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BRZE 
Braze Inc (BRZE)
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Upturn Advisory Summary
12/04/2025: 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 $45.11
1 Year Target Price $45.11
| 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 12/04/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.32B USD | Price to earnings Ratio - | 1Y Target Price 45.11 |
Price to earnings Ratio - | 1Y Target Price 45.11 | ||
Volume (30-day avg) 20 | Beta 1.1 | 52 Weeks Range 23.91 - 48.33 | Updated Date 12/5/2025 |
52 Weeks Range 23.91 - 48.33 | Updated Date 12/5/2025 | ||
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 2025-12-09 | When - | Estimate 0.0624 | 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 49.75 | Enterprise Value 2989849305 | Price to Sales(TTM) 5.08 |
Enterprise Value 2989849305 | Price to Sales(TTM) 5.08 | ||
Enterprise Value to Revenue 4.57 | Enterprise Value to EBITDA -18.23 | Shares Outstanding 99079819 | Shares Floating 81018123 |
Shares Outstanding 99079819 | Shares Floating 81018123 | ||
Percent Insiders 18.18 | Percent Institutions 77.65 |
Upturn AI SWOT
Braze Inc
Company Overview
History and Background
Braze Inc., founded in 2011 as Appboy, is a customer engagement platform that enables businesses to personalize and optimize the customer experience across different channels. It rebranded to Braze in 2018.
Core Business Areas
- Cross-Channel Engagement: Provides tools for personalized messaging across email, push notifications, in-app messages, and more.
- Data and Analytics: Offers robust analytics and reporting capabilities to track campaign performance and customer behavior.
- Personalization: Enables businesses to personalize customer experiences based on individual preferences and behaviors.
Leadership and Structure
Bill Magnuson is the Co-founder and CEO. The company has a typical corporate structure with departments for engineering, sales, marketing, and customer success.
Top Products and Market Share
Key Offerings
- Braze Platform: A comprehensive customer engagement platform used by brands to improve customer experiences. It is estimated that Braze has roughly 1% market share in the cross-channel marketing platform market. Competitors include Salesforce, Adobe, Oracle, and Iterable. Braze has over 1,500 customers, generating approximately $450M in annual recurring revenue (ARR).
- Canvas Flow: Enables marketers to create multi-step, personalized customer journeys. No specific market share data is available, but it's integral to Braze's platform offering. Competitors include journey builders from Salesforce Marketing Cloud, Adobe Marketo Engage, and Oracle Eloqua.
Market Dynamics
Industry Overview
The customer engagement platform market is growing rapidly, driven by the need for businesses to deliver personalized and relevant experiences to customers. The shift towards digital channels and increased customer expectations are fueling this growth.
Positioning
Braze positions itself as a leading customer engagement platform that helps businesses build stronger relationships with their customers. Its competitive advantages include its focus on mobile engagement, its robust data and analytics capabilities, and its ability to personalize customer experiences at scale.
Total Addressable Market (TAM)
Analysts estimate the TAM for customer engagement platforms to be upwards of $30 billion. Braze is positioned to capture a significant portion of this TAM given its focus on personalization and data-driven engagement.
Upturn SWOT Analysis
Strengths
- Strong platform with comprehensive features
- Focus on customer engagement and personalization
- Robust data and analytics capabilities
- Strong leadership team
- Scalable platform
Weaknesses
- High cost of implementation and maintenance
- Limited brand awareness compared to larger competitors
- Relatively smaller sales and marketing budget compared to competitors
- Reliance on integrations for some functionality
Opportunities
- Expanding into new markets and verticals
- Developing new products and features
- Acquiring complementary technologies or companies
- Partnerships with other technology providers
- Increased demand for personalized customer experiences
Threats
- Competition from larger, more established players
- Economic downturn
- Changes in privacy regulations
- Technological advancements that could disrupt the market
- Security breaches
Competitors and Market Share
Key Competitors
- CRM
- ADBE
- ORCL
- SFMC
Competitive Landscape
Braze's advantages include its specialization in customer engagement, strong focus on mobile, and robust data capabilities. Disadvantages include its smaller size, less brand recognition and profitability.
Major Acquisitions
Allo
- Year: 2022
- Acquisition Price (USD millions): 0
- Strategic Rationale: Improve AI driven automation features for targeted marketing. Terms of the agreement were not disclosed.
Growth Trajectory and Initiatives
Historical Growth: Braze Inc. has experienced significant revenue growth in recent years, driven by increased adoption of its platform.
Future Projections: Analysts project continued revenue growth for Braze Inc., driven by the increasing demand for customer engagement platforms. Profitability is expected to improve over time as the company scales.
Recent Initiatives: Recent strategic initiatives include expanding into new markets, developing new products and features, and acquiring complementary technologies.
Summary
Braze is a growing customer engagement platform with a strong focus on personalization. While it exhibits revenue growth, it currently operates at a net loss due to high growth investments. It faces competition from larger players like Salesforce and Adobe and must achieve profitability to ensure long-term success and sustainability in the market and continue to innovate.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Industry Publications
- Company Website
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Market share data is estimated. Financial data is based on the most recent publicly available information. Investment decisions should be based on your own due diligence.
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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