Braze's Profitability Goal: Aiming For Positive Operating Margins Within A Year

akinbostanci Investment Thesis Braze (NASDAQ:BRZE) stock's expectations are relatively muted, even as the company is delivering strong results. I make the case that this stock is now on the point of inflection. Succinctly put, I believe that Braze could within the next 12 months, be on a forward run-rate of +5% non-GAAP operating margin. Consequently, I argue that in the next twelve months, this business will grow its revenues by at least 25% CAGR and that paying 10x forward sales, for a profitable clou ...