Braze, Inc. logo

Braze, Inc.

BRZE

NASDAQTechnologySoftware - Application

Previous close

$31.06

+$0.35 · +1.14%

Aug 21, 4:00 PM ET

BRZE company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

81

Deep Value

Momentum

45

Neutral

Sentiment

69

Bullish

Risk resilience

47

Elevated Risk

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Company profile

Company website

Braze, Inc. operates a global customer engagement platform designed to foster meaningful interactions between consumers and brands. Its comprehensive suite of tools includes robust data ingestion capabilities. These feature Braze software development kits (SDKs) for automatic data collection and the delivery of various mobile and web notifications, integrated in-application/in-browser messages, and content cards, all seamlessly adaptable to diverse digital interfaces and application development frameworks. Additionally, a REST API facilitates data import/export and workflow automation across Braze and clients' existing technological ecosystems. The platform also enables the synchronization of user cohorts from partner sources. For customer understanding, Braze offers advanced classification functionalities. This includes segmentation tools that allow businesses to define reusable consumer groups based on attributes, past events, or predictive propensity scores. Segment insights provide analytical views into how different segments perform relative to key metrics and help identify the underlying factors driving segment membership. Furthermore, a predictive suite assists in pinpointing high-value consumer demographics. The company further provides modules for personalization and decisive actions. Crucially, Braze's orchestration offerings empower brands to manage complex customer journeys. Its signature 'Canvas' tool allows for the visual mapping of multi-step, cross-channel messaging experiences—ideal for onboarding sequences, nurturing campaigns, or win-back strategies. Other orchestration elements include the ability to run targeted campaigns (single or multi-channel) for specific user segments, event and API-driven triggering mechanisms, controls for message frequency and rate limiting, intelligent content selection, and extensive reporting alongside analytics. Founded in 2011, the company was initially known as Appboy, Inc. before adopting its current name, Braze, Inc., in November 2017. Its corporate headquarters are situated in New York, New York.

Industry
Software - Application
Sector
Technology
Headquarters
US
CEO
William Magnuson
Listed since
Nov 17, 2021
Employees
1,988

Market position

Day range

Current $31.06

52-week range

Current $31.06

Open
$30.54
Previous close
$30.71
Volume
3.32M
1.23× average
Average volume
2.69M
Average daily volume
Market cap
3.5B USD
Beta
0.83
Market reference 1
50-day average
$24.6664
+25.92% above average
200-day average
$24.5009
+26.77% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

P/E (TTM)
-27.73×
P/B (TTM)
5.92×
P/S (TTM)
4.44×
Dividend yield
0.00%

Profitability & efficiency

Gross margin
66.46%
Operating margin
-16.78%
Net margin
-15.51%

Financial health

Debt / equity
0.14×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends80%36%-8%-53%Gross margin, FY2022: 67.02%Gross margin, FY2023: 67.41%Gross margin, FY2024: 68.73%Gross margin, FY2025: 69.13%Gross margin, FY2026: 67.15%Operating margin, FY2022: -32.86%Operating margin, FY2023: -41.68%Operating margin, FY2024: -30.67%Operating margin, FY2025: -20.59%Operating margin, FY2026: -19.61%Net margin, FY2022: -32.23%Net margin, FY2023: -39.10%Net margin, FY2024: -27.38%Net margin, FY2025: -17.48%Net margin, FY2026: -17.79%FY2022FY2023FY2024FY2025FY2026
Gross margin FY2022 67.02%. Gross margin FY2023 67.41%. Gross margin FY2024 68.73%. Gross margin FY2025 69.13%. Gross margin FY2026 67.15%. Operating margin FY2022 -32.86%. Operating margin FY2023 -41.68%. Operating margin FY2024 -30.67%. Operating margin FY2025 -20.59%. Operating margin FY2026 -19.61%. Net margin FY2022 -32.23%. Net margin FY2023 -39.10%. Net margin FY2024 -27.38%. Net margin FY2025 -17.48%. Net margin FY2026 -17.79%.

