Latest news with #BRZE
Business Insider
16 hours ago
- Business
- Business Insider
TD Cowen Keeps Their Buy Rating on Braze (BRZE)
In a report released yesterday, Derrick Wood from TD Cowen maintained a Buy rating on Braze (BRZE – Research Report), with a price target of $47.00. Confident Investing Starts Here: According to TipRanks, Wood is a 5-star analyst with an average return of 15.0% and a 62.40% success rate. Wood covers the Technology sector, focusing on stocks such as Oracle, ServiceNow, and Domo. In a report released on May 30, Stifel Nicolaus also maintained a Buy rating on the stock with a $45.00 price target. BRZE market cap is currently $3.97B and has a P/E ratio of -36.06. Based on the recent corporate insider activity of 106 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of BRZE in relation to earlier this year. Last month, Jonathan Hyman, the CTO of BRZE sold 9,197.00 shares for a total of $329,988.36.
Business Insider
4 days ago
- Business
- Business Insider
Stifel Nicolaus Sticks to Its Buy Rating for Braze (BRZE)
In a report released today, J. Parker Lane from Stifel Nicolaus maintained a Buy rating on Braze (BRZE – Research Report), with a price target of $45.00. The company's shares opened today at $36.38. Confident Investing Starts Here: Parker Lane covers the Technology sector, focusing on stocks such as Adobe, NCR Voyix, and Guidewire. According to TipRanks, Parker Lane has an average return of -2.1% and a 40.57% success rate on recommended stocks. Currently, the analyst consensus on Braze is a Strong Buy with an average price target of $49.79, a 36.86% upside from current levels. In a report released on May 27, Wells Fargo also maintained a Buy rating on the stock with a $40.00 price target. Based on Braze's latest earnings release for the quarter ending January 31, the company reported a quarterly revenue of $160.4 million and a GAAP net loss of $17.19 million. In comparison, last year the company earned a revenue of $130.96 million and had a GAAP net loss of $28.28 million Based on the recent corporate insider activity of 106 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of BRZE in relation to earlier this year. Earlier this month, Pankaj Malik, the CAO of BRZE sold 3,405.00 shares for a total of $122,171.40.
Business Insider
7 days ago
- Business
- Business Insider
Wells Fargo Reaffirms Their Buy Rating on Braze (BRZE)
Wells Fargo analyst Michael Berg maintained a Buy rating on Braze (BRZE – Research Report) yesterday and set a price target of $40.00. The company's shares closed yesterday at $35.89. Confident Investing Starts Here: According to TipRanks, Berg is a 3-star analyst with an average return of 4.1% and a 57.89% success rate. Berg covers the Technology sector, focusing on stocks such as Braze, and CSG Systems International. Currently, the analyst consensus on Braze is a Strong Buy with an average price target of $49.79, which is a 38.73% upside from current levels. In a report released on May 22, Goldman Sachs also reiterated a Buy rating on the stock with a $50.00 price target. BRZE market cap is currently $3.75B and has a P/E ratio of -34.03. Based on the recent corporate insider activity of 106 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of BRZE in relation to earlier this year. Earlier this month, Pankaj Malik, the CAO of BRZE sold 3,405.00 shares for a total of $122,171.40.
Yahoo
23-05-2025
- Business
- Yahoo
3 Growth Stocks to Add to Your Roster
Growth boosts valuation multiples, but it doesn't always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022. Deciphering which businesses can sustain their high growth rates is a challenge for even the most seasoned professionals, which is why we started StockStory. On that note, here are three growth stocks with significant upside potential. One-Year Revenue Growth: +25.8% Founded in 2011 after the co-founders met at NYC Disrupt Hackathon, Braze (NASDAQ:BRZE) is a customer engagement software platform that allows brands to connect with customers through data-driven and contextual marketing campaigns. Why Does BRZE Stand Out? ARR growth averaged 26.8% over the last year, showing customers are willing to take multi-year bets on its offerings Net revenue retention rate of 114% demonstrates its ability to expand within existing accounts through upsells and cross-sells Operating margin improvement of 10.1 percentage points over the last year demonstrates its ability to scale efficiently At $34.86 per share, Braze trades at 5.2x forward price-to-sales. Is now the right time to buy? See for yourself in our in-depth research report, it's free. One-Year Revenue Growth: +37.7% Originally started as an online auction platform, MercadoLibre (NASDAQ:MELI) is a one-stop e-commerce marketplace and fintech platform in Latin America. Why Is MELI a Good Business? Unique Active Buyers have grown by 19.7% annually, allowing for more profitable cross-selling opportunities if it can build complementary products and features Platform's growing usage and its ability to increase user spending by 16.9% annually showcases its high switching costs Strong free cash flow margin of 30.2% enables it to reinvest or return capital consistently, and its rising cash conversion increases its margin of safety MercadoLibre's stock price of $2,520 implies a valuation ratio of 30.3x forward EV/EBITDA. Is now a good time to buy? Find out in our full research report, it's free. One-Year Revenue Growth: +69.9% Founded by quantum physics pioneers from the University of Maryland and Duke University in 2015, IonQ (NYSE:IONQ) develops quantum computers that process information using trapped ions to solve complex computational problems beyond the capabilities of traditional computers. Why Do We Love IONQ? Annual revenue growth of 78.8% over the past two years was outstanding, reflecting market share gains this cycle Adjusted operating profits and efficiency rose over the last five years as it benefited from some fixed cost leverage Cash burn has become less severe over the last five years, showing the company is making some progress toward financial sustainability IonQ is trading at $44.40 per share, or 102.5x forward price-to-sales. Is now the time to initiate a position? See for yourself in our comprehensive research report, it's free. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free. Sign in to access your portfolio
