Market Overview - The global braze alloys market was valued at US$ 2.5 billion in 2022 and is expected to reach US$ 3.2 billion by 2031, with a CAGR of 4.3% from 2023 to 2031 [1] - Advances in brazing technology, including improved alloys, are driving market growth as brazed joints become more efficient, stronger, and environmentally friendly [1] Industry Applications - Brazing alloys are widely used in the automotive and aerospace industries for manufacturing radiators and heat exchangers [2] - The demand for brazing alloys is increasing due to the growth of manufacturing and supply chain globalization, as they are essential for joining dissimilar materials [2] - Lightweight materials in aerospace and automotive industries are expected to further increase demand for brazing alloys [3] Environmental and Regulatory Factors - Eco-friendly brazing alloys, such as recyclable or non-toxic alloys, are likely to play a crucial role in driving market growth as industries focus on sustainability [3] - Regulatory bodies and industry associations are setting standards that market players are implementing, increasing the popularity of high-quality and safe brazing alloys [2] Energy and Technology Impact - The energy transition towards renewable sources is expected to increase demand for brazing alloys in the production and storage of energy, including solar panels, wind turbines, and energy storage systems [4] - Industrial 4.0 and digital technologies may also impact the market for brazing alloys [4] Key Players - Prominent players in the braze alloy sector include Johnson Matthey, Voestalpine Bohler Welding, Oerlikon Metco, UMICORE N V, Morgan Advanced Materials, Indian Solders and Braze Alloys, Paras Enterprises, Lucas-Milhaupt Inc, Bellman-Melcor LLC, Aimtek Inc, Harris Products Group, and VB Group [5][6] Growth Drivers - Brazing alloys are critical in producing HVAC, refrigeration, and heating equipment, with growing demand due to energy efficiency and environmental regulations [6] - The electronics and electrical industry relies on brazing alloys for joining components in various devices, with potential growth in semiconductor manufacturing, sensors, and electronic components [6] - Infrastructure projects and construction industries are driving demand for brazing alloys in fabricating pipes, tubes, and structural components [6] Regional Landscape - Asia Pacific is expected to lead the braze alloys market due to industrialization, infrastructure development, and its role as a major manufacturing hub [8] - Japan and South Korea are making technological advances in manufacturing processes and brazing technology, contributing to market growth [8] - Environmental regulations and sustainability concerns in the Asia Pacific region are increasing the prevalence of eco-friendly brazing alloys [8] Market Segmentation - By base metal, the market is segmented into copper, gold, aluminum, silver, nickel, and others (including cobalt, bronze, iron, and cadmium) [9] - By end use, the market is segmented into automotive, electronics and electrical, industrial, and others (including medical, dental, and aerospace) [10] - By region, the market is segmented into North America, Europe, Asia Pacific, Latin America, and MEA [10] Key Developments - In December 2023, Lincoln Electric expanded its operations and was recognized as one of America's Greenest Companies 2024, highlighting its leadership in brazing and soldering alloys [9] Related Markets - The synthetic diamond market is estimated to grow at a CAGR of 6.9% from 2022 to 2031, reaching USD 43.7 billion by 2031 [10] - The metal fabrication market is expected to grow at a CAGR of 3.3% from 2022 to 2031, reaching USD 27.74 billion by 2031 [10] - The solar PV junction box market is projected to advance at a CAGR of 7.9% from 2023 to 2031, reaching US$ 2.4 billion by 2031 [10] - The battery energy storage systems market is expected to grow at a CAGR of 12.7% from 2023 to 2031, reaching US$ 59.6 billion by 2031 [10]

Zacks Rank Upgrade and Earnings Estimate Revisions - Braze Inc (BRZE) has been upgraded to a Zacks Rank 1 (Strong Buy), reflecting an upward trend in earnings estimates, which is a powerful force impacting stock prices [1] - The Zacks rating system tracks the Zacks Consensus Estimate, which is the consensus measure of EPS estimates from sell-side analysts covering the stock for the current and following years [1] - The upgrade to a Zacks Rank 1 positions Braze in the top 5% of Zacks-covered stocks in terms of estimate revisions, indicating potential for market-beating returns in the near term [10] Earnings Estimate Revisions for Braze - For the fiscal year ending January 2025, Braze is expected to earn $0 07 per share, representing a 128% change from the year-ago reported number [8] - Over the past three months, the Zacks Consensus Estimate for Braze has increased by 15 5%, indicating steady upward revisions by analysts [8] Correlation Between Earnings Estimates and Stock Price Movements - Changes in a company's future earnings potential, as reflected in earnings estimate revisions, are strongly correlated with near-term stock price movements [4] - Institutional investors use earnings and earnings estimates to calculate the fair value of a company's shares, and their bulk investment actions lead to price movements [4] - Empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, making it rewarding to track such revisions for investment decisions [6] Zacks Rank System Overview - The Zacks Rank stock-rating system uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank 1 (Strong Buy) to Zacks Rank 5 (Strong Sell) [7] - Zacks Rank 1 stocks have generated an average annual return of +25% since 1988, demonstrating the system's impressive track record [7] - The Zacks rating system maintains an equal proportion of 'buy' and 'sell' ratings for its universe of over 4000 stocks, with only the top 5% receiving a 'Strong Buy' rating [9]

