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Investment overview
I wrote about Braze, Inc. (NASDAQ:BRZE) previously (September 2024) with a buy rating, as I saw the fallen share price as an attractive entry point and that any form of slowdown in operating performance should see
Braze: Remain Optimistic On The Growth Outlook
Summary
- I maintain a buy rating for BRZE, driven by strong 3Q25 performance, improved billings, and cRPO metrics, indicating robust growth potential.
- Key growth drivers include higher adoption of premium message channels, upcoming demand from legacy marketing cloud replacements, and Project Catalyst's future impact.
- Despite a decline in DBNRR, signs of stabilization and potential improvement from premium messaging and post-ZIRP cohorts support optimism.
I 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 charts analysis], and to some extend momentum investing [share price reaction post earnings etc.]. Over the years, I have used the positive aspects of each approach to hone my investing process. The reason to write on SeekingAlpha is to use this platform as a tracker for my investing ideas performance, and also to connect with like-minded investors that have the same investing interest.
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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