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TickerTalks›$BRZE
BRBRZE

Braze, Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volumeBacked by solid revenue growth
$BRZE·$3.6B·Software - Application·Technology
$24.27+2.3%YTD-29.3%1Y-19.3%
Price updated 5h ago·X counts updated 5h ago
BRBRZE
$BRZEBraze, Inc.
$24.27+2.28%376 posts11×
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.

376X posts · last 7 days
Aug 28Sep 10
Chatter Meter
11×
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 running louder than usual, louder than 98% of tracked names.

Mixed sentiment⚠AI analysisGenerated by AI from underlying data23 posts analyzed · as of 2026-09-10 · top-engagement diverged

Braze posted a Q2 FY27 double beat — revenue $227.2M (+26.2% YoY), adj EPS $0.19 — with record FCF $21.7M, yet the stock dumped ~10.5% after hours because software's 'lose-lose vibe' meant any expectation miss gets punished. Piper raised PT to $30 and bulls call it an easy buy; bears say another SaaSpocalypse tell.

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 numbersSelling offAI verdict · as of 2026-09-10

Falling on heavy selling — points lower unless it turns around.

Braze beat and raised — the stock still fell 22% because the guide implies growth decel finally arrived.

Braze is the customer-engagement SaaS platform for consumer brands (rivals Klaviyo and Twilio Segment). Q2 beat consensus meaningfully, revenue and EPS both went up, and the stock crashed 22% because the FY27 guide gave the market its first look at post-hyper-growth math.

The read:

  • Q2 revenue grew 30% YoY to $227M and EPS beat by 23% ($0.19 vs $0.16) — the double-beat looks clean, but the FY27 guide implied revenue growth deceleration to the low 20s%, which for a stock trading at 3.3x sales is exactly the pattern that resets the multiple.
  • The three-day CFO/executive selling cluster in late August (CFO Hyman $1.36M, Chief People McDonnell $933K, Malik $465K) into the pre-earnings run looks tell-tale in hindsight — insiders positioned before the print, not against it.
  • The competitive frame matters: Klaviyo advanced 3% on the same day as Braze fell 22% — a market read that Klaviyo is now the growth leader, which reprices the whole customer-engagement SaaS category.

Breaking down at the 38th percentile of the 52-week range on 4x volume (a distribution day) — the shape of a stock that just moved regimes. What could stabilize it: Dec 8 Q3 print showing growth reaccelerating past 25%, or a specific enterprise-account expansion disclosure. What accelerates the decline: another quarter of soft guide, or an activist investor emerging (Starboard has been active in the space).

Agrees with X sentimentThe bearish take is right — the FY27 guide was the reprice, not the beat. Where the crowd could sharpen: the CFO-and-executive selling cluster into the print is the piece that supports the 'insiders knew' reading.

What to watch: Dec 8 Q3 earnings — revenue growth (needs +25% to stabilize) and any dollar-based net retention update. Watch for Klaviyo's next print to confirm the category shift, and any activist 13D disclosure.

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

saas decelinsider pre print sellingcategory leadership shift

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

SaaS deal cycles remain elongated outside AI-native workloads; rate-sensitive multiples are compressing pure-play revenue growth stories. AI co-pilot and agent automation upsell — NOW, CRM, SAP, WDAY, TEAM — is the only segment with clear near-term acceleration, while companies lacking AI differentiation are treading water on flat net-dollar-retention.

What this means for $BRZE

Partial — Braze's AI-powered send-time optimization and personalization features provide genuine upsell; consumer-facing SaaS with clearer campaign ROI metrics than enterprise back-office software.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-5.0%YTD
-9.8%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 $0.16

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$898.1M$897.1M – $899.5M$0.63$0.62 – $0.6516
FY28$1.1B$1.0B – $1.1B$0.98$0.82 – $1.1515
FY29$1.2B$957.6M – $1.3B$1.21$0.94 – $1.408
FY30$1.3B$1.3B – $1.4B$0.00$0.00 – $0.004
FY31$1.5B$1.4B – $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.1.3×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.41%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.-11.5%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.-1.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 92.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.9% 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.β0.885-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 14
+ 28 other (14 awards · 12 inkinds · 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
Free, forever. No credit card.

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.

8-KOfficer or director changeApr 78-K — Item 5.02: Officer or director change
+ 18 other (8 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Braze, Inc. (BRZE) Presents at Citi's 2026 Global TMT Conference Transcriptseekingalpha.com·15h agoWhy Braze's Guidance Miss May Be a Gift for Investorsmarketbeat.com·17h agoBraze Stock Plummets After Disappointing Profit Outlookschaeffersresearch.com·2d agoBraze Sinks 12% as Soft Earnings Guide Overshadows Beat and Raise; Klaviyo Advances 3%247wallst.com·2d agoThese Analysts Revise Their Forecasts On Braze Following Upbeat Q2 Resultsbenzinga.com·2d 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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