2% to $8.56 in pre-market trading.Immunome Inc (NASDAQ:IMNM) fell 3.1% to $25.97 in pre-market trading.Adaptive Biotechnologies Corp (NASDAQ:ADPT) declined 3% to $23.62 in pre-market trading.Nomad Foods Ltd (NYSE:NOMD) slipped 2.3% to $11.20 in pre-market trading.Photo via Shutterstock

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2026-09-09 13:47 1mo ago
2026-09-09 09:12 1mo ago
These Analysts Revise Their Forecasts On Braze Following Upbeat Q2 Results
BRZE Braze
FMP Stock News
Original source text
Braze Inc (NASDAQ:BRZE) reported upbeat earnings for the second quarter on Tuesday.

The company posted quarterly earnings of 19 cents per share which beat the analyst consensus estimate of 16 cents per share. The company reported quarterly sales of $227.230 million which beat the analyst consensus estimate of $219.918 million.

Braze raised its FY2027 adjusted EPS guidance from $0.61-$0.65 to $0.64-$0.65 and also raised its sales guidance from $895.000 million-$899.000 million to $910.000 million-$913.000 million.

“Our strong second quarter results underscore the essential role Braze plays for brands globally, delivering 26% year-over-year revenue growth alongside improving operating leverage and record second quarter free cash flow,” said Bill Magnuson, Cofounder and CEO of Braze.

Braze shares fell 13.7% to $26.15 in pre-market trading.

These analysts made changes to their price targets on Braze following earnings announcement.

Piper Sandler analyst Billy Fitzsimmons reiterated Braze with an Overweight rating and raised the price target from $27 to $30. Stephens & Co. analyst Brett Huff maintained the stock with an Overweight rating and raised the price target from $31 to $34. Citizens analyst Patrick Walravens reiterated the stock with a Market Outperform and maintained a $35 price target. BTIG analyst Nick Altmann reiterated the stock with a Buy and maintained a $35 price target. Needham analyst Scott Berg reiterated the stock with a Buy and maintained a $50 price target. Considering buying BRZE stock? Here’s what analysts think:

Photo via Shutterstock

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© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

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2026-09-09 13:47 1mo ago
2026-09-09 09:27 1mo ago
Braze Sinks 12% as Soft Earnings Guide Overshadows Beat and Raise; Klaviyo Advances 3%
BRZE Braze
FMP Stock News
Original source text
Braze beat revenue estimates and raised its full-year outlook, yet its stock cratered while every peer in the sector held firm. One line in the earnings guide explains why investors are selling a growth story that looked strong on almost…

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Braze (NASDAQ:BRZE | BRZE Price Prediction) delivered a beat and a raise on Tuesday afternoon, and its stock is tumbling anyway. The gap tells you the market is pricing the next quarter’s earnings line rather than the full-year trajectory management is trying to build.

Braze stock is down 12% to $26.58 early Wednesday after the company guided fiscal third-quarter adjusted earnings below what analysts had modeled. The move erases much of the summer bounce and puts the shares back into the $27 range on heavy volume.

Meanwhile, Klaviyo (NYSE:KVYO) stock is up 3% to $18.42, notably refusing to sell off in sympathy with its closest-sized peer. The iShares Expanded Tech-Software Sector ETF (CBOE:IGV) is nearly unchanged at $102.90. At the same time, the Invesco QQQ Trust (NASDAQ:QQQ) is down 0.36% to $715.80, so large-cap tech weakness isn’t the driver of Braze’s move.

Guidance Line Behind the Selloff Braze’s second-quarter fiscal 2027 print looked strong on the surface. The company’s revenue reached $227.23 million, up 26.2% year over year (YoY), and its non-GAAP EPS of $0.19 beat the $0.16 consensus. Dollar-based net retention at Braze improved to 110% and its free cash flow jumped to $21.7 million.

CEO Bill Magnuson said Braze delivered 26% year-over-year revenue growth alongside improving operating leverage and record second-quarter free cash flow. The company’s non-GAAP operating margin expanded to 9.7% from 3.4% a year earlier, and its large-customer cohort (spending at least $500,000 annually) grew to 361 from 282.

