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

Braze (NASDAQ:BRZE) had its target price decreased by stock analysts at Stifel Nicolaus from $40.00 to $35.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. Stifel Nicolaus’ price target would indicate a potential upside of 50.15% from the stock’s previous close.

Several other equities analysts also recently weighed in on BRZE. JPMorgan Chase & Co. lifted their target price on Braze from $32.00 to $33.00 and gave the company an “overweight” rating in a research report on Wednesday. Mizuho lowered their price objective on shares of Braze from $50.00 to $40.00 and set an “outperform” rating for the company in a research note on Wednesday. Cantor Fitzgerald restated an “overweight” rating and issued a $38.00 price objective on shares of Braze in a report on Wednesday. Oppenheimer cut their target price on shares of Braze from $40.00 to $30.00 and set an “outperform” rating on the stock in a research note on Wednesday. Finally, DA Davidson decreased their price target on shares of Braze from $42.00 to $30.00 and set a “buy” rating for the company in a research report on Friday, March 20th. Twenty-two analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $36.67.

Braze Stock Up 7.9%

BRZE opened at $23.31 on Wednesday. Braze has a 52 week low of $15.26 and a 52 week high of $43.89. The business has a fifty day simple moving average of $19.80 and a 200-day simple moving average of $26.51. 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 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 firm had revenue of $205.17 million during the quarter, compared to analysts’ expectations of $198.23 million. During the same quarter in the prior year, the firm posted $0.12 EPS. Braze’s quarterly revenue was up 27.9% compared to the same quarter last year. Sell-side analysts expect that Braze will post -0.98 earnings per share for the current year.

Insiders Place Their Bets

In other news, General Counsel Susan Wiseman sold 5,763 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 $97,567.59. Following the completion of the transaction, the general counsel directly owned 214,031 shares of the company’s stock, valued at approximately $3,623,544.83. The trade was a 2.62% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CAO Pankaj Malik sold 2,893 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $16.93, for a total transaction of $48,978.49. Following the sale, the chief accounting officer owned 50,679 shares in the company, valued at $857,995.47. The trade was a 5.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 60,676 shares of company stock worth $1,027,661. Corporate insiders own 18.20% of the company’s stock.

Institutional Investors Weigh In On Braze

A number of hedge funds and other institutional investors have recently modified their holdings of the company. NBC Securities Inc. purchased a new stake in shares of Braze during the 4th quarter worth $27,000. Caitong International Asset Management Co. Ltd raised its stake in Braze by 3,650.0% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 825 shares of the company’s stock valued at $28,000 after buying an additional 803 shares in the last quarter. Kemnay Advisory Services Inc. acquired a new stake in Braze in the fourth quarter valued at $52,000. Osaic Holdings Inc. lifted its holdings in Braze by 821.1% during the 2nd quarter. Osaic Holdings Inc. now owns 1,575 shares of the company’s stock worth $44,000 after buying an additional 1,404 shares during the last quarter. Finally, Quarry LP purchased a new stake in Braze during the 3rd quarter worth about $46,000. 90.47% of the stock is currently owned by institutional investors and hedge funds.

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.