Braze Earns Bullish JPMorgan Nod On Retail Focus, Agentic AI Edge
1. JPMorgan maintains Overweight rating on BRZE with a $47 price target. 2. Braze reported Q4 revenue of $160.4 million, exceeding expectations. 3. Fiscal 2026 revenue forecast is $686-$691 million, above estimates. 4. Braze's new logo additions grew meaningfully for the first time in two years. 5. DBNRR shows positive trends, indicating strong revenue inflection potential.