Stocks / Software
BRZESoftware
Braze, Inc.
$25.311d +6.4%5d -21.2%settled close · 2026-09-14
Mkt cap $2.2B (3/25)β 0.9252w $15.79–36Shares 102.3M (A)Ind. Services-Prepackaged SoftwareNasdaq since 2021Emp. 1,699HQ New York, NYbraze.com
The tape, with the calls on it
Who said what, and what BRZE did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about BRZE
1 longlatest 2026-08-13
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-08-13 | Rob Luna | Bullish | Fox Making Money | Braze executes the same AI-driven customer engagement thesis as Zeta but is earlier in its adoption curve… |
Idea Scout tracks who’s
talking across television, podcasts, and interviews — every stance
dated to the appearance it came from.
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Earnings
Next report: 7 Dec 2026
Confirmed date · consensus EPS 0.14. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 8 Sep 2026 | after the close | 0.19 vs 0.16 | -10.6% |
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where BRZE’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 16 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
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| 2026-03-23 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
BRZE is in this morning’s Brief.
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