Braze has raised its full-year 2027 revenue guidance to $910–$913 million, reflecting 23–24% year-over-year growth driven by strong AI product adoption and expansion into larger enterprises. Despite a recent post-earnings selloff, the company's valuation remains attractive at 2.5x–2.9x forward EV/revenue, well below peers in the SaaS sector with similar growth rates. Risks include competition from larger AI-enabled platforms like Salesforce and potential demand softness due to macroeconomic factors, but these risks are considered priced in. Analysts maintain a buy rating, viewing Braze as a compelling 'growth at a reasonable price' investment in a volatile market.
Braze reported strong Q2 results with 26.2% revenue growth and raised its full-year outlook, but its stock fell 12% after the company guided Q3 adjusted earnings below analyst expectations. The market reacted negatively to the softer near-term earnin...
Braze reported strong Q2 2026 results with earnings per share of $0.19, surpassing analyst expectations of $0.15 by over 18%. The company achieved $227.23 million in revenue, a 26% increase year-over-year and 3.19% above consensus forecasts, reflecti...
