Braze's AI Expansion and Earnings Narrative: How Google Cloud Marketplace Launch Could Influence the Stock's Future

Braze has launched its BrazeAI Decisioning Studio on Google Cloud Marketplace, making its AI decisioning layer more accessible to large enterprises. This move deepens Braze's collaboration with Google Cloud and could influence its AI-led expansion and earnings narrative. The integration of OfferFit into Braze's stack is a risk to consider, but the AI launches are central to the catalyst of larger deal sizes and potential earnings improvement over time. Braze's narrative projects $1.0 billion revenue and $133.0 million earnings by 2028, with a fair value estimate of $45.11, a 54% upside to its current price.