Shares of Braze, Inc. (NASDAQ:BRZE – Get Free Report) have been given an average recommendation of “Moderate Buy” by the twenty-two research firms that are currently covering the firm, Marketbeat.com reports. One investment analyst has rated the stock with a sell rating, one has assigned a hold rating and twenty have issued a buy rating on the company. The average 1 year target price among brokerages that have updated their coverage on the stock in the last year is $38.2105.
Several equities analysts recently commented on the stock. Raymond James Financial boosted their price objective on shares of Braze from $27.00 to $33.00 and gave the company an “outperform” rating in a research note on Wednesday. Citizens Jmp reissued a “market outperform” rating and issued a $35.00 price target on shares of Braze in a report on Wednesday. DA Davidson restated a “buy” rating and set a $40.00 price target on shares of Braze in a research report on Wednesday. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $38.00 price target on shares of Braze in a report on Wednesday. Finally, Mizuho set a $52.00 price objective on Braze in a research report on Wednesday.
Check Out Our Latest Research Report on Braze
Trending Headlines about Braze
- Positive Sentiment: Analyst support remains strong. Piper Sandler reiterated its Overweight rating, while Citizens JMP maintained “Market Outperform,” BTIG Research reiterated “Buy,” and D.A. Davidson also issued a Buy rating. TD Cowen likewise reaffirmed its Buy recommendation. Piper Sandler Reaffirms Overweight Rating for Braze
- Positive Sentiment: Strong quarterly execution provides support. Braze reported quarterly earnings of $0.19 per share versus the $0.16 consensus estimate, while revenue of $227.2 million exceeded expectations of $220.3 million and increased 26.2% year over year. Analysts cited revenue growth and improving net retention as reasons the selloff could represent a buying opportunity. Why Braze’s Guidance Miss May Be a Gift for Investors
- Positive Sentiment: Stephens expects substantial upside for BRZE, adding to the favorable analyst outlook. Stephens Forecasts Strong Price Appreciation for Braze
- Neutral Sentiment: JPMorgan lowered its price target to $34, but the revised target remains above the stock’s recent trading level, suggesting reduced expectations rather than a bearish call. JPMorgan Lowers Braze Price Target
- Neutral Sentiment: Braze presented at Citi’s 2026 Global TMT Conference, potentially giving investors additional information on strategy and growth, though no specific new financial catalyst was reported. Braze Citi Conference Transcript
- Negative Sentiment: Soft third-quarter profit guidance triggered the recent decline. The weaker outlook overshadowed the second-quarter earnings and revenue beats, raising concerns about near-term growth and profitability. Braze Dips on Weak Q3 Profit Outlook
- Negative Sentiment: Put-option activity was unusually high, with 5,672 puts purchased—180% above average—indicating increased near-term hedging or bearish speculation.
Braze Price Performance
Shares of NASDAQ BRZE opened at $23.94 on Monday. The stock has a market cap of $2.70 billion, a PE ratio of -23.24 and a beta of 0.88. Braze has a fifty-two week low of $15.26 and a fifty-two week high of $37.33. The company has a debt-to-equity ratio of 0.02, a quick ratio of 1.24 and a current ratio of 1.27. The stock has a fifty day moving average of $27.60 and a 200-day moving average of $23.64.
Braze (NASDAQ:BRZE – Get Free Report) last issued its earnings results on Tuesday, September 8th. The company reported $0.19 EPS for the quarter, topping the consensus estimate of $0.16 by $0.03. Braze had a negative return on equity of 16.11% and a negative net margin of 13.55%.The business had revenue of $227.23 million during the quarter, compared to the consensus estimate of $220.27 million. During the same quarter last year, the company earned $0.15 EPS. The firm’s revenue was up 26.2% compared to the same quarter last year. Braze has set its FY 2027 guidance at 0.640-0.650 EPS and its Q3 2027 guidance at 0.130-0.140 EPS. Equities research analysts anticipate that Braze will post -0.77 earnings per share for the current year.
Insider Buying and Selling at Braze
In other news, CTO Jonathan Hyman sold 42,000 shares of the business’s stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $32.47, for a total transaction of $1,363,740.00. Following the completion of the transaction, 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Astha Malik sold 15,724 shares of the company’s stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $29.57, for a total transaction of $464,958.68. Following the completion of the transaction, the insider owned 326,233 shares in the company, valued at approximately $9,646,709.81. This trade represents a 4.60% 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 a total of 203,568 shares of company stock valued at $6,096,461 in the last 90 days. Corporate insiders own 12.50% of the company’s stock.
Hedge Funds Weigh In On Braze
A number of hedge funds and other institutional investors have recently bought and sold shares of BRZE. Battery Management CORP. lifted its holdings in shares of Braze by 70.2% during the 3rd 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 during the last quarter. Alliancebernstein L.P. increased its stake in Braze by 28.8% in the second quarter. Alliancebernstein L.P. now owns 2,320,171 shares of the company’s stock valued at $65,197,000 after acquiring an additional 518,103 shares during the last quarter. Westfield Capital Management Co. LP raised its position in Braze by 0.4% during the fourth quarter. Westfield Capital Management Co. LP now owns 2,187,275 shares of the company’s stock valued at $75,002,000 after purchasing an additional 9,322 shares in the last quarter. Alyeska Investment Group L.P. raised its position in Braze by 592.4% during the fourth quarter. Alyeska Investment Group L.P. now owns 2,105,024 shares of the company’s stock valued at $72,181,000 after purchasing an additional 1,801,019 shares in the last quarter. Finally, State Street Corp lifted its stake in Braze by 5.0% during the fourth quarter. State Street Corp now owns 2,084,626 shares of the company’s stock worth $71,482,000 after purchasing an additional 99,563 shares during the last quarter. Hedge funds and other institutional investors own 90.47% of the company’s stock.
Braze Company Profile
Braze, Inc is a customer engagement software company that helps businesses build and manage personalized interactions with consumers. Its platform enables organizations to collect and analyze customer data, create audience segments, and coordinate marketing campaigns across multiple digital channels.
The Braze platform supports messaging through mobile and web push notifications, in-app messages, email, SMS, and other communication channels. It also provides tools for campaign orchestration, automation, experimentation, analytics, and artificial intelligence to help brands deliver more relevant and timely customer experiences.
Founded in 2011 as Appboy, the company later adopted the Braze name as it expanded its customer engagement offerings.
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