braze stock — Braze, Inc. (BRZE)
Braze, Inc. (BRZE) — Stock
Overview
braze stock refers to shares of Braze, Inc., a publicly traded customer engagement and CRM platform listed under the ticker BRZE on the NASDAQ. This article explains what braze stock is, why Braze’s platform matters to digital marketers and product teams, and why investors follow BRZE: the company combines cross-channel messaging, analytics and developer SDKs with AI-driven features to help large consumer-facing companies retain and engage users.
As a quick reading guide: this page covers Braze’s founding and product set, public listing and share structure, financial profile, market performance, analyst coverage, ownership, governance, strategic moves (including acquisitions and AI initiatives), key risks, where to find filings and market data, and a concise timeline of notable events. Where the text cites figures or dates it marks the reporting date and source attribution. As of Jan 27, 2026, according to the company’s filings and investor materials, readers should treat numerical values as time-sensitive and confirm the latest numbers via SEC filings or market data feeds before making decisions.
Company Background
Founding and Early History
Braze was founded in 2011 (originally known as Appboy) by a group of entrepreneurs focused on improving customer messaging and engagement technology. The company grew out of the need for a platform that combined real-time, event-driven messaging with developer-friendly SDKs to support mobile and web applications. Headquartered in New York City with international offices, Braze evolved from a startup messaging vendor into a broader customer engagement platform serving consumer brands across media, retail, travel, fintech and other verticals.
Business Model and Products
Braze operates a SaaS business model: customers subscribe to use the Braze platform for cross-channel messaging, in-app messaging, push notifications, email, SMS, analytics, A/B testing, segmentation, and SDKs for mobile/web integration. Recent product moves include BrazeAI features that add AI-assisted content generation and predictive segmentation. Typical customers are medium-to-large consumer-facing technology and retail companies seeking to improve retention and lifetime value.
Key Milestones
- 2011 — Company founded (originally Appboy).
- Rebrand to Braze and expansion of product portfolio to include cross-channel orchestration and analytics.
- Major Rounds of private funding and rapid customer growth across North America and EMEA.
- Late 2023 — Public listing on NASDAQ under ticker BRZE (company completed its IPO in 2023; confirm exact IPO date via SEC filings).
- Acquisition of complementary companies and technologies (example: OfferFit acquisition to enhance personalization capabilities) to expand product functionality and market reach.
- Launch of BrazeAI initiatives integrating generative AI and machine learning into campaign creation and optimization.
(As with all corporate milestones, exact dates and terms are listed in official company press releases and SEC filings.)
Public Listing and Share Structure
Ticker and Exchange
Braze trades under the ticker BRZE on the NASDAQ. When discussing braze stock, common references use the ticker BRZE. If you trade or monitor braze stock, you will commonly search BRZE price quotes in brokerage platforms and market data services. For users who prefer an integrated trading and crypto experience, BRZE may be available to trade via Bitget’s equity access where supported by local regulations.
IPO and Listing History
Braze completed its transition to a public company via an initial public offering (IPO) in 2023. Public listing events (IPO pricing, lock-up expirations, secondary offerings) can materially affect short-term liquidity and share supply; check the company’s Form S‑1/424B and subsequent 8‑K filings for precise IPO details and any secondary issuance announcements. As of Jan 27, 2026, company filings remain the definitive source for IPO timing and offering details.
Shares Outstanding and Market Capitalization
Market capitalization (market cap) is the product of shares outstanding multiplied by the current share price. Shares outstanding are reported in periodic filings and investor presentations; market cap changes each trading day as BRZE’s price moves.
- How to read the numbers: the company’s most recent 10‑Q or 10‑K discloses basic and diluted shares outstanding. Financial websites and market data terminals display real‑time market cap using the latest traded price.
- Reporting caveat: market cap and shares outstanding are time-sensitive. As of the date of a filing or quote, those values reflect the company’s capital structure at that moment. Investors should verify the latest figures via the company’s investor relations materials or SEC database.
Financial Profile
Revenue and Profitability
Braze’s financial profile is shaped by its SaaS subscription model and volume-based pricing tied to messaging usage and advanced features. Historically, high gross margins are typical for software platforms because incremental delivery costs are relatively low; however, operating margins may be impacted by R&D and sales & marketing investments aimed at growth. Investors watching braze stock commonly track revenue growth rates (year-over-year), gross margin, operating margin, and net income (or adjusted earnings) to determine whether growth is translating into profitability.
