Core Insights - Braze Inc. is a marketing and customer data management firm that provides tools for companies to effectively engage with customers through data analysis and management [1][2] - The company has received significant attention from analysts, with 20 out of 21 firms rating its stock as a Buy and a consensus price target of $53, representing a potential upside of over 48% from current levels [2] Group 1: Acquisition and Integration - Braze announced the acquisition of AI-decisioning company OfferFit for $325 million, aimed at enhancing its data analysis capabilities and improving customer messaging relevance [3][4] - The acquisition is expected to modestly dilute operating income margins in the short term, but the long-term benefits are anticipated to outweigh the costs, particularly in enhancing ROI for customers [4] Group 2: Financial Performance - In the final quarter of fiscal 2025, Braze reported a 22% year-over-year revenue increase and achieved net income profitability for the third consecutive quarter, generating approximately $15 million in free cash flow [5][6] - The earnings per share (EPS) of 12 cents exceeded analyst expectations of 5 cents, leading to increased optimism among analysts and subsequent price target adjustments for BRZE shares [5][6] Group 3: Future Outlook - Braze's CEO highlighted a promising outlook with a projected 17% year-over-year revenue growth, even excluding the impact of the OfferFit acquisition, and a 12% increase in total customers [7][8] - The company is diversifying its customer base geographically and across industries, with expectations of positive operating income and net income in the upcoming period [8] Group 4: Market Position and Valuation - Despite a year-to-date decline of over 16% in share price, Braze's price-to-sales ratio stands at 6.3, which may present a compelling investment opportunity for potential investors [9] - Analysts suggest that even with the current dip in share price, there is potential for capital appreciation as shares may reach estimated price points in the future [9]

Braze, Inc. (BRZE) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a changing earn ...

I wrote about Braze, Inc. (NASDAQ: BRZE ) previously with a buy rating as I was positive about the business growth prospect, supported by strong underlying growth drivers. After looking at the latest 4Q25 results, I am Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other ...

Financial Position - As of January 31, 2025, the company had cash, cash equivalents, and marketable securities totaling $514.0 million, with $430.5 million invested in U.S. government securities, foreign securities, and corporate debt securities [358]. - The company’s revenue is primarily denominated in U.S. dollars, with only sales in Japan denominated in Yen, minimizing significant foreign currency risk [361]. - The company has not engaged in hedging of foreign currency transactions but may consider it in the future [362]. - The company’s market risk exposure is primarily due to fluctuations in interest rates, with a hypothetical 10% change in interest rates not expected to materially impact consolidated financial statements [359]. Employee Relations - The company has not experienced any work stoppages and considers its relations with employees to be good, with a total of 1,699 full-time employees as of January 31, 2025 [95]. Social Responsibility - The company established its Social Impact Department in 2021, which includes the Braze for Impact Fund and various corporate social responsibility initiatives [88]. - The company is a member of the Pledge 1% movement, reserving up to 964,647 shares of Class A common stock for donation to fund social impact initiatives through 2031 [89]. - The company maintains an ESG reporting function, including an annual greenhouse gas emissions audit and sustainability commitments [93]. Economic Factors - The company does not believe inflation has materially affected its business, but acknowledges potential risks if costs become subject to inflationary pressures [357]. Corporate Culture - The company’s culture and core values are designed to foster a mission-driven environment that delivers tangible financial and operational benefits [86].

