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Braze Inc (BRZE)



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Upturn Advisory Summary
06/18/2025: BRZE (1-star) is currently NOT-A-BUY. Pass it for now.
Year Target Price $49.95
Year Target Price $49.95
11 | Strong Buy |
8 | Buy |
1 | Hold |
0 | Under performing |
0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit -28.16% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.83B USD | Price to earnings Ratio - | 1Y Target Price 45.58 |
Price to earnings Ratio - | 1Y Target Price 45.58 | ||
Volume (30-day avg) - | Beta 1.22 | 52 Weeks Range 25.22 - 48.33 | Updated Date 06/29/2025 |
52 Weeks Range 25.22 - 48.33 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.01 |
Earnings Date
Report Date 2025-06-06 | When - | Estimate 0.0462 | Actual 0.07 |
Profitability
Profit Margin -16.76% | Operating Margin (TTM) -24.82% |
Management Effectiveness
Return on Assets (TTM) -8.97% | Return on Equity (TTM) -22.84% |
Valuation
Trailing PE - | Forward PE 149.25 | Enterprise Value 2374190640 | Price to Sales(TTM) 4.56 |
Enterprise Value 2374190640 | Price to Sales(TTM) 4.56 | ||
Enterprise Value to Revenue 3.83 | Enterprise Value to EBITDA -18.23 | Shares Outstanding 92589200 | Shares Floating 75026672 |
Shares Outstanding 92589200 | Shares Floating 75026672 | ||
Percent Insiders 12.73 | Percent Institutions 77.71 |
Analyst Ratings
Rating 4.5 | Target Price 49.95 | Buy 8 | Strong Buy 11 |
Buy 8 | Strong Buy 11 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Braze Inc
Company Overview
History and Background
Braze Inc. (formerly Appboy) was founded in 2011. It provides a comprehensive customer engagement platform, helping businesses personalize customer experiences across various channels. It has evolved from a mobile-first marketing automation platform to a broader solution encompassing web and other channels.
Core Business Areas
- Customer Engagement Platform: Braze provides a platform for cross-channel customer engagement, allowing businesses to manage and personalize messaging across email, in-app messages, push notifications, SMS, and web.
Leadership and Structure
Bill Magnuson is the co-founder and CEO. The company has a typical organizational structure with departments for engineering, product, sales, marketing, and customer success.
Top Products and Market Share
Key Offerings
- Braze Customer Engagement Platform: Braze's platform allows businesses to personalize customer experiences across various channels. While exact market share data is not readily available, Braze is a recognized player in the customer engagement platform market. Competitors include Salesforce (CRM), Adobe (ADBE), and Oracle (ORCL).
Market Dynamics
Industry Overview
The customer engagement platform market is growing rapidly, driven by the need for businesses to personalize customer experiences and improve retention.
Positioning
Braze is positioned as a leading customer engagement platform, known for its focus on cross-channel messaging and personalization. Its competitive advantage lies in its user-friendly interface and robust feature set.
Total Addressable Market (TAM)
The total addressable market for customer engagement platforms is estimated to be in the tens of billions of dollars and expected to continue to grow rapidly. Braze is well-positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Strong product offering
- Focus on cross-channel messaging
- User-friendly interface
- Growing customer base
Weaknesses
- High customer churn rate
- Reliance on key personnel
- Limited profitability
Opportunities
- Expanding into new markets
- Developing new product features
- Acquiring complementary technologies
Threats
- Increasing competition
- Changing customer preferences
- Economic downturn
Competitors and Market Share
Key Competitors
- CRM
- ADBE
- ORCL
Competitive Landscape
Braze competes with larger, more established players in the customer engagement platform market. Its advantages include its focus on cross-channel messaging and its user-friendly interface. However, it faces challenges from competitors with larger sales forces and marketing budgets.
Major Acquisitions
Acquired Company Name
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Explain the strategic reasons behind the acquisition.
Growth Trajectory and Initiatives
Historical Growth: Braze has experienced significant revenue growth in recent years, driven by increased adoption of its platform.
Future Projections: Analyst estimates project continued revenue growth for Braze, driven by expansion into new markets and product innovation.
Recent Initiatives: Braze has recently focused on expanding its product suite, investing in AI and machine learning, and strengthening its partnerships.
Summary
Braze is a growing player in the customer engagement platform market, experiencing solid revenue growth. Its strength lies in its cross-channel focus and user-friendly interface. However, profitability remains a challenge, and it faces strong competition from larger players. Careful monitoring of customer churn and market trends is crucial.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Analyst Reports
- Industry Publications
- SEC Filings
Disclaimers:
The information provided is for informational purposes only and should not be construed as financial advice. Market share data is based on available estimates and may not be precise. Future performance is not guaranteed.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Braze Inc
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2021-11-17 | Co-Founder, Chairman & CEO Mr. William Magnuson | ||
Sector Technology | Industry Software - Application | Full time employees 1699 | Website https://www.braze.com |
Full time employees 1699 | Website https://www.braze.com |
Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. The company offers Braze software development kits that automatically manage data ingestion and deliver mobile and web notifications, in-application/in-browser interstitial messages, and content cards; REST API that can be used to import or export data or to trigger workflows between Braze and brands' existing technology stacks; Partner Data Integrations, which allow brands to sync user cohorts from partners; Data Transformation, in which brands can programmatically sync and transform user data; and Braze Cloud Data Ingestion that enables brands to harness their customer data. It also offers classification products, including segmentation that can define reusable segments of consumers based upon attributes, events, or predictive propensity scores; segment insights, which allows customers to analyze how segments are performing relative to each other across a set of pre-selected key performance indicators; and predictive suite that allows customers to identify groups of consumers that are of critical business value. In addition, the company provides Canvas, an orchestration tool that allows customers to create journeys, mapping out multi-steps, and cross-channel messaging experiences; campaigns, which allows customers to send one set of single-channel or multi-channel messages to be delivered to customers in a particular user segment; event and API triggering; marketing pressure management; and reporting and analytics. Further, it offers personalization products, such as liquid templating platform, connected content platform, content blocks, intelligent timing and channel, personalized variant, and AI item recommendations, and catalogs; and action products, as well as develops and operates an AI-based omnichannel marketing platform. The company was formerly known as Appboy, Inc. and changed its name to Braze, Inc. in November 2017. Braze, Inc. was incorporated in 2011 and is headquartered in New Yo
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