Brokerages Set Braze, Inc. (NASDAQ:BRZE) Target Price at $36.67

Shares of Braze, Inc. (NASDAQ:BRZE) have been given a consensus recommendation of “Moderate Buy” by the twenty-four analysts that are currently covering the company, Marketbeat Ratings reports. One research analyst has rated the stock with a sell recommendation, one has given a hold recommendation and twenty-two have given a buy recommendation to the company. The average 1-year price objective among analysts that have updated their coverage on the stock in the last year is $36.6667.

BRZE has been the topic of a number of recent analyst reports. Oppenheimer cut their target price on Braze from $40.00 to $30.00 and set an “outperform” rating on the stock in a research report on Wednesday, March 25th. The Goldman Sachs Group cut their target price on Braze from $45.00 to $40.00 and set a “buy” rating on the stock in a research report on Wednesday, March 25th. Cantor Fitzgerald restated an “overweight” rating and issued a $38.00 target price on shares of Braze in a research note on Wednesday, March 25th. Barclays upped their target price on shares of Braze from $29.00 to $31.00 and gave the company an “overweight” rating in a research note on Wednesday, March 25th. Finally, Canaccord Genuity Group restated a “buy” rating and issued a $43.00 target price on shares of Braze in a research note on Monday, March 23rd.

Insiders Place Their Bets

In other news, CEO William Magnuson sold 26,413 shares of the company’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $16.93, for a total value of $447,172.09. Following the sale, the chief executive officer owned 4,491,098 shares in the company, valued at approximately $76,034,289.14. This represents a 0.58% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CTO Jonathan Hyman sold 7,391 shares of the company’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $16.93, for a total transaction of $125,129.63. Following the completion of the sale, the chief technology officer owned 1,692,933 shares in the company, valued at approximately $28,661,355.69. This trade represents a 0.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 60,676 shares of company stock worth $1,027,661. Company insiders own 18.20% of the company’s stock.

Hedge Funds Weigh In On Braze

Several large investors have recently added to or reduced their stakes in BRZE. NBC Securities Inc. bought a new position in Braze during the fourth quarter worth $27,000. Caitong International Asset Management Co. Ltd lifted its stake in Braze by 3,650.0% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 825 shares of the company’s stock worth $28,000 after purchasing an additional 803 shares during the last quarter. Osaic Holdings Inc. lifted its stake in Braze by 821.1% during the second 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 bought a new position in Braze during the third quarter worth $46,000. Finally, Clearstead Advisors LLC lifted its stake in Braze by 58.2% during the third quarter. Clearstead Advisors LLC now owns 1,685 shares of the company’s stock worth $48,000 after purchasing an additional 620 shares during the last quarter. 90.47% of the stock is currently owned by institutional investors.

Braze Stock Performance

Braze stock opened at $18.97 on Friday. The stock’s 50 day moving average price is $19.52 and its 200 day moving average price is $25.74. The firm has a market capitalization of $2.15 billion, a PE ratio of -15.55 and a beta of 0.89. Braze has a one year low of $15.26 and a one year high of $37.67.

Braze (NASDAQ:BRZE) last released its quarterly earnings results on Tuesday, March 24th. The company reported $0.10 EPS for the quarter, missing the consensus estimate of $0.14 by ($0.04). Braze had a negative return on equity of 18.75% and a negative net margin of 17.78%.The company had revenue of $205.17 million for the quarter, compared to analyst estimates of $198.23 million. During the same period last year, the firm posted $0.12 earnings per share. The business’s revenue was up 27.9% on a year-over-year basis. On average, analysts forecast that Braze will post -0.98 earnings per share for the current fiscal year.

More Braze News

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Braze raised FY 2027 guidance sharply: management now targets roughly $884M–$889M in revenue and EPS of $0.610–$0.650, well above consensus — a material beat/upgrade that supports faster growth and better profitability expectations.
• Positive Sentiment: Braze also raised Q1 2027 guidance to revenue of about $204.5M–$205.5M and EPS of $0.100–$0.110, above the Street’s estimates — positive near-term operational signal for recurring revenue and margin improvement.
• Positive Sentiment: Analysts maintain a constructive tilt: consensus recommendation recently listed as “Moderate Buy,” which helps provide some support after volatile trading. Braze, Inc. Given Consensus Recommendation of “Moderate Buy”
• Neutral Sentiment: Media coverage is noting the down-day in shares alongside peer moves (HubSpot mention), which can amplify short-term selling pressure even when company guidance is strong. HubSpot and Braze stocks trade down, what you need to know
• Negative Sentiment: Short interest surged in March to ~14.95M shares (up ~49% from mid‑March), now ~16.1% of float with a ~3.7 days-to-cover — a meaningful increase that can amplify downward pressure and volatility if shorts add or cover quickly.
• Negative Sentiment: An analyst/price-target cut lowered Braze’s target by ~10.8% to $35.75, signaling reduced upside from some sell‑side participants and likely contributing to selling momentum. Braze (BRZE) price target decreased by 10.76% to 35.75

About Braze

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.