Yahoo
07-05-2025
- Business
- Yahoo
Braze, Inc. (BRZE): A Bull Case Theory
Technologically, Braze holds a formidable moat. Legacy competitors like Salesforce Marketing Cloud and Adobe Campaign rely on slower batch-processing systems and fragmented databases, while Braze's unified, vertically integrated platform supports millisecond-level triggers and low-latency messaging. This gives it a clear advantage in scalability and user experience. In 2024, the platform supported more than 7.2 billion monthly active users and processed trillions of messages with 99.9% uptime. These capabilities are nearly impossible to replicate without years of sustained R&D and infrastructure build-out, particularly as Braze continues to leverage distribution partnerships like AWS Marketplace. While newer competitors like Iterable offer similar functionality, Braze consistently wins on the strength of its SDKs, real-time capabilities, and developer-friendly environment. Internationally, low-cost providers like MoEngage and CleverTap compete on price, but lack the maturity and scale needed to serve multinational enterprises, where Braze thrives. Twilio's failed attempt to build a rival product (Twilio Engage) underscores the difficulty of entering this market, affirming Braze's architectural edge. Braze (BRZE) has emerged as a category-defining leader in customer engagement technology, offering a real-time, cross-channel messaging platform used by modern consumer brands to orchestrate personalized outreach across mobile push, email, SMS, in-app messages, and web. Originally launched in 2011 as Appboy, Braze rebranded in 2017 as it expanded beyond mobile-first capabilities to support broad customer journey orchestration. The company's core differentiator lies in its real-time streaming data architecture, which updates user profiles as events occur, enabling instant responsiveness across marketing channels. This foundational advantage, paired with deeply embedded software development kits (SDKs) and integration into customers' workflows, creates significant switching costs and positions Braze as core infrastructure for marketing operations. Tools like Canvas Flow, Liquid templating, and Connected Content empower marketers to build intelligent customer journeys with high levels of customization, while Braze Currents allows real-time export of engagement data to external systems for analytics. Braze goes beyond marketing into product-led capabilities like feature flags, and its Sage AI suite, coupled with the planned acquisition of OfferFit, signals its intent to lead in AI-driven engagement optimization. We came across a bullish thesis on Braze, Inc. (BRZE) on Substack by Elliot. In this article, we will summarize the bulls' thesis on BRZE. Braze, Inc. (BRZE)'s share was trading at $31.71 as of May 5 th . BRZE's forward P/E was 96.15 according to Yahoo Finance. Story Continues Strategically, Braze has adopted a focused go-to-market approach, avoiding very small businesses and prioritizing mid-market and enterprise clients through a direct sales model. It has grown to 2,296 customers globally, including leading brands across QSR, retail, media, and finance. Its "land-and-expand" strategy is showing clear results: while only 11% of customers generate more than $500K in ARR, they account for 58% of total ARR, and that cohort grew by 22% year-over-year, reflecting deepening customer adoption and strong unit economics. Geographically, Braze is aggressively expanding in EMEA and APAC, targeting enterprise accounts and driving platform standardization across global customer bases. Its increased investment in product-led growth, such as self-service trials and low-friction onboarding through marketplaces, could further broaden reach into lighter-touch segments without diluting margins. Financially, Braze is entering a new phase of disciplined growth. It ended FY'25 with $593 million in revenue, up 26% YoY, and subscription revenue accounted for roughly 96% of the total—providing visibility and margin consistency. Gross margins stand at 70%, a solid figure given the platform's real-time messaging load, and importantly, Braze achieved non-GAAP operating breakeven for the year. This milestone highlights emerging operating leverage as the business scales. The company is still investing significantly in R&D and AI innovation, but is doing so within a framework of growing financial discipline. As with many SaaS companies, Braze remains somewhat sensitive to macroeconomic headwinds. Marketing budgets are often scrutinized during downturns, and while Braze is mission-critical for customer engagement, enterprises may look to reduce message volume or delay expansions. Nevertheless, Braze's role in customer retention and LTV expansion makes it harder to displace than most discretionary tools. The risk/reward profile for Braze is increasingly attractive. On one hand, it faces near-term pressures from macro volatility and the risk of growing commoditization in multichannel messaging. On the other, it possesses clear structural advantages—an entrenched platform, real-time infrastructure, and a fast-growing high-value customer base. The company's investments in AI, combined with strong international growth and rising large-account penetration, suggest durable long-term potential. As Braze continues to differentiate itself with automation, data streaming, and infrastructure quality, it stands out as not just a SaaS platform, but a vital operating system for how modern consumer brands engage their users at scale. Braze, Inc. (BRZE) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 31 hedge fund portfolios held BRZE at the end of the fourth quarter which was 28 in the previous quarter. While we acknowledge the risk and potential of BRZE as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than BRZE but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey.
