Braze's Stock Surges as FY Revenue Guidance Tops Wall Street Expectations

Dow Jones03-25 05:12

By Kelly Cloonan

 

Shares of Braze rose as the company's fiscal-year revenue guidance topped Wall Street's estimates, following double-digit bookings growth in its latest quarter.

The stock climbed 17% to $21.13 in after-hours trading on Tuesday. Through the market close shares have dropped 53% in the past year.

Braze forecast 2027 fiscal year revenue of $884 million to $889 million, and adjusted earnings per share of 61 cents to 65 cents. Analysts polled by FactSet projected revenue of $858.2 million and adjusted earnings per share of 63 cents.

For the fiscal first quarter, the company guided for revenue of $204.5 million to $205.5 million and adjusted earnings per share of 10 cents to 11 cents. Analysts polled by FactSet projected adjusted earnings per share of 12 cents and revenue of $197.3 million.

The guidance came as the company posted higher revenue in its latest quarter as bookings grew 50% year over year, driven by strength in its enterprise segment.

"The world's largest and most sophisticated brands are choosing Braze as a foundational partner to drive their AI transformation during this period of intense disruption and opportunity," Chief Executive Bill Magnuson said.

For the fiscal fourth quarter, Braze posted a loss of $31.6 million, or 29 cents a share, compared with a loss of $17.2 million, or 17 cents a share, a year earlier.

Adjusted earnings per share were 10 cents, compared with estimates of 14 cents a share according to analysts polled by FactSet.

Revenue rose 28% to $205.2 million, compared with analyst estimates of $198.2 million. The growth was driven primarily by new customers, upsells and renewals, the company said.

The company's board also authorized a share repurchase program of up to $100 million, including plans for a $50 million accelerated buyback.

 

Write to Kelly Cloonan at kelly.cloonan@wsj.com

 

(END) Dow Jones Newswires

March 24, 2026 17:12 ET (21:12 GMT)

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