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BRZE 
Braze Inc (BRZE)
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Upturn Advisory Summary
12/18/2025: BRZE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $46.95
1 Year Target Price $46.95
| 11 | Strong Buy |
| 8 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -27.76% | Avg. Invested days 29 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/18/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.90B USD | Price to earnings Ratio - | 1Y Target Price 46.95 |
Price to earnings Ratio - | 1Y Target Price 46.95 | ||
Volume (30-day avg) 20 | Beta 1.1 | 52 Weeks Range 23.91 - 48.33 | Updated Date 12/18/2025 |
52 Weeks Range 23.91 - 48.33 | Updated Date 12/18/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.1 |
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 2025-12-09 | When - | Estimate 0.0624 | Actual 0.06 |
Profitability
Profit Margin -16.86% | Operating Margin (TTM) -19.41% |
Management Effectiveness
Return on Assets (TTM) -8.38% | Return on Equity (TTM) -21.93% |
Valuation
Trailing PE - | Forward PE 52.08 | Enterprise Value 3509274001 | Price to Sales(TTM) 5.62 |
Enterprise Value 3509274001 | Price to Sales(TTM) 5.62 | ||
Enterprise Value to Revenue 5.06 | Enterprise Value to EBITDA -18.23 | Shares Outstanding 102267368 | Shares Floating 81992498 |
Shares Outstanding 102267368 | Shares Floating 81992498 | ||
Percent Insiders 17.62 | Percent Institutions 75.13 |
Upturn AI SWOT
Braze Inc
Company Overview
History and Background
Braze Inc. was founded in 2011 by William Magnuson, Mark MacDougall, and Jonathan L. W. Gray. Initially known as Appboy, the company focused on mobile app marketing. It rebranded to Braze in 2019 to reflect its expanded capabilities beyond mobile. Braze has experienced rapid growth, becoming a prominent player in the customer engagement platform market, empowering brands to build personalized customer experiences across various channels. Significant milestones include its IPO in 2021.
Core Business Areas
- Customer Engagement Platform: Braze provides a comprehensive, cross-channel customer engagement platform that enables businesses to deliver personalized experiences to their customers in real-time. This includes messaging (email, push notifications, in-app messages, SMS), audience segmentation, journey orchestration, and data analytics.
- Data Integration and Intelligence: The platform integrates with various data sources, allowing for a unified view of customer data. It leverages this data to power intelligent segmentation, personalization, and campaign optimization.
- Real-time Personalization: Braze focuses on delivering dynamic and relevant content to customers based on their behavior, preferences, and real-time context across all touchpoints.
Leadership and Structure
Braze is led by its co-founder and CEO, William Magnuson. The company operates with a typical SaaS organizational structure, including departments for engineering, product, sales, marketing, customer success, and finance. Key executives include Chief Product Officer Matthew Wilson and Chief Financial Officer Cynthia R. Gordon. (Note: Specific names and roles may change over time).
Top Products and Market Share
Key Offerings
- Braze Customer Engagement Platform: This is the flagship product, offering a suite of tools for cross-channel messaging, customer segmentation, journey building, and analytics. Competitors include Iterable, Braze, Salesforce Marketing Cloud, Adobe Experience Cloud, Twilio Segment, CleverTap, and OneSignal. Market share data for specific product modules is not publicly disclosed, but Braze is a significant player in the overall customer engagement platform market, often cited among the leaders.
- Intelligent API: Enables real-time data ingestion and activation, allowing businesses to sync customer data from various sources and trigger actions across channels instantaneously. This is a core component of the Braze platform.
- Content Cards: An in-app messaging feature that allows brands to deliver personalized content and offers directly within their mobile applications. This competes with in-app messaging features from other CDP and marketing automation platforms.
Market Dynamics
Industry Overview
The customer engagement and marketing automation industry is highly dynamic and competitive, driven by the increasing demand for personalized customer experiences, digital transformation initiatives, and the proliferation of data. Companies are seeking solutions that can unify customer data, automate marketing efforts, and drive customer loyalty across multiple channels.
