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Braze was among the products to receive a 100% rating from reviewers in the 2027 TrustRadius Buyer's Choice Awards.
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Braze, Inc. has been recognized as a Leader in the first-ever Gartner Magic Quadrant for Email Marketing Platforms, alongside top rankings in the companion Critical Capabilities report.
Apple reported record Q4 revenue of $114.5B with 12% growth and strong iPhone/Mac sales, but shares fell as gross margins are expected to compress to 45.5% due to unprecedented memory chip costs. Meanwhile, Palantir beat earnings but fell on slowing commercial contract growth, BBB Foods swung to profitability and surged 6%, and Vertex met expectations with modest gains. Election Day historically shows weak correlation to market returns, with the real drivers being company earnings and valuations.
Salesforce and IBM present contrasting investment profiles in 2026. Salesforce leads in growth (13.5% vs 4.5% average revenue growth) and profitability (21.5% operating margin), while IBM offers better valuation metrics (3.4x P/S ratio vs 4.7x) and higher dividend yield (2.66% vs 0.70%). The choice depends on investor preference: growth-oriented investors favor Salesforce, while value investors may prefer IBM.
Salesforce agreed to acquire customer engagement software provider Braze for $5.66 billion at $47.50 per share in cash, representing a 58% premium over its pre-announcement price. The stock surged 56.3% following the announcement. However, analysts suggest current investors should cash out now rather than hold for deal closure in 2027, as the <4% upside from current levels offers minimal returns comparable to money market rates while carrying deal completion risk.
Meta, SpaceX, and Tesla posted strong revenue but are spending heavily on AI infrastructure with uncertain cash flow outcomes. Walmart opened AI shopping to approved agents while Amazon blocked them. Salesforce acquired Braze for a 58% premium but analysts expect modest returns. Netflix and Intuitive Surgical face pricing power challenges. Old-economy companies like Cisco, Corning, and EQT benefit from AI buildout demand.
Salesforce stock is trading higher Thursday following sector rotation away from capital-heavy AI infrastructure and upbeat analyst updates.