Braze (NASDAQ:BRZE) Given New $30.00 Price Target at Oppenheimer

Braze (NASDAQ:BRZE) had its target price reduced by Oppenheimer from $40.00 to $30.00 in a research report report published on Wednesday morning,Benzinga reports. They currently have an outperform rating on the stock.

BRZE has been the subject of several other reports. Stifel Nicolaus set a $40.00 target price on Braze in a research report on Monday, February 9th. Piper Sandler lowered their price objective on Braze from $30.00 to $27.00 and set an “overweight” rating for the company in a research note on Wednesday. Barclays upped their price objective on Braze from $29.00 to $31.00 and gave the company an “overweight” rating in a research note on Wednesday. Weiss Ratings reiterated a “sell (d-)” rating on shares of Braze in a research report on Monday, December 29th. Finally, TD Cowen reduced their target price on shares of Braze from $43.00 to $30.00 and set a “buy” rating on the stock in a report on Friday, March 20th. Twenty-two analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $36.67.

Braze Trading Up 19.9%

BRZE stock opened at $21.60 on Wednesday. The stock has a market capitalization of $2.42 billion, a P/E ratio of -17.70 and a beta of 1.08. Braze has a 12 month low of $15.26 and a 12 month high of $43.89. The firm has a 50-day moving average price of $19.84 and a 200-day moving average price of $26.53.

Braze (NASDAQ:BRZE) last posted its quarterly earnings results on Tuesday, March 24th. The company reported $0.10 earnings per share for the quarter, missing analysts’ consensus estimates of $0.14 by ($0.04). The company 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 revenue for the quarter was up 27.9% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.12 earnings per share. As a group, equities analysts predict that Braze will post -0.98 EPS for the current fiscal year.

Insider Transactions at Braze

In other news, CAO Pankaj Malik sold 2,893 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $16.93, for a total transaction of $48,978.49. Following the completion of the sale, the chief accounting officer owned 50,679 shares of the company’s stock, valued at $857,995.47. This trade represents a 5.40% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CEO William Magnuson sold 26,413 shares of Braze stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $16.93, for a total transaction of $447,172.09. Following the completion of the sale, the chief executive officer owned 4,491,098 shares of the company’s stock, valued at $76,034,289.14. This represents a 0.58% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 60,676 shares of company stock valued at $1,027,661. 18.20% of the stock is owned by insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the stock. Alyeska Investment Group L.P. grew its holdings in Braze by 592.4% in the fourth quarter. Alyeska Investment Group L.P. now owns 2,105,024 shares of the company’s stock worth $72,181,000 after purchasing an additional 1,801,019 shares during the period. Barclays PLC raised its holdings in shares of Braze by 443.0% during the third quarter. Barclays PLC now owns 1,404,395 shares of the company’s stock valued at $39,941,000 after purchasing an additional 1,145,748 shares during the period. UBS Group AG boosted its position in shares of Braze by 421.1% during the 3rd quarter. UBS Group AG now owns 1,279,678 shares of the company’s stock worth $36,394,000 after purchasing an additional 1,034,087 shares in the last quarter. Battery Management CORP. grew its stake in shares of Braze by 70.2% in the 3rd quarter. Battery Management CORP. now owns 2,425,000 shares of the company’s stock valued at $68,967,000 after buying an additional 1,000,000 shares during the period. Finally, Bank of America Corp DE grew its stake in shares of Braze by 238.2% in the 3rd quarter. Bank of America Corp DE now owns 1,351,227 shares of the company’s stock valued at $38,429,000 after buying an additional 951,674 shares during the period. 90.47% of the stock is owned by institutional investors.

Braze News Summary

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Revenue beat, strong outlook and buyback — Q4 revenue of $205.2M topped estimates, management highlighted accelerating organic growth and product/AI momentum, and the company announced a $100M share buyback program. These Analysts Revise Their Forecasts On Braze Following Q4 Results
• Positive Sentiment: AI product expansion & enterprise demand — Analyst writeups and the company call emphasize AI‑enabled features driving greater enterprise adoption, a key growth signal for recurring revenue. BRZE Q4 Deep Dive: AI-Fueled Product Expansion and Strong Enterprise Demand
• Positive Sentiment: Wall Street confirmations and some raises — Multiple firms reaffirmed buy/overweight stances (Cantor, Needham, Canaccord) and a few shops raised targets modestly (JPMorgan, Barclays), keeping institutional sentiment broadly constructive. 5 Wall Street Pros Weigh in on Cloud Provider Braze After Q4 Earnings
• Positive Sentiment: Elevated bullish options activity — Unusual volume in call options suggests short‑term speculative or hedged bullish positioning by traders. (Intraday options note)
• Neutral Sentiment: Company materials and call transcript are available — Investors can review the slide deck and full earnings/transcript for detail on churn, ARR/bookings, and AI roadmap. Q4 Slide Deck / Press Release
• Neutral Sentiment: Market commentary including buy-side bullish pieces — Several analysts and independent pieces argue the market has over-discounted AI risk and position BRZE as a value play after the pullback. Overblown AI Fears Make This A Value Stock Worth Buying
• Negative Sentiment: EPS miss and profitability pressure — Reported EPS $0.10 missed consensus (~$0.14); Braze remains unprofitable on a GAAP basis with negative margins and ROE, which keeps valuation sensitive to execution. Q4 Earnings / Transcript
• Negative Sentiment: Broad downward price-target revisions — Several major banks cut targets (examples: UBS to $28, Citigroup to $46, Goldman to $40, Oppenheimer to $30, Stifel/Piper lowered targets) reflecting multiple compression and more conservative near‑term valuation assumptions. These Analysts Revise Their Forecasts On Braze Following Q4 Results

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.