Insider Selling: Braze (NASDAQ:BRZE) General Counsel Sells $97,567.59 in Stock

Braze, Inc. (NASDAQ:BRZE) General Counsel Susan Wiseman sold 5,763 shares of the business’s 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 $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. This represents a 2.62% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

Susan Wiseman also recently made the following trade(s):

• On Thursday, February 19th, Susan Wiseman sold 4,167 shares of Braze stock. The shares were sold at an average price of $17.03, for a total transaction of $70,964.01.

Braze Trading Up 0.7%

Shares of BRZE stock opened at $17.16 on Monday. The stock has a market capitalization of $1.93 billion, a price-to-earnings ratio of -15.60 and a beta of 1.07. Braze, Inc. has a 12-month low of $16.25 and a 12-month high of $43.89. The stock’s 50-day moving average price is $26.43 and its 200-day moving average price is $27.73.

Braze (NASDAQ:BRZE) last released its quarterly earnings results on Tuesday, December 9th. The company reported $0.06 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.06. The company had revenue of $190.84 million for the quarter, compared to the consensus estimate of $198.25 million. Braze had a negative net margin of 16.85% and a negative return on equity of 17.87%. Braze’s revenue was up 25.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.02 earnings per share. Braze has set its FY 2026 guidance at 0.420-0.430 EPS and its Q4 2026 guidance at 0.130-0.140 EPS. As a group, research analysts predict that Braze, Inc. will post -0.98 EPS for the current fiscal year.

Institutional Trading of Braze

A number of institutional investors have recently modified their holdings of BRZE. Invesco Ltd. raised its stake in shares of Braze by 9.5% during the 4th quarter. Invesco Ltd. now owns 97,486 shares of the company’s stock worth $3,343,000 after acquiring an additional 8,495 shares in the last quarter. Mercer Global Advisors Inc. ADV boosted its stake in Braze by 7.4% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 22,878 shares of the company’s stock valued at $784,000 after acquiring an additional 1,582 shares in the last quarter. Papamarkou Wellner Asset Management inc. purchased a new position in Braze in the fourth quarter worth $331,000. XTX Topco Ltd increased its position in shares of Braze by 212.3% during the fourth quarter. XTX Topco Ltd now owns 22,517 shares of the company’s stock worth $772,000 after purchasing an additional 15,306 shares in the last quarter. Finally, Twinbeech Capital LP increased its position in shares of Braze by 548.7% during the fourth quarter. Twinbeech Capital LP now owns 72,841 shares of the company’s stock worth $2,498,000 after purchasing an additional 61,613 shares in the last quarter. 90.47% of the stock is currently owned by institutional investors.

Key Braze News

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Battery Management disclosed a roughly $25 million purchase of BRZE shares (an increase of 839,864 shares), which materially boosted the fund’s quarter‑end position and provides a clear institutional demand signal. Fund Discloses $25 Million Braze Stock Investment Amid 60% Share Plunge
• Neutral Sentiment: Reported short-interest figures show “0 shares” and NaN changes for mid-February with a 0.0 days‑to‑cover — this appears to be a data or reporting anomaly rather than a meaningful change in market positioning. Monitor filings or exchange data for a corrected readout before treating this as directional.
• Negative Sentiment: Multiple insiders sold stock over Feb 18–19, representing a visible amount of insider supply (roughly 60,676 shares sold for aggregate proceeds ~ $1.03M): CEO William Magnuson (26,413 shares), CTO Jonathan Hyman (7,391), General Counsel Susan Wiseman (9,930 across two trades), Astha Malik (14,049), and CAO Pankaj Malik (2,893). Large or clustered insider sales can be interpreted negatively by the market even when they may be for diversification or tax reasons. Relevant SEC filings: CEO CEO Form 4, CTO CTO Form 4, GC/other insiders GC Form 4, Astha Malik Form 4, CAO CAO Form 4

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on BRZE. Mizuho boosted their price objective on Braze from $45.00 to $50.00 and gave the company an “outperform” rating in a report on Wednesday, December 10th. Citizens Jmp reiterated a “market outperform” rating and set a $68.00 target price on shares of Braze in a research report on Wednesday, December 10th. Cantor Fitzgerald restated an “overweight” rating and issued a $38.00 price target on shares of Braze in a report on Wednesday, December 10th. Citigroup raised their price target on shares of Braze from $52.00 to $53.00 and gave the stock a “buy” rating in a research note on Wednesday, December 10th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Braze in a research report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $44.30.

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.