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Braze (BRZE) Stock News

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Welcome to our dedicated page for Braze news (Ticker: BRZE), a resource for investors and traders seeking the latest updates and insights on Braze stock.

Braze, Inc. reports developments around its customer engagement platform for brands, including fiscal results, guidance updates, investor conference activity, and management changes. Its announcements commonly discuss subscription revenue, customer growth, dollar-based net retention, operating leverage, and the platform's role in cross-channel messaging, journey orchestration, personalization, and real-time data activation.

Product news centers on BrazeAI, including BrazeAI Decisioning Studio, BrazeAI Operator, BrazeAI Agent Console, and creative tools for marketers. Company research releases also address AI adoption, customer trust, data use, and industry use cases across retail and e-commerce, media and entertainment, financial services, travel, and hospitality.

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Braze (BRZE) reported fiscal Q2 2027 revenue of $227.2 million, up 26.2% year over year, with strong subscription growth and improved profitability metrics.

Subscription revenue reached $207.7 million, while professional services and other revenue grew to $19.6 million. Remaining performance obligations were $1.09 billion, including $691.1 million current. GAAP gross margin was 66.8% and non-GAAP gross margin was 68.6%. Dollar-based net retention was 110% for all customers and 112% for customers with ARR of $500,000 or more.

GAAP operating loss narrowed to $18.1 million, while non-GAAP operating income rose to $22.0 million. GAAP net loss per share was $0.17, and non-GAAP diluted EPS was $0.19. Operating cash flow was a record Q2 $24.2 million and free cash flow was $21.7 million/b. Total customers increased to , with 361 customers above $500,000 ARR.

For Q3 FY 2027, Braze guides revenue to $229–230 million and non-GAAP operating income to $16–17 million. Full-year FY 2027 revenue guidance is $910–913 million with non-GAAP diluted EPS of $0.64–0.65. The company also highlighted an expanded AI product suite, a three-year Strategic Collaboration Agreement with AWS, deeper integrations with Databricks and Snowflake, and its upcoming Forge 2026 conference.

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Braze (NASDAQ: BRZE) will participate in two investor conferences, featuring management presentations by cofounder, CEO, and president Bill Magnuson. He is scheduled to present at the Citi Global TMT Conference on Thursday, September 10, 2026 at 10:10 a.m. ET and at the Piper Sandler Growth Frontiers Conference on Tuesday, September 15, 2026 at 10:00 a.m. CT. All conference presentations will be webcast and accessible via the events section of the Braze investor website at investors.braze.com.

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Braze (Nasdaq: BRZE) will release its fiscal second quarter 2027 financial results after U.S. markets close on Tuesday, September 8, 2026, followed by a webcast conference call at 4:30 p.m. ET (1:30 p.m. PT), accessible via the events section of its investor website at investors.braze.com.

Braze also announced that Pearce Dolan will join as Chief Product Officer, effective August 24, 2026, reporting to Cofounder and CEO Bill Magnuson. Dolan will lead product strategy and vision, bringing nearly 20 years of product and technology leadership experience from roles at Deel and Revolut.

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Braze (Nasdaq: BRZE) released its fifth annual ESG report, outlining FY’26 progress across environmental, social, and governance initiatives. According to Braze, the company reduced emissions by 18% year-over-year, including contributions from its OfferFit acquisition, now BrazeAI Decisioning Studio.

Braze activated five Michigan solar facilities via a VPPA generating 1,600 MWh of renewable energy annually, engaged its top 50 suppliers representing about 65% of supplier emissions, and introduced a Green Lease Guide. Socially, it has provided over $4.4 million in grants to 200+ nonprofits and supported 70+ founders through product grants. On governance, Braze maintained ISO 27001 and SOC 2 Type 2 compliance for the eighth consecutive year and reports that operational data is approximate, internally tracked, and subject to methodological changes.

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Braze (Nasdaq: BRZE) reported fiscal Q1 2027 revenue of $211.0 million, up 30.2% year-over-year, its fourth straight quarter of organic revenue growth acceleration. Non-GAAP operating income was $10.5 million, with free cash flow of $26.8 million and dollar-based net retention at 110%.

Total customers reached 2,713, including 349 with ARR of $500,000+; GAAP operating loss was $27.5 million. Braze introduced multiple BrazeAI products and issued Q2 2027 revenue guidance of $219.5–220.5 million and FY 2027 revenue guidance of $895.0–899.0 million.

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Braze (NASDAQ: BRZE) will report fiscal Q1 2027 results after market close on May 27, 2026 and will host a webcast conference call at 4:30 pm ET the same day. The company reaffirmed its previously issued Q1 and full‑year FY27 guidance.

Chief Financial Officer Isabelle Winkles will step down, remaining CFO through May 29, 2026 and advising through August 17, 2026. Pankaj Malik will serve as Interim CFO. Nick Rockwell joins as Chief Information Officer effective June 1, 2026.

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Braze (NASDAQ: BRZE) announced general availability of BrazeAI Operator and BrazeAI Agent Console, launched Braze Creative Studio with Figma and Canva integrations, and added EU hosting for BrazeAI Decisioning Studio on Google Cloud. These features connect AI decisioning, creative production, and execution to enable real-time, individualized customer engagement.

Customer case metrics include Cleo's declines in unsubscribes and opt-outs and lifts in opens and push engagement, and Dayuse's increases in booking conversion, incremental revenue, and repeat engagement.

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Braze (NASDAQ: BRZE) released two research reports on April 23, 2026 showing wide variation in AI-driven marketing results. A Forrester TEI found a 457% ROI over three years, $23.5M NPV, and payback in under six months for a composite organization using Braze plus BrazeAI Decisioning Studio.

The reports highlight that AI adoption is widespread but few brands convert investment into measurable business outcomes.

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Braze (Nasdaq: BRZE) reported Q4 revenue of $205.2M (+27.9% YoY) and fiscal 2026 revenue of $738.2M (+24.4% YoY). Trailing‑12‑month dollar‑based net retention was 109%. The company authorized a $100M buyback, including an imminent $50M accelerated repurchase.

GAAP operating loss widened to $144.8M for FY2026 with significant stock‑based compensation; non‑GAAP operating income was $28.5M. FY2027 revenue guidance is $884.0M–$889.0M and Q1 guidance is $204.5M–$205.5M.

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Braze (NASDAQ: BRZE) will release fiscal fourth quarter 2026 results for the period ended January 31, 2026 after U.S. markets close on Tuesday, March 24, 2026. A live webcast conference call is scheduled for 4:30 pm ET / 1:30 pm PT that day.

Investors can access the live webcast, supplemental data, and a replay at investors.braze.com.

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FAQ

What is the current stock price of Braze (BRZE)?

The current stock price of Braze (BRZE) is $30.31 as of September 8, 2026.

What is the market cap of Braze (BRZE)?

The market cap of Braze (BRZE) is approximately 3.4B.