We came across a bullish thesis on Braze, Inc. on Value investing subreddit by Cute_Badger9208. In this article, we will summarize the bulls’ thesis on BRZE. Braze, Inc.'s share was trading at $31.42 as of September 5th. BRZE’s forward P/E was and 175.44 according to Yahoo Finance. 12 Most Automated Industries in the US Copyright: rawpixel / 123RF Stock Photo Braze (BRZE) is emerging as a differentiated SaaS player positioned at the intersection of marketing automation and AI. The company delivers cloud ...

TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. During the quarter, the fund returned 11.28% (gross) and 11.02% (net), compared to the Russell 2000 Growth Index by 11.97%. Equities posted double-digit returns in the second quarter as global economic activity measures lifted. In addition, please check the fund’s top five holdings to know its best picks in 20 ...

宏观市场展望 - 股市从4月急剧下跌中强劲复苏并创历史新高 标普500指数年内迄今上涨11% 纳斯达克指数上涨13.5% [1] - 预期美联储今年降息三次 美国经济避免衰退并在2026年重新加速至趋势增长水平 [1] - 历史上经济增长持续且避免衰退的美联储降息周期中标普500指数通常产生正回报 预计标普500指数年底上涨2% 2026年中上涨6% [1] Braze(BRZE US)业务概况 - 提供针对多渠道营销优化的客户互动云端平台 优先关注对话而非销售 为目标受众提供从信息获取到舒适购买的清晰路径 [2] - 平台由数据驱动和人工智能赋能 整合广泛来源信息 将销售漏斗转化为信息之旅 通过实时数据分析的跨渠道消息传递促进销售 [2] - 运用AI技术创建相关信息形成个性化内容和推荐 AI自动化大部分流程以更快响应客户需求 平台每日触达74亿活跃用户 去年处理超过3.9万亿条消息 [2] Braze财务表现与前景 - 2026财年第二季度营收1.801亿美元 同比增长24% 较预期高出850万美元 非GAAP每股收益15美分较预期高出12美分 [3] - 客户在三年消化期后更愿意升级营销技术栈 净收入保留率机械性稳定 销售与营销针对性改进降低采用障碍并提升参与度 [3] - 获得买入评级 52美元目标价意味未来一年73%上涨潜力 约2422家企业客户包括Chime Canva和TurboTax等知名品牌 [2][3] Carlsmed(CARL US)业务特点 - 医疗科技公司专注于通过AI个性化脊柱手术 降低手术成本同时改善患者医疗效果 聚焦脊柱融合手术 [4] - aprevo平台支持AI驱动的手术规划 通过精确可视化改善对齐并优化患者适配度 支持广泛脊柱手术包括各种手术技术和入路解决方案 [4] - 7月22日IPO定价每股15美元发行670万股 从首次发行中筹集约1.005亿美元总收益 新股票代码CARL于7月23日开始交易 [4] Carlsmed财务表现与增长驱动 - 2025财年第二季度营收1210万美元 较去年同期大幅增长99% 指引全年营收4550万至4750万美元 [5] - 关键增长驱动包括销售团队和商业扩张 预测2025-2028年销售与营销支出增长29% 2026年颈椎适应症推出将手术池扩大85% [5] - 差异化技术地位和轻资产商业模式带来估值上行空间 获得买入评级 19美元目标价意味一年40%涨幅 [5]

The company uses AI technology to keep the platform relevant in a fast-evolving tech and marketing environment. Braze’s AI is designed to create relevant messages that lead to personalized content and recommendations for optimal results at the end of the process. From the marketer’s perspective, AI automates much of the process, for a faster response to customer needs; from the customer’s perspective, AI-driven marketing gives a more relevant sales funnel that maintains engagement.Braze’s platform is data-d ...

Braze (NasdaqGS:BRZE) FY Conference September 10, 2025 12:00 PM ET Company ParticipantsBill Magnuson - Chairman, Co-Founder, President & CEOIsabelle Winkles - CFOConference Call ParticipantsBrent Bracelin - MD & Senior Research AnalystBrent BracelinFeel a little surrounded by ferns.Bill MagnusonYeah.Brent BracelinNot just between two of them.Isabelle WinklesIt might be between channels and Zach Galifianakis.Brent BracelinAbsolutely. It's three ferns.Isabelle WinklesThree ferns.Brent BracelinThank you. Good ...

I wrote about Braze, Inc. (NASDAQ: BRZE ) previously with a buy rating, as the business was still in a very solid position to grow revenue, especially with the acquisition of OfferFit. With 2Q26 resultsI am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Technical investing [historical char ...

公司业务与行业定位 - 公司专注于客户互动技术领域 提供个性化营销体验工具 [1] 股价表现与市场数据 - 当前股价31.42美元 单日涨幅达13.59% 上涨3.76美元 [2] - 单日交易区间介于29.93美元至33.48美元 显示价格波动性 [2] - 年股价波动区间为23.91美元至48.33美元 体现较高价格波动 [3] - 市值约32.8亿美元 反映市场地位与规模 [3] - 单日交易量达1082万股 显示市场交投活跃 [3] 机构观点与价格目标 - 高盛设定52美元目标价 较当前股价存在65.5%上行空间 [1] - 价格目标体现机构对公司增长潜力的乐观预期 [4]

市场表现与投资者情绪 - 标普500指数在历史高点附近紧张波动 反映投资者对劳动力市场不稳定和估值过高的担忧情绪开始显现 [1] 分析师背景与行业洞察 - 分析师在华尔街科技公司覆盖和硅谷工作领域拥有综合经验 对当前行业塑造主题具有广泛接触 [1] - 担任多家种子轮初创公司外部顾问 深度参与早期科技企业生态 [1] - 自2017年起成为Seeking Alpha定期撰稿人 观点被多家网络媒体引用并同步至Robinhood等流行交易应用 [1]

Braze Inc BRZE reported better-than-expected second-quarter results and raised its FY2026 EPS and sales outlook above estimates.The company reported fiscal second-quarter 2026 revenue of $180.1 million, up 23.8% from $145.5 million a year earlier, beating the $170.1 million analyst estimate. Non-GAAP net income was $16.9 million, or 15 cents per diluted share, beating the 3-cent estimate and up from $9.1 million, or 9 cents per diluted share, a year earlier.For the fiscal third quarter, Braze expects revenu ...

PresentationTyler RadkeVP & Senior Analyst Happy Friday, and welcome to day 3 of Citi Tech Conference. I'm Tyler Radke, Citi's Co-Head of U.S. Software. And to kick things off this morning, we're happy to have our friends down the road from Braze. We have CEO, Bill Magnuson; and CFO, Isabelle Winkles. I think this is third year in a row that you've joined and the morning after you've reported earnings. So I appreciate you coming to the conference. I know it's a busy time. And Bill, for folks in the room, if ...