Company Performance - Shares of Braze Inc have lost close to 40% year to date [1] - Shares of Braze declined by 0.30% to $30.78 at the time of publication on Tuesday [2] Analyst Coverage and Rating - Stifel analyst Parker Lane initiated coverage of Braze with a Buy rating and price target of $37 [1] - Braze is well-positioned to capture market share in the customer engagement software segment [1] Market Trends and Opportunities - Consumer expectations are shifting to more personalized brand experiences [1] - Increase in digitally native consumers and gen AI-powered marketing are favoring customer engagement providers [1] - Braze is viewed as a tightly integrated and extensive customer engagement platform compared to larger marketing platforms and point-solution martech vendors [2] Company Strategy and Market Position - Braze has built a leading-edge multi-channel marketing platform that is difficult to replicate [2] - The company has incorporated strategic changes this year that should materially lower customer friction [2] - Braze remains in its early days of capturing its addressable market [2]

Bert Hochfeld graduated with a degree in economics from the University of Pennsylvania and received an MBA from Harvard. Mr. Hochfeld has enjoyed a long career in the tech world, working for IBM, Memorex/Telex, Raytheon Data Systems, and BMC Software. Starting in the 1990s, Mr. Hochfeld worked as a sell-side analyst and won awards from the Wall Street Journal for his coverage of the software space. In 2001, Mr. Hochfeld formed his own independent research company, Hochfeld Independent Research Group, which ...

Investors interested in stocks from the Technology Services sector have probably already heard of Amadeus IT Group SA Unsponsored ADR (AMADY) and Braze, Inc. (BRZE) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look. There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Z ...

Core Viewpoint - Braze, Inc. (BRZE) has experienced a significant downtrend, with a 27.8% decline in stock price over the past four weeks, but it is now in oversold territory, suggesting a potential turnaround due to improved earnings expectations from analysts [1]. Group 1: Technical Indicators - The Relative Strength Index (RSI) is a key technical indicator used to identify oversold stocks, with a reading below 30 typically indicating oversold conditions [2]. - BRZE's current RSI reading is 29.18, suggesting that the heavy selling pressure may be exhausting, indicating a possible price rebound [5]. Group 2: Fundamental Analysis - Analysts have shown strong consensus in raising earnings estimates for BRZE, with a 15.2% increase in the consensus EPS estimate over the last 30 days, which often correlates with price appreciation [6]. - BRZE holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further supporting the potential for a near-term turnaround [7].

The price trend for Braze, Inc. (BRZE) has been bearish lately and the stock has lost 9.9% over the past week. However, the formation of a hammer chart pattern in its last trading session indicates that the stock could witness a trend reversal soon, as bulls might have gained significant control over the price to help it find support. The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the only factor that make ...

2025 will be a good year for stocks, especially smaller companies like Braze NASDAQ: BRZE, LightPath Technologies NASDAQ: LPTH, and Guidewire NYSE: GWRE. Not only is the FOMC on track to reduce interest rates and usher in a new age for equities, but the AI focus will move from infrastructure to application, where these businesses will shine. Simply put, as big as the AI infrastructure boom has been, the boom in AI-driven services expansion will be bigger and create the next round of would-be multi-baggers f ...

Core Viewpoint - Braze, Inc. (BRZE) has experienced a significant downtrend, with a 17.3% decline in stock price over the past four weeks, but it is now in oversold territory, suggesting a potential turnaround due to improved earnings expectations from analysts [1]. Group 1: Stock Performance - The stock has declined 17.3% over the past four weeks, indicating strong selling pressure [1]. - The Relative Strength Index (RSI) for BRZE is currently at 29.27, suggesting that the heavy selling may be exhausting itself, which could lead to a price rebound [3]. Group 2: Analyst Sentiment - There is strong consensus among sell-side analysts regarding an increase in earnings estimates for BRZE, with a 12.9% rise in the consensus EPS estimate over the last 30 days [4]. - BRZE holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, indicating a favorable outlook for the stock [4].

We Are Investment overview I wrote about Braze, Inc. (NASDAQ:BRZE) previously (Mid-June 2024) with a buy rating as I see a long growth runway ahead for the business, and it was apparent that the poor macro backdrop was not impacting the business growth strength at all. I remain bullish on BRZE, as I don't think the sharp sell-down in share price is justified. I think the slowdown in certain operating metrics is not due to structural weakness, and we should see a recovery eventually. 2Q25 earnings (announced ...