Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$2.4B
113M shares
52-week range
$15.26 – $37.33
26% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NASDAQ
CS
Borrow rate
0.33%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|
| Revenue | $96.4M | $150.2M | $238.0M | $355.4M | $471.8M | $593.4M | $738.2M |
| Cost of revenue | $35.7M | $54.5M | $78.5M | $115.8M | $147.5M | $183.2M | $242.5M |
| Gross profit | $60.7M | $95.7M | $159.5M | $239.6M | $324.3M | $410.2M | $495.7M |
| Gross margin | 63.0% | 63.7% | 67.0% | 67.4% | 68.7% | 69.1% | 67.1% |
| R&D | $20.3M | $29.2M | $59.0M | $97.3M | $119.9M | $134.0M | $167.1M |
| Operating income | −$33.5M | −$32.2M | −$78.2M | −$148.1M | −$144.7M | −$122.2M | −$144.8M |
| EBITDA | −$33.0M | −$30.6M | −$75.6M | −$143.5M | −$137.7M | −$112.0M | −$125.4M |
| Net income | −$31.8M | −$32.0M | −$76.7M | −$139.0M | −$129.2M | −$103.7M | −$131.3M |
| Net margin | -33.0% | -21.3% | -32.2% | -39.1% | -27.4% | -17.5% | -17.8% |
| EPS (diluted) | -1.87 | -0.35 | -0.83 | -1.47 | -1.32 | -1.02 | -1.22 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2027 | $899M | $0.63 | $0.62–$0.65 | 12 |
| 2028 | $1.0B | $0.96 | $0.80–$1.13 | 12 |
| 2029 | $1.2B | $1.22 | $0.92–$1.48 | 3 |
| 2030 | $1.3B | $0.00 | $0.00–$0.00 | 0 |
Forward consensus · source: Financial Modeling Prep
Braze Inc is a customer engagement platform that powers customer-centric interactions between consumers and brands. The company provides solutions for Retail & E-commerce, Media & Entertainment, Financial Services, and Travel & Hospitality related industries. The company offers a single, vertically integrated platform that encompasses the various functionalities, or layers, required for modern customer engagement: data ingestion, classification, orchestration, personalization, and action, all of which is supported by Sage AI by Braze, its AI engine designed to power AI functionality across all layers of this stack. It generates the majority of its revenue from the United States.
www.braze.comNo one on the platform currently holds BRZE.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-12-31 | 119,400 | $4.1M |
No one on the platform has traded BRZE yet.
| — |
| KCKingsoft Cloud Holdings Limited | $8.58 | -1.61% | $2.5B | — |
| NATLNCR Atleos Corporation | $43.23 | -0.18% | $3.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 3.4× sales vs its 9.7× historical median P/S.
Fair value ≈ $59.13 · price $21.00 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$BRZE i'm not here for the games, i'm here for the buyout
View on StockTwits ↗$BRZE this gonna hit them 16s again ehhh imma be there
View on StockTwits ↗AI Top Pick (Highly Shorted Turnaround Deep Rotation): $BRZE Braze offers the cleanest 'buy the bottom of the range' setup in this pool. Position in 21-bar range is 0% on the 1h, 4h AND 1d t… Full pick, targets & ranked shortlist: https://app.k3vl4r.com/tp/brze-top-pick-highly-shorted-turnaround-deep-rotation-31ab001df54943a703d5c0cd9cc52e15?utm_source=x&utm_medium=social&utm_campaign=top_pick&utm_content=BRZE #stocks #trading
View on StockTwits ↗$BRZE jumped back into teens no hesitation
View on StockTwits ↗$BRZE Really good write-up that perfectly summarizes BRZE's present situation. So if you want to bring your BRZE knowledge up to date or just discover BRZE, this is required reading. https://everyticker.com/quote/BRZE/analysis/ai-driven-margin-inflection-meets-competitive-displacement-at-braze-nasdaq-brze
View on StockTwits ↗$BRZE will retrace low, i will be there
View on StockTwits ↗Sold $BRZE (-21.2%). 22% long by 4% short. 12% long Technology, 7% long Industrials. https://www.techtrader.ai/wall/?date=1781036575&post=18143
View on StockTwits ↗YTD performance in MarTech is telling a very different story right now: $ZETA → +9.1% $CRM → -27.1% $ADBE → -25.1% $HUBS → -44.8% $BRZE → -29.6% This isn’t just underperformance-it’s a full sector reset. Rotation out of legacy marketing SaaS into AI-driven and platform-first names is clearly underway. The market is repricing growth, margins, and relevance in real time. Follow the flow, not the past winners.
View on StockTwits ↗$BRZE i've said it consistently. so much i'm tired of it. best case scenario is a buyout $50+. mgmt compensation too much for meaningful growth. numbers are decent but multiple is too high.
View on StockTwits ↗$BRZE Institutional liquidity is now entering 🚨🚨🚨💣
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.