Braze: Continue To Stay Bullish As The Revenue Growth Outlook Gets Better [Seeking Alpha]
Braze, Inc. (BRZE)
Company Research
Source: Seeking Alpha
Q3 2026 revenue grew 26% y/y to $190.8M; large customers now comprise 63% of ARR, reinforcing durability and pricing power. AI capabilities are now pivotal in customer decisions, with BRZE's Operator and Agent Console seeing real adoption and boosting competitive positioning. I raise my growth outlook to 23% through FY 2028 and see fair value at $59, supported by a closed RPO/revenue growth gap and upmarket traction. Richard Drury/DigitalVision via Getty Images Investment overview I wrote about Braze Inc. ( BRZE ) previously with a buy rating, as I don't see reasons why it cannot continue growing revenue at 20% for the foreseeable future given the solid execution. BRZE's Q3 This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compen
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BRZE
News
- Braze (NASDAQ:BRZE) was given a new $40.00 price target on by analysts at Stifel Nicolaus.MarketBeat
- Piper Sandler Maintains Overweight on Braze, Inc. (BRZE) Despite Target Cut Amid Broader Software Multiple Reset [Yahoo! Finance]Yahoo! Finance
- Braze (NASDAQ:BRZE) was given a new $30.00 price target on by analysts at Piper Sandler.MarketBeat
- Braze (NASDAQ:BRZE) was given a new $45.00 price target on by analysts at The Goldman Sachs Group, Inc..MarketBeat
- Braze (NASDAQ:BRZE) had its "buy" rating reaffirmed by analysts at Needham & Company LLC. They now have a $50.00 price target on the stock.MarketBeat
BRZE
Earnings
- 12/9/25 - Beat
BRZE
Sec Filings
- 2/3/26 - Form 4
- 2/3/26 - Form SCHEDULE
- 2/2/26 - Form SCHEDULE
- BRZE's page on the SEC website