$BRZE (Braze, Inc.) — investor discussion on X

Five-factor rating: Sell (sector percentile 21.1%)

Graded daily on value C, growth B-, profitability C, momentum C+, revisions C+. Sector-relative, identical for every user.

Most active credible voices on $BRZE

@schaeffers (Schaeffer's Investment Research) — 21 mentions · 14.7K followers
@ewhispers (Earnings Whispers) — 10 mentions · 570.9K followers
@malinvested (malinvestment.jpeg) — 8 mentions · 4.4K followers

Recent headlines featuring $BRZE

2026-09-09: Casey’s beats with $7.37 EPS and $5.68B revenue, shares slip 3.48% after hours

Pro Analysis Available: Full unrolled post citations, institutional 13F filing matrix, and real-time sentiment alerts for $BRZE are available with SpikePanel Pro.

Stock Ratings · Today Headlines · SpikePanel

$BRZE (Braze, Inc.) — investor discussion on X

Five-factor rating: Sell (sector percentile 21.1%)

Graded daily on value C, growth B-, profitability C, momentum C+, revisions C+. Sector-relative, identical for every user.

Most active credible voices on $BRZE

@schaeffers (Schaeffer's Investment Research) — 21 mentions · 14.7K followers
@ewhispers (Earnings Whispers) — 10 mentions · 570.9K followers
@malinvested (malinvestment.jpeg) — 8 mentions · 4.4K followers

Recent headlines featuring $BRZE

2026-09-09: Casey’s beats with $7.37 EPS and $5.68B revenue, shares slip 3.48% after hours

Pro Analysis Available: Full unrolled post citations, institutional 13F filing matrix, and real-time sentiment alerts for $BRZE are available with SpikePanel Pro.

Stock Ratings · Today Headlines · SpikePanel

$BRZEBraze, Inc. · Software - Application · $2.9B

$25.65

pre+0.0%

Event thread

Key events, in time order

6 items

2026-09-29CompanyBull
Braze Signs Strategic Collaboration with AWS to Advance AI-Powered Customer Engagement
Integration with Amazon Bedrock; AWS Marketplace procurement grew >80% YoY, boosting AI capabilities
D1 -0.1% · since +10.8%
2026-09-09 → 09-10Earnings
Braze Beats Q2 but Soft Q3 Guide Triggers Selloff; Analysts See Opportunity
Q2 rev $227.2M +26.2%, RPO $1.09B, solid NRR; soft Q3 guide sparked selloff, but analyst activity counters the move
D1 -21.7% · +5d +4.8%
3 waves of this story
- 2026-09-09 Revenue $227.2M beat; adj. EPS $0.19, +27% YoY
- 2026-09-09 Revenue and EPS beat, but Q3 profit outlook disappoints, triggering selloff
- 2026-09-10 Q2 rev $227.2M +26.2%, RPO $1.09B, solid NRR; soft Q3 guide sparked selloff, but analyst activity counters the move

4 earlier events

2026-09-098-K filing
8-K: Item 2.02, Item 9.01
D1 -21.7% · +5d +4.8%
2026-09-08Earnings
Earnings report
D1 -5.2% · +5d -16.1%
2026-07-31CapitalBear
Insider Selling Coexists with 15% Weekly Rebound
CBO sold 51,440 shares for $1.4M on July 15; stock surged up to 17.3% this week amid software sector rebound
D1 -0.6% · +5d +6.5%
2026-07-028-K filing
8-K: Item 5.03, Item 5.07, Item 9.01
D1 +3.8% · +5d +5.5%

①

Bull vs bear

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Bear signals0

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

6 items

2026-09-29CompanyBull
Braze Signs Strategic Collaboration with AWS to Advance AI-Powered Customer Engagement
Integration with Amazon Bedrock; AWS Marketplace procurement grew >80% YoY, boosting AI capabilities
D1 -0.1% · since +10.8%
2026-09-09 → 09-10Earnings
Braze Beats Q2 but Soft Q3 Guide Triggers Selloff; Analysts See Opportunity
Q2 rev $227.2M +26.2%, RPO $1.09B, solid NRR; soft Q3 guide sparked selloff, but analyst activity counters the move
D1 -21.7% · +5d +4.8%
3 waves of this story
- 2026-09-09 Revenue $227.2M beat; adj. EPS $0.19, +27% YoY
- 2026-09-09 Revenue and EPS beat, but Q3 profit outlook disappoints, triggering selloff
- 2026-09-10 Q2 rev $227.2M +26.2%, RPO $1.09B, solid NRR; soft Q3 guide sparked selloff, but analyst activity counters the move
2026-09-098-K filing
8-K: Item 2.02, Item 9.01
D1 -21.7% · +5d +4.8%
2026-09-08Earnings
Earnings report
D1 -5.2% · +5d -16.1%
2026-07-31CapitalBear
Insider Selling Coexists with 15% Weekly Rebound
CBO sold 51,440 shares for $1.4M on July 15; stock surged up to 17.3% this week amid software sector rebound
D1 -0.6% · +5d +6.5%

1 earlier events

2026-07-028-K filing
8-K: Item 5.03, Item 5.07, Item 9.01
D1 +3.8% · +5d +5.5%

$BRZE (Braze, Inc.) — investor discussion on X

Five-factor rating: Sell (sector percentile 21.1%)

Most active credible voices on $BRZE

Recent headlines featuring $BRZE

$BRZE (Braze, Inc.) — investor discussion on X

Five-factor rating: Sell (sector percentile 21.1%)

Most active credible voices on $BRZE

Recent headlines featuring $BRZE

Braze Signs Strategic Collaboration with AWS to Advance AI-Powered Customer Engagement

Braze Beats Q2 but Soft Q3 Guide Triggers Selloff; Analysts See Opportunity

8-K: Item 2.02, Item 9.01

Earnings report

Insider Selling Coexists with 15% Weekly Rebound

8-K: Item 5.03, Item 5.07, Item 9.01

Bull vs bear

Discussion

Braze Signs Strategic Collaboration with AWS to Advance AI-Powered Customer Engagement

Braze Beats Q2 but Soft Q3 Guide Triggers Selloff; Analysts See Opportunity

8-K: Item 2.02, Item 9.01

Earnings report

Insider Selling Coexists with 15% Weekly Rebound

8-K: Item 5.03, Item 5.07, Item 9.01