BRZE Braze, Inc.

Shares of customer engagement platform Braze (NASDAQ:BRZE) jumped 9.4% in the afternoon session after Cantor Fitzgerald reiterated an Overweight rating on the stock with a $38 price target, pointing to a pipeline opportunity following an artificial intelligence collaboration agreement with Amazon Web Services.

Investing.com -- Needham analyst Scott Berg identified three software stocks as top picks following a recent market selloff triggered by Meta's Enterprise Platform announcement, noting that the new offering does not directly compete with enterprise software vendors in his coverage universe.

A number of stocks fell in the afternoon session after a deepening Treasury selloff and higher oil prices pushed the benchmark 10-year yield to 5.218%, reinforcing expectations of further Federal Reserve rate hikes.

Investing.com -- Oppenheimer analysts say the artificial intelligence transition in software has moved beyond experimentation and into a phase where companies must demonstrate measurable returns on investment. Enterprise AI spending remains strong, but customers and investors now focus on business outcomes rather than adoption metrics alone. AI is becoming a recurring operating expense, with chief financial officers evaluating investments alongside labor costs and demanding clear returns.

Oppenheimer has ideas about how to play an expected wave of fresh support for software stocks.

A weekly roundup of MarketBeat analysis on volatile markets, oil, bond rates, AI stocks, dividend picks, and earnings outlooks, covering companies from NVIDIA to Tesla and Qualcomm.

Braze (BRZE) has been drawing fresh attention after recent trading left the stock down about 20% over the past month, even as its customer engagement platform continues to generate annual revenue of roughly $834 million. For context, Braze shares have slipped about 19.9% over the past month and are down 24.2% year to date on a share price basis. Meanwhile, the 1 year total shareholder return of 21.1% and 3 year total shareholder return of 47.1% suggest longer term holders have also felt...

Braze posted strong fiscal Q2 growth and retention metrics, while peers Klaviyo and Similarweb show similar AI-driven momentum despite differing stock performance and customer engagement strategies.

Software is eating the world, and virtually no business is left untouched by it. Companies bringing it to life have been rewarded with explosive earnings growth, and the upward trend shows no signs of stopping as the industry has posted a 37.4% gain over the past six months, beating the S&P 500 by 24.5 percentage points.

Despite a big valuation pullback this week, Braze's latest quarterly report looked pretty strong.

RESEARCH REPORTS These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or recommendations of Barron’s.

Stocks in the $10-50 range offer a sweet spot between affordability and stability as they’re typically more established than penny stocks. But their headline prices don’t guarantee quality, and investors should exercise caution as some have shaky business models.

Braze shares fell after soft Q3 guidance, but strong Q2 revenue growth, rising net retention, and increased analyst price targets suggest the pullback may be a buying opportunity.

Revenue hit $227.2 million with 26% growth as AI adoption surges among enterprise customers.

Braze Inc. (NASDAQ:BRZE) turned in a strong second quarter. The reputed customer engagement platform showcased continued momentum across both its product strategy and financial performance. The company generated topline figure of $227.2 million, an impressive 26.2% increase compared to the same period last year. This revenue growth was fueled by upselling gains, customer additions and […]

Braze, Inc. (NASDAQ:BRZE) reported strong Q2 results on September 8, but investors appeared more focused on the company’s outlook. Despite the solid performance, the company’s shares had fallen sharply following the earnings report, declining nearly 20% in the September 9 session. In its second quarter of fiscal 2027, the company generated $227.2 million in revenue, […]

(Updates with the company's stock move in the headline and in the first paragraph.) Braze (BRZE)

Raymond James, UBS, and Canaccord raised their price targets on the stock, while Stifel and Stephens called the post-earnings weakness a buying opportunity.

Shares of customer engagement platform Braze (NASDAQ:BRZE) fell 18.9% in the afternoon session after the company reported its second-quarter 2026 financial results.

Customer engagement platform Braze (NASDAQ:BRZE) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 26.2% year on year to $227.2 million. Guidance for next quarter’s revenue was better than expected at $229.5 million at the midpoint, 0.6% above analysts’ estimates. Its non-GAAP profit of $0.19 per share was 22.4% above analysts’ consensus estimates.

