
Braze (BRZE) Stock Forecast & Price Target
Braze (BRZE) Analyst Ratings
Bulls say
Braze Inc. reported calculated billings of $200.1 million, reflecting a robust year-over-year growth of 22%, significantly surpassing both consensus and estimates. The company showcased strong revenue performance for F3Q26, achieving $190.8 million, marking a 26% increase year-over-year, along with solid subscription revenue at $181.6 million, up 24% y/y, exceeding market expectations. Additionally, management’s guidance for FY26 indicates optimistic revenue projections of $730.5 million to $731.5 million, signaling a continued upward trend and a healthy demand for its customer engagement platform.
Bears say
Braze Inc.'s performance reveals concerns regarding its stagnating key metrics, with a flat sequential dollar-based net retention (DBNR) rate of 108% and a slight decline in DBNR for larger customers, which decreased to 110%. The company's profitability remains a significant issue, evidenced by the sequential decline in non-GAAP gross margins by approximately 140 basis points, raising questions about its ability to scale effectively amidst competitive pressures. Furthermore, potential risks such as technological adaptation, competition, and reliance on third-party services could undermine Braze's market share and overall financial performance, contributing to a negative outlook on its 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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