Positioning
Braze is positioned as a leading independent customer engagement platform, known for its robust real-time capabilities, cross-channel orchestration, and ease of use. Its competitive advantages include its strong focus on mobile-first experiences, advanced segmentation and personalization features, and a platform designed for both technical and non-technical users.
Total Addressable Market (TAM)
The global customer engagement market is substantial and growing. While precise TAM figures vary by source, it is generally estimated to be in the tens of billions of dollars and projected to continue expanding. Braze is well-positioned within this TAM, particularly for companies looking for a unified, data-driven approach to customer communication and experience management.
Upturn SWOT Analysis
Strengths
- Robust real-time personalization capabilities
- Comprehensive cross-channel orchestration
- Strong focus on mobile app engagement
- Scalable and flexible platform architecture
- High customer retention rates
- Strong data integration and analytics features
Weaknesses
- Dependence on a few large customers can pose a risk
- Perceived complexity for smaller businesses
- Competition from larger, more established players with broader suites
- Reliance on continued innovation to stay ahead of competitors
Opportunities
- Expansion into new geographic markets
- Growing demand for AI-driven personalization
- Integration with emerging technologies (e.g., AI chatbots, metaverse)
- Acquisition of complementary technologies or companies
- Increased adoption by enterprises across diverse industries
Threats
- Intensifying competition from established and new entrants
- Changes in data privacy regulations (e.g., GDPR, CCPA)
- Economic downturns impacting marketing budgets
- Technological shifts that could render current offerings less relevant
- Security breaches or data privacy incidents
Competitors and Market Share
Key Competitors
- Iterable (ITBL)
- Salesforce Marketing Cloud (CRM)
- Adobe Experience Cloud (ADBE)
- Twilio Segment (TWLO)
- CleverTap
- OneSignal
- Customer.io
Competitive Landscape
Braze competes in a crowded market. Its advantages lie in its specialized focus on real-time, cross-channel engagement and its robust mobile capabilities. Larger competitors like Salesforce and Adobe offer broader suites, which can be an advantage for existing customers but may lack Braze's depth in specific engagement areas. Newer entrants like Iterable offer strong feature sets and competitive pricing. Braze's ability to maintain its technological edge and deliver superior customer experiences will be crucial.
Major Acquisitions
No significant public acquisitions by Braze Inc. have been widely reported as of recent data. The company has primarily focused on organic growth and product development.
- Year:
- Acquisition Price (USD millions):
- Strategic Rationale:
Growth Trajectory and Initiatives
Historical Growth: Braze has experienced significant historical growth since its inception, marked by rapid customer acquisition, increasing revenue, and expansion of its product offerings. The company has successfully scaled its operations and customer base, establishing itself as a key player in the customer engagement market.
Future Projections: Analyst projections for Braze generally indicate continued strong revenue growth in the coming years, driven by market demand for sophisticated customer engagement solutions. The company is expected to focus on expanding its enterprise client base, enhancing its AI capabilities, and exploring new product integrations. Path to profitability remains a key focus for investors.
Recent Initiatives: Recent initiatives likely include enhancements to its AI and machine learning capabilities for more predictive personalization, expansion of its cross-channel messaging options (e.g., WhatsApp integration), strengthening its data platform, and forging strategic partnerships to broaden its ecosystem.
Summary
Braze Inc. is a strong player in the growing customer engagement market, excelling in real-time, cross-channel personalization, especially for mobile. Its robust platform and continuous innovation are key strengths. However, it faces intense competition from established giants and nimble startups. The company needs to maintain its technological edge and demonstrate a clear path to sustained profitability to ensure long-term shareholder value.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations website (for financial reports and press releases)
- SEC Filings (10-K, 10-Q)
- Reputable financial news outlets and market research reports (e.g., Gartner, Forrester, industry analyst reports)
- Financial data providers (e.g., Yahoo Finance, Bloomberg - for general market data and stock information)
Disclaimers:
This analysis is based on publicly available information and may not be exhaustive. Financial data, market share estimates, and projections are subject to change. This information is for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence before making any investment decisions. Specific market share percentages are illustrative and may not reflect precise current figures.
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. It 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 to import or export data or to trigger workflows between Braze and brands' existing technology stacks; Partner Data Integrations, that 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 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. It 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. 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 York, New York.
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