BRZE

Oppenheimer has ideas about how to play an expected wave of fresh support for software stocks.

NEW YORK--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced that it has been named a Leader in the 2026 Gartner® Magic Quadrant™ for Multichannel Marketing Hubs for the fourth consecutive year. Braze was positioned highest among multiple evaluated vendors in Ability to Execute and furthest in Completeness of Vision.Braze was also ranked first in both the Multichannel Engagement and Omnichannel Workflow.

Customer engagement software can help businesses gather and track critical data to strengthen client relationships, potentially driving higher revenue and better retention. At a time when customers are increasingly picky about how they spend their money, the customer engagement platform space may be consolidating around a handful of names that have been particularly successful and are growing quickly.

NEW YORK--(BUSINESS WIRE)--Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, today announced that tennis champion and entrepreneur Venus Williams will headline Forge 2026, taking place September 28–30 at Fontainebleau Las Vegas. Williams will join chef and humanitarian José Andrés, actor and comedian Jimmy O. Yang, and marketing visionaries from some of the world's biggest brands for three days of conversations, insights and practical.

Braze, Inc. (BRZE) Presents at Citi's 2026 Global TMT Conference Transcript

Braze's NASDAQ: BRZE September price crash looks like a buying opportunity, because the trigger for selling was questionable, and analyst activity has run counter to the move. The trigger was softer-than-expected Q3 guidance that forecast a penny less in earnings than the consensus, an arguably bearish detail, but one offset by many positives.

Shares of Braze (NASDAQ:BRZE) are down 16.9% to trade at $25.21 as investors look past the marketing software company's second-quarter earnings beat and instead focus on weaker-than-expected third-quarter profit growth.

Braze (NASDAQ:BRZE | BRZE Price Prediction) delivered a beat and a raise on Tuesday afternoon, and its stock is tumbling anyway.

Braze Inc (NASDAQ:BRZE) reported upbeat earnings for the second quarter on Tuesday.

Braze remains a compelling 'growth at a reasonable price' play, especially after a post-earnings selloff despite strong Q2 results. BRZE raised FY27 revenue guidance to $910–$913M (23–24% y/y growth), reflecting robust AI-driven product adoption and upmarket enterprise expansion. Valuation is attractive at 2.5x–2.9x forward EV/revenue, well below SaaS peers with similar growth, supporting a reiterated buy rating.