Braze (NASDAQ:BRZE) Earns Buy Rating from Canaccord Genuity Group

Braze (NASDAQ:BRZE)‘s stock had its “buy” rating reiterated by analysts at Canaccord Genuity Group in a research note issued to investors on Monday,Benzinga reports. They currently have a $43.00 target price on the stock. Canaccord Genuity Group’s price objective suggests a potential upside of 138.62% from the company’s current price.

BRZE has been the subject of several other research reports. Wolfe Research upgraded shares of Braze to an “overweight” rating in a report on Wednesday, December 10th. Stifel Nicolaus set a $40.00 price objective on shares of Braze in a research note on Monday, February 9th. TD Cowen cut their price objective on shares of Braze from $43.00 to $30.00 and set a “buy” rating on the stock in a report on Friday, March 20th. Oppenheimer reissued an “outperform” rating and issued a $40.00 price objective on shares of Braze in a research note on Wednesday, December 10th. Finally, Piper Sandler lowered their target price on Braze from $50.00 to $30.00 and set an “overweight” rating for the company in a report on Monday, February 2nd. Twenty-two analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Braze presently has an average rating of “Moderate Buy” and a consensus target price of $41.48.

Braze Trading Down 4.8%

BRZE opened at $18.02 on Monday. The company has a market capitalization of $2.02 billion, a price-to-earnings ratio of -16.38 and a beta of 1.08. Braze has a 12-month low of $15.26 and a 12-month high of $43.89. The business’s fifty day simple moving average is $19.95 and its 200-day simple moving average is $26.57.

Braze (NASDAQ:BRZE) last released its quarterly earnings data on Tuesday, March 24th. The company reported $0.10 earnings per share for the quarter, missing the consensus estimate of $0.14 by ($0.04). Braze had a negative net margin of 16.85% and a negative return on equity of 17.87%. The firm had revenue of $205.17 million during the quarter, compared to the consensus estimate of $198.23 million. During the same quarter in the previous year, the firm earned $0.12 earnings per share. The business’s revenue was up 27.9% compared to the same quarter last year. On average, equities research analysts predict that Braze will post -0.98 EPS for the current year.

Insider Transactions at Braze

In related news, CTO Jonathan Hyman sold 7,391 shares of the business’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $16.93, for a total transaction of $125,129.63. Following the completion of the transaction, the chief technology officer owned 1,692,933 shares in the company, valued at $28,661,355.69. The trade was a 0.43% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Astha Malik sold 14,049 shares of the stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $16.93, for a total transaction of $237,849.57. Following the sale, the insider directly owned 205,289 shares of the company’s stock, valued at $3,475,542.77. The trade was a 6.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 60,676 shares of company stock worth $1,027,661. 18.20% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Alyeska Investment Group L.P. boosted its holdings in Braze by 592.4% in the fourth quarter. Alyeska Investment Group L.P. now owns 2,105,024 shares of the company’s stock worth $72,181,000 after acquiring an additional 1,801,019 shares in the last quarter. Barclays PLC raised its position in shares of Braze by 443.0% in the 3rd quarter. Barclays PLC now owns 1,404,395 shares of the company’s stock valued at $39,941,000 after purchasing an additional 1,145,748 shares during the last quarter. UBS Group AG boosted its stake in Braze by 421.1% in the 3rd quarter. UBS Group AG now owns 1,279,678 shares of the company’s stock worth $36,394,000 after purchasing an additional 1,034,087 shares in the last quarter. Battery Management CORP. grew its position in 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 purchasing an additional 1,000,000 shares during the last quarter. Finally, Bank of America Corp DE raised its holdings in shares of Braze by 238.2% in the third quarter. Bank of America Corp DE now owns 1,351,227 shares of the company’s stock worth $38,429,000 after buying an additional 951,674 shares during the last quarter. 90.47% of the stock is currently owned by hedge funds and other institutional investors.

Key Braze News

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Revenue beat and upbeat outlook — Braze reported Q4 revenue of $205.2M vs. consensus ~ $198M and management signaled an accelerating revenue trajectory and strong outlook that sparked an initial rally. Braze surges 24% on strong revenue outlook, top-line beat in Q4
• Positive Sentiment: Management highlights AI-driven growth — The earnings call emphasized AI initiatives and momentum in product-led engagement, which supports upside to long-term growth assumptions if execution continues. Braze Earnings Call Highlights AI-Driven Growth Momentum
• Positive Sentiment: Company narrative: “exceptional Q4” and operating leverage — Braze’s press release touted accelerating organic revenue growth and improved operating leverage, reinforcing the bullish interpretation of the top-line beat. Braze Reports Fiscal Year and Fourth Quarter 2026 Results
• Neutral Sentiment: Analyst note flow and forecast updates — Some outlets summarized recent analyst forecast changes ahead of the print; these updates framed expectations but weren’t uniformly bullish or bearish. Braze gears up for Q4 print; recent forecast changes
• Neutral Sentiment: Short-interest data appears inconsistent — Multiple reports show large increases in short interest but with zero and NaN figures; this looks like a data anomaly and is unlikely to be a meaningful driver today. (Source summaries provided internally.)
• Negative Sentiment: EPS miss — Braze reported EPS of $0.10 vs. consensus ~$0.14, a notable miss that increases near-term earnings skepticism despite top-line strength. This contributed to selling pressure after the initial rally. Braze, Inc. (BRZE) Q4 Earnings Lag Estimates
• Negative Sentiment: Recent price-target cuts — Several firms trimmed targets (DA Davidson, TD Cowen, BTIG), reflecting more cautious medium-term expectations and adding downward pressure on the stock. DA Davidson Cuts Braze Price Target TD Cowen Cuts Braze Price Target BTIG Research Cuts Braze Price Target

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.