Braze (NASDAQ:BRZE) Price Target Lowered to $27.00 at Piper Sandler

Braze (NASDAQ:BRZE) had its target price lowered by Piper Sandler from $30.00 to $27.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm currently has an overweight rating on the stock.

A number of other research firms also recently weighed in on BRZE. Mizuho increased their price target on shares of Braze from $45.00 to $50.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 10th. Cantor Fitzgerald reissued an “overweight” rating and set a $38.00 price objective on shares of Braze in a research note on Wednesday, December 10th. Canaccord Genuity Group restated a “buy” rating and set a $43.00 price objective on shares of Braze in a report on Monday. DA Davidson cut their target price on Braze from $42.00 to $30.00 and set a “buy” rating on the stock in a research report on Friday, March 20th. Finally, Citizens Jmp reiterated a “market outperform” rating and issued a $68.00 target price on shares of Braze in a report on Wednesday, December 10th. Twenty-two 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 stock currently has an average rating of “Moderate Buy” and a consensus price target of $36.67.

Braze Price Performance

BRZE opened at $21.60 on Wednesday. The stock has a market capitalization of $2.42 billion, a price-to-earnings ratio of -17.70 and a beta of 1.08. The business has a 50-day moving average of $19.84 and a two-hundred day moving average of $26.53. Braze has a 12 month low of $15.26 and a 12 month high of $43.89.

Braze (NASDAQ:BRZE) last announced 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 company had revenue of $205.17 million for the quarter, compared to analysts’ expectations of $198.23 million. During the same quarter in the previous year, the company earned $0.12 earnings per share. The company’s revenue was up 27.9% on a year-over-year basis. Equities research analysts anticipate that Braze will post -0.98 earnings per share for the current year.

Insider Buying and Selling

In related news, CTO Jonathan Hyman sold 7,391 shares of the company’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $16.93, for a total transaction of $125,129.63. Following the completion of the sale, the chief technology officer directly owned 1,692,933 shares of the company’s stock, valued at approximately $28,661,355.69. This represents a 0.43% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, General Counsel Susan Wiseman sold 4,167 shares of the 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 sale, the general counsel owned 209,864 shares of the company’s stock, valued at approximately $3,573,983.92. This represents a 1.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 60,676 shares of company stock valued at $1,027,661. 18.20% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the stock. JPMorgan Chase & Co. grew its stake in shares of Braze by 6.0% in the third quarter. JPMorgan Chase & Co. now owns 2,455,367 shares of the company’s stock valued at $69,831,000 after buying an additional 139,133 shares in the last quarter. Jefferies Financial Group Inc. lifted its position in Braze by 412.2% during the 3rd quarter. Jefferies Financial Group Inc. now owns 99,761 shares of the company’s stock worth $2,837,000 after acquiring an additional 80,285 shares in the last quarter. Squarepoint Ops LLC purchased a new position in Braze in the 2nd quarter worth approximately $3,273,000. Optimus Prime Fund Management Co. Ltd. boosted its holdings in Braze by 15.6% in the 3rd quarter. Optimus Prime Fund Management Co. Ltd. now owns 1,780,000 shares of the company’s stock worth $50,623,000 after acquiring an additional 240,000 shares during the period. Finally, Rede Wealth LLC acquired a new stake in Braze in the third quarter valued at approximately $864,000. Institutional investors and hedge funds own 90.47% of the company’s stock.

Key Stories 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.