JPMorgan Chase & Co. Increases Braze (NASDAQ:BRZE) Price Target to $33.00

Braze (NASDAQ:BRZE) had its target price hoisted by JPMorgan Chase & Co. from $32.00 to $33.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm presently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s price target would indicate a potential upside of 41.57% from the stock’s current price.

Other research analysts have also recently issued research reports about the stock. The Goldman Sachs Group reduced their price target on shares of Braze from $55.00 to $45.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Wolfe Research upgraded shares of Braze to an “overweight” rating in a report on Wednesday, December 10th. Needham & Company LLC reaffirmed a “buy” rating and issued a $50.00 price objective on shares of Braze in a research report on Wednesday. Piper Sandler lowered their target price on Braze from $30.00 to $27.00 and set an “overweight” rating for the company in a report on Wednesday. Finally, Barclays lifted their price target on Braze from $29.00 to $31.00 and gave the company an “overweight” rating in a research note on Wednesday. Twenty-two equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Braze currently has a consensus rating of “Moderate Buy” and a consensus price target of $36.67.

Braze Price Performance

NASDAQ BRZE opened at $23.31 on Wednesday. Braze has a one year low of $15.26 and a one year high of $43.89. The firm has a market cap of $2.62 billion, a P/E ratio of -19.11 and a beta of 1.08. The stock’s 50-day moving average is $19.80 and its 200-day moving average is $26.51.

Braze (NASDAQ:BRZE) last issued its quarterly earnings data on Tuesday, March 24th. The company reported $0.10 earnings per share (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 business had revenue of $205.17 million during the quarter, compared to analyst estimates of $198.23 million. During the same quarter in the prior year, the firm posted $0.12 earnings per share. Braze’s revenue for the quarter was up 27.9% compared to the same quarter last year. Equities analysts anticipate that Braze will post -0.98 EPS for the current year.

Insider Buying and Selling at Braze

In other Braze news, General Counsel Susan Wiseman sold 5,763 shares of the business’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $16.93, for a total transaction of $97,567.59. Following the sale, the general counsel directly owned 214,031 shares of the company’s stock, valued at $3,623,544.83. The trade was a 2.62% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CEO William Magnuson sold 26,413 shares of the stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $16.93, for a total transaction of $447,172.09. Following the transaction, the chief executive officer owned 4,491,098 shares of the company’s stock, valued at approximately $76,034,289.14. This represents a 0.58% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 60,676 shares of company stock valued at $1,027,661 in the last three months. 18.20% of the stock is currently owned by insiders.

Institutional Trading of Braze

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Vanguard Group Inc. boosted its position in Braze by 10.0% during the fourth quarter. Vanguard Group Inc. now owns 9,851,050 shares of the company’s stock valued at $337,793,000 after purchasing an additional 892,635 shares during the last quarter. Champlain Investment Partners LLC grew its stake in Braze by 10.8% in the third quarter. Champlain Investment Partners LLC now owns 2,687,928 shares of the company’s stock valued at $76,445,000 after purchasing an additional 261,351 shares in the last quarter. JPMorgan Chase & Co. increased its position in shares of Braze by 6.0% during the 3rd quarter. JPMorgan Chase & Co. now owns 2,455,367 shares of the company’s stock worth $69,831,000 after purchasing an additional 139,133 shares during the last quarter. Battery Management CORP. raised its stake 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 purchasing an additional 1,000,000 shares in the last quarter. Finally, Alliancebernstein L.P. raised its stake in shares of Braze by 28.8% during the 2nd quarter. Alliancebernstein L.P. now owns 2,320,171 shares of the company’s stock worth $65,197,000 after purchasing an additional 518,103 shares in the last quarter. Institutional investors own 90.47% of the company’s stock.

Key Stories Impacting Braze

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.