Braze(US:BRZE) ZACKS·2025-12-09 23:16Core Insights - Braze, Inc. reported quarterly earnings of $0.06 per share, matching the Zacks Consensus Estimate, and showing an increase from $0.02 per share a year ago [1] - The company achieved revenues of $190.84 million for the quarter ended October 2025, exceeding the Zacks Consensus Estimate by 3.69% and up from $152.05 million year-over-year [2] - Braze shares have declined approximately 28.3% year-to-date, contrasting with the S&P 500's gain of 16.4% [3] Earnings Performance - The company has surpassed consensus EPS estimates three out of the last four quarters, with a notable surprise of +400% in the previous quarter [1] - The current consensus EPS estimate for the upcoming quarter is $0.13, with projected revenues of $191.99 million, and for the current fiscal year, the estimate is $0.41 on revenues of $718.91 million [7] Industry Context - Braze operates within the Zacks Internet - Software industry, which is currently ranked in the top 25% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - The performance of Braze's stock may be influenced by the overall industry outlook and trends in earnings estimate revisions, which have shown mixed signals ahead of the earnings release [6][5]