Braze (NASDAQ:BRZE) Releases Q2 2027 Earnings Guidance

Posted by Geri Gentry on May 29th, 2026

Braze (NASDAQ:BRZE – Get Free Report) updated its second quarter 2027 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 0.150-0.160 for the period, compared to the consensus estimate of 0.070. The company issued revenue guidance of $219.5 million-$220.5 million, compared to the consensus revenue estimate of $216.4 million.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on BRZE. Oppenheimer reduced their target price on shares of Braze from $40.00 to $30.00 and set an “outperform” rating on the stock in a research note on Wednesday, March 25th. Citigroup restated a “market outperform” rating on shares of Braze in a research note on Thursday. DA Davidson reaffirmed a “buy” rating and issued a $33.00 price target on shares of Braze in a report on Thursday. Needham & Company LLC reaffirmed a “buy” rating and issued a $50.00 price target on shares of Braze in a report on Wednesday, March 25th. Finally, The Goldman Sachs Group cut their price target on Braze from $45.00 to $40.00 and set a “buy” rating for the company in a report on Wednesday, March 25th. Twenty-two analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $36.05.

Get Our Latest Stock Report on Braze

Braze Price Performance

BRZE stock opened at $23.36 on Friday. The company has a 50 day moving average price of $22.11 and a 200 day moving average price of $24.50. Braze has a fifty-two week low of $15.26 and a fifty-two week high of $37.67. The stock has a market capitalization of $2.65 billion, a PE ratio of -20.86 and a beta of 0.78.

Braze (NASDAQ:BRZE – Get Free Report) last posted its quarterly earnings data on Wednesday, May 27th. The company reported $0.10 earnings per share for the quarter, hitting the consensus estimate of $0.10. Braze had a negative net margin of 15.51% and a negative return on equity of 17.33%. The firm had revenue of $211.00 million during the quarter, compared to analysts’ expectations of $205.19 million. During the same quarter in the previous year, the company posted $0.07 EPS. Braze’s revenue was up 30.2% on a year-over-year basis. Braze has set its Q2 2027 guidance at 0.150-0.160 EPS. As a group, equities analysts expect that Braze will post -0.87 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Braze news, General Counsel Susan Wiseman sold 35,000 shares of the business’s stock in a transaction dated Thursday, April 9th. The stock was sold at an average price of $20.29, for a total transaction of $710,150.00. Following the completion of the sale, the general counsel directly owned 209,424 shares of the company’s stock, valued at approximately $4,249,212.96. The trade was a 14.32% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Corporate insiders own 12.50% of the company’s stock.

Braze News Roundup

Here are the key news stories impacting Braze this week:

Positive Sentiment: Braze reported fiscal Q1 results that met EPS expectations and beat revenue estimates, with revenue up 30.2% year over year to $211.0 million, signaling continued strong demand for its customer engagement platform.
Positive Sentiment: The company raised fiscal 2027 guidance, projecting EPS of $0.610-$0.650 and revenue of $895 million-$899 million, both above consensus estimates, which supports the long-term growth outlook.
Positive Sentiment: Several Wall Street firms reiterated bullish views after the earnings release, including Citizens JMP (“Market Outperform” with a $35 target), Cantor Fitzgerald (“Overweight” with a $38 target), DA Davidson (“Buy” with a $33 target), and Piper Sandler (“Overweight” with a $27 target).
Neutral Sentiment: Investor attention also focused on Braze’s commentary around AI adoption and organic revenue acceleration, which management highlighted as a key growth driver. Braze Delivers Fourth Straight Quarter of Organic Revenue Growth Acceleration
Negative Sentiment: The stock has been weighed down by mixed profitability signals, including margin results that some investors viewed as less impressive than revenue growth and guidance, suggesting the company is still prioritizing expansion over near-term profits. Why Braze (BRZE) shares are sliding today
Negative Sentiment: TipRanks flagged foreign exchange exposure as a new risk, noting that Braze’s global expansion could increase earnings volatility and pressure margins if the U.S. dollar stays strong. Braze’s Growing Currency Risk: How a Strong Dollar and Global Expansion Could Pressure Margins and Add Earnings Volatility

Institutional Trading of Braze

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Caitong International Asset Management Co. Ltd raised its holdings in Braze by 3,650.0% during the 4th 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. Kemnay Advisory Services Inc. bought a new stake in Braze during the 4th quarter worth about $52,000. Osaic Holdings Inc. raised its holdings in Braze by 821.1% during 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 bought a new stake in Braze during the 3rd quarter worth about $46,000. Finally, Kestra Advisory Services LLC bought a new stake in Braze during the 4th quarter worth about $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.