
Braze (BRZE) Stock Forecast & Price Target
Braze (BRZE) Analyst Ratings
Bulls say
Braze Inc. has demonstrated strong financial performance, with F3Q top-line results surpassing Visible Alpha consensus estimates by 2.9% for subscription revenue and 3.6% for total revenue. The company reported a noteworthy organic revenue growth of 22.3%, marking the second consecutive quarter of acceleration. Additionally, the slight increase in intra-quarter organic total Net Revenue Retention (NRR) to above 107% and robust customer additions underscore Braze's solid competitive positioning and potential for ongoing revenue growth driven by the demand for modern customer engagement solutions.
Bears say
Braze Inc. experienced a significant decline in revenue growth, dropping from 64.1% in 4Q22 to a low of 19.6% in 1Q26, before stabilizing in the low 20% range in subsequent quarters. The company's Net Revenue Retention (NRR) from $500k+ Annual Recurring Revenue (ARR) customers fell to 110%, indicating potential difficulties in upselling to existing clients. Key risks for Braze include macroeconomic deterioration, challenges in margin expansion, increased competition from more capitalized peers, and the potential disruption from AI-native vendors, which may negatively impact future growth and investor confidence.
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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