The Goldman Sachs Group Upgrades Braze (NASDAQ:BRZE) to Strong-Buy

Posted by Stanley Muller on Jun 25th, 2026

Braze (NASDAQ:BRZE – Get Free Report) was upgraded by research analysts at The Goldman Sachs Group to a “strong-buy” rating in a report issued on Tuesday,Zacks.com reports.

A number of other research analysts have also commented on the stock. Barclays boosted their price target on shares of Braze from $29.00 to $31.00 and gave the company an “overweight” rating in a research report on Wednesday, March 25th. Citigroup dropped their price target on Braze from $49.00 to $48.00 and set a “buy” rating for the company in a research report on Friday, May 29th. JPMorgan Chase & Co. lifted their target price on shares of Braze from $32.00 to $33.00 and gave the company an “overweight” rating in a research report on Wednesday, March 25th. Oppenheimer reduced their target price on Braze from $40.00 to $30.00 and set an “outperform” rating on the stock in a research note on Wednesday, March 25th. Finally, BTIG Research restated a “buy” rating and issued a $30.00 target price on shares of Braze in a research report on Tuesday, May 26th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $34.65.

Get Our Latest Stock Analysis on Braze

Braze Stock Performance

Shares of NASDAQ BRZE opened at $19.48 on Tuesday. The stock has a fifty day moving average of $22.39 and a 200-day moving average of $23.69. The stock has a market cap of $2.19 billion, a PE ratio of -17.39 and a beta of 0.83. Braze has a fifty-two week low of $15.26 and a fifty-two week high of $37.33.

Braze (NASDAQ:BRZE – Get Free Report) last issued its earnings results on Wednesday, May 27th. The company reported $0.10 EPS for the quarter, hitting the consensus estimate of $0.10. Braze had a negative return on equity of 17.52% and a negative net margin of 15.51%.The business had revenue of $211.00 million during the quarter, compared to the consensus estimate of $205.19 million. During the same quarter last year, the company earned $0.07 EPS. The firm’s revenue was up 30.2% compared to the same quarter last year. Braze has set its Q2 2027 guidance at 0.150-0.160 EPS. On average, sell-side analysts predict that Braze will post -0.76 EPS for the current year.

Insider Activity

In other news, General Counsel Susan Wiseman sold 35,000 shares of the business’s stock in a transaction that occurred on Thursday, April 9th. The stock was sold at an average price of $20.29, for a total transaction of $710,150.00. Following the transaction, 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 12.50% of the company’s stock.

Institutional Investors Weigh In On Braze

A number of large investors have recently modified their holdings of BRZE. Vanguard Group Inc. boosted its position in Braze by 10.0% during the 4th quarter. Vanguard Group Inc. now owns 9,851,050 shares of the company’s stock valued at $337,793,000 after acquiring an additional 892,635 shares in the last quarter. Champlain Investment Partners LLC raised its stake in Braze by 10.8% during the third quarter. Champlain Investment Partners LLC now owns 2,687,928 shares of the company’s stock valued at $76,445,000 after buying an additional 261,351 shares during the last quarter. JPMorgan Chase & Co. boosted its holdings in Braze by 6.0% in the third quarter. JPMorgan Chase & Co. now owns 2,455,367 shares of the company’s stock worth $69,831,000 after acquiring an additional 139,133 shares in the last quarter. Battery Management CORP. boosted its holdings in Braze by 70.2% in the third quarter. Battery Management CORP. now owns 2,425,000 shares of the company’s stock worth $68,967,000 after acquiring an additional 1,000,000 shares in the last quarter. Finally, Alliancebernstein L.P. grew its stake in shares of Braze by 28.8% in the second quarter. Alliancebernstein L.P. now owns 2,320,171 shares of the company’s stock worth $65,197,000 after acquiring an additional 518,103 shares during the last quarter. Institutional investors own 90.47% of the company’s stock.

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.