The selloff traces to one line. Braze guided its third-quarter fiscal 2027 adjusted EPS to a range of $0.13 to $0.14, below Street models, even as its Q3 revenue guidance of $229 million to $230 million came in above consensus. Analysts at Raymond James told investors to buy the dip, calling Braze a secular winner and pointing to management’s plan to accelerate investments ahead of next fiscal year.

Peers Sit Out the Move Klaviyo already reported its own Q2 on August 5, with revenue growth of 26.4% YoY and a raised full-year revenue outlook of $1.526 billion to $1.534 billion. That report is still doing the work today, keeping Klaviyo stock steady while Braze absorbs the guidance repricing.

Twilio (NYSE:TWLO), HubSpot (NYSE:HUBS), and Monday.com (NASDAQ:MNDY) round out the customer engagement and CRM peer group, and none is trading down in sympathy this morning. The flat move in the software fund confirms this is a single-name repricing, not a sector verdict on growth software.

The bull and bear cases are reading the same fact in opposite directions. The bulls point to Braze’s $1.1 billion in remaining performance obligations, up 27% YoY, plus a completed $50 million repurchase and a fresh authorization of the same size. The bears see softer near-term margins landing at a moment when the market wants proof of AI leverage now.

What to Watch Next Braze hosts its Forge 2026 flagship conference September 28-30 in Las Vegas, with an investor reception on Tuesday, September 29. Investors can watch for management’s commentary on AI Decisioning Studio, Agent Console adoption, and the newly signed three-year AWS strategic collaboration that expands Marketplace procurement and joint go-to-market.

Braze also flagged Q3 margin pressure tied to Forge, global customer events, and new sales capacity added ahead of next year, which is exactly the spending pattern reflected in the softer earnings guide. Traders can stay tuned for the first sell-side revisions on out-year estimates, which will decide whether today’s move gets bought back into the print.

Investors weighing their exposure should calibrate their holdings carefully given management’s decision to spend ahead of next year’s growth. Share positions should reflect the fact that Braze’s near-term margin dip is planned rather than accidental, and that the software fund held firm while a single name absorbed the guidance shock.

Contact [email protected] for any questions or corrections.
2026-09-09 08:33 1mo ago
2026-09-08 16:05 1mo ago
Braze Reports Strong Fiscal Second Quarter 2027 Results
BRZE Braze
FMP Stock News
Original source text
NEW YORK--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely EngagingTM, today announced results for its fiscal quarter ended July 31, 2026. "Our strong second quarter results underscore the essential role Braze plays for brands globally, delivering 26% year-over-year revenue growth alongside improving operating leverage and record second quarter free cash flow," said Bill Magnuson, Cofounder and CEO of Braze. "As customers acro.
2026-09-09 08:33 1mo ago
2026-09-08 18:15 1mo ago
Braze, Inc. (BRZE) Surpasses Q2 Earnings and Revenue Estimates
BRZE Braze
FMP Stock News
Original source text
Braze, Inc. (BRZE - Free Report) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.15 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +18.75%. A quarter ago, it was expected that this company would post earnings of $0.1 per share when it actually produced earnings of $0.1, delivering no surprise.

Over the last four quarters, the company has surpassed consensus EPS estimates just once.

Braze, which belongs to the Zacks Internet - Software industry, posted revenues of $227.23 million for the quarter ended July 2026, surpassing the Zacks Consensus Estimate by 3.19%. This compares to year-ago revenues of $180.11 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Braze shares have lost about 6.8% since the beginning of the year versus the S&P 500's gain of 12.8%.

What's Next for Braze?While Braze has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Braze was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.16 on $227.39 million in revenues for the coming quarter and $0.63 on $897.63 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Penguin Solutions, Inc. (PENG - Free Report) , another stock in the same industry, has yet to report results for the quarter ended August 2026.

