Braze Inc. (BRZE)

The topic is relevant in today’s macro backdrop, where investors are grappling with several challenges in 2026, including persistent inflation, volatile monetary policy, and the impact of ongoing advances...

As per the firm, the recent announcements coming from AI model providers as well as AI-native companies resulted in negative sentiments for the company.

The firm’s 2024 report noted that cloud was one of the 18 future arenas of competition, which has the potential to bring in $29 trillion - $48 trillion in revenues by 2040.

On February 3, Piper Sandler lowered its price target on Braze, Inc. (NASDAQ:BRZE) to $30 from $50 while maintaining an Overweight rating following a transfer of coverage.

In a broad sweep, Piper downgraded three names and cut price targets across the platforms and apps group, because “seat-compression and vibe coding narratives could set a ceiling on multiples,” according...

Speaking to CNBC on January 13, Ari Wald, Head of Technical Analysis at Oppenheimer, said U.S.

Investing in cloud computing stocks offers exposure to one of the most important and fastest-growing pillars of the modern digital economy.

The AI spending spree is likely to continue in 2026 as companies continue to build infrastructure to power future AI applications.

On December 17, BTIG assumed coverage of Braze, Inc. (NASDAQ:BRZE) stock with a Buy rating and $45 price target.