US · Technology · Software - Application
EPS came in at -0.14 against a street estimate of -0.21 — a beat of 33.3%.
Analysts rate Braze Inc a strong buy (19 buy, 1 hold, 0 sell out of 20) with an average price target of $37.30.
CONFIDENT Braze delivered 26% YoY revenue growth to $227M with 112% net retention in large customers. AI adoption accelerating (1/3 of large cohort using paid AI tools, up 900bps). Raised FY27 guidance; on track for 400bps operating margin improvement. Q2 FY27 Management highlighted diverse geographic expansion and noted vendor consolidation trends driving customer wins across industries globally, with AWS partnership specifically extending international reach. Single analyst question focused on agent capability and new use cases. Bill emphasized vertical integration of Canvas environment into operator, giving AI access to customer metadata, integrations, and brand standards—creating proprietary advantage over generic foundational models. 2026-09-08…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 6.95% |
| Vanguard Portfolio Management, LLC | 4.82% |
| Pictet Asset Manangement SA | 4.47% |
| FMR Inc | 4.16% |
| Battery Management Corp | 4.09% |
| Vanguard Capital Management, LLC | 3.48% |
| Millennium Management LLC | 3.35% |
| UBS Group AG | 2.97% |
| Document | Date |
|---|---|
| Quarterly report · Q2 FY2027 BRAZE, INC. - QUARTERLY REPORT SUMMARY (Q2 FY2026) HEADLINE NUMBERS • Revenue (6M ended Jul 31, 2026): $438.2M vs $342.2M (6M ended Jul 31, 2025) — | 2026-09-09 |
| Results announced · Q3 FY2027 BRAZE INC – FISCAL Q2 2027 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $227.2 million, up 26.2% year-over-year (Q2 FY2026: $180.1 million) • Subscr | 2026-09-08 |
| Charter / bylaws change · Q2 FY2027 BRAZE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Stockholders held June 30, 2026 • Total votes cast for director election: approx | 2026-07-02 |
| Quarterly report · Q1 FY2027 BRAZE, INC. — Q1 2026 10-Q SUMMARY FOR RETAIL INVESTORS --- HEADLINE NUMBERS • Revenue: $211.0 million (Q1 2026) vs. $162.1 million (Q1 2025) — 30% | 2026-05-28 |
| Results announced · Q2 FY2027 BRAZE, INC. – Q1 FISCAL 2027 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $211.0 million, up 30.2% year-over-year; organic revenue growth 27% (fourt | 2026-05-27 |
| Proxy statement · Q2 FY2027 BRAZE, INC. – 2026 PROXY STATEMENT SUMMARY CEO TOTAL COMPENSATION • Bill Magnuson, President and CEO: Total compensation for fiscal 2026 was not ful | 2026-05-18 |
| Board / officer change · Q1 FY2027 BRAZE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • CFO Departure: Isabelle Winkles resigning as Chief Financial Officer effective May 29, 2026 • Tran | 2026-04-28 |
| Annual report FY2026 BRAZE, INC. (BRZE) – FORM 10-K SUMMARY Fiscal Year Ended January 31, 2026 --- HEADLINE NUMBERS • Market capitalization: $2.7 billion (as of July 31 | 2026-03-25 |
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Google PlayApp StoreData updated 2026-09-18.