Braze: Overblown AI Fears Make This A Value Stock Worth Buying

Braze (BRZE) has declined nearly 50% over the past year but recently surged ~20% after a strong Q4 earnings beat. I reiterate my buy rating on BRZE, citing resilient growth execution and evidence of AI resistance in its customer engagement platform. Market pessimism centers on macro-driven marketing spend reductions and long-term risks from AI potentially replacing application-layer software like BRZE.