Braze's 90.5% market-implied probability of beating quarterly estimates stems primarily from its recent track record of revenue outperformance and guidance raises, including a 30% year-over-year revenue increase to $211 million in the fiscal first quarter of 2027 that exceeded consensus by nearly 3%, alongside fourth consecutive quarters of organic growth acceleration driven by AI Decisioning tools. Non-GAAP operating margins expanded over 300 basis points, free cash flow reached record levels, and analysts have lifted price targets to the $38–$40 range ahead of the September 8 release, where consensus calls for roughly $0.16 EPS. This skin-in-the-game consensus embeds expectations for continued subscription momentum and customer expansions. However, realistic downside risks include an EPS shortfall similar to the prior quarter's miss, softer-than-expected margin expansion, or adverse macroeconomic impacts on customer spending that could shift outcomes despite the strong base case.
Экспериментальная сводка, созданная ИИ на основе данных Polymarket. Это не является торговой рекомендацией и не влияет на то, как разрешается этот рынок. · Обновлено91% вероятность
НОВОЕ
НОВОЕ
8 сент. 2026 г.
91% вероятность
НОВОЕ
НОВОЕ
8 сент. 2026 г.
As of market creation, Braze is estimated to release earnings on September 8, 2026. The Street consensus estimate for Braze’s non-GAAP EPS for the relevant quarter is $0.15 as of market creation. This market will resolve to "Yes" if Braze reports non-GAAP EPS greater than $0.15 for the relevant quarter in its next quarterly earnings release. Otherwise, it will resolve to "No." The resolution source will be the non-GAAP EPS listed in the company’s official earnings documents.
If Braze releases earnings without non-GAAP EPS, then the market will resolve according to the non-GAAP EPS figure reported by SeekingAlpha. If no such figure is published within 96h of market close (4:00:00pm ET) on the day earnings are announced, the market will resolve according to the GAAP EPS listed in the company’s official earnings documents; or, if not published there, according to the GAAP EPS provided by SeekingAlpha. If no GAAP EPS number is available from either source at that time, the market will resolve to “No.” (For the purposes of this market, GAAP EPS refers to diluted GAAP EPS, unless it is not published, in which case it refers to basic GAAP EPS.)
If the company does not release earnings within 45 calendar days of the estimated earnings date, this market will resolve to “No.”
Note: Subsequent restatements, corrections, or revisions made to the initially announced non-GAAP EPS figure will not qualify for resolution, except in the case of obvious and immediate mistakes (e.g., fat finger errors, as with Lyft's (LYFT) earnings release in February 2024).
Note: The strike prices used in these markets are derived from SeekingAlpha estimates, and reflect the consensus of sell-side analyst estimates for non-GAAP EPS.
Note: All figures will be rounded to the nearest cent using standard rounding.
Note: For the purposes of this market, IFRS EPS will be treated as GAAP EPS.
Note: If multiple versions of non-GAAP EPS are published, the market will resolve according to the primary headline non-GAAP EPS number, which is typically presented on a diluted basis. If diluted is not published, then basic non-GAAP EPS will qualify.
Note: All figures are expressed in USD, unless otherwise indicated.
Note: For primarily internationally listed companies, this market refers specifically to the shares traded in the United States on U.S. stock exchanges such as the NYSE or Nasdaq. In cases where the company trades in the U.S. through an American Depositary Receipt (ADR) or American Depositary Share (ADS), this market will refer to the ADR/ADS.
Braze's 90.5% market-implied probability of beating quarterly estimates stems primarily from its recent track record of revenue outperformance and guidance raises, including a 30% year-over-year revenue increase to $211 million in the fiscal first quarter of 2027 that exceeded consensus by nearly 3%, alongside fourth consecutive quarters of organic growth acceleration driven by AI Decisioning tools. Non-GAAP operating margins expanded over 300 basis points, free cash flow reached record levels, and analysts have lifted price targets to the $38–$40 range ahead of the September 8 release, where consensus calls for roughly $0.16 EPS. This skin-in-the-game consensus embeds expectations for continued subscription momentum and customer expansions. However, realistic downside risks include an EPS shortfall similar to the prior quarter's miss, softer-than-expected margin expansion, or adverse macroeconomic impacts on customer spending that could shift outcomes despite the strong base case.
