
Braze (BRZE) Stock Forecast & Price Target
Braze (BRZE) Analyst Ratings
Bulls say
Braze Inc demonstrates a strong financial outlook, highlighted by a notable organic revenue growth rate of 22.3%, marking the second consecutive quarterly acceleration. The company has achieved robust customer additions, totaling 106 in the last quarter, the highest since F3Q23, contributing to an intra-quarter net revenue retention (NRR) exceeding 107%. With a solid top-line performance that surpassed consensus estimates and an increasing demand for modern customer engagement solutions, Braze is well-positioned for continued revenue growth across various sectors.
Bears say
Braze Inc experienced a notable decline in its revenue growth rate, which fell from 64.1% in 4Q22 to 19.6% by 1Q26, only slightly rebounding to low 20% levels in subsequent quarters. Despite a net revenue retention rate (NRR) of 110% among customers generating over $500,000 in annual recurring revenue, the company faces significant risks, including potential macroeconomic deterioration, challenges in margin expansion, and increased competition from larger, AI-native peers. The prevailing market sentiment indicates skepticism about the longevity of current vendors, as they may be displaced by emerging competitors with superior capabilities, contributing to a negative outlook on Braze's stock.
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
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