As of the company’s most recent annual report, Braze reported multi-year revenue growth driven by new customer acquisitions and expansion within existing accounts. Profitability metrics have varied as the company balances growth investments and margin expansion. For up-to-date revenue and net income figures, consult the most recent Form 10‑Q or Form 10‑K.
Key Financial Metrics
When evaluating braze stock, analysts and investors often look at the following financial metrics:
- Trailing twelve months (TTM) revenue
- Revenue growth rate (YoY and quarter-over-quarter trends)
- Gross margin (software platforms typically report high gross margins)
- Operating margin and adjusted operating income
- Net income / EPS (basic and diluted)
- Non‑GAAP metrics, such as adjusted EBITDA and adjusted EPS
- Dollar-based net retention rate (DBNR) — measures expansion revenue within existing customers and is a critical SaaS health indicator
- Customer counts and average revenue per customer (ARPC)
- Free cash flow and cash balance (liquidity)
Sources for these metrics include quarterly earnings releases, the investor presentation, and the company’s SEC filings. For current numeric values and analyst consensus, consult the most recent earnings materials.
Recent Quarterly / Annual Results
To cover recent results for braze stock, focus on the latest quarterly or annual release: compare reported revenue to consensus estimates, note whether the company beat or missed on revenue and EPS, and report management guidance for upcoming quarters.
- Common items to highlight: revenue beats/misses, guidance changes, commentary on customer wins or churn, margin developments, and any AI-related drivers (e.g., increased demand for BrazeAI features or higher-priced product tiers).
- As of Jan 27, 2026, the company’s latest quarterly release and the associated earnings call transcript are the recommended sources for the most accurate recent figures and management commentary.
Stock Market Performance
Historical Price Performance
braze stock’s price history reflects the intersection of software sector valuation multiples, growth expectations, and macro market conditions. Historical performance typically shows volatility common to newly public and high-growth software companies. When summarizing performance:
- Check the 52‑week high and low to understand recent volatility.
- Look at year-to-date (YTD) and one‑year returns to evaluate near-term momentum.
- Use charting tools on financial platforms or the company’s investor relations site to view long-term price history.
Market data providers and brokerage platforms provide daily price charts, historical performance tables and interactive tools for analyzing BRZE’s price action.
Trading Characteristics
Typical trading characteristics for braze stock that investors track include:
- Average daily volume — a measure of liquidity and how easily large positions can be entered or exited.
- Bid-ask spread — narrower spreads indicate better intraday liquidity.
- Beta — a statistical measure of how BRZE’s price historically moves relative to the broader market; high-growth software names often show elevated betas.
- Intraday volatility patterns — software stocks may show larger intraday moves around earnings, product news, or analyst updates.
Brokerage market data and institutional research platforms report average volume, beta and liquidity statistics.
Dividends and Corporate Actions
Braze has historically focused on growth rather than returning capital via dividends. As of the most recent filings, braze stock does not pay a regular dividend. Corporate actions that affect shareholders can include stock splits, share buybacks, secondary offerings and changes to authorized share counts; these are disclosed via SEC filings and press releases. Always check the company’s latest 8‑K or proxy materials to confirm any such action.
Analyst Coverage and Market Sentiment
Analyst Ratings and Price Targets
Analysts covering braze stock typically publish research notes with ratings (buy/hold/sell) and price targets. Consensus across sell‑side firms can change as quarters progress. To summarize analyst coverage:
- Look at the distribution of ratings to understand the consensus sentiment (e.g., majority buy or hold).
- Examine the median or mean price target to see implied upside or downside relative to the current market price.
- Review analyst reports for recurring themes (growth drivers, margin trajectory, competitive landscape).
Provider summaries and aggregated services list analyst ratings and price targets; the company’s investor relations page sometimes lists notable analyst coverage citations. As of Jan 27, 2026, the consensus stance and price targets can be found on major financial terminals and aggregator services.
Investor Sentiment and Catalysts
Common bullish arguments for braze stock:
- Strong product-market fit for customer engagement platforms among large consumer brands.
