Braze, Inc. (BRZE)
Braze Beat Expectations—Now 2 SaaS Peers Are in Focus
Customer engagement software can help businesses gather and track critical data to strengthen client relationships, potentially driving higher revenue and better retention. At a time when customers are increasingly picky about how they spend their money, the customer engagement platform space may be consolidating around a handful of names that have been particularly successful and are growing quickly.
Why Braze's Guidance Miss May Be a Gift for Investors
Braze's NASDAQ: BRZE September price crash looks like a buying opportunity, because the trigger for selling was questionable, and analyst activity has run counter to the move. The trigger was softer-than-expected Q3 guidance that forecast a penny less in earnings than the consensus, an arguably bearish detail, but one offset by many positives.
Braze Stock Plummets After Disappointing Profit Outlook
Shares of Braze (NASDAQ:BRZE) are down 16.9% to trade at $25.21 as investors look past the marketing software company's second-quarter earnings beat and instead focus on weaker-than-expected third-quarter profit growth.
Braze Sinks 12% as Soft Earnings Guide Overshadows Beat and Raise; Klaviyo Advances 3%
Braze (NASDAQ:BRZE | BRZE Price Prediction) delivered a beat and a raise on Tuesday afternoon, and its stock is tumbling anyway.
Braze: Growth At A Very Reasonable Price, Especially Amid Guidance Boost
Braze remains a compelling 'growth at a reasonable price' play, especially after a post-earnings selloff despite strong Q2 results. BRZE raised FY27 revenue guidance to $910–$913M (23–24% y/y growth), reflecting robust AI-driven product adoption and upmarket enterprise expansion. Valuation is attractive at 2.5x–2.9x forward EV/revenue, well below SaaS peers with similar growth, supporting a reiterated buy rating.
Braze, Inc. (BRZE) Q2 2027 Earnings Call Transcript
Braze, Inc. (BRZE) Q2 2027 Earnings Call Transcript
Braze Q2 Earnings Call Highlights
Braze NASDAQ: BRZE reported fiscal second-quarter 2027 revenue of $227 million, up 26% from a year earlier and 8% sequentially, as the customer-engagement software company cited contract expansions, renewals and new business. The company also raised its revenue outlook for the third quarter and full fiscal year and increased its full-year operating income guidance.
Braze (BRZE) Reports Q2 Earnings: What Key Metrics Have to Say
The headline numbers for Braze (BRZE) give insight into how the company performed in the quarter ended July 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Braze, Inc. (BRZE) Surpasses Q2 Earnings and Revenue Estimates
Braze, Inc. (BRZE) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.15 per share a year ago.
BILL vs. BRZE: Which Stock Should Value Investors Buy Now?
Investors interested in stocks from the Internet - Software sector have probably already heard of BILL Holdings (BILL) and Braze, Inc. (BRZE). But which of these two companies is the best option for those looking for undervalued stocks?
Braze: Incredible Growth Acceleration Shouldn't Be Ignored
Braze remains a compelling "Buy" despite a ~40% YTD decline, as the company delivers robust growth amid macro headwinds. BRZE defies weaker consumer spending and shrinking marketing budgets, maintaining strong customer engagement platform demand. Software sector weakness is driven by capital rotation into AI infrastructure, but I expect economic value to shift back to software applications.
AI Turns Payment Choice Into a Real-Time Contest
Watch more: Winning the Next Transaction: How AI Helps Build Loyalty in Payments Loyalty used to be a relatively simple fight for spend primacy. Issuers wanted the card at the front of the wallet, then the default credential on file.
