Braze, Inc. (BRZE)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
$45.75-0.11%
Close 2026-10-30 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
Research Workspace
Put BRZE beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 27% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 46%, softest on share dilution.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 33% growth a year, above the roughly 22% analysts expect, leaving little room for error.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 56% in its worst 12-month stretch.
View RiskBraze’s standalone growth case rests on customer-engagement platform adoption, with revenue growth at 26% year over year. The latest reported quarter beat non-GAAP EPS consensus. Braze trades at 6× sales versus a 4× peer median and 4× its own history. The market is pricing in more growth than our forecast. The specific risk has shifted to Salesforce’s acquisition closing, which requires regulatory clearance and shareholder approval. Peer multiples imply a price about 34% below where it trades (it looks expensive on this basis). This read is provisional.
Trailing returns as of 2026-10-30. BRZE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 40 analysts currently covering BRZE (as of Oct 2026).
Based on 14 Wall Street analysts offering 12-month price targets for BRZE in the last 4 months.
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Compare BRZE with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BRZE Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 4 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put BRZE next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Reported acquisition would fundamentally change Braze’s standalone thesis and deliver substantial value to shareholders.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $45.75
The last 12 months of price, then the range of analyst 12-month targets from today’s $45.75.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Reported all-cash acquisition offer materially changes the investment outcome for shareholders.
Reported acquisition materially changes the standalone investment thesis and expected shareholder return.
Advances: Expand AI-powered customer engagement platform adoption
Strategic AWS collaboration can expand platform distribution and AI adoption.
Increase revenue and accelerate organic growth
Official earnings call may provide direct updates on growth and objectives.
Increase revenue and accelerate organic growth
Earnings summary may capture company performance, but headline gives no specifics.
Advances: Increase revenue and accelerate organic growth
Analyst upgrade indicates confidence in revenue growth potential.
Advances: Increase revenue and accelerate organic growth
Revenue outlook and expanding AI adoption support growth and product objectives.
