Braze BRZE Q1 2026 Earnings Preview Upside Potential on AI Integration Strength
Generated by AI AgentAinvestweb
Monday, Jun 2, 2025 7:46 pm ET1min read
BRZE--
Forward-Looking Analysis
Braze is set to report its Q1 2026 earnings on June 5, 2025, with expectations for continued growth in earnings and revenue. Analysts forecast Braze's earnings per share (EPS) to improve from a trailing EPS of -$1.02 to a projected EPS of ($0.92) for the upcoming year, reflecting a positive trajectory. Braze's revenue forecast for the quarter stands at $158.66 million, indicating robust growth. Additionally, BrazeBRZE-- is anticipated to maintain a steady increase in earnings and revenue, with projections of 20.8% and 13.4% per annum, respectively. The company’s EPS is expected to grow by 43.5% annually, reflecting improved profitability. Analyst predictions suggest a favorable outlook for Braze with a return on equity forecasted at 19.8%. These projections underscore Braze's ability to leverage its enhanced AI capabilities and strategic partnerships to drive its cross-channel customer engagement platform forward.
Historical Performance Review
In Q4 2025, Braze reported revenue of $160.4 million and a net income of -$17.06 million, with an EPS of -$0.17. Despite the negative net income, Braze's non-GAAP gross profit reached $111.09 million, showcasing strong operational efficiency. The company surpassed analysts' expectations, achieving a non-GAAP adjusted EPS of $0.12 against the anticipated $0.05. This impressive performance highlights Braze's ability to scale its offerings and improve profitability.
Additional News
Braze has announced strategic initiatives aimed at enhancing its platform capabilities. The company has entered into an agreement to acquire OfferFit, which will expand Braze's AI capabilities and strengthen its personalization and cross-channel engagement offerings. Furthermore, Braze has formed a strategic partnership with Shopify, enhancing its reach within e-commerce markets. These moves underscore Braze's commitment to leveraging technological advancements to maintain its leadership in customer engagement solutions. The focus on AI and integration with Shopify highlights Braze's strategic approach to growth and market expansion.
Summary & Outlook
Braze's overall financial health appears robust, driven by consistent revenue growth and improved operational efficiency. The acquisition of OfferFit and partnership with Shopify are key growth catalysts, enhancing Braze's AI capabilities and market reach. Despite a negative net income in Q4 2025, Braze's strong gross profit and positive EPS trajectory indicate a bullish outlook. The company's strategic initiatives and ongoing technological advancements position it well for continued growth. Investors should remain optimistic about Braze's future prospects, focusing on its ability to adapt and thrive in competitive markets.
Braze is set to report its Q1 2026 earnings on June 5, 2025, with expectations for continued growth in earnings and revenue. Analysts forecast Braze's earnings per share (EPS) to improve from a trailing EPS of -$1.02 to a projected EPS of ($0.92) for the upcoming year, reflecting a positive trajectory. Braze's revenue forecast for the quarter stands at $158.66 million, indicating robust growth. Additionally, BrazeBRZE-- is anticipated to maintain a steady increase in earnings and revenue, with projections of 20.8% and 13.4% per annum, respectively. The company’s EPS is expected to grow by 43.5% annually, reflecting improved profitability. Analyst predictions suggest a favorable outlook for Braze with a return on equity forecasted at 19.8%. These projections underscore Braze's ability to leverage its enhanced AI capabilities and strategic partnerships to drive its cross-channel customer engagement platform forward.
Historical Performance Review
In Q4 2025, Braze reported revenue of $160.4 million and a net income of -$17.06 million, with an EPS of -$0.17. Despite the negative net income, Braze's non-GAAP gross profit reached $111.09 million, showcasing strong operational efficiency. The company surpassed analysts' expectations, achieving a non-GAAP adjusted EPS of $0.12 against the anticipated $0.05. This impressive performance highlights Braze's ability to scale its offerings and improve profitability.
Additional News
Braze has announced strategic initiatives aimed at enhancing its platform capabilities. The company has entered into an agreement to acquire OfferFit, which will expand Braze's AI capabilities and strengthen its personalization and cross-channel engagement offerings. Furthermore, Braze has formed a strategic partnership with Shopify, enhancing its reach within e-commerce markets. These moves underscore Braze's commitment to leveraging technological advancements to maintain its leadership in customer engagement solutions. The focus on AI and integration with Shopify highlights Braze's strategic approach to growth and market expansion.
Summary & Outlook
Braze's overall financial health appears robust, driven by consistent revenue growth and improved operational efficiency. The acquisition of OfferFit and partnership with Shopify are key growth catalysts, enhancing Braze's AI capabilities and market reach. Despite a negative net income in Q4 2025, Braze's strong gross profit and positive EPS trajectory indicate a bullish outlook. The company's strategic initiatives and ongoing technological advancements position it well for continued growth. Investors should remain optimistic about Braze's future prospects, focusing on its ability to adapt and thrive in competitive markets.
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