Braze Setup Looks Appealing Despite Concerns About Consumer -- Market Talk

Dow Jones

Mar 28, 2025

0812 ET - Braze's latest results didn't appear to show evidence of deterioration despite concerns over the health of the consumer, nor did it flag a material change in the demand environment, say UBS' Taylor McGinnis and Jeff Hickey in a research note. The customer-engagement platform logged higher revenue in F4Q, while its guidance for FY26 met expectations, the analysts say. They think that while Braze isn't commenting on the timing of a bottom, it could happen as early as 1Q. "We continue to like the set-up for Braze given company-specific tailwinds related to improving execution, lapping of tough Covid renewals and the incumbent placement opportunity," say the analysts. Braze jumps 12% premarket. (denny.jacob@wsj.com; @pennedbyden)

(END) Dow Jones Newswires

March 28, 2025 08:12 ET (12:12 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2522575526"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2522575526\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2522575526?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-03-28 20:12","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2522575526","market":"sg","top_or_hot":-1,"title":"Braze Setup Looks Appealing Despite Concerns About Consumer -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0812 ET - Braze's latest results didn't appear to show evidence of deterioration despite concerns over the health of the consumer, nor did it flag a material change in the demand environment, say UBS' Taylor McGinnis and Jeff Hickey in a research note. The customer-engagement platform logged higher revenue in F4Q, while its guidance for FY26 met expectations, the analysts say. They think that while Braze isn't commenting on the timing of a bottom, it could happen as early as 1Q. \"We continue to like the set-up for Braze given company-specific tailwinds related to improving execution, lapping of tough Covid renewals and the incumbent placement opportunity,\" say the analysts. Braze jumps 12% premarket. (denny.jacob@wsj.com; @pennedbyden) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 28, 2025 08:12 ET (12:12 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Braze Setup Looks Appealing Despite Concerns About Consumer -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBraze Setup Looks Appealing Despite Concerns About Consumer -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-03-28 20:12</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0812 ET - Braze's latest results didn't appear to show evidence of deterioration despite concerns over the health of the consumer, nor did it flag a material change in the demand environment, say UBS' Taylor McGinnis and Jeff Hickey in a research note. The customer-engagement platform logged higher revenue in F4Q, while its guidance for FY26 met expectations, the analysts say. They think that while Braze isn't commenting on the timing of a bottom, it could happen as early as 1Q. \"We continue to like the set-up for Braze given company-specific tailwinds related to improving execution, lapping of tough Covid renewals and the incumbent placement opportunity,\" say the analysts. Braze jumps 12% premarket. (denny.jacob@wsj.com; @pennedbyden) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 28, 2025 08:12 ET (12:12 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2522575526","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2522575526","pubTimestamp":1743163920,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0812 ET - Braze's latest results didn't appear to show evidence of deterioration despite concerns over the health of the consumer, nor did it flag a material change in the demand environment, say UBS' Taylor McGinnis and Jeff Hickey in a research note. The customer-engagement platform logged higher revenue in F4Q, while its guidance for FY26 met expectations, the analysts say. They think that while Braze isn't commenting on the timing of a bottom, it could happen as early as 1Q. \"We continue to like the set-up for Braze given company-specific tailwinds related to improving execution, lapping of tough Covid renewals and the incumbent placement opportunity,\" say the analysts. Braze jumps 12% premarket. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4588":"碎股","BK4023":"应用软件","BK4613":"AI应用软件","BK4585":"ETF&股票定投概念","BRZE":"Braze, Inc."},"translate_title":"尽管对消费者感到担忧，但钎焊设置看起来很有吸引力——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BRZE":1},"content_text":"0812 ET - Braze's latest results didn't appear to show evidence of deterioration despite concerns over the health of the consumer, nor did it flag a material change in the demand environment, say UBS' Taylor McGinnis and Jeff Hickey in a research note. The customer-engagement platform logged higher revenue in F4Q, while its guidance for FY26 met expectations, the analysts say. They think that while Braze isn't commenting on the timing of a bottom, it could happen as early as 1Q. \"We continue to like the set-up for Braze given company-specific tailwinds related to improving execution, lapping of tough Covid renewals and the incumbent placement opportunity,\" say the analysts. Braze jumps 12% premarket. (denny.jacob@wsj.com; @pennedbyden) \n\n\n  (END) Dow Jones Newswires\n\n\n  March 28, 2025 08:12 ET (12:12 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}