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Upturn AI SWOT - About
Braze Inc (BRZE)
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Upturn Advisory Summary
08/14/2025: BRZE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
20 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $45
1 Year Target Price $45
| 11 | Strong Buy |
| 8 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong 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  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.59B USD | Price to earnings Ratio - | 1Y Target Price 45 |
Price to earnings Ratio - | 1Y Target Price 45 | ||
Volume (30-day avg) 20 | Beta 1.1 | 52 Weeks Range 23.91 - 48.33 | Updated Date 08/15/2025 |
52 Weeks Range 23.91 - 48.33 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.01 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
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 136.99 | Enterprise Value 2139732289 | Price to Sales(TTM) 4.18 |
Enterprise Value 2139732289 | Price to Sales(TTM) 4.18 | ||
Enterprise Value to Revenue 3.45 | Enterprise Value to EBITDA -18.23 | Shares Outstanding 92589200 | Shares Floating 74864030 |
Shares Outstanding 92589200 | Shares Floating 74864030 | ||
Percent Insiders 12.81 | Percent Institutions 76.97 |
Upturn AI SWOT
Braze Inc
Company Overview
History and Background
Braze Inc., formerly Appboy, was founded in 2011. It evolved from a CRM for mobile app developers to a comprehensive customer engagement platform. Key milestones include securing funding rounds, expanding product offerings, and going public in November 2021.
Core Business Areas
- Customer Engagement Platform: Provides tools for personalized messaging across various channels including email, push notifications, in-app messages, SMS, and webhooks.
- Data Analytics: Offers analytics capabilities to track customer behavior and measure the effectiveness of marketing campaigns.
- AI-Powered Optimization: Leverages artificial intelligence to optimize messaging and personalize customer experiences.
Leadership and Structure
Bill Magnuson is the co-founder and CEO. The company has a typical corporate structure with departments such as engineering, sales, marketing, finance, and customer success. It has a board of directors overseeing the company's strategy.
Top Products and Market Share
Key Offerings
- Braze Customer Engagement Platform: A comprehensive platform for multi-channel customer engagement. Braze does not publicly release specific market share data. Competitors include Salesforce (CRM), Adobe (ADBE), Oracle (ORCL), and Twilio (TWLO).
- Braze Canvas: A visual workflow tool for creating personalized customer journeys. Market share is integrated within the broader Customer Engagement Platform. Competitors include Salesforce Marketing Cloudu2019s Journey Builder and Adobe Marketo.
- Braze Currents: A solution to securely stream raw data for external analytics use cases. Competitors include Segment and Amplitude, although Braze currents has a different focus.
Market Dynamics
Industry Overview
The customer engagement platform market is rapidly growing, driven by the need for businesses to personalize customer experiences and improve retention. Key trends include increased adoption of AI, the rise of mobile-first strategies, and the importance of data privacy.
Positioning
Braze is positioned as a leading customer engagement platform focused on providing a comprehensive and personalized experience. It differentiates itself through its focus on mobile-first engagement and robust data analytics capabilities.
Total Addressable Market (TAM)
The TAM for customer engagement platforms is estimated to be tens of billions of dollars. Braze is positioned to capture a significant share of this market by providing a comprehensive and innovative platform.
Upturn SWOT Analysis
Strengths
- Strong customer engagement platform
- Mobile-first approach
- Robust data analytics capabilities
- Strong customer base
- Innovative product development
Weaknesses
- High customer churn
- Profitability concerns
- High Sales and Marketing Costs
- Smaller Market Share Compared to competitors such as Salesforce
- Pricing can be viewed as expensive to smaller business
Opportunities
- Expansion into new markets
- Increased adoption of AI
- Partnerships with other technology providers
- Growing demand for personalized customer experiences
- Product expansion into new areas for customer management
Threats
- Intense competition
- Changing data privacy regulations
- Economic downturn
- Security breaches
- Emerging technologies
Competitors and Market Share
Key Competitors
- CRM
- ADBE
- ORCL
- TWLO
Competitive Landscape
Braze's advantages include its mobile-first approach, data analytics, and strong customer base. Disadvantages include competition with established players and profitability concerns.
Major Acquisitions
Mash Software
- Year: 2018
- Acquisition Price (USD millions): 5
- Strategic Rationale: Expanded personalization and segmentation capabilities.
Growth Trajectory and Initiatives
Historical Growth: Braze has experienced significant revenue growth in recent years, driven by increased adoption of its customer engagement platform.
Future Projections: Analyst estimates project continued revenue growth for Braze, fueled by expansion into new markets and the increasing demand for personalized customer experiences.
Recent Initiatives: Recent initiatives include expanding its product offerings, investing in AI, and forming partnerships with other technology providers.
Summary
Braze is a growing customer engagement platform with a mobile-first focus, performing well in a competitive market, and with solid revenues. However, it faces profitability challenges and competition from larger, more established players. Its focus on AI and data analytics positions it well for future growth, but it needs to address its weaknesses to maintain momentum and market share. It is vital it focuses on maintaining customer retention.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Third-party market research reports
- Analyst estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share figures are estimates and may vary. Investment decisions should be based on thorough research and consultation with a financial advisor.
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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