UBS Group Lowers Braze (NASDAQ:BRZE) Price Target to $28.00

Braze (NASDAQ:BRZE) had its target price reduced by equities research analysts at UBS Group from $43.00 to $28.00 in a report released on Wednesday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. UBS Group’s target price would suggest a potential upside of 20.12% from the company’s previous close.

BRZE has been the subject of several other research reports. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Braze in a research note on Monday, December 29th. Cantor Fitzgerald restated an “overweight” rating and set a $38.00 target price on shares of Braze in a report on Wednesday. BTIG Research cut their target price on shares of Braze from $45.00 to $25.00 and set a “buy” rating for the company in a research report on Friday, March 20th. Wells Fargo & Company upped their price target on shares of Braze from $40.00 to $45.00 and gave the company an “overweight” rating in a report on Wednesday, December 10th. Finally, JPMorgan Chase & Co. increased their price target on shares of Braze from $32.00 to $33.00 and gave the company an “overweight” rating in a research report on Wednesday. Twenty-two analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $36.67.

Braze Price Performance

BRZE opened at $23.31 on Wednesday. Braze has a 1-year low of $15.26 and a 1-year high of $43.89. The stock 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 simple moving average is $19.80 and its 200 day simple 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). The firm 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 business’s revenue for the quarter was up 27.9% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.12 earnings per share. Research analysts expect that Braze will post -0.98 EPS for the current fiscal year.

Insider Activity

In related news, CEO William Magnuson sold 26,413 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 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 approximately $76,034,289.14. The trade was a 0.58% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CTO Jonathan Hyman sold 7,391 shares of the company’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 completion of the transaction, the chief technology officer owned 1,692,933 shares in the company, valued at approximately $28,661,355.69. This trade represents a 0.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 60,676 shares of company stock worth $1,027,661 in the last quarter. Corporate insiders own 18.20% of the company’s stock.

Hedge Funds Weigh In On Braze

Several institutional investors and hedge funds have recently modified their holdings of the company. NBC Securities Inc. acquired a new stake in Braze during the fourth quarter worth approximately $27,000. Caitong International Asset Management Co. Ltd raised its holdings in Braze by 3,650.0% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 825 shares of the company’s stock valued at $28,000 after acquiring an additional 803 shares during the last quarter. Osaic Holdings Inc. raised its holdings in Braze by 821.1% in the 2nd quarter. Osaic Holdings Inc. now owns 1,575 shares of the company’s stock valued at $44,000 after acquiring an additional 1,404 shares during the last quarter. Quarry LP purchased a new position in shares of Braze during the 3rd quarter worth $46,000. Finally, Clearstead Advisors LLC boosted its holdings in shares of Braze by 58.2% during the third quarter. Clearstead Advisors LLC now owns 1,685 shares of the company’s stock worth $48,000 after purchasing an additional 620 shares during the last quarter. Hedge funds and other institutional investors own 90.47% of the company’s stock.

Braze News Roundup

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.