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More brands are adopting Braze's AI marketing tools. Management expects the company's adjusted operating profits to rise sharply in the year ahead.

Braze, Inc. (NASDAQ: BRZE) posted better-than-expected fourth-quarter revenue and announced a $100 million share buyback program on Tuesday.

Braze (BRZE) has declined nearly 50% over the past year but recently surged ~20% after a strong Q4 earnings beat. I reiterate my buy rating on BRZE, citing resilient growth execution and evidence of AI resistance in its customer engagement platform. Market pessimism centers on macro-driven marketing spend reductions and long-term risks from AI potentially replacing application-layer software like BRZE.

Braze (NASDAQ:BRZE) delivered a strong close to fiscal 2026, and six Wall Street analysts responded with updated price targets that reflect genuine confidence in the company's growth trajectory, tempered by valuation discipline in a compressed multiple environment.

Braze, Inc. (BRZE) Q4 2026 Earnings Call Transcript

Braze is using its latest earnings report to make a broader point about where customer engagement software is heading. The issue in this quarter was not just growth.

While the top- and bottom-line numbers for Braze (BRZE) give a sense of how the business performed in the quarter ended January 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.