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Braze announced a new collaboration with Amazon Web Services (AWS) to expand its AI-powered marketing tools. The two companies will work together to help brands use data more effectively to send personalized messages to customers at scale.
This is a logical step for Braze, which already runs its software on Amazon's cloud. By deepening this tie, Braze makes it easier for large companies that already use Amazon to adopt its platform. For a business that wins by processing massive amounts of real-time data, staying tightly integrated with the world's largest cloud provider helps it keep its technical edge over older rivals.
Source: Business Wire
Gartner, a research firm that helps companies choose which software to buy, named Braze a leader in its latest report on multichannel marketing hubs. This is the fourth year in a row the company has earned this spot, and it was ranked highest for its ability to carry out its plans and the completeness of its vision.
While these rankings are common in the software world, they matter because they help Braze win deals against much larger rivals like Salesforce and Adobe. Being recognized as a top-tier choice makes it easier for big brands to trust Braze with their customer data, which is essential for the company to keep growing its revenue by more than 25 percent each year.
Source: Business Wire
Braze announced the speaker lineup for Forge 2026, its annual conference for marketing professionals and partners. The event, scheduled for late September in Las Vegas, will feature high-profile speakers including Venus Williams and José Andrés alongside marketing leaders from major brands. While celebrity appearances are common for large software conferences, these events are useful for a business like Braze to showcase new product features and strengthen ties with its largest customers. For a company that relies on brands spending more over time, the ability to keep its user base engaged and educated on its latest AI tools is a small but necessary part of the long-term growth plan.
Source: Business Wire
UBS raised its price target from $28 to $32 while keeping its buy rating on the stock. This move comes just after the company reported quarterly results that showed strong sales growth but a weaker outlook for future profits. While the stock fell sharply after those results, analysts at UBS are looking past the immediate drop. They see the company's ability to grow revenue at 26 percent as a sign that it is still successfully winning business from older, slower rivals.
Source: UBS
Braze shares fell about 19 percent on Wednesday. While the company reported sales and earnings that beat expectations for the most recent quarter, it gave a outlook for the next three months that was lower than analysts had hoped to see.
This drop shows how much the market is focusing on the bottom line. Even though the company is still growing its revenue at a healthy pace, investors are closely watching how quickly it can turn that growth into real profit. The lower forecast suggests that reaching those profit goals might take a little longer than previously thought.
Management has a history of setting reachable targets and clearing them, though recent results show the business is growing faster than their own forecasts.
| Expectation | |
|---|---|
| EPS | $0.14 |
| Revenue | $230M |