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

Braze (NASDAQ:BRZE) had its target price lowered by equities researchers at Mizuho from $50.00 to $40.00 in a report released on Wednesday,Benzinga reports. The brokerage currently has an “outperform” rating on the stock. Mizuho’s price target would indicate a potential upside of 71.60% from the stock’s previous close.

Several other equities research analysts have also issued reports on BRZE. The Goldman Sachs Group decreased their price target on shares of Braze from $55.00 to $45.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. Weiss Ratings restated a “sell (d-)” rating on shares of Braze in a research report on Monday, December 29th. Needham & Company LLC reaffirmed a “buy” rating and set a $50.00 target price on shares of Braze in a research note on Wednesday. JPMorgan Chase & Co. increased their price target on Braze from $32.00 to $33.00 and gave the company an “overweight” rating in a research note on Wednesday. Finally, Wells Fargo & Company raised their price objective on Braze from $40.00 to $45.00 and gave the company an “overweight” rating in a report on Wednesday, December 10th. Twenty-two equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $36.67.

Braze Stock Up 7.9%

Shares of BRZE stock opened at $23.31 on Wednesday. The business has a fifty day simple moving average of $19.80 and a 200 day simple moving average of $26.51. The company has a market cap of $2.62 billion, a P/E ratio of -19.11 and a beta of 1.08. Braze has a twelve month low of $15.26 and a twelve month high of $43.89.

Braze (NASDAQ:BRZE) last issued 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). The business had revenue of $205.17 million for the quarter, compared to analyst estimates of $198.23 million. Braze had a negative return on equity of 19.30% and a negative net margin of 17.78%.The firm’s revenue was up 27.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.12 EPS. As a group, equities research analysts anticipate that Braze will post -0.98 earnings per share for the current fiscal year.

Insider Transactions at Braze

In other Braze news, insider Astha Malik sold 14,049 shares of the company’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 value of $237,849.57. Following the completion of the transaction, the insider directly owned 205,289 shares in the company, valued at approximately $3,475,542.77. This represents a 6.41% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO William Magnuson sold 26,413 shares of the firm’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $16.93, for a total transaction of $447,172.09. Following the transaction, the chief executive officer directly owned 4,491,098 shares of the company’s stock, valued at $76,034,289.14. The trade was a 0.58% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 60,676 shares of company stock worth $1,027,661. 18.20% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. JPMorgan Chase & Co. grew its position in shares of Braze by 6.0% in the 3rd quarter. JPMorgan Chase & Co. now owns 2,455,367 shares of the company’s stock valued at $69,831,000 after buying an additional 139,133 shares during the last quarter. Jefferies Financial Group Inc. raised its position in shares of Braze by 412.2% during the third quarter. Jefferies Financial Group Inc. now owns 99,761 shares of the company’s stock worth $2,837,000 after acquiring an additional 80,285 shares during the last quarter. Squarepoint Ops LLC acquired a new position in shares of Braze in the second quarter worth approximately $3,273,000. Optimus Prime Fund Management Co. Ltd. boosted its holdings in Braze by 15.6% in the third quarter. Optimus Prime Fund Management Co. Ltd. now owns 1,780,000 shares of the company’s stock valued at $50,623,000 after acquiring an additional 240,000 shares during the last quarter. Finally, Rede Wealth LLC acquired a new stake in Braze during the 3rd quarter valued at approximately $864,000. 90.47% of the stock is owned by institutional investors and hedge funds.

Key Headlines 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.

About Braze

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.