Braze recently announced that BrazeAI Decisioning Studio is now available on Google Cloud Marketplace, allowing customers to procure and deploy its reinforcement learning–driven personalization tools directly within their Google Cloud environments.
This move deepens Braze’s collaboration with Google Cloud and could make its AI decisioning layer more accessible to large enterprises already invested in BigQuery and other Google services.
We’ll now explore how embedding BrazeAI Decisioning Studio in Google Cloud Marketplace could influence Braze’s AI-led expansion and earnings narrative.
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To own Braze, you need to believe its AI-first customer engagement platform can convert product innovation into larger, stickier enterprise relationships while steadily narrowing losses. The Google Cloud Marketplace launch of BrazeAI Decisioning Studio looks directionally helpful for AI-led expansion, but does not materially change near term margin pressure from the OfferFit integration or broader dependency on complex, high-touch customer deployments.
Among recent announcements, the Forge 2025 rollout of the broader BrazeAI suite, including Decisioning Studio, feels most relevant because it frames this Marketplace move as part of a wider push to embed AI across the platform. Together, these AI launches are central to the core catalyst of larger deal sizes and potential earnings improvement over time, even as investors keep a close eye on the integration costs and execution risks that come with layering OfferFit into Braze’s stack.
Yet behind the AI excitement, investors should also be aware of the integration risk around OfferFit, especially if…
Read the full narrative on Braze (it’s free!)
Braze’s narrative projects $1.0 billion revenue and $133.0 million earnings by 2028.
Uncover how Braze’s forecasts yield a $45.11 fair value, a 54% upside to its current price.
Five fair value estimates from the Simply Wall St Community range from about US$25.74 to a highly optimistic US$33,504.83, underscoring how far apart individual views can be. Set against this wide spread, the central catalyst is whether Braze’s expanding AI stack, including BrazeAI Decisioning Studio on Google Cloud, can eventually translate into the kind of revenue scale that might ease ongoing margin pressure.
Explore 5 other fair value estimates on Braze – why the stock might be a potential multi-bagger!
