Braze (BRZE) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Adjusted EPS
- $0.19
- Estimate
- $0.16
- Surprise
- +22.2%
- Revenue (period 2026-07-31)
- $227.2M
- Score at report (before → after)
- 6.2 → 6.2/10
Revenue source: xbrl.
How the report landed
Braze (BRZE) beat the $0.16 estimate with adjusted EPS of $0.19 — a large 22.2% upside surprise. TrendMatrix's engine moved from Buy (Wait) (6.2/10) to Sell at 6.2/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates BRZE Sell at 6.2/10.
1 of the last 4 quarters beat the estimate; this quarter's +22.2% surprise compares with a -4.4% four-quarter average. Next scheduled report: 2026-12-08.
What supports the rating
- Positive news sentiment (+0.67)
- Attractive valuation
What argues against it
- Concentration risk — Product: single platform
- V7 low-quality RISK_OFF penalty: -0.5 (Q=4.5)
- Sector modifier (Technology): -0.8
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $26.34
- Price target
- $33.57
- Stop
- $24.50
- Upside to target
- +27.4%
- Reward-to-risk
- 1.8:1
Model outputs from TrendMatrix’s engine as of 2026-10-07 — shown for context, not personalized investment advice.
BRZE at TrendMatrix's latest read
Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.
- Industry
- Software - Application
- Market cap
- $2.99B
- P/E (fwd)
- 26.8
- 52-week range
- $15.26–$37.33
- Off 52-week high
- 29.4%
- RSI (14)
- 58
- Volume vs avg
- 0.67×
- Score today
- 6.2/10