Braze (NASDAQ:BRZE) Price Target Cut to $40.00 by Analysts at The Goldman Sachs Group

Braze (NASDAQ:BRZE) had its price target trimmed by The Goldman Sachs Group from $45.00 to $40.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage currently has a buy rating on the stock.

Other research analysts have also recently issued reports about the stock. Stifel Nicolaus reduced their price objective on shares of Braze from $40.00 to $35.00 and set a “buy” rating for the company in a report on Wednesday. Canaccord Genuity Group restated a “buy” rating and issued a $43.00 target price on shares of Braze in a report on Monday. BTIG Research dropped their price target 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. Wells Fargo & Company lifted their price target on Braze from $40.00 to $45.00 and gave the company an “overweight” rating in a research note on Wednesday, December 10th. Finally, Cantor Fitzgerald reissued an “overweight” rating and set a $38.00 price objective on shares of Braze in a report on Wednesday. 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 data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $36.67.

Braze Trading Up 19.9%

NASDAQ BRZE opened at $21.60 on Wednesday. The company has a fifty day simple moving average of $19.84 and a 200 day simple moving average of $26.53. Braze has a 12-month low of $15.26 and a 12-month high of $43.89. The company has a market cap of $2.42 billion, a P/E ratio of -17.70 and a beta of 1.08.

Braze (NASDAQ:BRZE) last released its quarterly earnings data on Tuesday, March 24th. The company reported $0.10 earnings per share 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 business had revenue of $205.17 million for the quarter, compared to analyst estimates of $198.23 million. During the same quarter in the previous year, the company posted $0.12 EPS. The business’s quarterly revenue was up 27.9% on a year-over-year basis. Sell-side analysts predict that Braze will post -0.98 EPS for the current year.

Insider Buying and Selling at Braze

In other Braze news, CTO Jonathan Hyman sold 7,391 shares of the business’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $16.93, for a total value of $125,129.63. Following the transaction, 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, General Counsel Susan Wiseman sold 4,167 shares of the company’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $17.03, for a total value of $70,964.01. Following the completion of the transaction, the general counsel owned 209,864 shares of the company’s stock, valued at $3,573,983.92. This trade represents a 1.95% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 60,676 shares of company stock valued at $1,027,661 in the last ninety days. 18.20% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Braze

Several institutional investors have recently added to or reduced their stakes in BRZE. Arizona State Retirement System increased its holdings in Braze by 1.7% during the third quarter. Arizona State Retirement System now owns 21,749 shares of the company’s stock worth $619,000 after buying an additional 363 shares during the last quarter. SBI Securities Co. Ltd. boosted its stake in Braze by 34.3% in the third quarter. SBI Securities Co. Ltd. now owns 1,843 shares of the company’s stock valued at $52,000 after acquiring an additional 471 shares during the last quarter. Clearstead Advisors LLC grew its position in shares of Braze by 58.2% during the 3rd quarter. Clearstead Advisors LLC now owns 1,685 shares of the company’s stock valued at $48,000 after acquiring an additional 620 shares during the period. Rhumbline Advisers grew its position in shares of Braze by 0.6% during the 3rd quarter. Rhumbline Advisers now owns 112,638 shares of the company’s stock valued at $3,203,000 after acquiring an additional 638 shares during the period. Finally, Envestnet Asset Management Inc. increased its stake in shares of Braze by 7.2% during the 3rd quarter. Envestnet Asset Management Inc. now owns 11,080 shares of the company’s stock worth $315,000 after purchasing an additional 746 shares during the last quarter. Institutional investors own 90.47% of the company’s stock.

Trending Headlines about Braze

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.