
Braze, Inc. (BRZE) Presents at Citi's 2026 Global TMT Conference Transcript
Braze, Inc. (BRZE) Citi's 2026 Global TMT Conference September 10, 2026 10:10 AM EDTCompany ParticipantsWilliam Magnuson - Co-Founder, Chairman, President...
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Braze, Inc. (BRZE) Citi's 2026 Global TMT Conference September 10, 2026 10:10 AM EDTCompany ParticipantsWilliam Magnuson - Co-Founder, Chairman, President...

Revenue hit $227.2 million with 26% growth as AI adoption surges among enterprise customers.

Braze Inc. (NASDAQ:BRZE) turned in a strong second quarter. The reputed customer engagement platform showcased continued momentum across both its product strategy and financial performance. The company generated topline figure of $227.2 million, an impressive 26.2% increase compared to the same period last year. This revenue growth was fueled by upselling gains, customer additions and […]

Braze, Inc. (NASDAQ:BRZE) reported strong Q2 results on September 8, but investors appeared more focused on the company’s outlook. Despite the solid performance, the company’s shares had fallen sharply following the earnings report, declining nearly 20% in the September 9 session. In its second quarter of fiscal 2027, the company generated $227.2 million in revenue, […]

(Updates with the company's stock move in the headline and in the first paragraph.) Braze (BRZE)

Raymond James, UBS, and Canaccord raised their price targets on the stock, while Stifel and Stephens called the post-earnings weakness a buying opportunity.

Shares of customer engagement platform Braze (NASDAQ:BRZE) fell 18.9% in the afternoon session after the company reported its second-quarter 2026 financial results.

Customer engagement platform Braze (NASDAQ:BRZE) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 26.2% year on year to $227.2 million. Guidance for next quarter’s revenue was better than expected at $229.5 million at the midpoint, 0.6% above analysts’ estimates. Its non-GAAP profit of $0.19 per share was 22.4% above analysts’ consensus estimates.
JP Morgan analyst Alexei Gogolev maintains Braze (NASDAQ:BRZE) with a Overweight and lowers the price target from $35 to $34.
Canaccord Genuity analyst David Hynes maintains Braze (NASDAQ:BRZE) with a Buy and raises the price target from $35 to $37.
Raymond James analyst Brian Peterson maintains Braze (NASDAQ:BRZE) with a Outperform and raises the price target from $27 to $33.
UBS analyst Taylor McGinnis maintains Braze (NASDAQ:BRZE) with a Buy and raises the price target from $28 to $32.

Braze (BRZE) beats Q2 earnings and revenue estimates, but stock drops 18% on weak Q3 EPS guidance. Get the full breakdown.

Braze Inc (NASDAQ:BRZE) shares fell about 11% in premarket trading on Wednesday after the customer engagement platform issued third-quarter adjusted earnings guidance below analyst expectations, despite reporting second-quarter results ahead of estimates. The company reported second-quarter adjusted earnings per share of $0.

Analysts cut targets for CAN, TTAN and BSX, while raising targets for BRZE, VRNS, IMAX, PHVS and CHYM. Ratings largely remained positive.
Citizens analyst Patrick Walravens reiterates Braze (NASDAQ:BRZE) with a Market Outperform and maintains $35 price target.
Stephens & Co. analyst Brett Huff maintains Braze (NASDAQ:BRZE) with a Overweight and raises the price target from $31 to $34.
Needham analyst Scott Berg reiterates Braze (NASDAQ:BRZE) with a Buy and maintains $50 price target.

Braze raised FY27 revenue guidance to $910â$913M, reflecting robust AI-driven product adoption. Read why BRZE stock remains a compelling GARP play.
BTIG analyst Nick Altmann reiterates Braze (NASDAQ:BRZE) with a Buy and maintains $35 price target.
Piper Sandler analyst Billy Fitzsimmons reiterates Braze (NASDAQ:BRZE) with a Overweight and raises the price target from $27 to $30.

Braze Inc (BRZE) reports 26% revenue growth, raises full-year guidance, and sees accelerating adoption of BrazeAI tools.

On Wednesday, Braze (NASDAQ:BRZE) discussed second-quarter financial results during its earnings call. The full transcript is provided below. This content is powered by Benzinga APIs. For comprehensive financial data

Braze (NASDAQ:BRZE) reported fiscal second-quarter 2027 revenue of $227 million, up 26% from a year earlier and 8% sequentially, as the customer-engagement software company cited contract expansions, renewals and new business. The company also raised its revenue outlook for the third quarter and ful

The headline numbers for Braze (BRZE) give insight into how the company performed in the quarter ended July 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Braze, Inc. (BRZE) Q2 2027 Earnings Call September 8, 2026 4:30 PM EDTCompany ParticipantsChristopher Ferris - Head of Investor RelationsWilliam Magnuson -...

Braze (BRZE) delivered earnings and revenue surprises of +18.75% and +3.19%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?