Braze and Salesforce are trading near all-time highs, but investor anxiety is rising due to conservative guidance from Salesforce.
3 reports, 1 independent
Updated Sep 8
Gone quiet
- Reports
- 3
- Developments
- 3
- Repetition
- 67%
New informationRepeats or wire copies
AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
Braze and Salesforce are trading near all-time highs, but investor anxiety is rising due to conservative guidance from Salesforce.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Weak revenue guidance from Salesforce soured investor sentiment, impacting companies like monday.com.Sub-event
- Braze reported strong execution driving high competitive win rates and provided an outlook on growth and leverage.Sub-event
Braze and Salesforce market performance reflects investor anxiety over high growth vs. market reality.1 source
Keep exploring
Part of
Investors are shifting focus from high growth to value amid sell-offs in the semiconductor and software stocks, while the regulator bills the prospectus before market launch.Also in this story
- Guidance disappointment and missed revenue expectations led to a market selloff affecting optical and connectivity stocks.
- Semiconductor weakness dragged down indices while defensive sectors like Real Estate rose on August 21, 2025.
- ON Semiconductor lagged the broader market and sector performance on September 3, 2025, while Zacks Rank considered estimate changes for the stock.
The entities involved
-
Braze
American software company
Nothing else this week.
-
Salesforce
American cloud-based software company
Related events
Coverage
Newest first; wire copies grouped- StockStoryWhy Are Braze (BRZE) Shares Soaring Today Shares of customer engagement platform Braze (NASDAQ:BRZE) jumped 12.4% in the morning session after the company reported upbeat second-quarter results that
- StockStoryBraze (BRZE) Stock Trades Down, Here Is Why Shares of customer engagement platform Braze (NASDAQ:BRZE) fell 1.9% in the morning session after investor anxiety rose ahead of its own earnings report, w