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Upturn AI SWOT - About
BRZE 
Braze Inc (BRZE)
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Upturn Advisory Summary
10/22/2025: 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 $44.84
1 Year Target Price $44.84
| 11 | Strong Buy |
| 8 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -38.59% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/22/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.91B USD | Price to earnings Ratio - | 1Y Target Price 44.84 |
Price to earnings Ratio - | 1Y Target Price 44.84 | ||
Volume (30-day avg) 20 | Beta 1.1 | 52 Weeks Range 23.91 - 48.33 | Updated Date 10/22/2025 |
52 Weeks Range 23.91 - 48.33 | Updated Date 10/22/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.04 |
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 -16.62% | Operating Margin (TTM) -20.74% |
Management Effectiveness
Return on Assets (TTM) -8.23% | Return on Equity (TTM) -20.63% |
Valuation
Trailing PE - | Forward PE 46.95 | Enterprise Value 2807371043 | Price to Sales(TTM) 4.44 |
Enterprise Value 2807371043 | Price to Sales(TTM) 4.44 | ||
Enterprise Value to Revenue 4.29 | Enterprise Value to EBITDA -18.23 | Shares Outstanding 99079819 | Shares Floating 80316027 |
Shares Outstanding 99079819 | Shares Floating 80316027 | ||
Percent Insiders 14.31 | Percent Institutions 73.14 |
Upturn AI SWOT
Braze Inc
Company Overview
History and Background
Braze Inc., formerly Appboy, was founded in 2011. It started as a CRM platform and evolved into a comprehensive customer engagement platform, going public in November 2021.
Core Business Areas
- Customer Engagement Platform: Braze provides a platform for businesses to manage and optimize their customer engagement strategies across various channels.
- Cross-Channel Messaging: Braze allows businesses to send personalized messages through push notifications, email, in-app messages, and more.
- Data and Analytics: Braze offers data analytics and insights to help businesses understand customer behavior and improve their engagement efforts.
Leadership and Structure
Bill Magnuson is the co-founder and CEO. The organizational structure includes departments for engineering, sales, marketing, customer success, and finance.
Top Products and Market Share
Key Offerings
- Braze Customer Engagement Platform: Braze's core platform helps businesses manage customer engagement across multiple channels. Competitors include Salesforce, Adobe, and Oracle. Market share data is fragmented, with Braze being a significant player. Braze reports approximately 5,000 customers.
- Braze Canvas: Canvas is a visual journey builder that allows marketers to create and automate multi-step, personalized customer journeys. Competitors include Iterable and Klaviyo.
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. This market sees robust growth.
Positioning
Braze is positioned as a leading customer engagement platform that helps businesses build better relationships with their customers through personalized, cross-channel messaging.
Total Addressable Market (TAM)
Estimates suggest a TAM exceeding $50 billion. Braze is well-positioned to capture a significant share with its comprehensive platform.
Upturn SWOT Analysis
Strengths
- Strong customer engagement platform
- Cross-channel messaging capabilities
- Data and analytics insights
- Scalable architecture
- Strong brand recognition
Weaknesses
- High cost compared to some competitors
- Reliance on customer data quality
- Complex implementation process for some users
Opportunities
- Expansion into new markets
- Partnerships with other technology providers
- Further development of AI and machine learning capabilities
- Increased adoption of customer engagement platforms
Threats
- Competition from larger, established players
- Changing data privacy regulations
- Economic downturn affecting marketing budgets
- Emergence of new technologies
Competitors and Market Share
Key Competitors
- CRM
- ADBE
- ORCL
- HUBS
Competitive Landscape
Braze competes with larger, established players like Salesforce and Adobe, as well as smaller, niche providers. Braze's competitive advantage lies in its focus on customer engagement and its cross-channel messaging capabilities.
Major Acquisitions
BuySellAds.com
- Year: 2023
- Acquisition Price (USD millions): 28
- Strategic Rationale: Expanded cross channel capabilities.
Growth Trajectory and Initiatives
Historical Growth: Braze has experienced rapid revenue growth over the past few years, driven by increasing adoption of its platform.
Future Projections: Analysts project continued revenue growth of 20-30% annually over the next few years.
Recent Initiatives: Recent initiatives include expanding its product offerings, entering new markets, and forming strategic partnerships.
Summary
Braze is a growing player in the customer engagement platform market with strong revenue growth and a focus on innovation. While facing competition from larger companies, its specialized platform and cross-channel capabilities provide a competitive edge. Managing its net losses and adapting to changing data privacy regulations will be crucial for continued success. Braze shows robust growth potential but must carefully manage its spending and adapt to market shifts.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Analyst Estimates
- Various financial news outlets
Disclaimers:
This analysis is based on available information and is not financial advice. Market conditions and company performance are subject to change.
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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