Company Overview
Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. It offers Braze software development kits that automatically manage data ingestion and deliver mobile and web notifications, in-application/in-browser interstitial messages, and content cards; REST API to import or export data or to trigger workflows between Braze and brands' existing technology stacks; Partner Data Integrations, that allow brands to sync user cohorts from partners; Data Transformation, in which brands can programmatically sync and transform user data; Braze Cloud Data Ingestion that offers direct connections to cloud services and data warehouses, marketing, product, and growth teams; Braze Currents to stream data in real time; and Snowflake Data Sharing to track and store data. It also provides segmentation that define reusable segments of consumers based upon attributes, events, or predictive propensity scores; segment insights, which allows customers to analyze how segments are performing relative to each other across a set of pre-selected key performance indicators; and predictive suite that allows customers to identify groups of consumers that are of critical business value. In addition, the company offers Canvas, an orchestration tool; campaigns, which allows customers; event and API triggering; marketing pressure management; and reporting and analytics, as well as content generation and quality assurance platform, content management, catalogs, templating language, connected content, and intelligent timing and channel products. Further, it provides decisioning studio; agent console; liquid assistant and AI copywriter; personalized variant; AI item recommendations; and MCP Servers. The company was formerly known as Appboy, Inc. and changed its name to Braze, Inc. in November 2017. Braze, Inc. was incorporated in 2011 and is headquartered in New York, New York.
Why Investors Should Care
Revenue has grown at a 40.4% CAGR over the past five years.
Carries low leverage with a debt-to-equity ratio of 0.16.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Jan 2026 Revenue of $738.18M (+24.4% YoY); net profit $-131.29M.
- Trailing 12 Months Year-on-year growth — revenue +26.2%.
- 5-Year Trend Long-term compounding — revenue CAGR 40.4%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 40.40% |
| 1 Year: | 26.20% |
Stock Price Performance
| 1 Year: | +81.34% |
| 6 Months: | +97.16% |
| 3 Months: | +95.15% |
| 1 Month: | +85.97% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
Braze runs a customer-engagement platform that uses AI to personalise cross-channel messaging between brands and consumers.
Real-time, data-driven engagement across mobile, web, email and in-app channels with AI personalisation.
- AI personalisation (Sage AI) Braze applies AI to optimise message content, timing and channel for each user.
- Real-time data ingestion SDKs and APIs ingest behavioural data to power AI-driven journeys.
- Cross-channel orchestration AI orchestrates messaging across mobile, web and email at scale.
- High-growth (~30%) engagement platform with AI woven across the product.
- Sticky, usage-aligned SaaS revenue with strong retention.
- Still loss-making as it invests for growth.
- Competition and consumer-marketing-spend cycles are risks.
Curated from public filings and analyst commentary; figures are illustrative.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 40.4% over 5 years.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- RSI at 84 suggests overbought conditions.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Technology).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRZE Braze, Inc. R2KR3KAITECH | 45.88 | -44.54 | $5.21B | 0.00% | -20.88% | -18.51% | 40.40% | - |