This company is expected to post quarterly earnings of $0.75 per share in its upcoming report, which represents a year-over-year change of +74.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Penguin Solutions, Inc.'s revenues are expected to be $512.5 million, up 51.7% from the year-ago quarter.
2026-09-09 08:32 1mo ago
2026-09-08 18:31 1mo ago
Braze (BRZE) Reports Q2 Earnings: What Key Metrics Have to Say
BRZE Braze
FMP Stock News
Original source text
Braze, Inc. (BRZE - Free Report) reported $227.23 million in revenue for the quarter ended July 2026, representing a year-over-year increase of 26.2%. EPS of $0.19 for the same period compares to $0.15 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $220.21 million, representing a surprise of +3.19%. The company delivered an EPS surprise of +18.75%, with the consensus EPS estimate being $0.16.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Braze performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Current Remaining performance obligations: $691.1 million versus the two-analyst average estimate of $690.21 million.Total Customers: 2,789 compared to the 2,773 average estimate based on two analysts.Dollar Based Net Retention (TTM): 110% versus 110.7% estimated by two analysts on average.Revenue- Professional services and other: $19.6 million versus $15.93 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +136.1% change.Revenue- Subscription: $207.7 million compared to the $204.21 million average estimate based on five analysts. The reported number represents a change of +20.9% year over year.View all Key Company Metrics for Braze here>>>

Shares of Braze have returned +11.2% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
2026-09-09 08:32 1mo ago
2026-09-08 19:04 1mo ago
Braze Q2 Earnings Call Highlights
BRZE Braze
FMP Stock News
Original source text
3 Unique AI Software Plays With Strong Analyst SupportBraze NASDAQ: BRZE reported fiscal second-quarter 2027 revenue of $227 million, up 26% from a year earlier and 8% sequentially, as the customer-engagement software company cited contract expansions, renewals and new business. The company also raised its revenue outlook for the third quarter and full fiscal year and increased its full-year operating income guidance.

Co-Founder and Chief Executive Officer Bill Magnuson said the quarter featured strong bookings, competitive wins against legacy marketing clouds and point solutions, and continued vendor-consolidation activity. He also pointed to rising customer adoption of the company’s artificial intelligence products and an expanding channel-partner strategy.

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Braze Blazes Ahead on Q1 2027 Earnings Beat, Raised Guidance“Brands are adopting ever more sophisticated strategies and racing to deploy AI-driven solutions to leverage their first-party data and direct-to-consumer relationships,” Magnuson said.

Customer growth and retention Total customer count rose 15% year over year to 2,789 as of July 31, 2026, an increase of 367 customers from the prior-year period and 76 from the preceding quarter. The number of customers spending at least $500,000 annually increased 28% year over year to 361. Those larger customers accounted for 65% of annual recurring revenue, compared with 62% a year earlier.

Braze Stock Rallies as Revenue Beats, Buybacks Begin, and Outlook JumpsTrailing 12-month dollar-based net retention was 110% across all customers. For customers spending at least $500,000 annually, net retention rose to 112% from 111% in the prior quarter.

Magnuson said new business and expansions during the quarter included Boots Thailand, Chime, David Jones, Foxtel Group, Insurify, Omaze UK, Property Finder and Wilson Sporting Goods. He said the company also won customers moving from legacy platforms, including a global quick-service restaurant, an Asia-Pacific bank, a European retailer and a U.S. challenger bank.

Remaining performance obligations totaled $1.1 billion, up 27% year over year, while current remaining performance obligations increased 24% to $691 million. Magnuson told analysts that the company’s fourth and first fiscal quarters are typically its largest renewal periods and that current RPO comparisons also reflected lapping the OfferFit acquisition.

AI adoption and product strategy Braze said paid adoption of its AI tools—including Decisioning Studio, Agent Console, AI Item Recommendations and its Predictive Suite—reached roughly one-third of its large-customer cohort during the quarter. That represented an increase of about 900 basis points from the first quarter.

Magnuson said AI monetization remains early, but enterprise customers are seeing returns from the tools. He highlighted Operator, an AI product designed to help marketers create and manage campaigns and workflows, as a driver of adoption of other Braze features.

During the past 90 days, nearly 80% of Braze accounts engaged with Operator more than 10 times, according to Magnuson. More than half of those accounts used it more than 100 times over the same period. He said the product has also reduced customer-support tickets, allowing support staff to focus on more complex issues.

The company said its AI products can support more sophisticated multichannel campaigns, experimentation and personalization. Magnuson said customers that use three, four or five channels and adopt more advanced Braze features historically have shown higher dollar-based net retention than other cohorts.

