While the top- and bottom-line numbers for Braze (BRZE) give a sense of how the business performed in the quarter ended October 2025, 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 $0.06 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.02 per share a year ago.
Braze (BRZE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Braze, Inc. (NASDAQ:BRZE ) Q2 2026 Earnings Call September 4, 2025 4:30 PM EDT Company Participants Christopher Ferris - Head of Investor Relations William Magnuson - Co-Founder, Chairman & CEO Isabelle Winkles - Chief Financial Officer Conference Call Participants Brent Bracelin - Piper Sandler & Co., Research Division Sitikantha Panigrahi - Mizuho Securities USA LLC, Research Division Brett Huff - Stephens Inc., Research Division Raimo Lenschow - Barclays Bank PLC, Research Division Taylor McGinnis - UBS Investment Bank, Research Division Brian Peterson - Raymond James & Associates, Inc., Research Division Brian Schwartz - Oppenheimer & Co. Inc., Research Division Matthew VanVliet - Cantor Fitzgerald & Co., Research Division James Wood - TD Cowen, Research Division Yun Suk Kim - Loop Capital Markets LLC, Research Division Kincaid LaCorte Tyler Radke - Citigroup Inc., Research Division Willow Miller - William Blair & Company L.L.C., Research Division Presentation Operator Welcome to the Braze's Fiscal Second Quarter 2026 Earnings Conference Call.
The headline numbers for Braze (BRZE) give insight into how the company performed in the quarter ended July 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Braze, Inc. (BRZE) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.03 per share. This compares to earnings of $0.09 per share a year ago.
Investors need to pay close attention to Braze stock based on the movements in the options market lately.
I'm upgrading Braze to a buy as the stock has continued to slide despite a recent beat-and-raise quarter. Braze stands out with ~20% revenue growth, robust customer expansion, strong retention, improving profitability, and a clean balance sheet. Despite macro headwinds, Braze's valuation is compelling at 3.2x EV/FY26 revenue, especially versus slower-growing, pricier peers like Salesforce and HubSpot.
I maintain my buy rating on Braze (BRZE) as growth remains strong, customer momentum is solid, and AI capabilities are significantly enhanced by the OfferFit acquisition. 1Q26 results showed 20% revenue growth, improving profitability, and healthy customer wins, supporting my view that BRZE's growth trajectory is intact. Recent pricing model changes remove key sales friction, making it easier for customers to scale and increasing platform stickiness, which should accelerate adoption.
Braze, Inc. (NASDAQ:BRZE ) Q1 2026 Earnings Conference Call June 5, 2025 4:30 PM ET Company Participants Christopher L. Ferris - Head of Investor Relations Isabelle Winkles - Chief Financial Officer William Magnuson - Co-Founder, Chairman & CEO Conference Call Participants Arjun Rohit Bhatia - William Blair & Company L.L.C.
Braze, Inc. (BRZE) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to loss of $0.05 per share a year ago.
The average of price targets set by Wall Street analysts indicates a potential upside of 44.4% in Braze (BRZE). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.