NEW YORK, May 21, 2026, 05:08 EDT
- BRZE changed hands at $22.82, up $1.07, or nearly 4.9%, ahead of the regular U.S. session.
- Braze will release fiscal Q1 2027 results after markets close on May 27.
- The call is set to test reaffirmed guidance, a new AI product push, and the CFO handover.
Braze Inc shares gained roughly 5% in recent U.S. trading, with the customer-engagement software stock showing up ahead of its earnings next week and a coming CFO change. BRZE last traded at $22.82, up $1.07 from the last close.
Nasdaq trading was still in pre-market hours at the time. Pre-market runs 4:00 a.m. to 9:30 a.m. ET, while regular trading goes from 9:30 a.m. to 4:00 p.m. The exchange’s 2026 calendar puts the next U.S. market holiday on Memorial Day, May 25.
Braze is set to release Q1 fiscal 2027 results after the U.S. close on Wednesday, May 27. The fiscal year runs through Jan. 31, 2027. Back on April 28, the company said it was keeping both its Q1 and full-year forecasts in place from its March outlook.
This will be CFO Isabelle Winkles’ last results call before she leaves on May 29. Braze said Chief Accounting Officer Pankaj Malik is taking over as interim CFO. Former Fastly and New York Times exec Nick Rockwell comes in as chief information officer June 1. CEO Bill Magnuson called the transition “seamless.” CTO Jon Hyman said Rockwell has a “strong track record of delivering business value with technology.”
Braze shares moved after the company’s March report showed fourth-quarter revenue had climbed 27.9% to $205.2 million. Full-year revenue rose 24.4% to $738.2 million. The company finished January with 2,609 customers and a dollar-based net retention rate of 109%. That figure tracks spending from existing customers after factoring in expansions, cuts and churn. CEO Magnuson said Braze entered the year with “strong commercial momentum” and its “fastest pace of new product delivery.” Braze Investors
Braze is looking for fiscal 2027 revenue between $884 million and $889 million, with non-GAAP diluted EPS in a 61 to 65 cent range. These adjusted numbers leave out items like stock-based pay. The board okayed a $100 million buyback, half coming through an accelerated $50 million program. CEO Winkles said it’s about a “strong balance sheet and consistent cash generation.” Braze Investors
Braze is leaning on AI as its main sales pitch to investors. The company rolled out BrazeAI Operator and BrazeAI Agent Console for general use in April, announced Creative Studio integrations, and expanded European hosting for BrazeAI Decisioning Studio on Google Cloud. Agentic AI, the company says, lets its software take on work with less hands-on direction. “It has to be more than a promise,” Magnuson said. “It has to work, at scale, and be enterprise-ready.” Braze
The space has a lot of players. Klaviyo is rolling out AI agent controls for customer touchpoints, while Adobe put out its AI-driven CX Enterprise marketing tools last month. Bank of America’s Tal Liani and team said Salesforce is going through a “structural reset” as AI automation pulls on software spend. That is the setting for Braze. The company needs to prove that a targeted engagement platform can grab budget away from both new marketing tools and the large enterprise suites. Klaviyo
Stock indexes bounced Wednesday, with the S&P 500 rising 1.1%, the Nasdaq adding 1.5%, and the Russell 2000 jumping 2.6% as Treasury yields and oil slipped. The risk rally gave software names some help. BRZE’s next major move still depends on its own news.
The setup isn’t all upside for Braze. If results just hit guidance, retention looks weak, or the CFO transition fails to reassure, shares could reverse. Braze’s risk disclosures also flag competition, past operating losses, tech shifts, cyber and privacy threats, and a dependence on cloud providers as things that might hurt earnings or the stock.
Braze heads into the May 27 call with the market looking for answers on whether AI launches and stronger enterprise demand can push revenue growth near 20% again this year, and do it without cutting adjusted profit. BRZE is showing as an earnings trade, not trading quietly like some other software stocks.
