13F Pro Quality Score

44.8/100

Rank #1,749 of 2,879 stocks

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

84.7/100

Profitability

20.5/100

Balance Sheet

16.2/100

Earnings Quality

30.0/100

Free Cash Flow

63.6/100

Institutional Flow

65.5/100

Revenue Scale

43.9/100

Dilution Risk

9.3/100

BRZE Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Braze, Inc. (BRZE), a Technology sector company. 13F Pro's AI-powered ranking engine scores BRZE at 44.8/100 on a 32-signal composite quality model, placing it at rank #1,749 of 2,879 stocks — the bottom half of the AI-ranked universe. BRZE scores in the top quartile across revenue growth (84.7). Areas of concern include balance sheet strength (16.2) and profitability (20.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 9.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2027), Braze, Inc. reports quarterly revenue of $211.0M, net income of $-26.6M, free cash flow of $28.0M. Top institutional holders of BRZE by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, FMR, based on the most recent SEC filings. BRZE trades on the Nasdaq exchange and files with the SEC under CIK 1676238. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BRZE daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Braze, Inc. directly from SEC EDGAR. Braze, Inc.'s 13F Pro composite quality score has ranged between 8 and 77 since 2022, currently 44.8 — an improving long-term trajectory across 51 quarterly and live scoring snapshots.

Fun facts about Braze, Inc.

Quirks, history, and lore behind BRZE — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. software-as-a-service company · mid-cap · listed on Nasdaq · headquartered in New York City.
  • 2
    The Numbers
    Annual revenue in the range of $400–500 million and growing fast, but like many SaaS players it runs at a net loss while it chases scale.
  • 3
    The History
    Founded around 2011 by veterans of the mobile and marketing tech world, it went public in 2021 during the wave of SaaS IPOs that followed the pandemic boom.
  • 4
    The Secret
    Its entire business is helping brands talk to their customers — via push notifications, email, SMS, and in-app messages — all orchestrated through a single customer engagement platform.
  • 5
    The Lore
    Its clients include some of the world's biggest apps and consumer brands, and it competes directly with Salesforce Marketing Cloud and Klaviyo for the coveted "right message, right moment" real estate.
  • 6
    The Giveaway
    Its name sounds like something bold and fiery, because burning bright is kind of the point — this customer engagement platform trades under the ticker BRZE.
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Revenue

Q1 2027

$211.0M

Net Income

Q1 2027

$-26.6M

Free Cash Flow

Q1 2027

$28.0M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+24.4% YoY
$738.2MFY 2026
FY23 $355.4MFY24 $471.8MFY25 $593.4MFY26 $738.2M

Net Income

-26.6% YoY
$-131.3MFY 2026
FY23 $-139.0MFY24 $-129.2MFY25 $-103.7MFY26 $-131.3M

Operating Income

-18.5% YoY
$-144.8MFY 2026
FY23 $-148.1MFY24 $-144.7MFY25 $-122.2MFY26 $-144.8M

EPS (Diluted)

-19.6% YoY
$-1.22FY 2026
FY23 $-1.47FY24 $-1.32FY25 $-1.02FY26 $-1.22

Total Assets

+27.9% YoY
$1.11BFY 2026
FY23 $705.4MFY24 $810.9MFY25 $871.0MFY26 $1.11B

Op. Cash Flow

+94.8% YoY
$71.4MFY 2026
FY23 $-22.3MFY24 $6.8MFY25 $36.7MFY26 $71.4M

AI Insight: BRZE Financial Trends

Braze is growing revenue steadily but remains deeply unprofitable, with operating losses narrowing only marginally despite 45% top-line growth since Q3 2024.

Revenue grew 45% from $145M (Q3 2024) to $211M (Q2 2026), demonstrating sustained demand momentum.

Operating losses remain severe, averaging -$32M across recent quarters; Q2 2026 shows -$28M, matching Q1 2026 but no material improvement trend.

Operating cash flow volatile but positive: $28M in Q2 2026 vs. $7M in Q3 2025, suggesting underlying business generates cash despite accounting losses.

Net losses widened to -$36M in Q2 2025 and Q4 2025; latest quarter -$27M indicates no clear path to profitability yet.

Equity rose from $454M to $624M (+37%) over eight quarters, likely from equity raises rather than retained earnings.

AI Insight: BRZE Ratio Trends

Braze stabilized profitability metrics in Q2 2026, with operating margin improving to -13.0% from -13.8% in Q1, though company remains unprofitable across all efficiency measures.

Operating margin improved 150 bps Q1→Q2 2026 (-13.8% to -13.0%), continuing recovery from Q2 2025's -24.8% trough.

ROE, ROA, and ROIC all deteriorated significantly in Q2 2025 (-30.2%, -16.1%, -33.9% respectively) before recovering through Q1–Q2 2026.

NPM improved to -12.6% in Q2 2026 from -15.4% in Q1 2026, signaling better cost management despite persistent losses.

Company remains deeply unprofitable across all profitability and return metrics; positive trend does not yet signal path to breakeven.

Q2 2025 marked severe margin collapse (OpMargin -24.8%); volatility suggests operational or cost headwinds warrant investigation.

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Available Research

13F Pro tracks comprehensive data for Braze, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of BRZE

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Is BRZE a good stock to buy?

13F Pro's AI-powered analysis of Braze, Inc. (BRZE) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BRZE are available on the BRZE stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own BRZE?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BRZE. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Braze, Inc.'s investment landscape.