The pullback has been partly tied to fears that artificial intelligence (AI) could disrupt customer engagement software providers. But Braze's latest earnings release indicate a rebound underpinned by strength in clients, penetration, and cash flow, suggesting AI is becoming a demand driver rather than just a competitive threat.
Braze, Inc. (BRZE) Q1 2027 Earnings Call Transcript
Although the revenue and EPS for Braze (BRZE) give a sense of how its business performed in the quarter ended April 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Braze, Inc. (BRZE) came out with quarterly earnings of $0.1 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.07 per share a year ago.
Braze NASDAQ: BRZE reported a strong start to fiscal 2027, with executives pointing to accelerating revenue growth, improving retention and rising demand for its AI-driven customer engagement tools.
Investors with an interest in Internet - Software stocks have likely encountered both ZoomInfo (GTM) and Braze, Inc. (BRZE). But which of these two stocks presents investors with the better value opportunity right now?
Braze remains a buy as Q4 2026 results reinforce the case for accelerating growth and higher valuation. Bookings surged over 50% y/y, enterprise traction deepened, and large customers now comprise 64% of ARR, supporting sustained momentum. AI is now contributing to revenue, with BrazeAI Decisioning Studio generating $5.7M and rapid adoption of new AI tools signaling future monetization potential.
Braze (BRZE) has declined nearly 50% over the past year but recently surged ~20% after a strong Q4 earnings beat. I reiterate my buy rating on BRZE, citing resilient growth execution and evidence of AI resistance in its customer engagement platform. Market pessimism centers on macro-driven marketing spend reductions and long-term risks from AI potentially replacing application-layer software like BRZE.
Braze (NASDAQ:BRZE) delivered a strong close to fiscal 2026, and six Wall Street analysts responded with updated price targets that reflect genuine confidence in the company's growth trajectory, tempered by valuation discipline in a compressed multiple environment.
Braze, Inc. (BRZE) Q4 2026 Earnings Call Transcript
While the top- and bottom-line numbers for Braze (BRZE) give a sense of how the business performed in the quarter ended January 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Braze, Inc. (BRZE) came out with quarterly earnings of $0.1 per share, missing the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.12 per share a year ago.