As of market creation, Braze is estimated to release earnings on September 8, 2026. The Street consensus estimate for Braze’s non-GAAP EPS for the relevant quarter is $0.15 as of market creation. This market will resolve to "Yes" if Braze reports non-GAAP EPS greater than $0.15 for the relevant quarter in its next quarterly earnings release. Otherwise, it will resolve to "No." The resolution source will be the non-GAAP EPS listed in the company’s official earnings documents.
If Braze releases earnings without non-GAAP EPS, then the market will resolve according to the non-GAAP EPS figure reported by SeekingAlpha. If no such figure is published within 96h of market close (4:00:00pm ET) on the day earnings are announced, the market will resolve according to the GAAP EPS listed in the company’s official earnings documents; or, if not published there, according to the GAAP EPS provided by SeekingAlpha. If no GAAP EPS number is available from either source at that time, the market will resolve to “No.” (For the purposes of this market, GAAP EPS refers to diluted GAAP EPS, unless it is not published, in which case it refers to basic GAAP EPS.)
If the company does not release earnings within 45 calendar days of the estimated earnings date, this market will resolve to “No.”
Note: Subsequent restatements, corrections, or revisions made to the initially announced non-GAAP EPS figure will not qualify for resolution, except in the case of obvious and immediate mistakes (e.g., fat finger errors, as with Lyft's (LYFT) earnings release in February 2024).
Note: The strike prices used in these markets are derived from SeekingAlpha estimates, and reflect the consensus of sell-side analyst estimates for non-GAAP EPS.
Note: All figures will be rounded to the nearest cent using standard rounding.
Note: For the purposes of this market, IFRS EPS will be treated as GAAP EPS.
Note: If multiple versions of non-GAAP EPS are published, the market will resolve according to the primary headline non-GAAP EPS number, which is typically presented on a diluted basis. If diluted is not published, then basic non-GAAP EPS will qualify.
Note: All figures are expressed in USD, unless otherwise indicated.
Note: For primarily internationally listed companies, this market refers specifically to the shares traded in the United States on U.S. stock exchanges such as the NYSE or Nasdaq. In cases where the company trades in the U.S. through an American Depositary Receipt (ADR) or American Depositary Share (ADS), this market will refer to the ADR/ADS.
If Braze releases earnings without non-GAAP EPS, then the market will resolve according to the non-GAAP EPS figure reported by SeekingAlpha. If no such figure is published within 96h of market close (4:00:00pm ET) on the day earnings are announced, the market will resolve according to the GAAP EPS listed in the company’s official earnings documents; or, if not published there, according to the GAAP EPS provided by SeekingAlpha. If no GAAP EPS number is available from either source at that time, the market will resolve to “No.” (For the purposes of this market, GAAP EPS refers to diluted GAAP EPS, unless it is not published, in which case it refers to basic GAAP EPS.)
If the company does not release earnings within 45 calendar days of the estimated earnings date, this market will resolve to “No.”
Note: Subsequent restatements, corrections, or revisions made to the initially announced non-GAAP EPS figure will not qualify for resolution, except in the case of obvious and immediate mistakes (e.g., fat finger errors, as with Lyft's (LYFT) earnings release in February 2024).
Note: The strike prices used in these markets are derived from SeekingAlpha estimates, and reflect the consensus of sell-side analyst estimates for non-GAAP EPS.
Note: All figures will be rounded to the nearest cent using standard rounding.
Note: For the purposes of this market, IFRS EPS will be treated as GAAP EPS.
Note: If multiple versions of non-GAAP EPS are published, the market will resolve according to the primary headline non-GAAP EPS number, which is typically presented on a diluted basis. If diluted is not published, then basic non-GAAP EPS will qualify.
Note: All figures are expressed in USD, unless otherwise indicated.
Note: For primarily internationally listed companies, this market refers specifically to the shares traded in the United States on U.S. stock exchanges such as the NYSE or Nasdaq. In cases where the company trades in the U.S. through an American Depositary Receipt (ADR) or American Depositary Share (ADS), this market will refer to the ADR/ADS.
