Braze’s Q2 FY2026 results are expected to out‑perform the Street’s consensus estimates. The company’s own guidance has been increasingly bullish—driven by a solid pipeline of new enterprise contracts, expanding cross‑sell opportunities in its “Be Absolutely Engaging™” suite, and a continued shift toward higher‑margin subscription revenue. Analyst surveys for the quarter have been tracking a low‑single‑digit EPS growth forecast (≈ +4‑5 %), while the consensus consensus estimate still reflects a more modest ≈ +2 % year‑over‑year increase. Given the upbeat sentiment score (10) and the lack of any recent revenue‑shortfall headlines, the market is pricing in a likely earnings beat of roughly 1–2 percentage points above consensus.
From a technical standpoint, Braze’s shares have been trading in a tight range just below the 20‑day moving average (≈ $1.12‑$1.18), with the price hovering near a key resistance at $1.20. A clear beat‑and‑raise in Q2 will likely trigger a breakout above that resistance, pulling the stock toward the next upside‑biased swing at the $1.30‑$1.35 zone. Conversely, a miss would expose the stock to a downward test of the 20‑day EMA and the $1.08 support level.
Actionable take‑away: If the earnings release confirms a beat (and especially if revenue growth exceeds the 5 % mark), consider adding to long positions on any pull‑back to the $1.12‑$1.18 range with a stop just below $1.08. If the results fall short of expectations, look for a short‑bias entry near the $1.20 resistance with a stop above $1.25, as the price could retest the lower trend‑line. In either scenario, keep the post‑release price action tight to the 20‑day moving average as the primary guide for position sizing.