- High dollar-based net retention indicating expansion within existing customers.
- Potential positive impact from BrazeAI features that drive higher customer value and premium pricing opportunities.
- Large total addressable market (TAM) for CRM and engagement software as digital channels proliferate.
Common bearish arguments:
- Competitive pressures from other CRM and marketing automation providers.
- Macro sensitivity that can slow marketing spend and customer budgets, affecting growth.
- Execution risk for AI initiatives and the ability to monetize new features.
- Customer concentration (if present) and the risk of losing a major account.
Near-term catalysts that often move braze stock include quarterly earnings releases, product launches (for example, new BrazeAI modules), large customer wins or losses, and acquisitions or partnerships that expand capabilities.
Major Shareholders and Ownership
Institutional Ownership
Institutional investors (mutual funds, pension funds, hedge funds) often hold meaningful stakes in publicly traded software companies. The percentage of institutional ownership affects liquidity and governance dynamics. High institutional ownership can improve liquidity but may increase pressure for near-term performance. For braze stock, institutional ownership percentages and the largest institutional holders are disclosed in the company’s proxy statements and public filings and are reported by market data providers.
Insider Ownership and Management Holdings
Founders and current executives may retain shares and stock-based compensation that create insider ownership. Insider holdings are relevant because they align management incentives with shareholders or, conversely, concentrate voting power. Insiders’ purchases or sales are reported on Forms 3, 4 and 5 and often receive attention from investors assessing management conviction. Check the latest proxy statement (DEF 14A) and Forms 3/4 for precise insider ownership levels for braze stock.
Corporate Governance and Management
Board and Executive Team
Investors typically evaluate the experience of the CEO, CFO and other senior leaders when assessing braze stock. A focus area includes management’s track record in scaling SaaS businesses, product development, and capital allocation.
Key governance points to check:
- Composition of the board: independence, relevant industry expertise, and committee structures.
- Executive experience: years with the company, prior roles, and public company leadership history.
The company’s proxy statement and investor relations site list board members and executive biographies.
Governance Practices
Important governance factors that investors watch include:
- Board independence and committee makeup (audit, compensation, nominating).
- Executive compensation policies and alignment with long-term shareholder value.
- Shareholder rights, including whether there are multiple share classes with unequal voting rights.
- Policies on stock ownership, clawbacks and risk oversight.
For braze stock, review the DEF 14A proxy and related filings for governance structures and any shareholder proposals.
Strategic Moves, M&A and Product Strategy
Recent Acquisitions and Partnerships
Braze has pursued targeted acquisitions to enhance personalization, analytics and campaign optimization capabilities. A notable example in the company’s history is the acquisition of OfferFit (a product example used to illustrate strategic M&A) which strengthened Braze’s personalization and recommendation capabilities. Each acquisition is typically positioned to accelerate product roadmap execution or to expand the addressable market.
For braze stock, investors evaluate acquisitions by reviewing the acquisition thesis, purchase price, integration plan and expected impact on revenue and margins. Official announcements and the company’s statements during earnings calls provide the rationale and expected synergies.
Product Roadmap and AI Strategy
Braze has integrated AI into its product roadmap under the BrazeAI umbrella, focusing on features like AI-assisted message drafting, personalized content generation, predictive segmentation and optimization of campaign delivery. The AI strategy aims to reduce content creation friction for marketers and improve personalized recommendations, which could support higher retention and monetization.
Key investor questions about the AI strategy include:
- How Braze ensures data privacy and regulatory compliance while using customer data for AI models.
- The commercial model for AI features (add-on pricing, tiers, usage-based billing).
- Measurable impact of AI features on key customer metrics such as engagement rates and conversion.
Earnings call Q&A and product customer case studies are primary sources for gauging the real-world adoption and ROI of BrazeAI.
Risks and Regulatory Considerations
Business and Market Risks
Relevant business and market risks for braze stock include:
- Competitive pressure from larger CRM and marketing automation vendors and from niche best-of-breed competitors.
- Sensitivity to macroeconomic cycles: marketing budgets are discretionary and companies may cut spend during downturns.
- Execution risk around new product launches, scaling AI features, and integrating acquired companies.
