Braze (NASDAQ:BRZE) Insider Sells $237,849.57 in Stock

Braze, Inc. (NASDAQ:BRZE) 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 completion of the sale, the insider owned 205,289 shares in the company, valued at $3,475,542.77. This represents a 6.41% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Braze Trading Up 0.7%

NASDAQ:BRZE opened at $17.16 on Monday. The company has a market capitalization of $1.93 billion, a P/E ratio of -15.60 and a beta of 1.07. The firm has a 50-day moving average price of $26.43 and a two-hundred day moving average price of $27.73. Braze, Inc. has a twelve month low of $16.25 and a twelve month high of $43.89.

Braze (NASDAQ:BRZE) last released its quarterly earnings results on Tuesday, December 9th. The company reported $0.06 EPS for the quarter, meeting the consensus estimate of $0.06. Braze had a negative net margin of 16.85% and a negative return on equity of 17.87%. The business had revenue of $190.84 million for the quarter, compared to analyst estimates of $198.25 million. During the same period in the prior year, the business earned $0.02 earnings per share. The company’s quarterly revenue was up 25.5% on a year-over-year basis. Braze has set its FY 2026 guidance at 0.420-0.430 EPS and its Q4 2026 guidance at 0.130-0.140 EPS. On average, equities research analysts predict that Braze, Inc. will post -0.98 earnings per share for the current year.

Analysts Set New Price Targets

Several analysts have recently issued reports on BRZE shares. Citizens Jmp restated a “market outperform” rating and issued a $68.00 price objective on shares of Braze in a research report on Wednesday, December 10th. Cantor Fitzgerald restated an “overweight” rating and issued a $38.00 target price on shares of Braze in a report on Wednesday, December 10th. Wells Fargo & Company lifted their price target on shares of Braze from $40.00 to $45.00 and gave the stock an “overweight” rating in a report on Wednesday, December 10th. Barclays boosted their price objective on shares of Braze from $39.00 to $45.00 and gave the company an “overweight” rating in a research report on Wednesday, December 10th. Finally, Citigroup raised their target price on shares of Braze from $52.00 to $53.00 and gave the stock a “buy” rating in a research report on Wednesday, December 10th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $44.30.

Key Braze News

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Battery Management disclosed a roughly $25 million purchase of BRZE shares (an increase of 839,864 shares), which materially boosted the fund’s quarter‑end position and provides a clear institutional demand signal. Fund Discloses $25 Million Braze Stock Investment Amid 60% Share Plunge
• Neutral Sentiment: Reported short-interest figures show “0 shares” and NaN changes for mid-February with a 0.0 days‑to‑cover — this appears to be a data or reporting anomaly rather than a meaningful change in market positioning. Monitor filings or exchange data for a corrected readout before treating this as directional.
• Negative Sentiment: Multiple insiders sold stock over Feb 18–19, representing a visible amount of insider supply (roughly 60,676 shares sold for aggregate proceeds ~ $1.03M): CEO William Magnuson (26,413 shares), CTO Jonathan Hyman (7,391), General Counsel Susan Wiseman (9,930 across two trades), Astha Malik (14,049), and CAO Pankaj Malik (2,893). Large or clustered insider sales can be interpreted negatively by the market even when they may be for diversification or tax reasons. Relevant SEC filings: CEO CEO Form 4, CTO CTO Form 4, GC/other insiders GC Form 4, Astha Malik Form 4, CAO CAO Form 4

Institutional Investors Weigh In On Braze

A number of institutional investors have recently bought and sold shares of the stock. NBC Securities Inc. acquired a new position in Braze during the fourth quarter worth approximately $27,000. Caitong International Asset Management Co. Ltd increased its holdings in shares of Braze by 3,650.0% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 825 shares of the company’s stock worth $28,000 after buying an additional 803 shares during the last quarter. SBI Securities Co. Ltd. raised its position in shares of Braze by 173.3% in the 2nd quarter. SBI Securities Co. Ltd. now owns 1,372 shares of the company’s stock worth $39,000 after buying an additional 870 shares during the period. Kemnay Advisory Services Inc. acquired a new position in Braze in the fourth quarter valued at $52,000. Finally, Osaic Holdings Inc. grew its position in Braze by 821.1% during the second 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 period. 90.47% of the stock is currently owned by hedge funds and other institutional investors.

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.