Braze, Inc. Stock Price, News & Analysis

Braze (NASDAQ: BRZE) announced significant platform enhancements at Forge 2025 to help marketers create personalized, interactive customer experiences more efficiently. The updates include Zero-copy Canvas Triggers for seamless data activation, WhatsApp Commerce features, and enhanced email capabilities.

Key innovations focus on three main areas: data activation without technical overhead, richer cross-channel experiences including RCS Rich Cards and WhatsApp Flows, and automated email scaling tools like IP warming. The platform improvements align with Braze's vision of providing marketers with an AI-powered solution for customer engagement.

Braze (NASDAQ: BRZE) has unveiled a groundbreaking suite of AI products at its Forge 2025 conference, revolutionizing customer engagement through intelligent automation. The new BrazeAI™ product line includes three major components: BrazeAI Decisioning Studio™ for personalized customer interactions, BrazeAI Agent Console™ for custom AI agent creation, and BrazeAI Operator™ for streamlined campaign management.

The platform integrates with leading AI providers including Google's Gemini, Anthropic, Amazon Bedrock, and OpenAI, while also featuring a new partnership with Snowflake Cortex AI for enhanced data analytics. These tools enable marketers to automate personalization, generate content, and optimize customer journeys at scale.

Braze (NASDAQ: BRZE), a customer engagement platform provider, has been named a Leader in the 2025 Gartner® Magic Quadrant™ for Multichannel Marketing Hubs for the third consecutive year. The recognition is based on the company's Completeness of Vision and Ability to Execute.

Under CEO Bill Magnuson's leadership, Braze has demonstrated continued innovation through the acquisition of OfferFit and expansion of BrazeAI™. The company has enhanced its platform with new features including RCS messaging, Banners, the Braze Data Platform, and improved reporting capabilities.

[ "Third consecutive year recognition as a Leader in Gartner Magic Quadrant", "Strategic acquisition of OfferFit strengthening AI capabilities", "Platform expansion with new features including RCS messaging and Banners", "Introduction of Braze Data Platform enhancing data capabilities" ]

Braze (NASDAQ: BRZE) reported strong fiscal Q2 2026 results with revenue reaching $180.1 million, up 23.8% year-over-year. The company demonstrated improved profitability with non-GAAP operating income of $6.0 million and non-GAAP net income per share of $0.15.

Key metrics include subscription revenue of $171.8 million, remaining performance obligations of $862.2 million, and a total customer base expansion to 2,422. The company maintained solid customer retention with a dollar-based net retention rate of 108% overall and 111% for customers with ARR over $500,000.

Looking ahead, Braze provided Q3 FY2026 guidance with revenue expected between $183.5-184.5 million and updated full-year FY2026 guidance to $717.0-720.0 million in revenue.

Braze (NASDAQ: BRZE), a customer engagement platform provider, has announced its participation in two upcoming investor conferences. At the Citi Global TMT Conference on September 5th, 2025, CEO Bill Magnuson and CFO Isabelle Winkles will present at 8:50 am ET. Additionally, CEO Bill Magnuson will present at the Piper Sandler Growth Frontiers Conference on September 10th, 2025, at 11:00 am CT.

All presentations will be accessible via webcast through the events section of Braze's investor relations website at investors.braze.com.

Braze (NASDAQ: BRZE), a customer engagement platform, has scheduled its fiscal second quarter 2026 financial results announcement for September 4, 2025, after U.S. market close. The company will host a conference call and webcast at 4:30 PM ET to discuss the results.

Investors can access the webcast through the events section of Braze's investor relations website at investors.braze.com. A replay of the webcast will be made available shortly after the live event.

Braze (NASDAQ: BRZE) has released its fourth annual ESG report, highlighting significant progress in environmental, social, and governance initiatives. The company received SBTi approval for emissions reduction targets and implemented a Virtual Power Purchase Agreement for five solar facilities in Michigan, projected to generate 1,600 MWh of renewable energy annually.

On the social front, Braze has invested over $2.9 million in community initiatives since 2022, supporting 150+ nonprofits globally. The company expanded its impact through the Tech for an Equitable Future program and launched Charitable-Giving Canvas Templates. In governance, Braze maintained its ISO 27001, SOC 2 Type 2, and HIPAA compliance certifications for the fifth consecutive year.

Braze (BRZE) reported strong Q1 FY2026 results with revenue reaching $162.1M, up 19.6% YoY. The company achieved non-GAAP operating income of $2.8M, compared to a loss of $10.0M in the previous year. Key highlights include the hiring of Ed McDonnell as CRO, completion of OfferFit acquisition, and improved gross margins at 68.6%. Customer base grew to 2,342, with 262 customers having ARR over $500K. The company demonstrated solid financial health with $539.8M in cash and equivalents, while generating $24.1M in operating cash flow. For FY2026, Braze projects revenue between $702.0M-$706.0M and non-GAAP net income of $17.0M-$21.0M. However, dollar-based net retention declined to 109% from 117% year-over-year.

Braze (BRZE) has completed its acquisition of OfferFit, an AI decisioning company, strengthening its customer engagement platform capabilities. The integration combines OfferFit's multi-agent decisioning engine with Braze's real-time, cross-channel platform, leveraging advanced AI and reinforcement learning technologies. This acquisition complements Braze's Project Catalyst, a native AI agent currently in limited beta. The merged technologies aim to enhance marketers' capabilities by automating campaign creation and optimizing customer experiences. The integration will allow brands to utilize OfferFit's AI decisioning system within Braze's customer engagement platform, with companies like Kayo Sports already seeing positive results from the combined solution.