
Braze (BRZE) Stock Forecast & Price Target
Braze (BRZE) Analyst Ratings
Bulls say
Braze Inc. reported a strong performance with calculated billings of $200.1 million, representing a 22% year-over-year increase, exceeding both consensus estimates and previous forecasts. The company demonstrated notable revenue growth in its service segment, with a remarkable 59% year-over-year increase, showcasing demand strength across its customer engagement solutions. For FY26, Braze has raised its guidance to a revenue forecast of $730.5 million to $731.5 million, reflecting a 23% year-over-year growth expectation at the midpoint, which is also above market consensus.
Bears say
Braze Inc's revenue growth rate has experienced a significant decline, deteriorating from 64.1% in 4Q22 to a low of 19.6% in 1Q26, although it showed modest improvement in the following quarters, highlighting potential challenges in sustaining momentum. Moreover, the company's reliance on the U.S. market for most of its revenue could expose it to risks related to competitive pressures from legacy marketing solutions and potential service disruptions with third-party providers, both of which could negatively impact customer retention and acquisition. Additionally, while Braze reported strong operating and free cash flow figures, the overall financial outlook remains cautious due to uncertainties around pricing changes and prolonged sales cycles, which may further delay revenue generation.
This aggregate rating is based on analysts' research of Braze and is not a guaranteed prediction by Public.com or investment advice.
Braze (BRZE) Analyst Forecast & Price Prediction
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