Braze, Inc. (BRZE)
Braze, Inc. (BRZE) Q2 2026 Earnings Call Transcript
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.
Braze (BRZE) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
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) Q2 Earnings and Revenues Beat Estimates
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.
Is the Options Market Predicting a Spike in Braze Stock?
Investors need to pay close attention to Braze stock based on the movements in the options market lately.
Braze: Incredible Value Opportunity Growing 20%
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.
Braze Inc.: I Stay Bullish As The Leading Growth Indicators Remain Healthy
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. (BRZE) Q1 2026 Earnings Call Transcript
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) Q1 Earnings and Revenues Top Estimates
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.
Wall Street Analysts Believe Braze (BRZE) Could Rally 44.43%: Here's is How to Trade
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.
Does Braze (BRZE) Have the Potential to Rally 52.61% as Wall Street Analysts Expect?
The mean of analysts' price targets for Braze (BRZE) points to a 52.6% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Braze: A More Challenging Environment, But A Great Price To Enter This Stock
Shares of Braze have been among the hardest-hit small caps in the recent pullback, down over 40% from recent peaks above $40. I expect growth to slow as companies pull back on marketing, and by extension marketing tools like Braze. The company's guidance captures a deceleration to 16% growth in FY26, down six points from 22% growth existing Q4.
3 Reasons Wall Street Is Backing Braze Stock Right Now
Vast troves of customer data demand equally powerful tools in order for companies to use this information to better engage with customers. For marketing and customer data management firm Braze Inc. NASDAQ: BRZE, traditional ways of combing through and sorting data are just the beginning.
