Braze, Inc.: Growth Strength Remains Healthy [Seeking Alpha]
Braze, Inc. (BRZE)
Company Research
Source: Seeking Alpha
I maintain a buy rating for Braze stock, believing the recent share price decline is unjustified, and growth potential remains strong despite macroeconomic challenges. 2Q25 earnings showed solid results with total revenue of $145.5 million, beating consensus estimates, and achieving profitability with an adj. EBIT margin of 3%. Forward-looking metrics appear weak due to non-structural factors, but BRZE's enterprise segment demand remains robust, with customers $500k ARR growing 28% y/y. The new free trial program is a smart strategy to lower adoption barriers, potentially boosting customer acquisition and showcasing BRZE's sophisticated platform. We Are Investment overview I wrote about Braze, Inc. NASDAQ: BRZE ) previously (Mid-June 2024) with a buy rating as I see a long growth runway ahead for the business, and it was apparent that the poor macro backdrop was not impacting the business growth strength at all. I remain bullish on BRZE, as I don't think the sharp sell-do
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BRZE
News
- Braze to Report Third Quarter Fiscal 2025 ResultsBusiness Wire
- A Look At The Intrinsic Value Of Braze, Inc. (NASDAQ:BRZE) [Yahoo! Finance]Yahoo! Finance
- Braze, Inc. (NASDAQ: BRZE) had its price target lowered by analysts at The Goldman Sachs Group, Inc. from $65.00 to $47.00. They now have a "buy" rating on the stock.MarketBeat
- Braze, Inc. (NASDAQ: BRZE) was upgraded by analysts at Macquarie to a "hold" rating.MarketBeat
- Braze, Inc. (NASDAQ: BRZE) is now covered by analysts at Macquarie. They set a "neutral" rating and a $30.00 price target on the stock.MarketBeat
BRZE
Earnings
- 9/5/24 - Beat
BRZE
Sec Filings
- 11/20/24 - Form 4
- 11/20/24 - Form 4
- 11/20/24 - Form 4
- BRZE's page on the SEC website