Growth stocks that trade under $50 per share usually have medium-sized underlying businesses. These tend to be up-and-coming companies that are looking to land contracts and accelerate their growth. Their market caps are often below $10 billion, and they have high top-line growth. Such are the companies I’ve highlighted below. Now, companies with such characteristics have not done so well in the current market. That goes double for those that are not delivering solid profits. I believe that’s exactly why yo ...

andresr Investment overview I give a buy rating for Braze, Inc. (NASDAQ:BRZE) as the business has several secular tailwinds that should enable it to grow for a very long time, beating consensus expectations. The current uncertain macro environment appears to have no major impact on BRZE growth, which is a very positive sign of strong demand. Business description BRZE is in the business of providing customer engagement solutions, enabling brands to drive multi-channel, highly personalized, real-time engageme ...

Braze NASDAQ: BRZE stock has been in correction for several quarters but has proven resilient. Now, the bottom is in, and the rebound has begun. Among the factors driving this market is sentiment. Analysts issued a string of downward price target revisions ahead of the report and put the stock on MarketBeat’s list of Most Downgraded companies, driving it into deep-value territory. The Q1 earnings report catalyzed a rebound. Braze Today BRZE Braze $38.25 +1.47 (+4.00%) 52-Week Range $33.59 ▼ $61.53 Price Tar ...

财务数据和关键指标变化 - 第一季度收入为1.355亿美元,同比增长33% [12] - 剔除4月服务中断的750万美元影响,收入约为1.363亿美元 [12] - 非GAAP毛利率为67.9%,同比下降0.9个百分点 [46] - 非GAAP销售和营销费用占收入比44%,同比下降4个百分点 [48] - 非GAAP管理费用占收入比14%,同比下降3个百分点 [50] - 非GAAP研发费用占收入比17%,同比下降2个百分点 [51] - 非GAAP经营亏损为1000万美元,亏损率为7.4%,同比改善8.3个百分点 [52] 各条业务线数据和关键指标变化 - 订阅收入占总收入的96%,其余4%为专业服务和一次性配置费 [41] - 大客户(年收入超50万美元)数量同比增长29%至212家,占总ARR的60% [42] - 整体客户数量同比增长13%至2102家 [42] - 整体客户和大客户的净收益率分别为117%和119% [43] 各个市场数据和关键指标变化 - 海外收入占比44%,与去年同期和上一季度持平 [43] - 总剩余履约义务同比增长38%至6.57亿美元,其中1年内确认的为4.2亿美元 [44][45] 公司战略和发展方向及行业竞争 - 公司继续投资支持收入增长和长期机会,同时专注提高效率和实现盈利目标 [13] - 公司正在全球范围内扩张团队和办公室,包括巴西、罗马尼亚、迪拜和首尔等 [30] - 公司计划在印尼新建数据中心,这是其在亚太地区的第一个数据中心 [30] - 公司正在进行本地化投资,推出多语言功能和仪表盘 [32][33] - 公司认为品牌集中化和遗留系统替换趋势将为其带来市场份额增长机会 [16][17] 管理层对经营环境和未来前景的评论 - 宏观环境仍然不确定,买家行为谨慎,决策周期较长,资源审查更加严格 [18][19] - 但公司相信客户关系和首次方数据的价值将持续提升,这是公司的核心优势 [20] - 公司将继续投资研发,提升产品创新和竞争力,加快企业整合和替换周期 [21] 其他重要信息 - 公司已承诺设定短期科学碳排放目标,以支持1.5度升温目标 [35][36] - 公司董事会新增Yvonne Wassenaar,她将为公司战略和未来增长做出贡献 [34] 问答环节重要的提问和回答 问题1 **Derrick Wood 提问** 询问公司与Snowflake的技术和渠道合作情况,以及Sage AI在数据流中的应用 [63][64][65][66][67] **Bill Magnuson 回答** 详细介绍了Braze与Snowflake在数据共享、数据同步和AI推荐等方面的深度合作,以及如何为客户创造价值 [64][65][66][67] 问题2 **D.J. Hynes 提问** 询问4月服务中断事件对客户的影响和反馈 [74][75][76][77][78][79] **Bill Magnuson 回答** 解释了事件的原因、公司的应对措施,以及从中吸取的教训,认为这有助于增强公司的抗风险能力 [75][76][77][78][79] 问题3 **Brent Bracelin 提问** 询问Q1业绩强劲的原因,是否与其他企业软件公司有所不同 [140][141][142][143][144][145][146][147] **Bill Magnuson 回答** 分析了公司在执行力、全球化和多元化等方面的优势,以及宏观环境的不确定性对各细分市场的影响 [141][142][143][144][145][146][147]

Braze, Inc. (BRZE) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of a loss of $0.10. This compares to loss of $0.13 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 50%. A quarter ago, it was expected that this company would post a loss of $0.05 per share when it actually produced a loss of $0.04, delivering a surprise of 20%. Over the last four quarters, the company has surpassed consen ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________________________________ FORM 10-Q ______________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission ...

BRAZE REPORTS FISCAL FIRST QUARTER 2025 RESULTS NEW YORK -- (BUSINESSWIRE) -- June 6, 2024 -- Braze (Nasdaq: BRZE) the leading customer engagement platform that empowers brands to Be Absolutely EngagingTM, today announced results for its fiscal quarter ended April 30, 2024. “We are off to a solid start in fiscal 2025, delivering strong results in an uneven macro, driven by returns from our long-term investments and consistent execution,” said Bill Magnuson, cofounder and CEO of Braze. “Our focus remains on ...

The Nasdaq declined over 2% on Tuesday, and if the momentum keeps going, we could see the tech index below 15,000 points. This turbulence makes investors wonder if the bear has awaked from its slumber, but there still are hypergrowth stocks to buy out there. Generally speaking, this is not good news for hypergrowth stocks to buy or startup firms. However, there can be certain outliers in every market. As the old Wall Street adage goes, bull markets breed complacency, but bear markets breed opportunity. That ...

Braze co-founder and CEO Bill Magnuson helps us understand customer engagement. Bill Magnuson is the chairman, CEO, and co-founder of Braze, a customer engagement platform that works with some of business's biggest names. In this podcast, Motley Fool analyst Tim Beyers caught up with Magnuson for a conversation about: Braze's origin story. The power of personalized marketing. The company's latest results, and its plans to create even more value in the future. To catch full episodes of all The Motley Fool's ...

Key Points Shares of Braze have been under pressure since February, with last week’s report driving further selling. However, it’s starting to look like the stock is extremely oversold and could soon be due for a bounce. Simultaneously, several heavyweight analysts have reiterated their Buy ratings, so the argument for this being an entry opportunity is compelling. 5 stocks we like better than Braze The 17% drop from February’s peak, through the middle of last week might well have been a fair warning to inv ...