Открытие рынка: Aug 26, 2026, 4:14 PM ET
Объем
$394Дата окончания
8 сент. 2026 г.Открытие рынка
Aug 26, 2026, 4:14 PM ETИсточник определения исхода
https://seekingalpha.com/Кто определяет исход
0x65070BE91...As of market creation, Braze is estimated to release earnings on September 8, 2026. The Street consensus estimate for Braze’s non-GAAP EPS for the relevant quarter is $0.15 as of market creation. This market will resolve to "Yes" if Braze reports non-GAAP EPS greater than $0.15 for the relevant quarter in its next quarterly earnings release. Otherwise, it will resolve to "No." The resolution source will be the non-GAAP EPS listed in the company’s official earnings documents.
If Braze releases earnings without non-GAAP EPS, then the market will resolve according to the non-GAAP EPS figure reported by SeekingAlpha. If no such figure is published within 96h of market close (4:00:00pm ET) on the day earnings are announced, the market will resolve according to the GAAP EPS listed in the company’s official earnings documents; or, if not published there, according to the GAAP EPS provided by SeekingAlpha. If no GAAP EPS number is available from either source at that time, the market will resolve to “No.” (For the purposes of this market, GAAP EPS refers to diluted GAAP EPS, unless it is not published, in which case it refers to basic GAAP EPS.)
If the company does not release earnings within 45 calendar days of the estimated earnings date, this market will resolve to “No.”
Note: Subsequent restatements, corrections, or revisions made to the initially announced non-GAAP EPS figure will not qualify for resolution, except in the case of obvious and immediate mistakes (e.g., fat finger errors, as with Lyft's (LYFT) earnings release in February 2024).
Note: The strike prices used in these markets are derived from SeekingAlpha estimates, and reflect the consensus of sell-side analyst estimates for non-GAAP EPS.
Note: All figures will be rounded to the nearest cent using standard rounding.
Note: For the purposes of this market, IFRS EPS will be treated as GAAP EPS.
Note: If multiple versions of non-GAAP EPS are published, the market will resolve according to the primary headline non-GAAP EPS number, which is typically presented on a diluted basis. If diluted is not published, then basic non-GAAP EPS will qualify.
Note: All figures are expressed in USD, unless otherwise indicated.
Note: For primarily internationally listed companies, this market refers specifically to the shares traded in the United States on U.S. stock exchanges such as the NYSE or Nasdaq. In cases where the company trades in the U.S. through an American Depositary Receipt (ADR) or American Depositary Share (ADS), this market will refer to the ADR/ADS.
Braze's 90.5% market-implied probability of beating quarterly estimates stems primarily from its recent track record of revenue outperformance and guidance raises, including a 30% year-over-year revenue increase to $211 million in the fiscal first quarter of 2027 that exceeded consensus by nearly 3%, alongside fourth consecutive quarters of organic growth acceleration driven by AI Decisioning tools. Non-GAAP operating margins expanded over 300 basis points, free cash flow reached record levels, and analysts have lifted price targets to the $38–$40 range ahead of the September 8 release, where consensus calls for roughly $0.16 EPS. This skin-in-the-game consensus embeds expectations for continued subscription momentum and customer expansions. However, realistic downside risks include an EPS shortfall similar to the prior quarter's miss, softer-than-expected margin expansion, or adverse macroeconomic impacts on customer spending that could shift outcomes despite the strong base case.
As of market creation, Braze is estimated to release earnings on September 8, 2026. The Street consensus estimate for Braze’s non-GAAP EPS for the relevant quarter is $0.15 as of market creation. This market will resolve to "Yes" if Braze reports non-GAAP EPS greater than $0.15 for the relevant quarter in its next quarterly earnings release. Otherwise, it will resolve to "No." The resolution source will be the non-GAAP EPS listed in the company’s official earnings documents.
If Braze releases earnings without non-GAAP EPS, then the market will resolve according to the non-GAAP EPS figure reported by SeekingAlpha. If no such figure is published within 96h of market close (4:00:00pm ET) on the day earnings are announced, the market will resolve according to the GAAP EPS listed in the company’s official earnings documents; or, if not published there, according to the GAAP EPS provided by SeekingAlpha. If no GAAP EPS number is available from either source at that time, the market will resolve to “No.” (For the purposes of this market, GAAP EPS refers to diluted GAAP EPS, unless it is not published, in which case it refers to basic GAAP EPS.)
If the company does not release earnings within 45 calendar days of the estimated earnings date, this market will resolve to “No.”
