Shares of Braze, Inc. (NASDAQ: BRZE) surged 16.81% in trading on Friday following the release of the company's impressive fiscal second quarter 2026 results and significantly raised full-year guidance. The customer engagement platform provider demonstrated strong performance across key metrics, instilling confidence in investors about its growth trajectory and profitability prospects.
Braze reported Q2 revenue of $180.1 million, marking a 23.8% year-over-year increase and surpassing both the company's own guidance of $171.0-$172.0 million and the consensus analyst estimate of $171.6 million. The robust top-line growth was primarily driven by new customer acquisitions, upsells, and renewals, showcasing the growing demand for Braze's AI-powered customer engagement solutions.
Even more impressive was Braze's bottom-line performance. The company's non-GAAP earnings per share came in at $0.15, significantly beating analysts' expectations of $0.03 and showing substantial improvement from $0.09 in the same quarter last year. This strong profitability metrics, coupled with revenue outperformance, likely fueled investor enthusiasm.
Adding to the positive sentiment, Braze provided an upbeat outlook for both its fiscal third quarter and the full year. For Q3, the company expects revenue between $183.5 million and $184.5 million, exceeding the consensus estimate of $180.3 million. More notably, Braze raised its full-year revenue guidance to a range of $717 million to $720 million, up from its previous forecast of $702 million to $706 million. The company also significantly increased its full-year non-GAAP earnings per share guidance to $0.41 to $0.42, more than doubling its previous outlook of $0.15 to $0.18.
The market's enthusiastic response to Braze's results and guidance reflects growing confidence in the company's ability to capitalize on the increasing demand for sophisticated customer engagement technologies. As businesses continue to prioritize personalized and data-driven marketing strategies, Braze's strong performance suggests it is well-positioned to benefit from these industry trends and deliver sustained growth and improving profitability.