Salesforce vs. Braze: Which Technology Stock Is a Better Buy in 2026?

The article compares Salesforce and Braze as investment options for 2026. Salesforce offers established market dominance with $41.5B in revenue, 18% net margins, and strong free cash flow of $14.4B, making it suitable for conservative investors. Braze presents a higher-growth alternative with 24.4% revenue growth but remains unprofitable with a -17.8% net margin, appealing to aggressive investors willing to accept volatility. Salesforce trades at a more attractive Forward P/E of 14.3x versus Braze's 37.9x, though Braze has a lower P/S ratio of 3.7x.

06/03/2026, 3:26 PM • The Motley Fool

Braze Blazes Ahead on Q1 2027 Earnings Beat, Raised Guidance

Braze Incorporated reported strong Q1 2027 earnings with $211 million in revenue (30% YOY growth), beating expectations by 280 basis points. The company raised guidance and demonstrated strength in customer growth (16% YOY), net retention rate (110% YOY), and operating cash flow ($28.1 million). Management executed a $50 million share repurchase, with analysts projecting nearly 30% upside potential.

06/01/2026, 6:33 PM • Investing

What This Fund's $24 Million monday.com Sale Could Signal After a 73% Stock Drop

ShawSpring Partners exited its entire 253,959-share position in monday.com for approximately $24.37 million as the stock has declined 73% over the past year. Despite the sharp stock decline, monday.com's fundamentals remain strong with 24% revenue growth, doubled operating income, and expanding enterprise adoption, suggesting the market may be overly pessimistic about the company's prospects.

05/23/2026, 5:29 PM • The Motley Fool

Oceaneering Stock Is Up 105% in a Year, and One Fund Just Disclosed a $7 Million Bet on More Growth

Archon Capital Management disclosed a new $6.73 million position in Oceaneering International, purchasing 208,000 shares. The stock has surged 105% over the past year, significantly outperforming the S&P 500. Despite mixed recent quarterly results, the fund appears bullish on the company's diversification into aerospace, defense, and robotics sectors, with management guiding $1 billion in new orders.

05/21/2026, 6:25 PM • The Motley Fool

Is Netskope Stock a Buy After Sapphire Ventures Purchased 5.7 Million Shares?

Hedge fund Sapphire Ventures disclosed a new stake in Netskope, purchasing 5.7 million shares valued at $70.4 million in Q1 2026, making it the fund's top holding at 48.43% of assets. The investment comes as Netskope shares have declined significantly from their $19 IPO price to $11.24, presenting an attractive valuation opportunity despite the company's $679 million net loss.

05/13/2026, 9:30 AM • The Motley Fool

Braze Stock Rallies as Revenue Beats, Buybacks Begin, and Outlook Jumps

Braze Inc. (BRZE) stock rallied following strong Q1 earnings with 28% revenue growth beating consensus by 350 bps, driven by new clients and upsells. The company authorized $100 million in share buybacks including a $50 million accelerated program, while issuing robust FY2027 guidance expecting $886 million revenue (20% YOY growth) and 61-65 cents earnings (66% YOY growth). Analysts maintain a bullish consensus with 60% upside potential, though valuations remain elevated at 36X current earnings.

03/27/2026, 6:10 PM • Investing

Why Braze Stock Surged Today

Braze stock surged 20.87% after reporting strong Q4 fiscal 2026 earnings with 28% year-over-year revenue growth to $205 million. The AI-powered customer engagement platform saw customer count expand 14% to 2,609, with high-value customers (ARR $500k+) climbing 35%. Management projects fiscal 2027 revenue of $884-889 million and adjusted operating income of $69-73 million, driven by new partnerships with Snowflake, Shopify, and The Trade Desk.

03/25/2026, 9:03 PM • The Motley Fool

Want $1 Million in Retirement? These 3 Stocks Have the Growth Rates to Get You There.

The article highlights three growth stocks positioned to help build a million-dollar retirement portfolio: Sezzle, a fintech platform with 97% repeat usage and 66% revenue growth; LegalZoom, which combines AI with human attorneys for affordable legal services; and Braze, a customer messaging platform powering major brands and expanding into AI-driven decisioning.

03/20/2026, 6:20 AM • The Motley Fool

General Magic Raises Oversubscribed US$7.2M to Cut Insurance Quote Time to 3 Minutes

General Magic, a Toronto-based AI company, announced a $7.2M seed funding round led by Radical Ventures to expand its SMS-based AI agents that automate insurance workflows. The platform reduces inbound calls by 30%, deploys in 3 minutes, and saves teams 250+ hours monthly by handling pre-quote, post-quote, and claims coordination. Early deployments with major insurers have reduced time-to-quote from 30 minutes to under 3 minutes.

02/24/2026, 9:00 AM • GlobeNewswire

Why Braze Stock Is Sinking Today

Braze stock declined after Stifel analyst Parker Lane cut the price target from $45 to $40, marking the second consecutive Monday of analyst downgrades. Despite the negative sentiment, the analyst maintains a buy rating, citing the company's overlooked competitive moat. Braze reported solid Q3 2025 results with 25% year-over-year revenue growth and positive free cash flow of $17.8 million, trading at a discount to its historical valuation.

02/09/2026, 12:25 PM • The Motley Fool

The Software Crash In Numbers: These Stocks Are Getting Hit Hardest

The software sector is experiencing one of its worst drawdowns in years, with the iShares Expanded Tech-Software Sector ETF (IGV) down 16% over seven consecutive sessions. Year-to-date, 100 of 110 constituents are in negative territory, with over 20 stocks down more than 30%. The selloff is attributed to AI disruption pressuring software business models, though some industry leaders like Nvidia's CEO argue AI depends on software tools rather than replacing them.

02/04/2026, 1:12 PM • Benzinga

These 10 Stocks Just Had Their Best Or Worst Month Ever — And You Might Not Know Why

January 2026 saw extreme stock movements driven by earnings surprises and sector disruptions. Top gainers included SanDisk (up 150%), Cameco (up 37%), and Lockheed Martin (up 30%), while software stocks suffered historic declines with Braze, HubSpot, Rubrik, Guidewire, and GoDaddy all posting worst months on record. Microsoft's weak Azure guidance triggered a broader software sector selloff, with the IGV ETF down 14% for the month.

01/30/2026, 2:51 PM • Benzinga

Braze Could Be the Next AI Breakout for Investors Who Missed Nvidia

Braze, an AI-powered customer engagement platform, reported strong Q3 2026 results with 25.5% revenue growth and positive market indicators, suggesting potential investment opportunity in the AI sector.

12/11/2025, 6:06 PM • Investing

Why Braze Stock Jumped Today

Braze reported strong Q3 results with 25.5% revenue growth, increased customer base, and positive free cash flow, leading to raised full-year guidance and an 18% stock price jump.

12/10/2025, 5:03 PM • The Motley Fool

Stock Market Today: S&P 500, Nasdaq Futures Pare Gains As Investors Await Fed Decision—GameStop, GE Vernova, Adobe, Oracle In Focus (UPDATED)

Stock futures declined ahead of the Federal Reserve's interest rate decision, with markets anticipating a potential rate cut. Key companies like GameStop, GE Vernova, Adobe, and Oracle are in focus with upcoming earnings reports.

12/10/2025, 8:29 AM • Benzinga