| 2 | NVDA NVIDIA Corporation NDXSPXR3KAITECH | 210.96 | 26.64 | $5.09T | 0.46% | 74.66% | 117.21% | 24.64% | 32.12% |
| 3 | AAPL Apple Inc. NDXSPXR3KTECH | 347.72 | 39.88 | $5.07T | 0.32% | 68.72% | 148.75% | 1.81% | 3.92% |
| 4 | MSFT Microsoft Corporation NDXSPXR3KAITECH | 524.51 | 29.19 | $3.89T | 0.79% | 26.33% | 34.04% | 9.93% | 11.90% |
| 5 | TSM Taiwan Semiconductor Manufacturing Company Limited AITECH | 418.51 | 31.19 | $2.17T | 0.95% | 30.20% | 39.97% | 18.94% | 19.57% |
| 6 | AVGO Broadcom Inc. NDXSPXR3KAITECH | 321.68 | 41.08 | $1.54T | 0.72% | 16.70% | 44.25% | 17.04% | 54.08% |
| 7 | MU Micron Technology, Inc. NDXSPXR3KAITECH | 877.55 | 19.82 | $991.10B | 0.05% | 13.69% | 66.64% | 13.68% | 26.02% |
| 8 | AMD Advanced Micro Devices, Inc. NDXSPXR3KAITECH | 516.79 | 131.83 | $843.65B | 0.00% | 5.47% | 10.20% | 11.81% | 66.28% |
| 9 | ASML ASML Holding N.V. NDXAITECH | 1,571.80 | 51.02 | $603.73B | 0.50% | 42.97% | 53.94% | 15.55% | 19.55% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Oct 2020 | Apr 2021 | Jul 2021 | Oct 2021 | Apr 2022 | Jul 2022 | Oct 2022 | Apr 2023 | Jul 2023 | Oct 2023 | Apr 2024 | Jul 2024 | Oct 2024 | Apr 2025 | Jul 2025 | Oct 2025 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 39.33M | 47.88M | 55.76M | 63.97M | 77.50M | 86.13M | 93.12M | 101.78M | 115.11M | 123.96M | 135.46M | 145.50M | 152.05M | 162.06M | 180.11M | 190.84M | 211.00M |
| Gross Profit | 24.90M | 32.07M | 37.00M | 44.79M | 51.59M | 58.78M | 63.99M | 69.09M | 79.63M | 87.58M | 90.91M | 102.08M | 106.14M | 111.20M | 121.89M | 128.21M | 138.66M |
| Operating Income | -8.79M | -13.03M | -12.15M | -10.45M | -39.65M | -35.11M | -36.86M | -41.90M | -35.37M | -35.13M | -40.08M | -27.95M | -32.57M | -40.22M | -38.75M | -37.55M | -27.51M |
| Net Income | -8.81M | -12.83M | -12.23M | -8.72M | -39.27M | -32.89M | -33.36M | -38.45M | -31.69M | -30.74M | -35.64M | -23.00M | -27.91M | -35.79M | -27.90M | -36.00M | -26.59M |
| Diluted EPS | -0.47 | -0.65 | -0.60 | -0.42 | -0.42 | -0.35 | -0.35 | -0.40 | -0.33 | -0.31 | -0.35 | -0.23 | -0.27 | -0.34 | -0.26 | -0.33 | -0.24 |
| R&D Expense | 7.41M | 11.80M | 11.60M | 12.74M | 21.62M | 23.34M | 25.58M | 29.75M | 29.13M | 29.87M | 34.37M | 33.14M | 32.85M | 36.80M | 41.25M | 44.07M | 46.10M |
Profit & Loss (Annual)
Figures in USD.
| Metric | Jan 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|
| Revenue | 96.36M | 150.19M | 238.03M | 355.43M | 471.80M | 593.41M | 738.18M |
| Gross Profit | 60.68M | 95.68M | 159.52M | 239.61M | 324.27M | 410.22M | 495.66M |
| Operating Income | -33.53M | -32.15M | -78.21M | -148.14M | -144.69M | -122.16M | -144.76M |
| Net Income | -31.81M | -31.75M | -76.72M | -138.97M | -129.17M | -103.74M | -131.29M |
| Diluted EPS | -1.96 | -1.77 | -2.20 | -1.47 | -1.32 | -1.02 | -1.22 |
| R&D Expense | 20.34M | 29.21M | 59.03M | 97.29M | 119.86M | 133.97M | 167.14M |
Balance Sheet (Annual)
Figures in USD.
| Metric | Jan 2019 | Jan 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 171.39M | 666.26M | 705.41M | 810.94M | 871.00M | 1.11B |
| Total Equity | -78.89M | -86.88M | -108.51M | 501.58M | 445.30M | 444.23M | 474.86M | 623.77M |
| Cash & Equivalents | - | - | 28.51M | 478.94M | 68.59M | 68.23M | 83.06M | 124.34M |
| Total Liabilities | - | - | 103.44M | 161.44M | 258.65M | 366.52M | 396.25M | 489.60M |
| Current Liabilities | - | - | 101.13M | 159.97M | 217.30M | 289.44M | 324.48M | 420.41M |
Cash Flows (Annual)
Figures in USD.
