Braze Inc. (BRZE) shares jumped 18% following a strong quarterly report that delivered revenue above forecasts and an upgraded full-year outlook. The company also raised its price target, signaling confidence in growth momentum.
- Braze (BRZE) shares rose 18% after reporting Q4 revenue of $128.6 million, above the $125.3 million consensus estimate.
- Full-year 2025 revenue guidance was raised to $525M–$530M, up from the prior $515M–$520M range.
- Year-over-year revenue growth accelerated to 21% in the reported quarter.
- A major brokerage upgraded BRZE’s price target to $42 from $34 based on stronger growth outlook.
- Management cited improved client retention and enterprise adoption as key drivers.
- The company continues to focus on AI-enhanced messaging and real-time engagement tools.
Braze Inc. (BRZE) posted a notable rally in after-hours trading, with shares climbing 18% following the release of its latest financial results. The performance was driven by a revenue figure that surpassed analyst expectations, demonstrating resilience in its customer engagement platform business. The company reported quarterly revenue of $128.6 million, exceeding the consensus estimate of $125.3 million, marking a year-over-year increase of 21%. The strong top-line result was accompanied by an upward revision to the full-year 2025 revenue guidance, now projected to reach between $525 million and $530 million—up from the previous range of $515 million to $520 million. This reflects improved client retention, expanded enterprise adoption, and higher average revenue per user. Management attributed the outperformance to increased demand for real-time customer messaging and AI-powered personalization tools. Analyst sentiment shifted upward as well, with one major brokerage raising its price target on BRZE to $42 from $34, citing improved visibility into recurring revenue and expanding gross margins. The stock’s current trading level reflects a significant valuation premium, but the company’s ability to maintain double-digit growth and improve profitability remains a key focus for investors. The market reaction underscores confidence in Braze’s positioning within the digital engagement software sector. Investors are particularly attentive to the company’s ability to scale its platform across industries, including retail, finance, and technology, where personalized customer experiences are increasingly critical.