BRZETechnology · Software - ApplicationThe 19 Wall Street analysts covering Braze, Inc. hold a median 12-month price target of $48 — +3.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 62 of 100 as at 30 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Braze, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (88): Reported profit is backed by cash, and the company is not expanding recklessly.
Issuance (34): The company has been issuing shares or taking on financing, diluting existing holders.
Size (22): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on BRZE, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +3.8% from it.
Of the 20 most recent actions, 8 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 21 Oct 2026 | Barclays | Downgrade | Equal-Weight | $38 → $48 |
| 21 Oct 2026 | BTIG | Downgrade | Neutral | — |
| 21 Oct 2026 | Citigroup | Downgrade | Neutral | $48 → $48 |
| 21 Oct 2026 | DA Davidson | Downgrade | Neutral | $40 → $48 |
| 21 Oct 2026 | Raymond James | Downgrade | Market Perform | — |
| 21 Oct 2026 | Stephens & Co. | Downgrade | Equal-Weight | $34 → $48 |
| 21 Oct 2026 | TD Cowen | Downgrade | Hold | $36 → $48 |
| 20 Oct 2026 | Oppenheimer | Downgrade | Perform | — |
| 20 Oct 2026 | Piper Sandler | Downgrade | Neutral | $30 → $48 |
| 20 Oct 2026 | Stifel | Downgrade | Hold | $35 → $48 |
| 20 Oct 2026 | Wells Fargo | Downgrade | Equal-Weight | $45 → $48 |
| 5 Oct 2026 | Citizens | Reiterates | Market Outperform | — |
| 5 Oct 2026 | Citizens | Reiterates | Market Outperform | $35 |
| 1 Oct 2026 | BTIG | Reiterates | Buy | $35 |
| 1 Oct 2026 | BTIG | Reiterates | Buy | — |
| 30 Sept 2026 | Cantor Fitzgerald | Reiterates | Overweight | $38 |
| 30 Sept 2026 | Cantor Fitzgerald | Reiterates | Overweight | — |
| 9 Sept 2026 | BTIG | Reiterates | Buy | $35 |
| 9 Sept 2026 | BTIG | Reiterates | Buy | — |
| 9 Sept 2026 | Canaccord Genuity | Maintains | Buy | $35 → $37 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
BRZE appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, Braze, Inc. returned +66.3% against +12.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 98% of US stocks
Cheaper than 20% of US stocks
Cheaper than 10% of US stocks
Cheaper than 95% of US stocks
Higher than 75% of US stocks
Higher than 64% of US stocks
Higher than 80% of US stocks
Higher than 25% of US stocks
Higher than 18% of US stocks
Higher than 32% of US stocks
Higher than 31% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Braze, Inc. has a market value of $5.2B and an enterprise value of $4.9B.
Revenue in the twelve months to 31 July 2026: $834.2M. The latest quarter grew 26.2% year on year.
Net income over the same four quarters: −$111.2M, a −13.3% net margin.
Diluted earnings per share, trailing twelve months: $−1.03.
Free cash flow in the twelve months to 31 July 2026: $80.2M, after $4.4M of capital spending.
Trailing P/E: −37.5×; forward P/E: 46.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Braze, Inc. employs 1,988 people — $420K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Braze, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research asks whether Braze, Inc. (BRZE) could be a top stock pick for momentum investors. The excerpt provides no further analysis or conclusion.
Why it matters — BRZE watchers may note the momentum-investing focus, though the excerpt does not offer supporting details or a specific assessment.
Salesforce agreed to acquire Braze for $47.50 per share in cash, valuing the company at $5.66 billion. The deal would integrate Braze’s mobile messaging and automated marketing software into Salesforce Marketing Cloud.
Why it matters — The acquisition terms and integration plan are directly relevant to investors tracking Braze’s corporate ownership and business direction.
Salesforce said it intends to acquire Braze in a transaction valued at approximately $5.66 billion in enterprise value. The deal is expected to close during Salesforce's fiscal 2028, subject to shareholder approval, regulatory review and other customary conditions.
Why it matters — The proposed acquisition and its required approvals and review are significant developments for Braze and its shareholders.
UBS described Salesforce’s proposed US$5.7 billion acquisition of Braze as a solid strategic fit at a reasonable price, saying Braze would add a faster-growing customer engagement platform. UBS also cautioned that the deal could prompt questions about Salesforce’s ability to deliver organic growth.
Why it matters — The proposed acquisition highlights the strategic value of Braze’s platform while underscoring concerns tied to Salesforce’s growth outlook.
Kahn Swick & Foti, LLC said it is investigating the adequacy of the proposed sale of Braze to Salesforce and the process leading to it. Under the proposed terms, Braze shareholders would receive $47.50 in cash per share.
Why it matters — The investigation concerns the proposed transaction’s consideration and process, matters relevant to Braze shareholders monitoring the sale.
The 19 Wall Street analysts covering Braze, Inc. have a median 12-month price target of $48, with estimates ranging from $48 to $48. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 19 analysts covering Braze, Inc., 0 rate it a Buy, 19 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Braze, Inc. 62 out of 100 across roughly 4,600 US stocks as at 30 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 30 Oct 2026, Braze, Inc. ranks 62 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (88 of 100).
No one can know that. What the data says: the median 12-month target from 19 analysts implies +3.8% from the last close, and Ticker Nerd's factor model ranks Braze, Inc. 62 out of 100 as at 30 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Braze, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for BRZE are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $48 to $48 over the next 12 months.
Braze, Inc. returned +66.3% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Braze, Inc. Class A Common Stock represents ownership in Braze, Inc., a cloud software company that provides a customer engagement platform for brands.
The most recent item we track (Zacks Investment Research, 28 Oct 2026): "Are You Looking for a Top Momentum Pick? Why Braze, Inc. (BRZE) is a Great Choice". Zacks Investment Research asks whether Braze, Inc. (BRZE) could be a top stock pick for momentum investors. The excerpt provides no further analysis or conclusion.
Braze, Inc. Class A Common Stock represents ownership in Braze, Inc., a cloud software company that provides a customer engagement platform for brands. Braze helps businesses manage personalized communications across mobile, web, email, SMS, and in-app channels through tools for messaging, audience segmentation, analytics, automation, and customer data integration. Its software is used by consumer-facing organizations to deliver coordinated marketing and support experiences, making it a key platform in digital engagement and lifecycle marketing. Braze serves a broad mix of industries that rely on real-time customer interaction, including retail, media, entertainment, financial services, travel, and technology. The company’s Class A Common Stock is one of the public equity instruments through which investors can gain exposure to its software business and its role in the customer experience technology market.
CEO Mr. William Magnuson · 1,988 employees · United States · https://www.braze.com
