Oppenheimer Has Lowered Expectations for Braze (NASDAQ:BRZE) Stock Price

Braze (NASDAQ:BRZE) had its price target cut by research analysts at Oppenheimer from $40.00 to $30.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The firm currently has an “outperform” rating on the stock. Oppenheimer’s price target suggests a potential upside of 28.70% from the stock’s previous close.

Other equities analysts have also issued reports about the company. 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. Barclays raised their price target on Braze from $29.00 to $31.00 and gave the stock an “overweight” rating in a report on Wednesday. Citizens Jmp lowered their price objective on Braze from $68.00 to $35.00 and set a “market outperform” rating for the company in a research note on Wednesday. Mizuho dropped their target price on Braze from $50.00 to $40.00 and set an “outperform” rating on the stock in a research report on Wednesday. Finally, Wolfe Research upgraded Braze to an “overweight” rating in a research note on Wednesday, December 10th. Twenty-two analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Braze currently has an average rating of “Moderate Buy” and a consensus target price of $36.67.

Braze Trading Up 7.9%

BRZE stock opened at $23.31 on Wednesday. The stock’s 50 day simple moving average is $19.80 and its 200 day simple moving average is $26.51. Braze has a 12-month low of $15.26 and a 12-month 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.

Braze (NASDAQ:BRZE) last posted its quarterly 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 during the quarter, compared to analyst estimates of $198.23 million. Braze had a negative net margin of 17.78% and a negative return on equity of 19.30%. The company’s quarterly revenue was up 27.9% on a year-over-year basis. During the same period last year, the firm posted $0.12 earnings per share. On average, research analysts forecast that Braze will post -0.98 EPS for the current fiscal year.

Insider Transactions at Braze

In other Braze news, CTO Jonathan Hyman sold 7,391 shares of the firm’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 $125,129.63. Following the transaction, the chief technology officer owned 1,692,933 shares of the company’s stock, valued at approximately $28,661,355.69. This trade represents a 0.43% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Astha Malik sold 14,049 shares of the business’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 $237,849.57. Following the sale, the insider owned 205,289 shares in the company, valued at $3,475,542.77. This trade represents a 6.41% 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 worth $1,027,661 over the last ninety days. Insiders own 18.20% of the company’s stock.

Institutional Investors Weigh In On Braze

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. NBC Securities Inc. bought a new stake in Braze during the fourth quarter worth approximately $27,000. Caitong International Asset Management Co. Ltd boosted its stake in Braze by 3,650.0% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 825 shares of the company’s stock valued at $28,000 after purchasing an additional 803 shares in the last quarter. Kemnay Advisory Services Inc. acquired a new position in shares of Braze during the 4th quarter valued at $52,000. Osaic Holdings Inc. increased its position in shares of Braze by 821.1% during the 2nd quarter. Osaic Holdings Inc. now owns 1,575 shares of the company’s stock valued at $44,000 after purchasing an additional 1,404 shares during the period. Finally, Quarry LP bought a new stake in shares of Braze in the 3rd quarter worth $46,000. 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.

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.