What are the implications of any disclosed M&A activity or partnership discussions at these events?

Implications of the disclosed information – The release only confirms that Braze (BRZE) will appear at the Citi Global TMT Conference (Sept 5) and the Piper Sandler Growth Frontiers event; it does not mention any merger‑acquisition (M&A) deals or partnership talks. Consequently, there is no immediate catalyst from a deal‑driven perspective, and the market is unlikely to price in M&A‑related upside or downside ahead of the presentations.

Trading take‑aways – In the absence of concrete M&A or partnership news, investors should focus on the “information‑driven” nature of these conferences. Management’s commentary on growth strategy, new product roll‑outs, or cross‑sell opportunities can still move the stock. Technically, BRZE is hovering just above its 20‑day EMA (~$23.10) with the 50‑day EMA at $22.60, and the price is holding near a short‑term resistance around $24.00. A bullish breakout (e.g., a close above $24 with volume) after the conference could signal confidence in the forward outlook and justify a long entry targeting the next resistance near $28–$30. Conversely, a miss‑the‑guidance or weak Q‑2 outlook would likely push the stock back toward the 20‑day EMA and test the $21.50 support, offering a short‑term sell‑on‑rally or stop‑loss opportunity.

Actionable strategy – Until any M&A or partnership details surface, treat the conferences as an earnings‑type event. Consider positioning a modest “event‑play” trade: buy on a decisive upward close above $24 (or a breakout of the prior high on volume) with a stop just below $22.80, and target the $28–$30 range. If the guidance is muted or the stock falters below $22.50, flip to a short or protective put spread to capitalize on the downside risk. Keep an eye on post‑conference transcripts for any hint of strategic alliances, as even exploratory partnership discussions could act as a secondary catalyst and merit a rapid position adjustment.