Mizuho Cuts Braze (NASDAQ:BRZE) Price Target to $40.00

Braze (NASDAQ:BRZE) had its price target lowered by research analysts at Mizuho from $50.00 to $40.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage presently has an “outperform” rating on the stock. Mizuho’s target price points to a potential upside of 82.67% from the stock’s previous close.

A number of other equities research analysts also recently weighed in on BRZE. Barclays raised their price target on Braze from $29.00 to $31.00 and gave the stock an “overweight” rating in a research note on Wednesday. DA Davidson cut their price target on shares of Braze from $42.00 to $30.00 and set a “buy” rating on the stock in a report on Friday, March 20th. Citizens Jmp reduced their price target on Braze from $68.00 to $35.00 and set a “market outperform” rating for the company in a research report on Wednesday. The Goldman Sachs Group cut their price objective on Braze from $55.00 to $45.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Finally, Stifel Nicolaus set a $40.00 target price on Braze in a report on Monday, February 9th. Twenty-two equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Braze currently has an average rating of “Moderate Buy” and an average target price of $38.67.

Braze Stock Up 21.5%

Shares of Braze stock traded up $3.88 on Wednesday, hitting $21.90. 3,113,421 shares of the company traded hands, compared to its average volume of 2,967,831. Braze has a 12-month low of $15.26 and a 12-month high of $43.89. The company has a market cap of $2.46 billion, a PE ratio of -19.82 and a beta of 1.08. The company has a 50-day moving average price of $19.95 and a 200 day moving average price of $26.57.

Insider Buying and Selling at Braze

In related news, CAO Pankaj Malik sold 2,893 shares of the stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $16.93, for a total value of $48,978.49. Following the completion of the sale, the chief accounting officer owned 50,679 shares in the company, valued at approximately $857,995.47. This trade represents a 5.40% 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. Also, CTO Jonathan Hyman sold 7,391 shares of Braze stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $16.93, for a total value of $125,129.63. Following the sale, the chief technology officer directly owned 1,692,933 shares in the company, valued at approximately $28,661,355.69. This trade represents a 0.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 60,676 shares of company stock valued at $1,027,661 in the last three months. Company insiders own 18.20% of the company’s stock.

Institutional Investors Weigh In On Braze

Institutional investors have recently bought and sold shares of the business. NBC Securities Inc. bought a new stake in shares of Braze in the 4th quarter worth about $27,000. Caitong International Asset Management Co. Ltd increased 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 valued at $28,000 after purchasing an additional 803 shares in the last quarter. Osaic Holdings Inc. raised its position in Braze by 821.1% in the 2nd quarter. Osaic Holdings Inc. now owns 1,575 shares of the company’s stock valued at $44,000 after purchasing an additional 1,404 shares during the last quarter. Quarry LP bought a new position in shares of Braze in the third quarter valued at about $46,000. Finally, Clearstead Advisors LLC grew its holdings in Braze by 58.2% during the 3rd quarter. Clearstead Advisors LLC now owns 1,685 shares of the company’s stock worth $48,000 after acquiring an additional 620 shares during the last quarter. Institutional investors and hedge funds own 90.47% of the company’s stock.

Braze News Summary

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Q4 revenue beat and strong growth outlook — Revenue came in at $205.17M (up ~27.9% YoY) and topped consensus; management emphasized AI-driven momentum and raised forward revenue expectations, which drove the post-earnings rally. Businesswire: Q4 Results
• Positive Sentiment: Multiple buy ratings/reaffirmations remain — Needham reaffirmed a buy with a $50 PT and Canaccord issued a buy, both supporting upside case despite volatility. These stand as potential support for the stock if execution continues. Benzinga: Needham Reaffirmed AmericanBankingNews: Canaccord Buy
• Neutral Sentiment: Full materials and call transcripts available — Slides, press release and call transcripts were posted (useful for modeling guidance and margin trajectory). Slide Deck / Press Release Seeking Alpha: Call Transcript
• Neutral Sentiment: Short-interest reporting appears unreliable — Several entries show anomalous “0 shares/NaN” figures; treat short-interest signals with caution until clearer data is published.
• Negative Sentiment: EPS miss — Reported EPS was $0.10, below consensus (~$0.14 / $0.115), which raises near-term profitability concerns despite top-line strength. MarketBeat: Earnings Details
• Negative Sentiment: Analyst price-target cuts — Citizens JMP lowered its PT from $68 to $35 (still “market outperform”) and Piper Sandler cut its PT to $27; these reductions are pressuring sentiment despite the continued “buy/overweight” stances. Benzinga: PT Cuts

Braze Company Profile

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.