Breakfast News: A $5.7 Billion Flex or Genius?

Salesforce acquires Braze for $5.7 billion to strengthen its marketing capabilities, with Braze stock jumping 50%. Netflix faces growth challenges with slowing revenue and weak ad performance. SpaceX beats expectations with 161% revenue growth, while Intuitive Surgical falls despite beating estimates due to cooling U.S. procedure growth. Tesla, Meta, and IBM report earnings with major capital spending decisions in focus. EQT continues steady cash flow growth as a natural gas producer.

10/21/2026, 7:30 AM • The Motley Fool

Stock Market Today, Oct. 20: Salesforce Agrees to Acquire Braze for $5.66 Billion: BRZE Stock Soars 52%

Salesforce announced its agreement to acquire Braze, a customer engagement and marketing software provider, for $5.66 billion ($47.50 per share in cash). Braze stock surged 52% on the news. The deal, expected to close in 2027, represents Salesforce's continued focus on integrating AI into its offerings following its June acquisition of Fin. Braze has declined 51% since its 2021 IPO.

10/20/2026, 4:49 PM • The Motley Fool

BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Braze, Inc. (Nasdaq – BRZE), ES Bancshares, Inc. (OTCQX – ESBS), GoPro, Inc. (Nasdaq – GPRO), Bumble Inc. (Nasdaq – BMBL)

Brodsky & Smith law firm is investigating four merger transactions to determine whether company boards breached fiduciary duties by failing to conduct fair processes and pay fair value to shareholders. The investigations involve Braze (being acquired by Salesforce for $47.50/share), ES Bancshares (acquired by Dime Commercial for $8.39/share), GoPro (acquired by Starman Optical for $1.14/share), and Bumble (acquired by Ithaca Holdings for $6.05/share).

10/20/2026, 10:48 AM • GlobeNewswire

Why Braze Stock Skyrocketed Today

Salesforce announced it is acquiring Braze for $5.66 billion in an all-cash deal, with Braze shareholders receiving $47.50 per share. Braze stock surged 51.1% on the news, while Salesforce declined slightly as investors assessed the acquisition. The deal is expected to close in Salesforce's fiscal 2028, and Braze's marketing platform will complement Salesforce's existing product suite.

10/20/2026, 10:40 AM • The Motley Fool

Why Braze Stock Recovered 15% This Week

Braze stock surged up to 17.3% this week as part of a broader software sector rebound. The AI-focused marketing software provider is growing revenue at 30% year-over-year with strong five-year cumulative growth of 323%, but remains unprofitable. At a P/S ratio of 3.4, the stock could be attractive for investors betting on eventual profitability.

07/31/2026, 11:23 AM • The Motley Fool

Why Braze Stock Was Sliding This Week

Braze stock fell 15% this week as part of a broader software sector selloff triggered by major tech companies announcing massive increases in AI infrastructure spending. Alphabet raised its 2026 capex guidance to $195-205 billion and signaled substantial further increases in 2027, causing investors to worry that IT budgets will shift away from software implementations toward AI investments.

07/24/2026, 5:32 AM • The Motley Fool

Why Braze Stock Jumped Today

Braze stock surged 7.4% on Friday following a 'Buy' rating from Goldman Sachs with a $34 price target (77% upside). The customer-engagement software company posted 30% year-over-year revenue growth and record free cash flow in its latest quarter. However, the company remains unprofitable, losing nearly $27 million last quarter. The stock has recovered from a 40% decline over six months as market fears about AI replacing software solutions ease.

06/26/2026, 5:29 PM • The Motley Fool

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