Latest revenue
$190.8M
as of 2025-10-31
Latest net income
$-36.0M
as of 2025-10-31
Net margin
-18.9%
as of 2025-10-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $2.26B
- Enterprise value
- $2.26B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $37.67
- 52-wk low
- $15.26
- Beta
- —
- Shares out
- 93.0M
5-year trend
What this company does
Item 1. Business Vision To forge vibrant connections between people and the brands they love, fueled by a community that inspires and technology that lights the way. Overview Braze is a leading customer engagement platform that empowers brands to Be Absolutely Engaging. Customer Engagement is an emerging category of business activity and software which we define as the full set of activities that companies use to build and maintain direct, meaningful relationships with their customers. Our platform brings together rich, first-party context, transforms that context with composable intelligence (models, agents, and operators), and delivers continuous, and personally relevant interactions…
AI summary unavailable — showing raw filing excerpt
Generated from BRZE's filing dated 2026-03-25
Key risks
Item 1A. Risk Factors Our operations and financial results are subject to various risks and uncertainties, including those described below. You should carefully consider the risks and uncertainties described below, together with all of the other information in this Annual Report on Form 10-K, including “Management’s Discussion and Analysis of Financial Condition and Results of Operations” and our consolidated financial statements and related notes. The risks and uncertainties described below are not the only ones we face. Additional risk and uncertainties not presently known to us or that we presently deem less significant may also impair our business operations. If any of the events or…
AI summary unavailable — showing raw filing excerpt
Generated from BRZE's filing dated 2026-03-25
Profitability
Gross margin
67.1%
2.9%Operating margin
-19.6%
4.7%Net margin
-17.8%
1.7%Return on equity
-21.0%
3.7%Return on assets
-11.8%
1.0%Leverage
Debt / equity
0.79×
5.8%Debt / assets
44.0%
3.3%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-01-31 | $205.2M | +27.9% | $-31.6M | -83.8% | -15.4% |
Q4 2025 2025-10-31 | $190.8M | +25.5% | $-36.0M | -29.0% | -18.9% |
Q3 2025 2025-07-31 | $180.1M | +23.8% | $-27.9M | -21.3% | -15.5% |
Q2 2025 2025-04-30 | $162.1M | +19.6% | $-35.8M | -0.4% | -22.1% |
Q1 2025 2025-01-31 | $160.4M | — | $-17.2M | — | -10.7% |
Q4 2024 2024-10-31 | $152.1M | +22.7% | $-27.9M | +9.2% | -18.4% |
Q3 2024 2024-07-31 | $145.5M | +26.4% | $-23.0M | +27.4% | -15.8% |
Q2 2024 2024-04-30 | $135.5M | — | $-35.6M | — | -26.3% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Prepackaged Software · SIC 7372
Your notes
Keep private notes on BRZE — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$0
Insider selling
$6.8M
Net activity
−$6.8M
Distinct insiders
6
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns BRZE
Institutional value
$1.00B
Total shares held
43.2M
Distinct holders
144
-114 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.9M | $185.7M | +692.2K (+9.7%) | Added |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.5M | $128.8M | — | New |
| 3 | WESTFIELD CAPITAL MANAGEMENT CO LP | 4.0M | $93.8M | +1.8M (+81.7%) | Added |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.9M | $92.8M | — | New |
| 5 | UBS Group AG | 3.4M | $79.3M | +1.8M (+112.9%) | Added |
| 6 | JPMORGAN CHASE & CO | 2.3M | $54.1M | -18.3K (-0.8%) | Trimmed |
| 7 | Walleye Capital LLC | 2.3M | $53.2M | +1.9M (+582.4%) | Added |
| 8 | SAPPHIRE VENTURES, L.L.C. | 1.7M | $39.3M | +0 (+0.0%) | No change |
| 9 | Nuveen, LLC | 1.4M | $34.2M | +94.4K (+7.0%) | Added |
| 10 | Stephens Investment Management Group LLC | 1.4M | $32.4M | +137.8K (+11.2%) | Added |
| 11 | Champlain Investment Partners, LLC | 1.3M | $31.2M | -347.7K (-20.8%) | Trimmed |
| 12 | JANE STREET GROUP, LLC | 886.4K | $20.9M | +872.4K (+6217.6%) | Added |
| 13 | VANGUARD FIDUCIARY TRUST CO | 662.2K | $15.6M | — | New |
| 14 | DIMENSIONAL FUND ADVISORS LP | 605.4K | $14.3M | — | New |
| 15 | PICTON MAHONEY ASSET MANAGEMENT | 600.2K | $14.2M | +159.8K (+36.3%) | Added |
| 16 | Bank of New York Mellon Corp | 530.2K | $12.5M | +102.6K (+24.0%) | Added |
| 17 | DEUTSCHE BANK AG\ | 487.0K | $11.5M | -167.9K (-25.6%) | Trimmed |
| 18 | CIBC Bancorp USA Inc. | 304.9K | $7.2M | — | New |
| 19 | PEREGRINE CAPITAL MANAGEMENT LLC | 297.6K | $7.0M | +66.1K (+28.6%) | Added |
| 20 | KING LUTHER CAPITAL MANAGEMENT CORP | 242.1K | $5.7M | +27.1K (+12.6%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once BRZE's latest filing finishes processing.