Added to YB: 2026-07-28
Pitch date: 2026-07-26
BRZE [bullish]
Braze, Inc.
+4.35%
current return
Author Info
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide.
Market Cap
$2.5B
Pitch Price
$22.53
Price Target
N/A
Dividend
N/A
EV/EBITDA
-25.58
P/E
-19.51
EV/Sales
2.73
Sector
Software
Category
value
Show full summary:
Application Software Earnings Preview: The Setup Into August - Braze, Inc.
BRZE: SaaS at 2.2x fwd rev, below decelerating peers, despite 4 straight qtrs organic rev accel (+27%), cRPO +28%, DBNR +100bps. Discount from small size, open CFO seat, OfferFit-muddied prints (all temp/cosmetic). Guided +22% vs bookings +28%; beat guide 8 straight times. Aug catalyst. Risks: customer concentration, tiny AI Decisioning Studio, risk-off small-cap selloffs.
Read full article (1 min)