Braze (NASDAQ:BRZE) Price Target Cut to $40.00 by Analysts at Mizuho

Braze (NASDAQ:BRZE) had its target price trimmed by Mizuho from $50.00 to $40.00 in a report issued on Wednesday,Benzinga reports. The brokerage currently has an outperform rating on the stock.

Other equities research analysts have also issued research reports about the stock. The Goldman Sachs Group dropped their price objective on shares of Braze from $55.00 to $45.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Wells Fargo & Company lifted their target price on shares of Braze from $40.00 to $45.00 and gave the company an “overweight” rating in a report on Wednesday, December 10th. JPMorgan Chase & Co. increased their price target on Braze from $32.00 to $33.00 and gave the company an “overweight” rating in a report on Wednesday. Needham & Company LLC reissued a “buy” rating and issued a $50.00 price objective on shares of Braze in a research report on Wednesday. Finally, TD Cowen cut their price objective on Braze from $43.00 to $30.00 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 assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $36.67.

Braze Stock Up 19.9%

BRZE stock opened at $21.60 on Wednesday. The company has a market cap of $2.42 billion, a price-to-earnings ratio of -17.70 and a beta of 1.08. The business has a fifty day simple moving average of $19.84 and a 200-day simple moving average of $26.53. Braze has a 52 week low of $15.26 and a 52 week high of $43.89.

Braze (NASDAQ:BRZE) last announced its quarterly earnings results on Tuesday, March 24th. The company reported $0.10 EPS for the quarter, missing the consensus estimate of $0.14 by ($0.04). Braze had a negative return on equity of 19.30% and a negative net margin of 17.78%.The firm had revenue of $205.17 million for the quarter, compared to analyst estimates of $198.23 million. During the same quarter in the prior year, the company earned $0.12 earnings per share. The business’s revenue was up 27.9% compared to the same quarter last year. As a group, analysts expect that Braze will post -0.98 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Braze news, insider Astha Malik sold 14,049 shares of Braze stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $16.93, for a total transaction of $237,849.57. Following the sale, the insider directly owned 205,289 shares in the company, valued at $3,475,542.77. The trade was a 6.41% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, General Counsel Susan Wiseman sold 5,763 shares of the company’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 value of $97,567.59. Following the completion of the transaction, the general counsel directly owned 214,031 shares in the company, valued at approximately $3,623,544.83. The trade was a 2.62% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 60,676 shares of company stock valued at $1,027,661. Insiders own 18.20% of the company’s stock.

Institutional Trading of Braze

Hedge funds have recently made changes to their positions in the stock. NBC Securities Inc. bought a new stake in shares of Braze in the fourth quarter worth $27,000. Caitong International Asset Management Co. Ltd boosted its stake in Braze by 3,650.0% during 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. Kemnay Advisory Services Inc. acquired a new position in Braze during the 4th quarter worth $52,000. Osaic Holdings Inc. grew its holdings in Braze by 821.1% during the 2nd quarter. Osaic Holdings Inc. now owns 1,575 shares of the company’s stock worth $44,000 after acquiring an additional 1,404 shares in the last quarter. Finally, Quarry LP bought a new stake in shares of Braze in the 3rd quarter worth about $46,000. Institutional investors and hedge funds own 90.47% of the company’s stock.

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

About Braze

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.