Braze beat revenue estimates and raised its full-year outlook, yet its stock cratered while every peer in the sector held firm. One line in the earnings guide explains why investors are selling a growth story that looked strong on almost every other measure.

It’s been a wild 2026 for software stocks as investors try to figure out which companies will adapt in an era of “vibe-coding” AI tools.

Braze Inc (NASDAQ:BRZE) shares fell about 11% in premarket trading on Wednesday after the customer engagement platform issued third-quarter adjusted earnings guidance below analyst expectations, despite reporting second-quarter results ahead of estimates. The company reported second-quarter adjusted earnings per share of $0.

Braze Inc (BRZE) reports 26% revenue growth, raises full-year guidance, and sees accelerating adoption of BrazeAI tools.

It posted double-digit growth in key fundamentals in its second quarter, but this wasn't enough for a discerning market.

Braze (NASDAQ:BRZE) reported fiscal second-quarter 2027 revenue of $227 million, up 26% from a year earlier and 8% sequentially, as the customer-engagement software company cited contract expansions, renewals and new business. The company also raised its revenue outlook for the third quarter and ful

The headline numbers for Braze (BRZE) give insight into how the company performed in the quarter ended July 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Braze (BRZE) delivered earnings and revenue surprises of +18.75% and +3.19%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Investing.com -- Braze Inc (NASDAQ:BRZE) reported second quarter results that exceeded analyst expectations but issued third quarter earnings guidance that fell short of estimates, sending shares down 10% in after-hours trading Tuesday.

Customer engagement platform Braze (NASDAQ:BRZE) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 26.2% year on year to $227.2 million. Guidance for next quarter’s revenue was better than expected at $229.5 million at the midpoint, 0.6% above analysts’ estimates. Its non-GAAP profit of $0.19 per share was 22.4% above analysts’ consensus estimates.

Customer engagement platform Braze (NASDAQ:BRZE) will be reporting earnings this Tuesday after the bell. Here’s what you need to know.

A number of stocks fell in the afternoon session after escalating geopolitical tensions in the Middle East and climbing global bond yields dampened investor risk appetite.

Hyman maintains a substantial 1.6 million share position through direct holdings and trusts, with the sale executed under a pre-arranged Rule 10b5-1 trading plan adopted in April.

A number of stocks jumped in the afternoon session after quarterly earnings and upbeat corporate commentary signaled that artificial intelligence is driving growth across enterprise software rather than threatening legacy business models.

What a time it’s been for Braze. In the past six months alone, the company’s stock price has increased by a massive 65.4%, reaching $31.41 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Braze (BRZE) is positioned for a favorable fiscal Q2 setup as demand for its AI-driven decisioning a

Zoom (ZM) delivered earnings and revenue surprises of +3.33% and +0.68%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Unprofitable companies can burn through cash quickly, leaving investors exposed if they fail to turn things around. Without a clear path to profitability, these businesses risk running out of capital or relying on dilutive fundraising.

A number of stocks jumped in the afternoon session after the software sector caught a massive tailwind, fueled by easing geopolitical tensions and a fresh wave of AI-driven M&A.

Braze (BRZE) is back in focus after Chief Business Officer Astha Malik sold 51,440 Class A shares under a Rule 10b5-1 trading plan, while the company reported 30.2% year-over-year revenue growth. See our latest analysis for Braze. Braze’s recent insider sale comes as the share price sits at US$24.92, with a 7 day share price return of 14.52% contrasting with a year to date decline of 23.44% and a 3 year total shareholder return that is down 39.73%, hinting at improving short term momentum...

The insider liquidated 14% of direct holdings under pre-established trading plan, reducing their stake to 311,794 shares valued at $8.17 million.

From commerce to culture, software is digitizing every aspect of our lives. The undeniable tailwinds fueling SaaS companies have led to lofty valuation multiples historically, but rich prices also make re-ratings harder and place a ceiling on returns - over the past six months, the industry was flat while the S&P 500 climbed by 6.2%.

Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.

It got pinched in the latest software stock rout.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.