Braze: A More Challenging Environment, But A Great Price To Enter This Stock

  • Shares of Braze have been among the hardest-hit small caps in the recent pullback, down over 40% from recent peaks above $40. I expect growth to slow as companies pull back on marketing, and by extension marketing tools like Braze. The company's guidance captures a deceleration to 16% growth in FY26, down six points from 22% growth existing Q4.