Braze also introduced Agentic Standards in beta, which allows teams to encode brand guidelines, compliance rules, tracking requirements and content standards for automated checks. The company said it expects to discuss additional developments involving Operator, Content Optimizer, Agent Console and Decisioning Studio at its Forge customer conference.

Magnuson said Decisioning Studio maintained the pricing power discussed when Braze acquired OfferFit, with use-case pricing in the roughly $250,000 to $300,000 range. The company is also developing Decisioning Studio Go, a more self-service offering that will be paid for through Action Credits and have a lower upfront cost than Decisioning Studio Pro.

Profitability, cash flow and capital returns Subscription revenue represented 91% of total second-quarter revenue, while the remaining 9% came from recurring professional services and one-time configuration and onboarding fees. Interim Chief Financial Officer Pankaj Malik said approximately 90% of professional-services revenue is recurring and recognized ratably over the related contract term.

Malik said the company has been shifting some customer-success entitlements that were previously bundled in subscription fees into professional-services arrangements under its newer pricing and packaging structure. Braze has migrated about half of its customer base and expects about 80% of the remaining customers to transition over the next six quarters. He said professional services are expected to represent about 9% to 10% of revenue going forward.

Non-GAAP gross profit was $156 million, with a 68.6% gross margin, compared with 69.3% a year earlier. Non-GAAP operating income was $22 million, or 9.7% of revenue, compared with $6 million, or 3.4% of revenue, in the prior-year quarter. Non-GAAP net income attributable to Braze shareholders was $21 million, or $0.19 per share, compared with $17 million, or $0.15 per share, a year earlier. Cash provided by operations was $24 million, and free cash flow was $22 million, compared with $4 million in the prior-year quarter. Braze ended the quarter with approximately $414 million in cash equivalents, restricted cash and marketable securities. In August, it completed a $50 million accelerated share repurchase program, buying back approximately 2.1 million shares. Another $50 million remains under the board’s authorization.

Raised outlook and AWS partnership For the fiscal third quarter, Braze expects revenue of $229 million to $230 million, representing roughly 20% year-over-year growth at the midpoint. It forecast non-GAAP operating income of $16 million to $17 million, or about a 7% operating margin, and non-GAAP earnings per share of $0.13 to $0.14.

For fiscal 2027, the company now expects revenue of $910 million to $913 million, representing approximately 23% growth at the midpoint. It projected non-GAAP operating income of $75.5 million to $76.5 million, implying an 8% operating margin, and non-GAAP earnings per share of $0.64 to $0.65.

Malik said third-quarter operating income will be affected by the costs of Forge and other global customer events, while Magnuson said the company is also beginning to add sales capacity ahead of the next fiscal year.

Braze additionally announced a three-year strategic collaboration agreement with Amazon Web Services. Magnuson said the agreement establishes a dedicated co-selling motion, joint go-to-market commitments and incentives for AWS sellers to bring Braze into customer accounts. He said the arrangement builds on rising procurement through AWS Marketplace and could extend Braze’s international and industry reach.

About Braze (NASDAQ:BRZE)Braze, Inc is a publicly traded software company NASDAQ: BRZE that offers a customer engagement platform designed to help brands build personalized relationships with their users. Founded in 2011 as Appboy by Bill Magnuson, Jon Hyman and Mark Ghermezian, the company adopted the Braze name in 2017 to underscore its focus on fostering strong connections between businesses and consumers. Its cloud-based platform consolidates messaging channels including push notifications, in-app messages, email and SMS, enabling companies to deliver timely, context-driven communications at scale.

The core functionality of Braze's platform centers on data-driven segmentation, customer journey orchestration and real-time analytics.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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2026-09-09 08:32 1mo ago
2026-09-08 19:15 1mo ago
Why Braze Stock Tumbled by Over 5% on Tuesday
BRZE Braze
FMP Stock News
Original source text
Braze (BRZE -5.16%) didn't start the holiday-shortened trading week on a high note. After it published its latest quarterly results that morning, investors aggressively sold the customer engagement software developer's stock. By the end of the day, its shares had fallen by more than 5%.

An estimates-topper In its second quarter of fiscal 2027, Braze earned just over $227 million in revenue, representing a 26% year-over-year improvement. In its earnings release, the company said this was due mainly to an influx of new customers, combined with upsells and renewals of existing clientele. Of the total, nearly $208 million was subscription revenue, up 21%.

