BRZE Earnings

BRZE reported its FY2026Q3 earnings on 2025-12-09, showcasing a revenue of 190.84M against an estimate of 184.08M, resulting in a 3.67% surprise. The EPS was 0.06, surpassing the expected 0.07 by -14.29%. The stock experienced a 18.08% price change on the earnings day and a 8.06% change over the next five days, reflecting market reactions to the results.

Following BRZE's FY2026Q3 earnings announcement on 2025-12-09, the stock price moved by 18.08% on the day of the release. Over the subsequent five days, it saw a 8.06% change. Historically, BRZE's stock price tends to shift by an average of -3.95% in the 10 days leading up to earnings and -5.59% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate BRZE's annual revenue to reach 198.22M, while the EPS is projected at 0.14. These estimates reflect recent revisions, with revenue estimates revised upward by 1.79% and EPS estimates revised upward by 2.95% over the past three months, indicating analyst expectation in the company's performance.

The correlation between BRZE's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were revised upward by 1.79%, while EPS estimates moved revised upward by 2.95%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BRZE's stock price typically moves by -3.95% in the 10 days before its earnings and -5.59% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 0.14 and revenue of 198.22M.

Braze's earnings call reflects strong financial performance with a 21% revenue growth forecast and improved operating margins. The Q&A session highlighted positive trends in customer engagement and AI integration. Despite economic headwinds, there is a normalization in buying patterns, and customers are investing in premium channels. The strategic expansion of AI capabilities and strong upsell momentum in high-value customer segments further support a positive outlook. The market cap suggests a moderate reaction, leading to a predicted stock price increase of 2% to 8% over the next two weeks.