Goldman Sachs Says Klaviyo and Braze Could Surge at Least 60%

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Goldman Sachs analyst Gabriela Borges sees two software stocks, Klaviyo and Braze, poised to gain at least 60% over the next 12 months as AI reshapes the customer experience market. Borges rates Klaviyo a Buy with a $26 price target, implying 74.5% upside, citing its high-20s revenue growth, expansion potential, and new product cycles despite a recent CFO departure and growth slowdown. She also rates Braze a Buy with a $34 target, suggesting about 62% upside, highlighting its ability to take share from legacy marketing tools and deliver 20% operating margins by 2029. Both stocks carry unanimous Strong Buy consensus ratings from the broader analyst community, with average targets pointing to roughly 101% upside for Klaviyo and 67% for Braze.

Impact on assets 4

Artificial Intelligence▲ · 2 stocks
Klaviyo, Inc.
KVYO
▲ PositiveCapitalrelevance

Goldman Sachs analyst rates Klaviyo a Buy with $26 target, implying 74.5% upside, citing revenue growth and expansion potential.

Cloud & Digital Infrastructure▲ · 1 stocks
Braze Inc
BRZE
▲ PositiveCapitalrelevance

Goldman Sachs analyst rates Braze a Buy with $34 target, implying 62% upside, citing share gains and margin expansion.

Financials▲ · 1 stocks
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