Note: Subsequent restatements, corrections, or revisions made to the initially announced non-GAAP EPS figure will not qualify for resolution, except in the case of obvious and immediate mistakes (e.g., fat finger errors, as with Lyft's (LYFT) earnings release in February 2024).
Note: The strike prices used in these markets are derived from SeekingAlpha estimates, and reflect the consensus of sell-side analyst estimates for non-GAAP EPS.
Note: All figures will be rounded to the nearest cent using standard rounding.
Note: For the purposes of this market, IFRS EPS will be treated as GAAP EPS.
Note: If multiple versions of non-GAAP EPS are published, the market will resolve according to the primary headline non-GAAP EPS number, which is typically presented on a diluted basis. If diluted is not published, then basic non-GAAP EPS will qualify.
Note: All figures are expressed in USD, unless otherwise indicated.
Note: For primarily internationally listed companies, this market refers specifically to the shares traded in the United States on U.S. stock exchanges such as the NYSE or Nasdaq. In cases where the company trades in the U.S. through an American Depositary Receipt (ADR) or American Depositary Share (ADS), this market will refer to the ADR/ADS.
If Braze releases earnings without non-GAAP EPS, then the market will resolve according to the non-GAAP EPS figure reported by SeekingAlpha. If no such figure is published within 96h of market close (4:00:00pm ET) on the day earnings are announced, the market will resolve according to the GAAP EPS listed in the company’s official earnings documents; or, if not published there, according to the GAAP EPS provided by SeekingAlpha. If no GAAP EPS number is available from either source at that time, the market will resolve to “No.” (For the purposes of this market, GAAP EPS refers to diluted GAAP EPS, unless it is not published, in which case it refers to basic GAAP EPS.)
If the company does not release earnings within 45 calendar days of the estimated earnings date, this market will resolve to “No.”
Note: Subsequent restatements, corrections, or revisions made to the initially announced non-GAAP EPS figure will not qualify for resolution, except in the case of obvious and immediate mistakes (e.g., fat finger errors, as with Lyft's (LYFT) earnings release in February 2024).
Note: The strike prices used in these markets are derived from SeekingAlpha estimates, and reflect the consensus of sell-side analyst estimates for non-GAAP EPS.
Note: All figures will be rounded to the nearest cent using standard rounding.
Note: For the purposes of this market, IFRS EPS will be treated as GAAP EPS.
Note: If multiple versions of non-GAAP EPS are published, the market will resolve according to the primary headline non-GAAP EPS number, which is typically presented on a diluted basis. If diluted is not published, then basic non-GAAP EPS will qualify.
Note: All figures are expressed in USD, unless otherwise indicated.
Note: For primarily internationally listed companies, this market refers specifically to the shares traded in the United States on U.S. stock exchanges such as the NYSE or Nasdaq. In cases where the company trades in the U.S. through an American Depositary Receipt (ADR) or American Depositary Share (ADS), this market will refer to the ADR/ADS.
Объем
$394Дата окончания
8 сент. 2026 г.Открытие рынка
Aug 26, 2026, 4:14 PM ETИсточник определения исхода
https://seekingalpha.com/Кто определяет исход
0x65070BE91...Braze's 90.5% market-implied probability of beating quarterly estimates stems primarily from its recent track record of revenue outperformance and guidance raises, including a 30% year-over-year revenue increase to $211 million in the fiscal first quarter of 2027 that exceeded consensus by nearly 3%, alongside fourth consecutive quarters of organic growth acceleration driven by AI Decisioning tools. Non-GAAP operating margins expanded over 300 basis points, free cash flow reached record levels, and analysts have lifted price targets to the $38–$40 range ahead of the September 8 release, where consensus calls for roughly $0.16 EPS. This skin-in-the-game consensus embeds expectations for continued subscription momentum and customer expansions. However, realistic downside risks include an EPS shortfall similar to the prior quarter's miss, softer-than-expected margin expansion, or adverse macroeconomic impacts on customer spending that could shift outcomes despite the strong base case.
Экспериментальная сводка, созданная ИИ на основе данных Polymarket. Это не является торговой рекомендацией и не влияет на то, как разрешается этот рынок. · Обновлено
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Не доверяй внешним ссылкам.
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