Braze IncBRZE
Price$25.65Intrinsic value$78.13205% above price

Outlook & Key Dates

Estimates, guidance, catalysts, and upcoming events

Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
48.0%projected annual EPS growth
As of 27 Aug 2026
Analyst Coverage
20analysts covering
Consensus: PositiveAs of 18 Aug 2026
FY Revenue (est.)
$898.5Mnext fiscal year
As of 18 Aug 2026
FY EPS (est.)
$0.63next fiscal year
As of 18 Aug 2026
Monitoring Framework
Key Performance Indicators
Dollar-Based Net Retention Rate (DBNRR) Quarterly110.0%Target: Maintain above 1.10x through enterprise expansion and OfferFit cross-selling
Total Paying Customers Quarterly2.7KTarget: Continued double-digit year-over-year growth driven by enterprise additions
Quarterly Revenue Growth (YoY) Quarterly30.2%Target: 20% to 22% year-over-year growth for FY 2027
Watch Items
  • OfferFit Integration and MonetizationTrigger: Slower-than-expected cross-sell velocity or margin compression from integration costsAction: Re-evaluate the premium pricing strategy and sales enablement execution for agentic AI capabilities
  • GAAP Operating Loss and Margin ExpansionTrigger: Non-GAAP operating margin falling below the guided 8% midpoint for FY 2027Action: Review sales and marketing efficiency, particularly upmarket customer acquisition costs
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Research as of 19 Jun 2026

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.