Analysts Confident in Braze (BRZE)’s Competitive Position Amid AI-Driven Disruption in SaaS Market

Braze, Inc. (NASDAQ:BRZE) is included in our list of the 12 Best Beaten Down Technology Stocks to Buy According to Wall Street Analysts.

As of February 18, 2026, all covering analysts remain bullish on Braze, Inc. (NASDAQ:BRZE) and forecast a potential upside of 166.27%, with a consensus target of $45 per share.

Amid AI-driven disruption in SaaS, analysts emphasize Braze’s strong competitive position. Braze, Inc. (NASDAQ:BRZE) stands out as an ideal example of a company with an overlooked moat and a potential AI winner, according to Stifel, amid negative sentiment driven by AI-native entrants and recent model announcements.

According to Goldman Sachs, software companies have structural advantages such as distribution, domain expertise, data moats, and brand equity that could facilitate value creation through mergers and acquisitions, the purchase of leading private-market technologies, and cross-portfolio synergies. Both analysts emphasize that Braze, Inc. (NASDAQ:BRZE)’s robust platform and integrated CRM solutions offer long-term growth prospects, even in the face of AI-related uncertainty in the broader SaaS market.

In terms of analyst activity, Goldman Sachs revised its price target on Braze, Inc. (NASDAQ:BRZE) to $45 from $55 on January 28, 2026, and assigned a Buy rating. Meanwhile, Stifel lowered its price target to $40 from $45 on February 11, 2026, while keeping a Buy rating.

Braze, Inc. (NASDAQ:BRZE) provides a customer engagement platform that integrates messaging, segmentation, analytics, and user support tools for mobile applications. It also provides push notifications, email, in-app messages, and news feed services to global clients.

While we acknowledge the potential of BRZE to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BRZE and that has 100x upside potential, check out our report about this cheapest AI stock.

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