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25

BRZE

💻 Technology

Braze, Inc.

Conservative #1212Aggressive #1057High RiskLow 13ML↑ 44pt
$17.59+1.59%
Day High$17.64
Day Low$16.55
Volume2.3M
Mkt Cap$1.8B
52W Low $1652W High $44
Market Cap
$1.8B
P/E Ratio
N/A
Rev Growth
25.8%
Sector avg: 14.8%
Earnings Growth
19.7%
Profit Margin
-16.9%
Sector avg: -110.0%
Debt/Equity
0.25

Why This Score

BRZE scores 25.8 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Risk Factors
  • Above-average volatility (15.8%) may not suit conservative risk tolerance.

Moderate penalties (-7.1 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score25.8
Fundamental Score28.7
ML Score16.0

Score by Horizon

3 Month
77.1
6 Month
86.2
Primary
1 Year
90.7

Quality Assessment

B
Earnings Grade
Solid fundamentals with minor quality concerns

Position Sizing

Suggested Allocation
5%
Confidence
medium

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
0
Declining
Sentiment (2.5%)
60
Neutral
Analyst (6.4%)
74
Favorable
Tradability (post-hoc)
80
Grade A
Base
31.3
SHAP
+1.8
Factors
+1.4
Conviction
-3.5
Divergence
-5.1
Final
25.8
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)62.0
Technical (Momentum, Weinstein, Volatility)26.0
External (Sentiment, Analyst, Macro)83.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
+7.2% to +13.0%
Medium-term
+10.5% to +19.3%
Long-term
+15.8% to +27.8%

ML Model Core Features100 trained inputs → ML Score: 16

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score74.0/100
Target Upside+168.4%
Coverage25 analysts
Market Sentiment
Sentiment Score59.6/100
News Volume1 articles
Technical Stage
Weinstein Stage4 — Declining
12M Momentum-0.5%
6M Momentum-0.4%
Volatility+0.2%
Momentum & Technical
Momentum Acceleration-16.0%
Momentum ConsistencyModerate (0.70)
Relative Strength vs Sector-56.0%
Trend Strength (ADX Proxy)Strong (3.3)
Momentum Quality-0.251
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
6%
Low risk
Sector RevGr Rank
P82
Revenue growth vs Technology peers
Sector PE Rank
P78
Valuation vs Technology peers
Sector FCF Rank
P45
Free cash flow vs Technology peers
Growth Deviation
+0.3σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 49 relative to sector peers49/100
Machine learning model ranks this stock at the 93th percentileP93
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +1.8pt (features align with model priorities)—
Blend: 91% fund (49.2) + 9% ML (90.2) + SHAP(+1.8) = 54.7—
Factor quality: +1.4pt (multi-factor composite)—
Market cap adjustment: -8.0 points ($1.8B market cap)-8.0 pts
Conviction penalty: -3.6pt (conviction=13)—
Divergence penalty: -5.1pt (ML 44pt higher)—
Risk Factors
Risk assessment: high. Annualized volatility 15.8%. Max drawdown 52% (-12.0 pts). Price momentum -52% (-9.5 pts)High
Earnings quality grade B: adequate earnings quality with minor concerns. Score adjusted by -5 pointsGrade B
Quality concern: High accrual ratio (159.4%) — earnings quality concernFlag

Sector Peer Comparison(Technology — Rank #261 of 289 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
BRZE25.8N/A25.8%-16.9%$1.8B
MPWR84.891.721.2%81.0%$57.1B
ZM84.218.03.1%21.7%$27.7B
NVDA80.645.2114.2%55.8%$4.5T
CRUS79.719.16.0%17.5%$7.4B
ASML77.848.115.6%29.4%$546.0B
IDCC77.431.8-4.0%48.8%$9.7B
CSCO77.127.65.3%18.0%$303.6B
RMBS75.548.320.7%32.3%$11.0B
DBX75.313.91.9%17.7%$6.4B
FSLR75.017.326.7%30.7%$24.2B
SIMO74.79.210.2%13.8%$4.5B
ADI74.374.116.9%20.6%$165.1B
AAPL72.533.16.4%27.0%$3.9T
OLED72.527.012.4%34.3%$5.9B
AMAT72.336.44.4%24.7%$281.7B
Sector Average47.487.814.8%-110.0%—