- Customer concentration risk: if a small number of customers represent a large share of revenue, losses or downgrades could meaningfully affect financials.
Investors should review the company’s risk disclosures in its 10‑K and 10‑Q for a detailed list of known risks.
Regulatory and Data Privacy Risks
As a customer-data platform, Braze handles significant volumes of user and consumer data. Key regulatory and data privacy considerations for braze stock include:
- Compliance with data protection laws such as the EU’s GDPR, the California Consumer Privacy Act (CCPA/CPRA), and similar regimes worldwide.
- The operational and reputational risk associated with data breaches or security incidents.
- Evolving regulation around AI and automated decision making, which could affect how AI features are implemented or monetized.
Companies operating in this space report privacy and security practices in filings and on their compliance pages; any material incident must be disclosed in accordance with securities laws.
How to Research the Stock (Investor Resources)
Public Filings and Earnings Materials
Primary sources of company information include the SEC filings (Form 10‑K annual report, Form 10‑Q quarterly reports, Form 8‑K current reports, and proxy materials such as DEF 14A). Earnings releases, investor presentations, and conference call transcripts are also key resources. For braze stock, check the company’s investor relations page for the latest releases and filings.
As of Jan 27, 2026, according to SEC filing timestamps, the most recent Form 10‑Q and earnings release provide the up-to-date quarterly financial metrics and management commentary.
Market Data and News Sources
Use multiple sources to track braze stock price action and news: real-time quotes and charting tools from brokerage platforms, aggregated analyst coverage, and reputable financial news outlets (for example, Reuters, CNBC, The Wall Street Journal, and sector-specific research). Major data aggregators also list institutional ownership, insider trades and analyst estimates.
Important: verify any reported numeric figures against SEC filings for accuracy.
Broker Access and Trading
BRZE trades on NASDAQ and is available through standard brokerage accounts that provide U.S.-listed equities. For users seeking an integrated trading experience, Bitget provides access to equity and tokenized products where regulation permits. This article does not provide trading recommendations; confirm availability and fees with your chosen broker or Bitget account representative.
Historical and Notable Events Timeline
Below is a concise chronological timeline summarizing major corporate and stock-market events for braze stock. Dates should be cross-checked against official press releases and SEC filings for precision.
- 2011 — Company founded (originally Appboy).
- 2013–2018 — Rapid product expansion, SDK adoption and scaling of customer base.
- Rebrand years — Appboy rebranded to Braze to reflect platform evolution.
- 2021–2022 — Major funding rounds and expansion into international markets.
- 2023 — Transitioned to a public company via an IPO (see company filings for the exact IPO date and offering details).
- Post‑IPO — Reported sequential quarterly results, launched BrazeAI features, and completed strategic acquisitions to enhance personalization and analytics capabilities.
(For authoritative dates and terms, consult the company’s press archive and SEC filings.)
See Also
- Customer engagement platforms
- CRM software sector
- Comparable public companies in marketing automation and customer data platforms
- AI in marketing and personalization technology
References and External Links
This guide draws on public filing practices and commonly available financial news sources. For verification and the most current numeric data, consult:
- SEC filings (Form 10‑K, 10‑Q, 8‑K, S‑1/424B for IPO details)
- The company’s investor relations materials and earnings releases
- Major financial news coverage (for example, Reuters, CNBC, Seeking Alpha) for reporting on news events and analyst commentary
- Aggregated market data providers for price history, volume and institutional ownership
As of Jan 27, 2026, according to the company’s filings and investor relations materials, readers should confirm the latest market capitalization, shares outstanding and recent quarter metrics directly from the filings and market data.
Final Notes and Next Steps
If you are researching braze stock further:
- Review the company’s most recent Form 10‑Q or Form 10‑K for verified financial metrics and risk disclosures.
- Listen to the latest earnings call and read the earnings presentation to assess management’s commentary on growth, margins and BrazeAI adoption.
- Track analyst notes and consensus estimates for updates to revenue and EPS projections.
- If you intend to trade, confirm BRZE availability and fees on your brokerage platform or explore Bitget’s trading services where permitted.
For more on customer engagement platforms, product strategy or how AI is shaping marketing technology, explore related guides and company filings. To monitor live price action for braze stock, use your brokerage’s quote tools and the company’s investor relations page.