| Metric | Jan 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|
| Operating Cash Flow | -7.37M | -6.08M | -35.40M | -22.31M | 6.85M | 36.68M | 71.44M |
| Investing Cash Flow | -87.23M | 22.47M | 18.04M | -398.52M | -19.98M | -36.47M | -50.91M |
| Financing Cash Flow | 1.26M | 4.87M | 467.91M | 11.33M | 13.11M | 11.70M | 22.96M |
| Capital Expenditure | -1.72M | -2.47M | -2.31M | -15.45M | -9.76M | -13.23M | -9.59M |
| Free Cash Flow | -9.09M | -8.55M | -37.71M | -37.76M | -2.91M | 23.45M | 61.85M |
| Share Buybacks | 0 | 204.00K | 0 | 0 | 165.00K | - | - |
Ratios (Annual)
Figures in %.
| Metric | Jan 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|
| Gross Margin % | 63.0% | 63.7% | 67.0% | 67.4% | 68.7% | 69.1% | 67.1% |
| Operating Margin % | -34.8% | -21.4% | -32.9% | -41.7% | -30.7% | -20.6% | -19.6% |
| Net Margin % | -33.0% | -21.1% | -32.2% | -39.1% | -27.4% | -17.5% | -17.8% |
| ROE % | 36.6% | 29.3% | -15.3% | -31.2% | -29.1% | -21.8% | -21.0% |
| ROCE % | - | -45.8% | -15.4% | -30.4% | -27.7% | -22.4% | -20.9% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | FMR, LLC | 14.87% | 16.89M | $490.96M |
| 2 | Blackrock Inc. | 7.40% | 8.40M | $244.09M |
| 3 | Vanguard Portfolio Management LLC | 4.92% | 5.58M | $162.28M |
| 4 | Pictet Asset Management Holding SA | 4.45% | 5.05M | $146.73M |
| 5 | Battery Management Corp. | 4.07% | 4.63M | $134.50M |
| 6 | Vanguard Capital Management LLC | 3.51% | 3.98M | $115.77M |
| 7 | Millennium Management Llc | 3.34% | 3.79M | $110.13M |
| 8 | Westfield Capital Management Co LP | 2.30% | 2.62M | $76.07M |
| 9 | Geode Capital Management, LLC | 2.24% | 2.55M | $73.97M |
| 10 | Manufacturers Life Insurance Co. | 2.17% | 2.47M | $71.75M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for BRZE
Salesforce announces $5.66 billion deal for Braze, sending BRZE stock soaring 51% - CNBC
<a href="https://news.google.com/rss/articles/CBMiekFVX3lxTE9pZ01RcjBwTEVaSGJSWEJBRnQ4Y05WZnBuOHEtNlMyUWljdmVlUjFyNmpTNEVRdXVKajk3YUYyNHdVMHhxNHNfNkJCeUJJVkVCbS1CZjE4eWhZMGRWRC1yQUFJMHVoXzdFWFN5WGJBcE1FdzdLdUdXY19B0gF_QVVfeXFMUG02ZWQxek5oaj…
Why Did BRZE, HLT, HAS Stocks Hit 52-Week Highs Today? - Yahoo Finance
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Braze leads software sector higher, while chip stocks mostly hold steady - Seeking Alpha
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Stock Market Today, Oct. 20: Salesforce Agrees to Acquire Braze for $5.66 Billion: BRZE Stock Soars 52% - The Motley Fool
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Braze Stock (BRZE) Soars 50% Thanks to a $5.66B Deal with Salesforce (CRM) - TipRanks
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BRZE Stock Gets Multiple Downgrades After $5.66B Salesforce Deal — Analysts See Shareholder Win, Potential Boost For Software Valuations - Yahoo Finance
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BRZE — Frequently Asked Questions
What is the current share price of Braze, Inc. (BRZE)?
As of 2026-10-23 16:27 PDT, Braze, Inc. (BRZE) trades at $45.88 on NasdaqGS. Its 52-week range is $15.79 to $45.88.
What is the market capitalisation of BRZE?
Braze, Inc. (BRZE) has a market capitalisation of $5.21B on NasdaqGS.
What is the P/E ratio of BRZE?
BRZE trades at a trailing price-to-earnings (P/E) ratio of -44.54. The industry average P/E is 30.29. Its price-to-book (P/B) ratio is 5.47.
What is the return on equity (ROE) of BRZE?
BRZE has a return on equity (ROE) of -18.51%. Its return on capital employed (ROCE) is -20.88%.
Is BRZE a good stock to buy?
This page provides a data-driven analysis of Braze, Inc. (BRZE), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.