Market Sentimentvia FMP

Analyst Consensus
Buy25 analysts
Buy: 24Hold: 1
Price Target
$42consensus
Low $30Median $44High $50
+138.8% to consensus target

Company Overviewvia FMP

Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. It offers data ingestion products, such as Braze software development kits that automatically manage data ingestion and the delivery of mobile and web notifications, in-application/in-browser interstitial messages, and content cards, as well as can be integrated into a range of digital interfaces and application development frameworks; REST API that can be used to import or export data or to trigger workflows between Braze and brands' existing technology stacks; and partner cohort syncing, which allow brands to sync user cohorts from partners. The company also offers classification products, including segmentation that can define reusable segments of consumers based upon attributes, events, or predictive propensity scores; segment insights, which allows customers to analyze how segments are performing relative to each other across a set of pre-selected key performance indicators, and helps to understand the factors that determine which consumers belong to a particular segment; and predictive suite that allows customers to identify groups of consumers that are of critical business value. In addition, it provides personalization and action products; and orchestration products, which include Canvas, an orchestration tool that allows customers to create journeys, mapping out multi-steps, and cross-channel messaging experiences, which include onboarding flows, nurture campaigns, win-back strategies, and others; campaigns, which allow customers to send one set of single-channel or multi-channel messages to be delivered to customers in a particular user segment; event and API triggering; frequency capping and rate limiting; intelligent selection; and reporting and analytics. The company was formerly known as Appboy, Inc. and changed its name to Braze, Inc. in November 2017. Braze, Inc. was incorporated in 2011 and is headquartered in New York, New York.

CEO
William Magnuson
Employees
1,699
Beta
1.06
Industry
Software - Application
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
38.3
Neutral
Trend
Bearish
10-day vs 50-day MA
From 52W High
-59.9%
High: $43.89
From 52W Low
+15.3%
Low: $15.26
Moving Averages
10-Day
$17.20
Above
20-Day
$18.50
Below
50-Day
$25.90
Below
200-Day
$28.40
Below
60-Day Support
$15.26
60-Day Resistance
$37.33
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 4 — DecliningScore: 12/100

Stock is in a downtrend below the 200-day moving average. Price is below both the 50-day and 200-day SMAs, indicating sustained selling pressure.

Unfavorable technical position; wait for Stage 1 basing
Price vs 200 SMA
-38.1%
200 SMA Slope (60d)
-7.48%
Falling
Volume Ratio
1.23x
10d avg vs 50d avg
Days in Stage
30
Confidence: 90%

Financial Statementslast 4 quarters via FMP

MetricQ3 2025Q2 2025Q1 2025Q4 2025
Revenue$191M$180M$162M$160M
Gross Profit$128M$122M$111M$111M
Operating Income$-37M$-39M$-40M$-22M
Net Income$-36M$-28M$-36M$-17M
EPS (Diluted)$-0.33$-0.26$-0.34$-0.17
Gross Margin67.2%67.7%68.6%69.3%
Operating Margin-19.4%-21.5%-24.8%-13.4%
Net Margin-18.9%-15.5%-22.1%-10.7%

Why This Stock

TechnologyRevenue growth 25.8%Valuation below sector median

Tradability FilterGrade A — 80/100Score impact: -11.0pt

Volume
100
2.7M avg/day
Dollar Vol
95
$43M/day
Float
40
0K shares
Mkt Cap
52
$1.8B
Range
100
188% spread
Composite Liquidity Score80/100
FDCBA

Multi-Year Range Analysis

Sideways: 0/100
YearLowHighRangeStatus
2022$22.54$79.25111.4%Wide
2023$23.67$58.6785%Wide
2024$29.18$61.5371.3%Wide
2025$23.91$48.3367.6%Wide
3-Year Range
88.9%
Narrow Years
0 / 4
Sideways Penalty
None

Growth Projection Adjustment

0.7x dampening
weinstein basing

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
0.0%
Outstanding Shares
0M
Bid-Ask Spread
188.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.