Brokerages Set Braze, Inc. (NASDAQ:BRZE) PT at $36.59

Shares of Braze, Inc. (NASDAQ:BRZE) have earned a consensus rating of “Moderate Buy” from the twenty-two ratings firms that are covering the company, Marketbeat.com reports. One equities research analyst has rated the stock with a sell recommendation, one has assigned a hold recommendation and twenty have issued a buy recommendation on the company. The average 1-year price target among brokers that have covered the stock in the last year is $38.2105.

A number of research firms have recently issued reports on BRZE. Mizuho set a $52.00 price objective on shares of Braze in a report on Wednesday. Needham & Company LLC restated a “buy” rating and set a $50.00 target price on shares of Braze in a report on Wednesday. Cantor Fitzgerald reiterated an “overweight” rating on shares of Braze in a research note on Wednesday. JPMorgan Chase & Co. cut their price target on shares of Braze from $35.00 to $34.00 and set an “overweight” rating on the stock in a research report on Wednesday, September 9th. Finally, DA Davidson restated a “buy” rating and set a $40.00 price objective on shares of Braze in a research note on Wednesday, September 9th.

Braze Price Performance

NASDAQ:BRZE opened at $23.94 on Monday. The company has a debt-to-equity ratio of 0.02, a quick ratio of 1.27 and a current ratio of 1.27. The company has a market cap of $2.70 billion, a PE ratio of -23.24 and a beta of 0.88. Braze has a 52-week low of $15.26 and a 52-week high of $37.33. The stock has a 50-day simple moving average of $27.60 and a 200 day simple moving average of $23.69.

Braze (NASDAQ:BRZE) last released its earnings results on Tuesday, September 8th. The company reported $0.19 EPS for the quarter, beating 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 firm had revenue of $227.23 million for the quarter, compared to analysts’ expectations of $220.27 million. During the same quarter in the previous year, the business posted $0.15 EPS. The business’s quarterly 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. On average, sell-side analysts expect that Braze will post -0.7 EPS for the current fiscal year.

Braze News Summary

Here are the key news stories impacting Braze this week:

• 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.

Insider Buying and Selling

In other Braze news, CRO Edward M. Mcdonnell sold 29,732 shares of the business’s stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $31.38, for a total transaction of $932,990.16. Following the transaction, the executive owned 409,630 shares of the company’s stock, valued at $12,854,189.40. The trade was a 6.77% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Jonathan Hyman sold 42,000 shares of the company’s stock in a transaction that occurred on Thursday, August 27th. The stock was sold at an average price of $32.47, for a total value of $1,363,740.00. Following the sale, the chief technology officer owned 1,143,219 shares in the company, valued at approximately $37,120,320.93. This represents a 3.54% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 203,568 shares of company stock worth $6,096,461. Corporate insiders own 12.50% of the company’s stock.

Hedge Funds Weigh In On Braze

A number of institutional investors have recently added to or reduced their stakes in BRZE. Dana Investment Advisors Inc. acquired a new position in shares of Braze during the 4th quarter worth about $1,980,000. Stephens Investment Management Group LLC raised its holdings in shares of Braze by 8.7% in the 4th quarter. Stephens Investment Management Group LLC now owns 1,233,143 shares of the company’s stock valued at $42,284,000 after purchasing an additional 98,854 shares during the period. Dimensional Fund Advisors LP acquired a new stake in Braze in the 1st quarter valued at about $14,294,000. Northwestern Mutual Wealth Management Co. lifted its stake in Braze by 232,716.3% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 100,111 shares of the company’s stock valued at $3,433,000 after purchasing an additional 100,068 shares during the last quarter. Finally, Pathway Capital Management LP bought a new position in Braze during the fourth quarter worth about $2,207,000. 90.47% of the stock is currently owned by institutional investors and hedge funds.

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.