
Braze (BRZE) Stock Forecast & Price Target
Braze (BRZE) Analyst Ratings
Bulls say
Braze is a leading customer engagement platform that has seen a strong acceleration in revenue growth for the 4th consecutive quarter, signaling ongoing momentum and market share gains. Additionally, with a diverse and expanding customer base, strong new logo growth, and a single, integrated platform supported by AI technology, we believe Braze is well-positioned for future success.
Bears say
Braze is realigning its sales strategy by shifting RCS entitlements from the subscription line to the professional services line, resulting in an increase in professional services revenue by 120.7% year over year. However, this accounting change has also caused an optically large reduction in subscription growth, which is now projected at 18% for FY27 instead of the previous 20%. Despite this, improving cRPO growth and NRR suggest a strong underlying demand for Braze's services. However, the company's F2H27 implied guidance implies a total revenue growth of only 18% and an operating margin of 9.5%, compared to 26% and 6.5% in F1H27, which could present challenges for the company's stock in the short-term.
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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