Should You Buy This Mid Cap Tech Stock-BRZE

Acrobull Canada Advisory Inc.

June 10			2025
Name	Ticker	Sector/Industry		Market Cap	Risk Factor
Braze Inc.	BRZE-NASDAQ	Technology		$3.323 Billion	Medium

Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. The company offers Braze software development kits that automatically manage data ingestion and deliver mobile and web notifications, in-application/in-browser interstitial messages.

Recent Highlights

Recent Highlights- Braze continues its growth trajectory: ~20% YoY revenue, with profitability gains and operating leverage.

The EPS beat and upward margin momentum signal improved efficiency, Bullish guidance suggests confidence in continued performance, with further revenue and EPS expansion expected through FY 2026.

First Quarter 2026 Highlights

Total revenue reached $162.1 million, up 19.6% year-over-year from $135.5 million in the same quarter of the prior fiscal year, primarily driven by new customer acquisitions, upsells, and renewals.
Subscription revenue totaled $154.9 million, rising from $130.1 million, while professional services and other revenue increased to $7.2 million from $5.4 million year-over-year.

Remaining performance obligations (RPO) as of April 30, 2025, stood at $829.3 million, with $522.2 million classified as current (expected to be recognized within one year).

GAAP gross margin improved to 68.6%, compared to 67.1% in the same quarter of the previous fiscal year.

Non-GAAP gross margin rose to 69.3%, up from 67.9% year-over-year.

Stock Observation- Braze, Inc. delivered a strong financial performance in the first quarter of fiscal 2026, marked by robust revenue growth and margin expansion. Looking ahead, the company is well-positioned for continued momentum, with expectations of even stronger results in the upcoming quarter. Notably, the Relative Strength Index (RSI) for the stock is currently at 29, suggesting that shares are approaching oversold territory—a potential indicator of a buying opportunity for investors.

Risk Involved- Financial performance of the company may have an impact on the company stock performance.

Considering all the factors and financials of the company Acrobull Canada Advisory Inc. maintains Customer Choose Buy for the stock.

Disclaimer- Though our research is fundamentally and technically based on Acrobull Canada Advisory Inc. only provides general advice on the stocks and it is imperative for the investors to do the risk assessment for themselves before investing as Acrobull Canada Advisory Inc. would not be liable for any loss or profit arising out through the investment made by the investors on our recommendations.

It is also advisable for the investors to consult with Financial Advisor, Broker or to seek any legal assistance as the research conducted by Acrobull Canada Advisory Inc. is factually based and recommendations are given in accordance with that, but it is imperative to understand that Acrobull Canada Advisory Inc. does not guarantee returns.

Acrobull Recommendation Based on Evaluation

Current Market Price	$30.65 USD
Acrobull Recommendation	Buy
Target Price	$34.25 USD
RSI Level	14 Day RSI 29
Total Shares Outstanding	92.59 Million
Shares held by Insiders Risk Factor Stop Loss	12.74% Medium 5%