Core Insights - Piper Sandler lowered its price target on Braze, Inc. (NASDAQ:BRZE) to $30 from $50 while maintaining an Overweight rating, reflecting a cautious stance on software multiples amid investor pessimism [1] - Braze reported Q3 fiscal 2026 revenue of $191 million, showing a 25.5% year-over-year growth and a 6% sequential increase, with 106 net new customers added during the quarter, marking the strongest customer growth in three years [3] - Founded in 2011, Braze is a cloud-based customer engagement platform that enables brands to manage personalized marketing campaigns across various channels, indicating a strong position in the customer engagement and data-driven marketing landscape despite cautious valuation sentiment [4] Company Performance - Braze's revenue growth of 25.5% year-over-year and 6% sequential increase highlights sustained demand for its customer engagement tools [3] - The addition of 106 net new customers in Q3 fiscal 2026 and a total of 317 over the past year indicates robust customer acquisition trends [3] Market Position - Despite a cautious outlook on software valuations, Braze's consistent revenue growth and improving customer acquisition suggest it remains well-positioned within the customer engagement sector [4]

Braze Inc (NASDAQ:BRZE) is one of the 13 Best Revenue Growth Stocks to Buy Right Now. On February 2, Piper Sandler cut the price target on Braze (NASDAQ:BRZE) to $30 from $50 and maintained an Overweight rating on the company’s shares. A team of data experts gathered around a computer monitor analyzing customer data. In a broad sweep, Piper downgraded three names and cut price targets across the platforms and apps group, because “seat-compression and vibe coding narratives could set a ceiling on multiple ...

In this article, we will discuss 13 High Growth Cloud Stocks to Buy.Investing in cloud computing stocks offers exposure to one of the most important and fastest-growing pillars of the modern digital economy. Cloud computing has moved beyond being an emerging technology and is now a significant part of the core infrastructure for enterprises worldwide, powering everything from remote work and e-commerce to cybersecurity and artificial intelligence. The global cloud computing market is projected to expand fro ...

Group 1 - Piper Sandler downgraded ratings for three enterprise software stocks: Adobe, Freshworks, and Vertex, from "Overweight" to "Neutral" and significantly reduced their target prices to $330, $12, and $20 respectively [1] - The rationale for the bearish outlook includes concerns that AI-driven efficiency will suppress or reduce employee growth, negatively impacting software companies that charge per seat [1] - The report anticipates that 2026 will mark the fifth consecutive year of slowing growth in the software industry, leading to valuation downgrades for companies on their coverage list [1] Group 2 - Target prices were also lowered for several other companies including Amplitude, Asana, BlackLine, Braze, Figma, HubSpot, Salesforce, Oracle, Klaviyo, monday.com, ServiceTitan, and ZoomInfo [2] - Despite the overall pessimism in the software sector, Piper Sandler remains optimistic about Microsoft and ServiceTitan, naming them as top picks for 2026 [2] - The analysis suggests that Microsoft is potentially the best pure play in the current AI application space, with positive sentiment emerging from CIO surveys regarding Azure and Copilot activities [2]

Braze (NasdaqGS:BRZE) FY Conference January 13, 2026 02:15 PM ET Company ParticipantsIsabelle Winkles - CFOConference Call ParticipantsNone - AnalystScott Berg - Senior AnalystScott BergI know, that's kind of crazy. I didn't hear that earlier when I was here. All right, anyways, thanks everyone for joining us today. My name is Scott Berg. I lead the enterprise software and SaaS research efforts here at Needham for those that are not familiar with myself. Today we actually have my top pick for 2026. I'm exci ...

Core Viewpoint - Braze Inc. (BRZE) is expected to continue growing revenue at a rate of 20% due to solid execution and operational performance [1] Company Analysis - The company has demonstrated strong revenue growth potential, with a consistent execution strategy that supports its growth forecast [1] - The investment approach taken by the author includes fundamental, technical, and momentum investing, indicating a comprehensive analysis of the company's performance [1] Industry Context - The article reflects a broader trend in the investment community where individual investors are increasingly focusing on managing their own capital and utilizing various investment strategies [1]

Core Insights - The stock market in 2025 has experienced significant volatility, resulting in distinct winners and losers, with large-cap growth stocks being the primary contributors to this year's gains [1] - Small- and mid-cap companies have not performed as well, lagging behind their larger counterparts [1] Group 1 - Large-cap growth stocks have been the major source of gains in 2025 [1] - Small- and mid-cap companies have been left behind in the market performance [1] - The volatility of the stock market has created clear distinctions between successful and underperforming sectors [1] Group 2 - Gary Alexander has extensive experience in technology sectors, both on Wall Street and in Silicon Valley, influencing his insights into current industry trends [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications [1] - His articles are also syndicated to popular trading apps like Robinhood, indicating a broad reach and influence [1]

Core Insights - Braze, Inc. (NASDAQ:BRZE) is recognized as a potential high-growth stock, with analysts predicting significant returns by 2026 [1] - The company has shown strong performance in Q3, with notable growth in revenue and improvements in key financial metrics [2][3] Financial Performance - For Q3, Braze reported earnings per share of $0.06, which was $0.01 below market expectations [3] - Revenue for the quarter reached $190 million, representing a year-over-year increase of over 25% and exceeding estimates by $6.7 million [3] Analyst Coverage - BTIG initiated coverage of Braze with a Buy rating and a price target of $45, highlighting growth reacceleration and margin expansion as key factors [2] - The firm noted improvements in the dollar-based net retention rate and increased sales productivity [2]

Company Overview - Braze Inc. specializes in customer engagement technology, aiding businesses in building strong customer relationships through personalized messaging and data-driven insights [1] Price Targets and Market Performance - BTIG set a price target of $45 for BRZE, indicating a potential upside of approximately 32.59% from its then-current price of $33.94 [2][6] - The average price target for BRZE is $46.63, with estimates ranging from $38.00 to $68.00, suggesting a potential increase of 8.8% to 94.7% from the current price level [3][6] - The stock has shown a recent performance gain of 23.8% over the past four weeks, closing at $34.93, reflecting a 2.48% increase [2][4] Market Capitalization and Trading Volume - BRZE's market capitalization is approximately $3.6 billion, with a trading volume of 2,096,293 shares on NASDAQ [5][6] - Over the past year, the stock has reached a high of $48.33 and a low of $23.91, indicating significant price volatility [5]

Core Viewpoint - Braze, Inc. (BRZE) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - An increase in earnings estimates typically leads to higher fair value for a stock, prompting institutional investors to buy or sell, thus affecting stock prices [4]. Company Performance and Investor Sentiment - The upgrade for Braze reflects an improvement in the company's underlying business, which is expected to drive the stock price higher as investors recognize this trend [5]. - Over the past three months, the Zacks Consensus Estimate for Braze has increased by 2.3%, indicating a positive revision in earnings expectations [8]. Zacks Rank System Overview - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [7]. - Braze's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [10].