Braze (NASDAQ:BRZE) Price Target Cut to $28.00 by Analysts at UBS Group

Braze (NASDAQ:BRZE) had its price objective reduced by UBS Group from $43.00 to $28.00 in a research report report published on Wednesday morning,Benzinga reports. They currently have a buy rating on the stock.

BRZE has been the topic of several other reports. Citigroup raised their target price on Braze from $52.00 to $53.00 and gave the company a “buy” rating in a report on Wednesday, December 10th. DA Davidson decreased their price target on Braze from $42.00 to $30.00 and set a “buy” rating for the company in a report on Friday, March 20th. Wells Fargo & Company increased their price objective on shares of Braze from $40.00 to $45.00 and gave the company an “overweight” rating in a research report on Wednesday, December 10th. Citizens Jmp dropped their price objective on shares of Braze from $68.00 to $35.00 and set a “market outperform” rating on the stock in a research note on Wednesday. Finally, BTIG Research reduced their target price on shares of Braze from $45.00 to $25.00 and set a “buy” rating on the stock in a research report on Friday, March 20th. Twenty-two equities research 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 MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $36.67.

Braze Trading Up 19.9%

Shares of Braze stock opened at $21.60 on Wednesday. Braze has a twelve month low of $15.26 and a twelve month high of $43.89. The stock has a market cap of $2.42 billion, a price-to-earnings ratio of -17.70 and a beta of 1.08. The company has a fifty day moving average price of $19.84 and a 200 day moving average price of $26.53.

Braze (NASDAQ:BRZE) last released its quarterly earnings data on Tuesday, March 24th. The company reported $0.10 EPS for the quarter, missing the consensus estimate of $0.14 by ($0.04). The company had revenue of $205.17 million during the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same period last year, the business earned $0.12 earnings per share. Analysts forecast that Braze will post -0.98 earnings per share for the current year.

Insider Activity

In other Braze news, CAO Pankaj Malik sold 2,893 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 value of $48,978.49. Following the completion of the transaction, the chief accounting officer owned 50,679 shares of the company’s stock, valued at $857,995.47. The trade was a 5.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, CTO Jonathan Hyman sold 7,391 shares of the business’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $16.93, for a total transaction of $125,129.63. Following the sale, the chief technology officer owned 1,692,933 shares of the company’s stock, valued at approximately $28,661,355.69. The trade was a 0.43% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 60,676 shares of company stock valued at $1,027,661 over the last three months. 18.20% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Braze

Institutional investors have recently modified their holdings of the business. Rockefeller Capital Management L.P. raised its stake in Braze by 23.9% during the fourth quarter. Rockefeller Capital Management L.P. now owns 16,226 shares of the company’s stock worth $556,000 after acquiring an additional 3,134 shares during the period. Caitong International Asset Management Co. Ltd lifted its holdings 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 worth $28,000 after acquiring an additional 803 shares during the last quarter. Invesco Ltd. boosted its stake in Braze by 9.5% in the fourth quarter. Invesco Ltd. now owns 97,486 shares of the company’s stock valued at $3,343,000 after acquiring an additional 8,495 shares during the period. Mercer Global Advisors Inc. ADV grew its holdings in shares of Braze by 7.4% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 22,878 shares of the company’s stock valued at $784,000 after purchasing an additional 1,582 shares during the last quarter. Finally, Papamarkou Wellner Asset Management inc. bought a new position in shares of Braze during the fourth quarter valued at approximately $331,000. Institutional investors own 90.47% of the company’s stock.

More Braze News

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.