Barclays Increases Braze (NASDAQ:BRZE) Price Target to $31.00

Braze (NASDAQ:BRZE) had its target price boosted by equities research analysts at Barclays from $29.00 to $31.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Barclays‘s target price points to a potential upside of 32.99% from the stock’s current price.

Other research analysts have also issued research reports about the stock. Oppenheimer reaffirmed an “outperform” rating and set a $40.00 price objective on shares of Braze in a research report on Wednesday, December 10th. Weiss Ratings reissued a “sell (d-)” rating on shares of Braze in a research report on Monday, December 29th. The Goldman Sachs Group lowered their price target on Braze from $55.00 to $45.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Needham & Company LLC reiterated a “buy” rating and issued a $50.00 price objective on shares of Braze in a research report on Wednesday. Finally, Citigroup lifted their price objective on Braze from $52.00 to $53.00 and gave the stock a “buy” rating in a report on Wednesday, December 10th. Twenty-two analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $36.67.

Braze Trading Up 7.9%

Shares of BRZE stock opened at $23.31 on Wednesday. Braze has a 1 year low of $15.26 and a 1 year high of $43.89. The firm’s fifty day simple moving average is $19.80 and its 200 day simple moving average is $26.51. The firm has a market capitalization of $2.62 billion, a P/E ratio of -19.11 and a beta of 1.08.

Braze (NASDAQ:BRZE) last released its earnings results on Tuesday, March 24th. The company reported $0.10 EPS for the quarter, missing the consensus estimate of $0.14 by ($0.04). Braze had a negative net margin of 17.78% and a negative return on equity of 19.30%. The company had revenue of $205.17 million for the quarter, compared to analyst estimates of $198.23 million. During the same quarter in the previous year, the company earned $0.12 earnings per share. Braze’s revenue for the quarter was up 27.9% compared to the same quarter last year. Equities research analysts anticipate that Braze will post -0.98 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, CEO William Magnuson sold 26,413 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 $447,172.09. Following the completion of the transaction, the chief executive officer owned 4,491,098 shares of the company’s stock, valued at $76,034,289.14. This represents a 0.58% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Pankaj Malik sold 2,893 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $16.93, for a total transaction of $48,978.49. Following the transaction, the chief accounting officer owned 50,679 shares of the company’s stock, valued at approximately $857,995.47. This represents a 5.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 60,676 shares of company stock valued at $1,027,661 over the last 90 days. Company insiders own 18.20% of the company’s stock.

Hedge Funds Weigh In On Braze

Several hedge funds and other institutional investors have recently modified their holdings of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in Braze by 4.5% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,224 shares of the company’s stock valued at $1,415,000 after buying an additional 1,700 shares in the last quarter. Intech Investment Management LLC raised its stake in Braze by 18.8% during the first quarter. Intech Investment Management LLC now owns 40,281 shares of the company’s stock worth $1,453,000 after acquiring an additional 6,379 shares in the last quarter. Police & Firemen s Retirement System of New Jersey lifted its holdings in shares of Braze by 24.0% during the second quarter. Police & Firemen s Retirement System of New Jersey now owns 17,464 shares of the company’s stock valued at $491,000 after acquiring an additional 3,384 shares during the period. SG Americas Securities LLC lifted its holdings in shares of Braze by 17.9% during the second quarter. SG Americas Securities LLC now owns 14,857 shares of the company’s stock valued at $417,000 after acquiring an additional 2,253 shares during the period. Finally, Magnetar Financial LLC acquired a new stake in shares of Braze in the 2nd quarter valued at $331,000. Institutional investors own 90.47% of the company’s stock.

Key Braze News

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Management said more brands are adopting Braze’s AI marketing tools and expects adjusted operating profits to increase materially — reinforcing the growth / margin-recovery story. Why Braze Stock Surged Today
• Positive Sentiment: Q4 revenue topped expectations and management authorized a $100M buyback (including a $50M ASR). The combination of top-line beat, buyback, and strong guidance is the primary near-term bullish catalyst. These Analysts Revise Their Forecasts On Braze Following Q4 Results
• Positive Sentiment: Analysts and commentators emphasize AI-driven product expansion and strong enterprise demand; several firms reiterated or raised ratings despite mixed target moves — supporting the recovery narrative. BRZE Q4 Deep Dive
• Positive Sentiment: Unusually large call-option activity (≈8,070 calls) signals speculative or institutional bullish positioning immediately after the print (short-term demand pressure on the stock).
• Neutral Sentiment: While revenue beat, Braze missed EPS (reported $0.10 vs. ~ $0.115 expected) — a near-term negative for profitability metrics but management attributes margin pressure to growth investments. Q4 Earnings Call Transcript
• Negative Sentiment: Multiple brokers trimmed price targets (Citigroup, Goldman, UBS, Oppenheimer, Stifel, Mizuho, Piper, others) — signaling cautious/discounted valuations and leaving upside dependent on execution against raised guidance.

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.