Core Insights - Braze's fiscal 2025 fourth-quarter results significantly exceeded analysts' expectations, leading to a notable increase in stock price [1] - The company provided strong guidance for fiscal 2026, further boosting investor confidence [1] Financial Performance - Braze reported revenue of $160.4 million for the quarter, a nearly 23% increase year-over-year, surpassing the consensus estimate of $155.7 million [2] - The non-GAAP earnings per share were $0.12, a substantial improvement from a loss of $0.04 in the previous year, and well above the consensus estimate of $0.05 [3] - The company achieved a non-GAAP gross profit margin of 69.9% by the end of the fiscal year [3] Customer Growth - Braze ended fiscal 2025 with 2,296 customers, marking a 22% increase from the previous year [4] - The number of large customers contributing annual recurring revenue of $500,000 or more rose from 202 to 247 [4] Strategic Developments - The CEO highlighted fiscal 2025 as a milestone year, emphasizing customer growth and advancements in AI and machine learning [5] - Free cash flow improved from a loss of $3.5 million in the previous year to $15.2 million [5] Future Outlook - Management projects sales for fiscal 2026 to be between $686 million and $691 million, indicating a 16% increase at the midpoint [6] - The positive fourth-quarter results and optimistic guidance suggest a promising trajectory for the company [6]

Cloud stock Braze Inc (NASDAQ:BRZE) is defying the broad market selloff today, up 10.7% at $40.64 at last glance, after the company beat top- and bottom-line estimate in the fourth quarter and issued an upbeat full-year earnings forecast. Citigroup trimmed its price target by $1 to $50, citing a "conservative growth outlook," though several other analysts chimed in with price-target hikes, including Wells Fargo to $55 from $50. Today's pop has Braze stock shooting past its 40-day moving average, which rejec ...

Braze, Inc. (NASDAQ:BRZE) Q4 2025 Earnings Conference Call March 27, 2025 4:30 PM ET Company Participants Christopher Ferris - Head of IR William Magnuson - Co-Founder and CEO Isabelle Winkles - CFO Conference Call Participants Ryan MacWilliams - Barclays Arjun Bhatia - William Blair David Hynes - Canaccord Genuity Gabriela Borges - Goldman Sachs Brent Bracelin - Piper Sandler Brian Peterson - Raymond James Derrick Wood - TD Cowen Nick Altmann - Scotiabank Scott Berg - Needham Taylor McGinnis - UBS Michael ...

The customer engagement platform company beat adjusted earnings expectations and delivered strong revenue growth, but its dollar-based net retention rate slid. Braze (BRZE -1.53%), operator of a leading customer engagement platform, released its fiscal 2025 fourth-quarter results on March 27. Revenue of $160.4 million surpassed analysts' expectations of $155 million, while non-GAAP adjusted earnings per share (EPS) of $0.12 came in significantly above the anticipated $0.05. This positive outcome reflects Br ...

Core Viewpoint - Braze, Inc. reported quarterly earnings of $0.12 per share, significantly exceeding the Zacks Consensus Estimate of $0.05 per share, and showing an improvement from a loss of $0.04 per share a year ago, indicating strong performance in the recent quarter [1][2] Financial Performance - The company achieved revenues of $160.4 million for the quarter ended January 2025, surpassing the Zacks Consensus Estimate by 3.10% and reflecting a year-over-year increase from $130.96 million [2] - Over the last four quarters, Braze has consistently exceeded consensus EPS estimates, achieving this four times [2] Stock Performance - Braze shares have declined approximately 10.9% since the beginning of the year, contrasting with the S&P 500's decline of 2.9% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future due to unfavorable estimate revisions [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.03 on revenues of $157.98 million, while for the current fiscal year, the estimate is $0.27 on revenues of $684.84 million [7] - The outlook for the Internet - Software industry, where Braze operates, is currently in the top 30% of Zacks industries, suggesting a favorable environment for potential growth [8]

Q4 Fiscal 2025 Earnings Results March 27, 2025 Braze Financial Highlights $642M QUARTERLY REVENUE RUN RATE 1 22% YoY REVENUE GROWTH 2,296 CUSTOMERS IN OVER 75 COUNTRIES DOLLAR-BASED NET RETENTION 111% RATE 96% SUBSCRIPTION REVENUE $17M GAAP NET LOSS Data as of January 31, 2025 or the three months ended, as applicable 1. Represents quarterly GAAP revenue multiplied by 4 2 Forward Looking Statements and Disclaimer Forward-Looking Statements This presentation contains, and statements made during this presentat ...