Braze: Incredible Value Opportunity Growing 20%

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  Posted by Two Blokes Jun 27 - Filed in Stock - 5 views
  
  I'm upgrading Braze to a buy as the stock has continued to slide despite a recent beat-and-raise quarter. Braze stands out with ~20% revenue growth, robust customer expansion, strong retention, improving profitability, and a clean balance sheet. Despite macro headwinds, Braze's valuation is compelling at 3.2x EV/FY26 revenue, especially versus slower-growing, pricier peers like Salesforce and HubSpot.