Braze (NASDAQ:BRZE) Updates FY 2027 Earnings Guidance

Posted by Brenda Bartman on Sep 8th, 2026

Braze (NASDAQ:BRZE – Get Free Report) issued an update on its FY 2027 earnings guidance on Tuesday morning. The company provided EPS guidance of 0.640-0.650 for the period, compared to the consensus estimate of 0.350. The company issued revenue guidance of $910.0 million-$913.0 million, compared to the consensus revenue estimate of $898.4 million. Braze also updated its Q3 2027 guidance to 0.130-0.140 EPS.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on BRZE shares. Citigroup reduced their target price on Braze from $49.00 to $48.00 and set a “buy” rating on the stock in a report on Friday, May 29th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $38.00 price target on shares of Braze in a report on Thursday, May 28th. Barclays lifted their price objective on Braze from $31.00 to $38.00 and gave the company an “overweight” rating in a research report on Wednesday, September 2nd. JPMorgan Chase & Co. boosted their price objective on Braze from $33.00 to $35.00 and gave the stock an “overweight” rating in a research note on Monday, July 6th. Finally, The Goldman Sachs Group set a $34.00 target price on Braze and gave the stock a “buy” rating in a report on Wednesday, June 24th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $36.59.

Read Our Latest Research Report on BRZE

Braze Trading Down 5.2%

Shares of Braze stock traded down $1.65 during midday trading on Tuesday, reaching $30.31. The company had a trading volume of 6,186,471 shares, compared to its average volume of 2,934,892. The stock has a fifty day simple moving average of $27.40 and a 200 day simple moving average of $23.45. Braze has a 1-year low of $15.26 and a 1-year high of $37.33. The company has a market capitalization of $3.41 billion, a price-to-earnings ratio of -27.06 and a beta of 0.88.

Braze (NASDAQ:BRZE – Get Free Report) last posted its quarterly earnings data on Tuesday, September 8th. The company reported $0.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.16 by $0.03. The firm had revenue of $227.23 million for the quarter, compared to the consensus estimate of $220.27 million. Braze had a negative return on equity of 17.52% and a negative net margin of 15.51%.Braze has set its FY 2027 guidance at 0.640-0.650 EPS and its Q3 2027 guidance at 0.130-0.140 EPS. Sell-side analysts expect that Braze will post -0.78 earnings per share for the current year.

Insider Activity

In related news, insider Astha Malik sold 33,656 shares of the firm’s stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $27.65, for a total value of $930,588.40. Following the transaction, the insider owned 278,138 shares in the company, valued at $7,690,515.70. This trade represents a 10.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Jonathan Hyman sold 42,000 shares of Braze stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $32.47, for a total value of $1,363,740.00. Following the completion of the sale, the chief technology officer owned 1,143,219 shares of the company’s stock, valued at approximately $37,120,320.93. The trade was a 3.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 203,568 shares of company stock valued at $6,096,461 over the last 90 days. 12.50% of the stock is owned by company insiders.

Hedge Funds Weigh In On Braze

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Caitong International Asset Management Co. Ltd raised its position in shares of Braze by 3,650.0% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 825 shares of the company’s stock valued at $28,000 after acquiring an additional 803 shares during the last quarter. Kemnay Advisory Services Inc. bought a new position in shares of Braze in the 4th quarter worth $52,000. Osaic Holdings Inc. boosted its position in shares of Braze by 821.1% in the 2nd quarter. Osaic Holdings Inc. now owns 1,575 shares of the company’s stock worth $44,000 after purchasing an additional 1,404 shares during the last quarter. Quarry LP acquired a new stake in shares of Braze during the third quarter worth $46,000. Finally, Kestra Advisory Services LLC acquired a new stake in shares of Braze during the fourth quarter worth $182,000. 90.47% of the stock is owned by institutional investors.

Braze Company Profile

(Get Free Report)

Braze, Inc is a publicly traded software company (NASDAQ: BRZE) that offers a customer engagement platform designed to help brands build personalized relationships with their users. Founded in 2011 as Appboy by Bill Magnuson, Jon Hyman and Mark Ghermezian, the company adopted the Braze name in 2017 to underscore its focus on fostering strong connections between businesses and consumers. Its cloud-based platform consolidates messaging channels including push notifications, in-app messages, email and SMS, enabling companies to deliver timely, context-driven communications at scale.

The core functionality of Braze’s platform centers on data-driven segmentation, customer journey orchestration and real-time analytics.