Key Stats for Braze Stock
- Price change for Braze stock: 20%
- $BRZE Share Price as of Mar. 24: $18
- 52-Week High: $44
- $BRZE Stock Price Target: $40
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What Happened?
Braze (BRZE) stock is having a big day, up almost 20% in pre-market trading. It reported fiscal Q4 (ended in January) results that beat revenue expectations and offered a stronger-than-expected outlook heading into fiscal 2027.
Revenue came in at $205.2 million for the quarter, up 28% year-over-year and ahead of the $198.2 million analysts had expected. The company also guided current-quarter revenue above Wall Street’s estimate, giving investors another reason to buy.
There was one soft spot. Adjusted earnings of $0.10 per share missed the consensus estimate of $0.14. But the market largely looked past that, focusing instead on the top-line strength and the momentum building in the business.
A few numbers stood out from the quarter.
- Bookings rose over 50% year-over-year, hitting a new record for average deal size.
- The company also surpassed $1 billion in remaining performance obligations, meaning customers are committing to Braze for the long term.
- Annual recurring revenue crossed $800 million shortly after the quarter closed.
For the full fiscal year 2027, Braze guided for revenue of $884 million to $889 million, representing about 20% growth. Operating margins are expected to expand by more than 400 basis points versus last year.
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What the Market Is Telling Us About Braze Stock
The 19% pop in Braze stock reflects a market that’s been waiting for proof that the growth story is back on track. And this quarter delivered it on multiple fronts.
The company’s net revenue retention rate improved to 109%, up from 108% the prior quarter. That means existing customers are spending more, not less.
Large customers spending over $500,000 annually grew 35% year-over-year, and deals over $1 million grew 28% year-over-year, accelerating from 18% growth a year ago.
AI is also starting to play a real role. Braze launched its AI Operator and Agent Console tools months ahead of schedule, and CEO Bill Magnuson said more than two-thirds of customers are already actively using Operator.
These tools help marketers build and automate campaigns faster directly within the Braze platform, and they run on a consumption-based pricing model, which creates a tailwind for future revenue growth.
The board also authorized a $100 million share repurchase program, with $50 million set to be deployed in an accelerated buyback before the end of the current quarter. That’s another sign management feels good about where Braze stock is headed.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
