There's a company called Braze that makes things to help other companies talk to their customers. They will tell everyone how well they did during the second part of this year on September 5th. Some people think they will do really well, but others are not so sure.

Braze is trying to help more and more companies use their talking tools, especially those that sell things directly to customers, like toys or snacks. They also want to help their clients understand their customers better by using special computer tools.

For now, it's better to wait and see how well Braze does on September 5th before deciding if we should buy or sell their shares. Read from source...

(i) lack of proper context of company's previous surprise history, (ii) possible selective reporting of industry competitors' performance, (iii) inadequate or non-transparent investment considerations, and (iv) overemphasis on the lack of earnings beat prediction. However, some points were well-researched, such as the expected revenue growth, subscription driver, and broadening customer base.

neutral
Summary: Braze, Inc. is set to report its Q2 2025 fiscal results on September 5. The Zacks Consensus Estimate projects a 25% year-over-year contraction in the company's bottom line, with revenues expected to grow 22.6% YoY. Although the stock has recovered from its correction phase, analysts suggest holding off on purchasing until post-earnings clarity is achieved.

1. Hold Braze (BRZE) ahead of Q2 earnings report. The company is expected to report a loss of 3 cents per share, a contraction of 25% from the previous year's reported quarter. However, the consensus estimate for revenues stands at $141.1 million, indicating a 22.6% year-over-year growth. There seems to be a lesser chance of beating earnings this quarter. The company has a positive surprise history in the past four quarters, but with no conclusive indicators for an earnings beat this time around. Subscription revenues are expected to drive the company's growth, with an estimate of $136 million, indicating a 23.6% YoY growth. Despite recent stock performance and mixed indicators ahead of the earnings report, the stock has shown resilience, and its year-over-year growth in revenues suggests potential upside. Given the uncertainty around an earnings beat this quarter and the stock's volatility, a hold strategy is advisable, and investors should monitor the upcoming report and broader market trends to better assess the stock's future trajectory.

Investment risks:

- The company is expected to report a loss in the upcoming earnings report.
- There seems to be a lesser chance of beating earnings this quarter.
- Mixed indicators ahead of the earnings report.
- Recent stock performance and volatility may pose risks.

### ZACKS:
Should You Buy, Sell or Hold Braze Ahead of Q2 Earnings Report?

Braze, Inc. (BRZE) is slated to report its second-quarter fiscal 2025 results on Sep. 5, after the bell. The Zacks Consensus Estimate for the bottom line in the to-be-reported quarter stands at a loss of 3 cents, indicating a 25% contraction from the year-ago reported quarter. The consensus estimate for revenues stands at $141.1 million, indicating 22.6% year-Over-Year growth. There has been no change in analyst estimates or revisions lately. Our proven model doesn't conclusively predict an earnings beat for BRZE this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that's not the case here. BRZE has an Earnings ESP of 0.00% and a Zacks Rank #3. Subscription Should be BRZE's Driver in Q2. The company has an impressive surprise history. The bottom line surpassed the Zacks Consensus Estimate in all the trailing four quarters, with a surprise of 50.7%, on average. Less chance of Q2 Earnings Beat. Wait for the Right Time to Buy.