
Braze (BRZE) Stock Forecast & Price Target
Braze (BRZE) Analyst Ratings
Bulls say
Braze Inc has shown strong financial momentum, evidenced by an impressive organic revenue growth of 22.3%, which marks the second consecutive quarter of acceleration. The company achieved robust top-line performance with subscription and total revenue exceeding consensus estimates by 2.9% and 3.6%, respectively, reflecting a healthy demand for its customer engagement solutions across various industries. Additionally, the increase in intra-quarter organic total net revenue retention (NRR) to above 107% and the addition of 106 new customers quarter-over-quarter indicate a solid market position and support Braze's potential for sustained revenue growth.
Bears say
Braze Inc. experienced a significant decline in revenue growth, decreasing from 64.1% in Q4 2022 to a low of 19.6% in Q1 2026, with only a modest recovery to the low 20% range in subsequent quarters. The company's net revenue retention rate for customers generating over $500k in annual recurring revenue decreased to 110%, indicating a potential challenge in retaining larger accounts. Additionally, external risks such as macroeconomic deterioration, margin expansion difficulties, and increased competition from AI-native vendors further contribute to a negative outlook for 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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