Braze, Inc. (NASDAQ:BRZE) Receives Average Rating of “Moderate Buy” from Brokerages

Shares of Braze, Inc. (NASDAQ:BRZE) have been given an average recommendation of “Moderate Buy” by the twenty-four research firms that are presently covering the stock, Marketbeat.com reports. One investment analyst has rated the stock with a sell recommendation, one has given a hold recommendation and twenty-two have given a buy recommendation to the company. The average twelve-month target price among analysts that have issued a report on the stock in the last year is $36.1429.

A number of brokerages have recently weighed in on BRZE. Stifel Nicolaus set a $30.00 price objective on shares of Braze in a report on Thursday. Barclays boosted their price objective on shares of Braze from $29.00 to $31.00 and gave the stock an “overweight” rating in a report on Wednesday, March 25th. Citizens Jmp restated a “market outperform” rating and issued a $35.00 price objective on shares of Braze in a report on Thursday. Citigroup lowered their price objective on shares of Braze from $49.00 to $48.00 and set a “buy” rating for the company in a report on Friday. Finally, TD Cowen reduced their price target on Braze from $43.00 to $30.00 and set a “buy” rating on the stock in a research report on Friday, March 20th.

Braze Stock Performance

BRZE stock opened at $25.63 on Friday. The company has a market capitalization of $2.91 billion, a PE ratio of -22.88 and a beta of 0.78. Braze has a one year low of $15.26 and a one year high of $37.67. The company’s 50 day moving average price is $22.24 and its two-hundred day moving average price is $24.51.

Braze (NASDAQ:BRZE) last announced its quarterly earnings data on Wednesday, May 27th. The company reported $0.10 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.10. The firm had revenue of $211.00 million during the quarter, compared to analyst estimates of $205.19 million. Braze had a negative net margin of 15.51% and a negative return on equity of 17.33%. The business’s quarterly revenue was up 30.2% on a year-over-year basis. During the same period in the previous year, the business posted $0.07 EPS. Braze has set its Q2 2027 guidance at 0.150-0.160 EPS. On average, research analysts predict that Braze will post -0.87 EPS for the current year.

Insider Transactions at Braze

In related news, General Counsel Susan Wiseman sold 35,000 shares of the firm’s stock in a transaction that occurred on Thursday, April 9th. The stock was sold at an average price of $20.29, for a total transaction of $710,150.00. Following the transaction, the general counsel directly owned 209,424 shares in the company, valued at $4,249,212.96. This trade represents a 14.32% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 12.50% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Braze

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Vanguard Group Inc. grew its position in Braze by 10.0% during the 4th quarter. Vanguard Group Inc. now owns 9,851,050 shares of the company’s stock worth $337,793,000 after acquiring an additional 892,635 shares during the last quarter. Champlain Investment Partners LLC grew its position in Braze by 10.8% during the 3rd quarter. Champlain Investment Partners LLC now owns 2,687,928 shares of the company’s stock worth $76,445,000 after acquiring an additional 261,351 shares during the last quarter. JPMorgan Chase & Co. grew its position in 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 acquiring an additional 139,133 shares during the last quarter. Battery Management CORP. grew its position in 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 acquiring an additional 1,000,000 shares during the last quarter. Finally, Alliancebernstein L.P. grew its position in shares of Braze by 28.8% in the 2nd quarter. Alliancebernstein L.P. now owns 2,320,171 shares of the company’s stock worth $65,197,000 after buying an additional 518,103 shares during the last quarter. 90.47% of the stock is currently owned by institutional investors.

Key Braze News

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Citigroup lowered its price target slightly to $48 from $49 but kept a Buy rating, implying significant upside from current levels. Citigroup lowers Braze price target but keeps Buy rating
• Positive Sentiment: Citizens JMP reiterated Market Outperform with a $35 target, while DA Davidson kept a Buy rating at $33 and Cantor Fitzgerald reaffirmed Overweight at $38. Multiple analyst upgrades/reaffirmations often support the stock. Analyst reaffirmations and price targets for Braze
• Positive Sentiment: Braze raised fiscal 2027 guidance, with EPS now expected at $0.610-$0.650 and revenue at $895 million-$899 million, both above or near consensus. That suggests management is still seeing solid demand momentum. Braze raises FY 2027 outlook
• Neutral Sentiment: Several writeups focused on Braze’s Q1 results, highlighting strong revenue growth and AI adoption, but also noting mixed margins and recent post-earnings volatility. Braze Q1 2027 earnings call highlights
• Negative Sentiment: Investors remain cautious about profitability after the latest quarter, since margins were viewed as mixed even though revenue topped estimates and guidance improved. Braze shares slide as investors weigh mixed margins
• Negative Sentiment: The CFO transition and a new disclosure about foreign-exchange risk could add near-term uncertainty around execution and margins, especially as Braze expands globally. Braze currency risk disclosure

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.