Braze (NASDAQ:BRZE) Price Target Lowered to $35.00 at Stifel Nicolaus

Braze (NASDAQ:BRZE) had its target price cut by Stifel Nicolaus from $40.00 to $35.00 in a report released on Wednesday morning,Benzinga reports. They currently have a buy rating on the stock.

Several other research analysts also recently commented on BRZE. Canaccord Genuity Group reiterated a “buy” rating and issued a $43.00 price objective on shares of Braze in a report on Monday. Piper Sandler reduced their price target on Braze from $30.00 to $27.00 and set an “overweight” rating on the stock in a research report on Wednesday. TD Cowen decreased their price target on Braze from $43.00 to $30.00 and set a “buy” rating on the stock in a research note on Friday, March 20th. Citizens Jmp lowered their price objective on Braze from $68.00 to $35.00 and set a “market outperform” rating for the company in a research report on Wednesday. Finally, Oppenheimer dropped their price objective on Braze from $40.00 to $30.00 and set an “outperform” rating for the company in a research note on Wednesday. Twenty-two investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Braze has a consensus rating of “Moderate Buy” and an average price target of $36.67.

Braze Stock Performance

BRZE stock opened at $21.60 on Wednesday. Braze has a 52 week low of $15.26 and a 52 week high of $43.89. The firm’s fifty day moving average is $19.84 and its 200 day moving average is $26.53. The firm 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 issued its earnings results on Tuesday, March 24th. The company reported $0.10 EPS for the quarter, missing analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $198.23 million. During the same quarter in the previous year, the business earned $0.12 EPS. Braze’s revenue for the quarter was up 27.9% compared to the same quarter last year. As a group, analysts forecast that Braze will post -0.98 EPS for the current year.

Insider Activity at Braze

In other 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 value of $237,849.57. Following the sale, the insider directly owned 205,289 shares in the company, valued at approximately $3,475,542.77. This trade represents a 6.41% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO William Magnuson sold 26,413 shares of the business’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 $447,172.09. Following the transaction, the chief executive officer directly owned 4,491,098 shares in the company, valued at $76,034,289.14. This trade represents a 0.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 60,676 shares of company stock worth $1,027,661 over the last 90 days. 18.20% of the stock is owned by insiders.

Institutional Trading of Braze

Several large investors have recently added to or reduced their stakes in the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in Braze by 4.5% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,224 shares of the company’s stock valued at $1,415,000 after purchasing an additional 1,700 shares during the period. Intech Investment Management LLC increased its position in shares of Braze by 18.8% during the first quarter. Intech Investment Management LLC now owns 40,281 shares of the company’s stock valued at $1,453,000 after buying an additional 6,379 shares during the period. Police & Firemen s Retirement System of New Jersey raised its stake in Braze by 24.0% in the second quarter. Police & Firemen s Retirement System of New Jersey now owns 17,464 shares of the company’s stock worth $491,000 after buying an additional 3,384 shares in the last quarter. SG Americas Securities LLC raised its stake in Braze by 17.9% in the second quarter. SG Americas Securities LLC now owns 14,857 shares of the company’s stock worth $417,000 after buying an additional 2,253 shares in the last quarter. Finally, Magnetar Financial LLC purchased a new stake in Braze in the second quarter worth about $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.