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

By Faheem Tahir | February 25, 2026, 7:05 PM
Braze, Inc. (NASDAQ:BRZE) is included in our list of the 12 Best Beaten Down Technology Stocks to Buy According to Wall Street Analysts.
Analysts Confident in Braze (BRZE)'s Competitive Position Amid AI-Driven Disruption in SaaS Market
Photo by Stephen Phillips - Hostreviews.co.uk on Unsplash 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 as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 14 Oversold Value Stocks to Invest in Right Now and Cathie Wood’s 10 Stock Picks with Huge Upside Potential. Disclosure: None.  Follow Insider Monkey on Google News.

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