$BRZE

Braze, Inc. (BRZE) reported strong year-over-year growth, record free cash flow, and improved operating margins. The company attributes this performance to AI-driven product innovation and the strategic use of first-party customer data, according to a Piper Sandler conference transcript.

Braze (BRZE) stock fell 25.1% this week despite beating Q2 earnings and revenue estimates, and raising guidance. Revenue grew 26% YoY to $227.2M, and EPS grew 19% YoY to $0.19. The company expects FY sales of $910M-$913M and EPS of $0.64-$0.65. Investors may be concerned about stock-based compensation and event-related costs.

Braze, Inc. reported Q2 2027 earnings, highlighting 112% large customer retention, 600 basis points of operational efficiency improvement, and raised full-year guidance. Growth was driven by the 'Agentic Harness' framework and AWS collaboration. The company expects AI adoption to accelerate, with new tools like Content Optimizer and Decisioning Studio. Braze is investing in sales capacity and addressing AI trust gaps with 'Agentic Standards.'

Braze (BRZE) reported Q2 CY2026 revenue of $227.2M, up 26.2% YoY, and beat earnings estimates. Guidance for Q3 was also above expectations. The company highlighted AI adoption, enterprise growth, and competitive wins as key drivers, despite market caution over customer spending patterns and AI complexity. Braze is investing in innovation and partnerships, including a new AWS collaboration.

Centerspace (CSR) rose 8% on an $8.1B merger deal with IRT. Academy Sports (ASO) gained 8% after raising its earnings outlook. Meta (META) rose 6% following an AI app announcement. Mission Produce (AVOC) popped 4% on earnings beat. Apple (AAPL) fell 1% ahead of an expected iPhone event. Casey's (CASY) dropped 15% on mixed results. Signet (SIG) jumped 19% on earnings beat and raised guidance. ServiceTitan (SVT) fell 30% on weak revenue guidance. Braze (BRZE) dropped 19% on revenue miss. Chime (CM

Braze (BRZE) fell 12% after guiding Q3 EPS below consensus despite beating Q2 earnings and raising revenue guidance. Klaviyo (KVYO) rose 3%, while peers like Twilio (TWLO), HubSpot (HUBS), and Monday.com (MNDY) showed no sympathy selling. Braze reported $227.23M revenue (up 26% YoY) and $0.19 EPS (beating $0.16 consensus).

US equity futures fell as Brent crude oil topped $100, pushing 10-year Treasury yields above 4.81%. Meta (META) rose 5% on strong AI usage, while other Mag 7 stocks traded mixed. Braze (BRZE) dropped 11% on weak earnings forecasts, and ServiceTitan (TTAN) fell 17% on revenue concerns. Chime (CHYM) gained 9% after acquiring Stride Bank. Oil prices surged after US strikes on Iranian tankers, and Treasury Secretary Scott Bessent challenged traders on yen strength. Barclays raised its S&P 500 target

Analysts updated price targets for several companies. Rosenblatt raised IMAX's target to $65, BTIG cut CAN's to $2, Piper Sandler adjusted TTAN and BRZE targets, Needham boosted VRNS, BTIG reduced BSX, Wedbush increased PHVS, Canaccord raised CHYM, Freedom Capital upped ABM, and Keybanc lifted INNV. All analysts maintained their respective ratings.

Mission Produce shares rose 7.5% after beating earnings and revenue estimates. Apple shares dipped ahead of a product event. Casey's General Store shares fell 10% due to mixed quarterly results. Signet Jewelers shares gained 17% on strong earnings and raised guidance. Energy stocks rose as Brent crude topped $100/barrel. ServiceTitan shares dropped 17% on weak revenue guidance. Braze shares fell 11% on missed revenue estimates. Chime Financial shares rose 10% on better-than-expected earnings and

U.S. stock futures fell as oil prices rose above $100/barrel. Meta (META) shares jumped 3.6% after launching its AI agent, Muse. Evommune (EVMM) dropped 13.9% after its drug candidate failed a trial. Braze (BRZE) fell 11.5% despite beating earnings due to weak guidance. NETGEAR (NTGR) surged 8.9% after FCC banned imports of foreign-made routers.