Income trends

Revenue

738.18M USD+24.40%

Operating income

−144.76M USD-18.50%

Net income

−131.29M USD-26.55%
Income trends across reported periods826.81M USD472.29M USD117.76M USD−236.77M USDRevenue, FY2022: 238.04M USDRevenue, FY2023: 355.43M USDRevenue, FY2024: 471.8M USDRevenue, FY2025: 593.41M USDRevenue, FY2026: 738.18M USDOperating income, FY2022: −78.21M USDOperating income, FY2023: −148.14M USDOperating income, FY2024: −144.69M USDOperating income, FY2025: −122.16M USDOperating income, FY2026: −144.76M USDNet income, FY2022: −76.72M USDNet income, FY2023: −138.97M USDNet income, FY2024: −129.17M USDNet income, FY2025: −103.74M USDNet income, FY2026: −131.29M USDFY2022FY2023FY2024FY2025FY2026
Revenue FY2022 238.04M USD. Revenue FY2023 355.43M USD. Revenue FY2024 471.8M USD. Revenue FY2025 593.41M USD. Revenue FY2026 738.18M USD. Operating income FY2022 −78.21M USD. Operating income FY2023 −148.14M USD. Operating income FY2024 −144.69M USD. Operating income FY2025 −122.16M USD. Operating income FY2026 −144.76M USD. Net income FY2022 −76.72M USD. Net income FY2023 −138.97M USD. Net income FY2024 −129.17M USD. Net income FY2025 −103.74M USD. Net income FY2026 −131.29M USD.
Metric (USD)FY2026FY2025FY2024FY2023FY2022
Revenue738.18M USD593.41M USD471.8M USD355.43M USD238.04M USD
Cost of goods sold242.53M USD183.19M USD147.53M USD115.82M USD78.51M USD
Gross profit495.66M USD410.22M USD324.27M USD239.61M USD159.52M USD
Research and development167.14M USD133.97M USD119.86M USD97.29M USD59.03M USD
Selling, general, and administrative473.27M USD398.41M USD349.1M USD290.46M USD178.7M USD
Operating expenses640.41M USD532.38M USD468.97M USD387.75M USD237.74M USD
Interest income20.19M USD8.73M USD506K USD
Interest expense369K USD
Depreciation and amortization19.33M USD10.12M USD6.96M USD4.62M USD2.77M USD
Operating income−144.76M USD−122.16M USD−144.69M USD−148.14M USD−78.21M USD
Net income−131.29M USD−103.74M USD−129.17M USD−138.97M USD−76.72M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
73%
8 beats, 3 misses, 0 met estimates
Average EPS surprise
+137.30%
11 comparable reports
Latest EPS result
0.1
Estimate 0.1 · Miss by 3.94%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates0.190.110.03-0.05Q4 '24BeatQ1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25MissQ1 '26MissQ2 '26MissQ3 '26Estimate
Q4 2024, reported Dec 9, 2024: actual 0.02, estimate -0.006, surprise +441.88%, Beat. Q1 2025, reported Mar 27, 2025: actual 0.12, estimate 0.05, surprise +140.00%, Beat. Q2 2025, reported Jun 5, 2025: actual 0.07, estimate 0.046, surprise +52.64%, Beat. Q3 2025, reported Sep 4, 2025: actual 0.15, estimate 0.03, surprise +400.00%, Beat. Q4 2025, reported Dec 9, 2025: actual 0.06, estimate 0.062, surprise -3.65%, Miss. Q1 2026, reported Mar 24, 2026: actual 0.1, estimate 0.14, surprise -28.57%, Miss. Q2 2026, reported May 27, 2026: actual 0.1, estimate 0.104, surprise -3.94%, Miss. Q3 2026, reported Sep 8, 2026: actual —, estimate 0.154, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates229.04M199.16M169.28M139.4MQ4 '24BeatQ1 '25BeatQ2 '25BeatQ3 '25MissQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26Estimate
Q4 2024, reported Dec 9, 2024: actual 152.05M USD, estimate 148.21M USD, surprise +2.59%, Beat. Q1 2025, reported Mar 27, 2025: actual 160.4M USD, estimate 155.73M USD, surprise +3.00%, Beat. Q2 2025, reported Jun 5, 2025: actual 162.06M USD, estimate 158.62M USD, surprise +2.17%, Beat. Q3 2025, reported Sep 4, 2025: actual 180.11M USD, estimate 184.23M USD, surprise -2.24%, Miss. Q4 2025, reported Dec 9, 2025: actual 190.84M USD, estimate 184.62M USD, surprise +3.37%, Beat. Q1 2026, reported Mar 24, 2026: actual 205.17M USD, estimate 198.24M USD, surprise +3.49%, Beat. Q2 2026, reported May 27, 2026: actual 211M USD, estimate 205.19M USD, surprise +2.83%, Beat. Q3 2026, reported Sep 8, 2026: actual —, estimate 220.23M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Rating distribution

25 ratings
Strong buy00%
Buy2496%
Hold14%
Sell00%
Strong sell00%

BRZE peers

ETFs holding BRZE

Funds reporting this stock among their holdings, ordered by reported position size.

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