Braze (NASDAQ:BRZE) Releases Earnings Results, Meets Expectations

Braze (NASDAQ:BRZE) announced its quarterly earnings results on Wednesday. The company reported $0.10 EPS for the quarter, meeting analysts’ consensus estimates of $0.10, FiscalAI reports. The company had revenue of $211.00 million during the quarter, compared to analysts’ expectations of $205.19 million. Braze had a negative return on equity of 18.75% and a negative net margin of 17.78%.Braze’s revenue was up 30.2% on a year-over-year basis. During the same period in the prior year, the business posted $0.07 EPS. Braze updated its Q2 2027 guidance to 0.150-0.160 EPS.

Here are the key takeaways from Braze’s conference call:

• Braze reported $211 million in revenue, up 30% year over year, marking its fourth straight quarter of accelerating organic and total revenue growth. Management also said it is raising guidance and remains on track to deliver 400 basis points of full-year operating margin expansion.
• The company generated a record $27 million in free cash flow and improved non-GAAP operating margin by more than 300 basis points year over year. Non-GAAP operating income rose to $10.5 million, showing continued operating leverage.
• Customer momentum remained strong, with net customer additions up 104 sequentially, large customers growing 33% year over year, and dollar-based net retention improving to 110% overall and 111% for large customers. Management highlighted robust enterprise wins and expansions across several industries.
• Braze said its AI products are gaining traction, with Operator, Agent Console, and Decisioning Studio already in customer hands and driving early adoption. The company cited real-world customer examples showing meaningful performance gains from these tools and said AI is helping improve both productivity and monetization.
• Decisioning Studio was constrained in the prior quarter by delivery capacity, but Braze said it has since accelerated hiring and expects Q2 revenue from the product to grow 15%–20% sequentially. Management also noted some revenue mix shifts into professional services due to packaging changes, while emphasizing that roughly 99% of total revenue remains recurring.

Braze Trading Down 3.4%

NASDAQ BRZE opened at $24.58 on Thursday. The company has a market cap of $2.79 billion, a PE ratio of -20.15 and a beta of 0.78. Braze has a 12 month low of $15.26 and a 12 month high of $37.67. The stock has a 50 day moving average of $22.02 and a 200-day moving average of $24.54.

Insider Transactions at Braze

In other Braze news, General Counsel Susan Wiseman sold 35,000 shares of the firm’s stock in a transaction on Thursday, April 9th. The stock was sold at an average price of $20.29, for a total transaction of $710,150.00. Following the completion of the sale, the general counsel owned 209,424 shares of the company’s stock, valued at $4,249,212.96. This trade represents a 14.32% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 12.50% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Braze

Several hedge funds have recently added to or reduced their stakes in the business. Osaic Holdings Inc. increased its position in Braze by 4,227.6% during the 4th quarter. Osaic Holdings Inc. now owns 5,323 shares of the company’s stock worth $183,000 after buying an additional 5,200 shares during the period. Xponance LLC bought a new position in Braze during the 4th quarter worth $231,000. CIBC Bancorp USA Inc. bought a new position in Braze during the 3rd quarter worth $242,000. Caxton Associates LLP bought a new position in Braze during the 3rd quarter worth $231,000. Finally, PharVision Advisers LLC bought a new position in Braze during the 3rd quarter worth $252,000. Institutional investors and hedge funds own 90.47% of the company’s stock.

Trending Headlines about Braze

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Braze reported Q1 earnings of $0.10 per share, in line with estimates, while revenue of $211.0 million topped expectations and rose 30.2% year over year, signaling continued demand for its customer engagement platform. Article Title
• Positive Sentiment: The company raised its FY2027 revenue outlook to $895 million-$899 million and guided Q2 revenue above Wall Street estimates, suggesting management sees accelerating business momentum. Article Title
• Positive Sentiment: Management highlighted fourth straight quarter of organic revenue growth acceleration and strong AI-driven demand, which may help support the stock if investors believe the growth story is improving. Article Title
• Neutral Sentiment: Several earnings recaps and transcript pieces mainly reiterate the same results and call commentary, with analysts now weighing the impact of AI momentum against Braze’s valuation. Article Title
• Neutral Sentiment: BTIG reaffirmed a Buy rating and set a $30 price target, which supports the bullish case but does not materially change the near-term earnings narrative. Article Title
• Negative Sentiment: Despite the upbeat revenue and guidance, one report noted the stock fell sharply after the release, likely reflecting investor concern about profitability, margin pressure, and whether the growth rate can justify the valuation. Article Title

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on BRZE. Canaccord Genuity Group reissued a “buy” rating and set a $43.00 target price on shares of Braze in a research note on Monday, March 23rd. Citigroup reissued a “market outperform” rating on shares of Braze in a research note on Thursday. Stifel Nicolaus lowered their target price on Braze from $40.00 to $35.00 and set a “buy” rating for the company in a research note on Wednesday, March 25th. UBS Group reaffirmed an “outperform” rating on shares of Braze in a research report on Thursday. Finally, Oppenheimer reduced their price target on Braze from $40.00 to $30.00 and set an “outperform” rating for the company in a research report on Wednesday, March 25th. Twenty-two investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $36.52.

About Braze

Braze, Inc is a publicly traded software company (NASDAQ: BRZE) that offers a customer engagement platform designed to help brands build personalized relationships with their users. Founded in 2011 as Appboy by Bill Magnuson, Jon Hyman and Mark Ghermezian, the company adopted the Braze name in 2017 to underscore its focus on fostering strong connections between businesses and consumers. Its cloud-based platform consolidates messaging channels including push notifications, in-app messages, email and SMS, enabling companies to deliver timely, context-driven communications at scale.

The core functionality of Braze’s platform centers on data-driven segmentation, customer journey orchestration and real-time analytics.