JPMorgan Chase & Co. Issues Positive Forecast for Braze (NASDAQ:BRZE) Stock Price

Braze (NASDAQ:BRZE) had its price target hoisted by JPMorgan Chase & Co. from $32.00 to $33.00 in a report published on Wednesday,Benzinga reports. They currently have an overweight rating on the stock.

A number of other research analysts also recently commented on BRZE. DA Davidson dropped their price objective on Braze from $42.00 to $30.00 and set a “buy” rating on the stock in a report on Friday, March 20th. Piper Sandler decreased their target price on Braze from $30.00 to $27.00 and set an “overweight” rating for the company in a research note on Wednesday. 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 note on Friday, March 20th. Weiss Ratings reissued a “sell (d-)” rating on shares of Braze in a report on Monday, December 29th. Finally, Barclays boosted their price objective on shares of Braze from $29.00 to $31.00 and gave the stock an “overweight” rating in a research report on Wednesday. Twenty-two equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $36.67.

Braze Trading Up 19.9%

Braze stock 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. The stock has a market cap of $2.42 billion, a P/E ratio of -17.70 and a beta of 1.08. Braze has a 12-month low of $15.26 and a 12-month high of $43.89.

Braze (NASDAQ:BRZE) last posted its 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 net margin of 17.78% and a negative return on equity of 19.30%. The business had revenue of $205.17 million during the quarter, compared to analysts’ expectations of $198.23 million. During the same period last year, the company earned $0.12 EPS. The business’s quarterly revenue was up 27.9% compared to the same quarter last year. As a group, sell-side analysts forecast that Braze will post -0.98 earnings per share for the current fiscal year.

Insider Transactions at Braze

In other Braze news, CAO Pankaj Malik sold 2,893 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 $48,978.49. Following the completion of the sale, the chief accounting officer owned 50,679 shares in the company, valued at approximately $857,995.47. The trade was a 5.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Astha Malik sold 14,049 shares of the 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 $237,849.57. Following the completion of the sale, the insider directly owned 205,289 shares of the company’s stock, valued at $3,475,542.77. The trade was a 6.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 60,676 shares of company stock worth $1,027,661. Insiders own 18.20% of the company’s stock.

Institutional Trading of Braze

Large investors have recently bought and sold shares of the business. NBC Securities Inc. purchased a new position in Braze during the 4th quarter worth $27,000. Caitong International Asset Management Co. Ltd boosted its stake in shares of Braze by 3,650.0% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 825 shares of the company’s stock worth $28,000 after buying an additional 803 shares during the period. Osaic Holdings Inc. boosted its stake in shares of Braze by 821.1% during the second quarter. Osaic Holdings Inc. now owns 1,575 shares of the company’s stock worth $44,000 after buying an additional 1,404 shares during the period. Quarry LP purchased a new position in shares of Braze during the third quarter worth about $46,000. Finally, Clearstead Advisors LLC grew its holdings in shares of Braze by 58.2% during the third quarter. Clearstead Advisors LLC now owns 1,685 shares of the company’s stock worth $48,000 after buying an additional 620 shares during the last quarter. Institutional investors and hedge funds own 90.47% of the company’s stock.

Key Headlines Impacting 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

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.