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
Show less
Read more
Impact Snapshot
Event Time:
BRZE
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
BRZE alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
BRZE alerts
High impacting Braze, Inc. news events
Weekly update
A roundup of the hottest topics
BRZE
News
- Braze (BRZE): Analyst Lauds Continued Margin Expansion [Yahoo! Finance]Yahoo! Finance
- Braze (NASDAQ:BRZE) was upgraded by analysts at BTIG Research to a "strong-buy" rating.MarketBeat
- Braze (NASDAQ:BRZE) had its "sell (d-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- Braze (NASDAQ:BRZE) is now covered by analysts at BTIG Research. They set a "buy" rating on the stock.MarketBeat
- Missed NVIDIA? Braze Might Be the Next AI Stock Breakout [Yahoo! Finance]Yahoo! Finance
BRZE
Earnings
- 12/9/25 - Beat
BRZE
Sec Filings
- 12/19/25 - Form 4
- 12/17/25 - Form 144
- 12/10/25 - Form 4
- BRZE's page on the SEC website