<div id="readability-page-1"><div><ul> <li>Braze, Inc. recently reported its second-quarter earnings for the fiscal year ended July 31, 2025, revealing sales of US$180.11 million, up from US$145.5 million a year earlier, and updated its guidance to expect revenue of US$717.0 million to US$720.0 million for the full fiscal year ending January 31, 2026.</li> <li>Although revenue increased year-over-year, Braze's net loss and basic loss per share also widened, underscoring ongoing investments and operating challenges even amid heightened demand.</li> <li>Next, we'll assess how Braze's upgraded revenue outlook and expanding sales profile may reshape analyst views on its long-term margin potential.</li> </ul><p>Rare earth metals are the new gold rush. Find out which 30 stocks are leading the charge.</p><h2>Braze Investment Narrative Recap</h2><p> To consider Braze as an investment, you need to believe that its AI-driven customer engagement platform can translate strong revenue growth into lasting profitability. The latest quarterly results show improving sales momentum and an upgraded revenue forecast, but expanding losses remain the key short-term risk while demand and integration efforts continue. This news does not fundamentally change the largest catalyst, whether AI-powered offerings like OfferFit can unlock larger deals and move the company toward positive margins amid ongoing operational pressures. </p> <p> Among recent updates, Braze’s raised full-year revenue guidance following Q2 results stands out as most relevant here. The upgraded outlook suggests continued confidence in topline growth, likely tied to both organic expansion and new AI-focused products, even as the bottom line reflects ongoing upfront investments tied to those innovations. </p> <p> Yet, with heightened optimism on sales, investors should also be aware of unresolved concerns around net losses, especially if rising costs tied to technology integration or international operations begin to weigh on margins... </p> <p>Read the full narrative on Braze (it's free!)</p><p>Braze's narrative projects $1.0 billion revenue and $133.0 million earnings by 2028. This requires 17.9% yearly revenue growth and a $236.9 million increase in earnings from -$103.9 million.</p><p>Uncover how Braze's forecasts yield a $43.72 fair value, a 39% upside to its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/6180e59b-6924-4c50-9326-9d0203c438e3/chart/community-fair-value?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/6180e59b-6924-4c50-9326-9d0203c438e3/chart/community-fair-value"/><figcaption>BRZE Community Fair Values as at Sep 2025</figcaption></figure> <p> Four individual estimates from the Simply Wall St Community put fair value between US$23.50 and an outlier high of US$33,504.83. While views differ substantially, ongoing net losses and widening margins weigh heavily on expectations for future performance so be sure to review several perspectives. </p><p>Explore 4 other fair value estimates on Braze - why the stock might be worth 25% less than the current price!</p><h2>Build Your Own Braze Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your Braze research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.</li><li>Our free Braze research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Braze's overall financial health at a glance.</li></ul><h2>Searching For A Fresh Perspective?</h2><p>Every day counts. These free picks are already gaining attention. See them before the crowd does:</p><ul><li>Outshine the giants: these 26 early-stage AI stocks could fund your retirement.</li><li>Uncover the next big thing with financially sound penny stocks that balance risk and reward.</li><li>AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p></div></div>

BRZE

<p>Braze, Inc. reported Q2 earnings with sales of $180.11 million, up from $145.5 million year-over-year, and raised its full-year revenue guidance to $717.0-$720.0 million. Despite revenue growth, net losses widened, highlighting ongoing operational challenges. Analysts are assessing how Braze's AI-driven platform can convert revenue growth into profitability. The company projects $1.0 billion in revenue and $133.0 million in earnings by 2028, requiring significant growth. Investor sentiment remains cautious due to unresolved concerns about net losses and rising costs.</p>

Will Braze's (BRZE) Widening Losses Challenge Its Path to Long-Term Margin Expansion?