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 hold (0 buy, 19 hold, 0 sell out of 19) with an average price target of $47.54.
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 |
|---|---|
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| BlackRock Inc | 7.40% |
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| Vanguard Capital Management, LLC | 3.51% |
| Millennium Management LLC | 3.34% |
| Westfield Capital Management Company, L.P. | 2.30% |
| Document | Date |
|---|---|
| Material agreement · Q3 FY2027 HEADLINE NUMBERS • Salesforce, Inc. agreed to acquire Braze, Inc. for $47.50 per share in cash, without interest. • The transaction was announced on | 2026-10-20 |
| 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 |
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| Announcement | Date |
|---|---|
| Company agreed to be acquired by Salesforce in a $47.50-per-share merger Braze agreed to be acquired by Salesforce. Under the merger agreement, each Braze Class A share will be converted into $47.50 in cash, subject to customary closing conditions and adjustments | 2026-10-20 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.