NEW YORK, May 21, 2026, 05:08 EDT
- BRZE was last quoted at $22.82, up $1.07, or about 4.9%, before the regular U.S. session.
- Braze reports fiscal first-quarter 2027 results after the close on May 27.
- The call will test reaffirmed guidance, an AI product push and a finance-chief handover.
Braze Inc shares rose about 5% in the latest available U.S. trading prints, putting the customer-engagement software company back on the tape before next week’s earnings and a planned CFO transition. BRZE was last quoted at $22.82, up $1.07 from the prior close.
The regular Nasdaq session had not yet opened at the dateline time. Nasdaq lists pre-market trading from 4:00 a.m. to 9:30 a.m. ET and the regular session from 9:30 a.m. to 4:00 p.m.; its 2026 holiday list shows the next U.S. market closure is Memorial Day on May 25.
Why now: Braze is due to report first-quarter fiscal 2027 results after U.S. markets close on Wednesday, May 27. Fiscal 2027 is the company’s accounting year ending Jan. 31, 2027. The company said on April 28 it had reaffirmed the first-quarter and full-year guidance it gave in March.
The call will also be the last results appearance for Chief Financial Officer Isabelle Winkles before she steps down from the role on May 29. Braze said Chief Accounting Officer Pankaj Malik would become interim CFO, while Nick Rockwell, formerly a senior technology executive at Fastly and The New York Times, will join as chief information officer on June 1. Chief Executive Bill Magnuson said he expected a “seamless transition,” while CTO Jon Hyman cited Rockwell’s “strong track record of delivering business value with technology.”
The stock move comes after Braze’s March report showed fourth-quarter revenue of $205.2 million, up 27.9% from a year earlier, and full-year revenue of $738.2 million, up 24.4%. The company ended January with 2,609 customers and dollar-based net retention of 109%, a measure of how much existing customers spend after expansions, cutbacks and churn are counted. Magnuson said Braze entered the year with “strong commercial momentum” and its “fastest pace of new product delivery.” Braze Investors
For fiscal 2027, Braze projected revenue of $884 million to $889 million and non-GAAP diluted earnings per share of 61 cents to 65 cents. Non-GAAP, or adjusted, figures exclude certain costs such as stock-based compensation. The board also authorized a $100 million share repurchase program, including a planned $50 million accelerated buyback; Winkles pointed to a “strong balance sheet and consistent cash generation.” Braze Investors
AI is the sales story Braze wants investors to hear. In April, the company said BrazeAI Operator and BrazeAI Agent Console were generally available, added Creative Studio integrations and expanded European hosting for BrazeAI Decisioning Studio on Google Cloud. Agentic AI means software that can plan and carry out tasks with less step-by-step human direction. Magnuson said AI has to be “more than a promise” and must “work, at scale, and be enterprise-ready.” Braze
The field is crowded. Klaviyo is pushing AI agent controls for customer interactions, Adobe last month launched CX Enterprise tools for AI-driven marketing, and Bank of America analysts led by Tal Liani recently described Salesforce as facing a “structural reset” as AI automation changes software spending. That is the competitive backdrop for Braze: it has to show that a focused engagement platform can win budget against both younger marketing tools and broader enterprise suites. Klaviyo
The broader tape helped. U.S. stocks rebounded Wednesday, with the S&P 500 up 1.1%, the Nasdaq Composite up 1.5% and the small-cap Russell 2000 up 2.6%, as Treasury yields and oil prices eased. That risk-on move gave software shares some room, though BRZE’s next real catalyst remains company-specific.
But the setup cuts both ways. If Braze only meets guidance, shows softer retention, or gives investors little comfort on the CFO handover, the stock could give back the move. The company’s own risk language points to competition, a history of operating losses, fast-changing technology, cybersecurity and data privacy issues, and reliance on cloud infrastructure as factors that could hit results or the share price.
The May 27 call now carries a fairly blunt test: whether Braze can turn AI product launches and enterprise demand into another year of roughly 20% revenue growth, while keeping adjusted profit intact. BRZE is trading like an earnings setup, not a quiet software name.
