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BRBRZE

Braze, Inc.

Rising onWhy it's trendingX chatter picking upBacked by solid revenue growthPrice and volume picking up
$BRZE·$3.3B·Software - Application·Technology
$28.73-5.4%YTD-11.5%1Y+15.9%
Price updated 3m ago·X counts updated 5d ago
BRBRZE
$BRZEBraze, Inc.
$28.74-5.41%85 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $BRZE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

85X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $BRZE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 80% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data20 posts analyzed · as of 2026-09-15

Braze posted a clean double beat (Q2 revenue $227.2M vs $220M, adj EPS $0.19 vs $0.16, +26.2% YoY) and raised FY27 revenue guide to $910–913M — but the stock dumped -10.5% AH on decelerating growth (30.2% Q1 → 26.2% Q2) and TTAN's soft print reopening the 'SaaSpocalypse' AI-disruption narrative. Piper raised PT to $30. Bull-bear tension is entirely 'good numbers, bad tape.'

Read what X is saying about $BRZE

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BRZE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Braze just double-beat and raised to $910M FY27 — but the growth decel reopened the SaaSpocalypse narrative and the stock dumped 10%.

Braze is the enterprise customer-engagement platform — the sticky SaaS that marketers use to orchestrate push, email, SMS, and increasingly AI-driven agentic campaigns. Q2 was good; the tape was bad.

  • The business is still growing fast: Q2 revenue $227.2M (vs $220M consensus), adj EPS $0.19 vs $0.16, +26.2% YoY, FY27 guide raised to $910-913M — a clean operational print.
  • But the growth decel is honest: Q1 was 30.2%, Q2 was 26.2% — a visible step-down that lines up with TTAN's soft print to reopen the broader SaaSpocalypse-AI-disruption narrative.
  • 52-week range position is 47% with volume at 88% of average — mid-range on quiet volume, with Piper raising PT to $30 providing some sell-side support against the AI-disruption bear case.

Dec 8 Q3 is the gate — any reacceleration in net-new ARR plus visible AI-agent revenue extends the stock. Another growth deceleration or an AI-disruption data point and the stock gives back more of the YTD drawdown.

What to watch: Dec 8 Q3 — net-new ARR growth, AI-agent-related revenue disclosure, operating-margin trajectory, and FY27 guide. A further growth deceleration is the clear invalidator.

On the calendar: 2026-12-08 — Q3 earnings

Read the AI verdict on $BRZE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Customer engagement platform automating multi-channel marketing (push, email, in-app) for consumer-facing brands.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $BRZE.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $BRZE

Partial — Customer engagement platform automating multi-channel marketing (push, email, in-app) for consumer-facing brands.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-20.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-19.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-16.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-20.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
66.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 8, 2026$0.19$0.16+22.5%
Q1 2026May 27, 2026$0.10$0.10-3.9%
Q4 2025Mar 24, 2026$0.10$0.14-28.6%
Q3 2025Dec 9, 2025$0.06$0.06-3.6%
Next earningsTue, Dec 8·consensus EPS $0.14

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$211.0M+30.2%65.7%-13.0%$-0.24$28.0M
Q4 FY26$205.2M+27.9%65.5%-13.8%$-0.29$13.5M
Q3 FY26$190.8M+25.5%67.2%-19.7%$-0.33$19.0M
Q2 FY26$180.1M+23.8%67.7%-21.5%$-0.26$5.4M

Forward consensus

5-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$912.3M$911.8M – $913.4M$0.64$0.63 – $0.6516
FY28$1.1B$1.0B – $1.1B$0.98$0.81 – $1.0715
FY29$1.2B$1.2B – $1.3B$1.30$1.10 – $1.609
FY30$1.3B$1.3B – $1.4B$0.00$0.00 – $0.004
FY31$1.5B$1.5B – $1.5B$0.00$0.00 – $0.003

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.69%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+8.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+26.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 94.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.915-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 27Jonathan HymanCTO42.0K sh$1.4MSellAug 24Edward M. McdonnellChief Revenue Officer29.7K sh$933KSellAug 24Jonathan HymanCTO10.0K sh$310KSellAug 19Astha MalikChief Business Officer15.7K sh$465KSellAug 19Jonathan HymanCTO9.4K sh$282KSellAug 13Jonathan HymanCTO35.0K sh$1.1MSellAug 10Astha MalikChief Business Officer33.7K sh$931KSellAug 10Jonathan HymanCTO10.1K sh$277KSellAug 7Jonathan HymanCTO17.9K sh$484KSellJul 15Astha MalikChief Business Officer51.4K sh$1.4M
1–10 of 12
+ 21 other (12 inkinds · 7 awards · 2 gifts) in window

See when $BRZE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KCharter amendmentJul 28-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

Braze filed an Amended and Restated Certificate of Incorporation on July 1, 2026, removing retired Class B Common Stock provisions and adding Article VIII prospectively eliminating officer monetary liability for duty-of-care breaches per Delaware law, as approved by stockholders. Routine governance cleanup and officer liability limitation update.

3New insider — initial holdingsMay 293
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of BRZE securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at BRZE.

8-KOfficer or director changeMay 278-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
AI summary

Braze, Inc. (BRZE) reported financial results for a recent fiscal period in an 8-K filed under Item 2.02. The filing includes key financial metrics including revenue, operating income, and per-share results. Results of operations disclosures under Item 2.02 typically accompany an earnings press release furnished as an exhibit, making them available concurrently with the earnings call. These filings provide the market with transparent, timely financial performance data for investment analysis.

8-KOfficer or director changeApr 288-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Braze, Inc. (BRZE) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in Chief Financial Officer. Individuals named in the filing include The Securities, Other Jurisdiction. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

+ 14 other (7 13Gs · 2 10-Qs · 2 proxys · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Braze (NASDAQ:BRZE) vs. Viant Technology (NASDAQ:DSP) Financial Surveydefenseworld.net·6d agoBraze (NASDAQ:BRZE) Stock Rating Reaffirmed as Market Outperform by Citizens Jmpdefenseworld.net·11d agoFinancial Analysis: Hut 8 (NASDAQ:HUT) and Braze (NASDAQ:BRZE)defenseworld.net·12d agoContrasting Braze (NASDAQ:BRZE) and Veritone (NASDAQ:VERI)defenseworld.net·12d agoBraze (NASDAQ:BRZE) Shares Gap Up – What’s Next?defenseworld.net·14d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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