
Braze (BRZE) Stock Forecast & Price Target
Braze (BRZE) Analyst Ratings
Bulls say
Braze Inc reported calculated billings of $200.1 million for the year, marking a 22% year-over-year increase and surpassing both consensus estimates and prior projections. The company's subscription revenue also saw significant growth, rising 24% year-over-year to $181.6 million, exceeding expectations, while services revenue rose 59% year-over-year, indicating strong demand across its customer engagement platform. Furthermore, Braze's fiscal guidance for FY26 suggests a revenue target between $730.5 million and $731.5 million, reflecting continued solid growth trends and robust customer additions, which underscores a positive outlook for the company's financial performance.
Bears say
Braze Inc's revenue growth has exhibited a declining trend, dropping from 64.1% in 4Q22 to a low of 19.6% in 1Q26, with only modest acceleration to low 20% levels in subsequent quarters, indicating a concerning stabilization after previous growth peaks. Increased competition from other platforms, including legacy marketing clouds, alongside potential disruptions from third-party providers or mobile operating systems, raises the risk of customer retention challenges and operational inefficiencies. Furthermore, while the company reported strong operating and free cash flow metrics that surpassed consensus estimates, the overall outlook is overshadowed by potential delays in sales cycles and looming pricing pressures, which could negatively impact future revenue generation.
This aggregate rating is based on analysts' research of Braze and is not a guaranteed prediction by Public.com or investment advice.
Braze (BRZE) Analyst Forecast & Price Prediction
Start investing in Braze (BRZE)
Order type
Buy in
Order amount
Est. shares
0 shares