
Braze (BRZE) Stock Forecast & Price Target
Braze (BRZE) Analyst Ratings
Bulls say
Braze Inc. reported calculated billings of $200.1 million, reflecting a 22% year-over-year increase and surpassing consensus estimates, indicating robust customer engagement and operational efficiency. The company's guidance for fiscal year 2026 suggests significant revenue growth, projecting revenue between $730.5 million and $731.5 million, which marks a 23% increase compared to the prior year's midpoint and exceeds consensus expectations. Furthermore, the strong performance of subscription revenue, which increased by 24% year-over-year to $181.6 million, along with substantial customer additions, reinforces a positive outlook for Braze's continued growth and market strength.
Bears say
Braze Inc. demonstrated stagnant client expansion, with its dollar-based net retention (DBNR) remaining unchanged at 108%, and a slight decrease in DBNR for larger clients, indicating potential challenges in retaining high-value customers. Non-GAAP gross margins further contracted by approximately 140 basis points, suggesting difficulties in maintaining profitability amidst competitive pressures in the customer engagement sector. Additionally, the company faces significant risks, including adapting to technological changes and intensified competition, which could threaten its market share and inhibit financial growth if Braze fails to effectively scale its operations.
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