Image source: Getty Images.

The specialized tech company's net income not under generally accepted accounting principles (non-GAAP, or adjusted) also rose briskly, advancing by 26% to more than $21 million, or $0.19 per share.

Both headline figures sat comfortably above their respective consensus analyst estimates of slightly over $220 million for revenue and $0.15 per share for adjusted net profit.

Investors weren't as concerned with trailing results as they were about future potential, and that's what most affected Braze stock post-earnings.

The company offered guidance for its current (third) quarter and raised its full-year revenue range while increasing the lower end of its profitability estimate. For the former period, it's modeling $229 million to $230 million, against the analyst consensus of just under $228 million. However, its guidance range for adjusted earnings is $0.13 to $0.14 per share, while pundits collectively expect $0.16.

Premium Feature

Moneyball Superscore

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High expectations This feels rather nitpicky to me, especially considering that Braze's new full-year guidance tops prognosticator estimates. It's forecasting revenue for the period of $910 million to $913 million, and adjusting earnings per share (EPS) of $0.64 to $0.65. The two consensus figures are $899 million and $0.63 per share, respectively.

Software stocks like Braze continue to get punished for not producing blowout quarters and estimates-crushing guidance. Investors who aren't so skittish on the segment should consider this stock's Tuesday sell-off a fine opportunity to get a smart, effective niche operator at a discount.
2026-09-09 08:32 1mo ago
2026-09-08 21:25 1mo ago
Braze, Inc. (BRZE) Q2 2027 Earnings Call Transcript
BRZE Braze
FMP Stock News
Original source text
Braze, Inc. (BRZE) Q2 2027 Earnings Call Transcript
2026-09-08 06:51 1mo ago
2026-09-08 02:06 1mo ago
Braze Gears Up For Q2 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
BRZE Braze
FMP Stock News
Original source text
Braze, Inc. (NASDAQ:BRZE) will release its second quarter earnings report after the closing bell on Tuesday, Sept. 8.

Analysts expect the New York-based company to report quarterly earnings of 16 cents per share, up from 15 cents per share in the year-ago period. The consensus estimate for BRZE’s quarterly revenue is $220.26 million. It reported $180.11 million last year, according to Benzinga Pro.

On May 27, Braze reported mixed first-quarter financial results.

Shares of Braze fell 3.9% to close at $31.96 on Friday.

Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.

Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.

DA Davidson analyst Clark Wright maintained a Buy rating and raised the price target from $33 to $40 on Sept. 2, 2026. This analyst has an accuracy rate of 73%. Barclays analyst Raimo Lenschow maintained an Overweight rating and boosted the price target from $31 to $38 on Sept. 2, 2026. This analyst has an accuracy rate of 72%. TD Cowen analyst Derrick Wood maintained a Buy rating and increased the price target from $30 to $36 on Aug. 27, 2026. This analyst has an accuracy rate of 72%. Oppenheimer analyst Brian Schwartz maintained an Outperform rating and boosted the price target from $30 to $36 on Aug. 27, 2026. This analyst has an accuracy rate of 59%. BTIG analyst Nick Altmann maintained a Buy rating and increased the price target from $30 to $35 on Aug. 14, 2026. This analyst has an accuracy rate of 68%. Trending

Considering buying BRZE stock? Here’s what analysts think:

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© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

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2026-09-02 19:28 1mo ago
2026-09-02 14:45 1mo ago
15 Stocks to Watch With Short Squeeze Potential
BRZE Braze
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Original source text
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2026-08-19 20:51 2mo ago
2026-08-19 16:05 2mo ago
Braze To Participate In Upcoming Investor Conferences
BRZE Braze
FMP Stock News
Original source text
NEW YORK--(BUSINESS WIRE)--Braze (NASDAQ: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced it will participate in two upcoming investor conferences with management presentations: Event: Citi Global TMT Conference Date & Time: Thursday, September 10th, 2026 Management Presentation: Cofounder, CEO, and President Bill Magnuson at 10:10 am ET Event: Piper Sandler Growth Frontiers Conference Date & Time: Tuesday, September 15th,.