Braze (NASDAQ:BRZE) Price Target Raised to $31.00 at Barclays

Braze (NASDAQ:BRZE) had its price target hoisted by Barclays from $29.00 to $31.00 in a research report released on Wednesday,Benzinga reports. They currently have an overweight rating on the stock.

Several other research analysts also recently commented on the company. The Goldman Sachs Group reduced their price objective on Braze from $55.00 to $45.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Wells Fargo & Company lifted their target price on shares of Braze from $40.00 to $45.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 10th. Canaccord Genuity Group reaffirmed a “buy” rating and set a $43.00 target price on shares of Braze in a report on Monday. Mizuho increased their target price on shares of Braze from $45.00 to $50.00 and gave the company an “outperform” rating in a research report on Wednesday, December 10th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Braze in a research note on Monday, December 29th. Twenty-two research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $36.67.

Braze Trading Up 19.9%

NASDAQ:BRZE opened at $21.60 on Wednesday. The stock 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. 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 released its earnings results 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). The firm had revenue of $205.17 million during the quarter, compared to analysts’ expectations of $198.23 million. Braze had a negative net margin of 17.78% and a negative return on equity of 19.30%. The business’s revenue was up 27.9% compared to the same quarter last year. During the same quarter last year, the business earned $0.12 EPS. On average, research analysts forecast that Braze will post -0.98 earnings per share for the current year.

Insider Activity at Braze

In other Braze news, CTO Jonathan Hyman sold 7,391 shares of the firm’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 completion of the sale, the chief technology officer directly owned 1,692,933 shares of the company’s stock, valued at $28,661,355.69. This trade represents a 0.43% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, General Counsel Susan Wiseman sold 5,763 shares of Braze stock in a transaction 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 transaction, the general counsel owned 214,031 shares in the company, valued at approximately $3,623,544.83. This represents a 2.62% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 60,676 shares of company stock valued at $1,027,661 in the last three months. Company insiders own 18.20% of the company’s stock.

Institutional Investors Weigh In On Braze

Hedge funds and other institutional investors have recently bought and sold shares of the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in Braze by 4.5% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,224 shares of the company’s stock worth $1,415,000 after purchasing an additional 1,700 shares during the period. Intech Investment Management LLC boosted its holdings in Braze by 18.8% in the 1st quarter. Intech Investment Management LLC now owns 40,281 shares of the company’s stock valued at $1,453,000 after purchasing an additional 6,379 shares during the last quarter. Police & Firemen s Retirement System of New Jersey grew its stake in shares of Braze by 24.0% in the 2nd quarter. Police & Firemen s Retirement System of New Jersey now owns 17,464 shares of the company’s stock valued at $491,000 after buying an additional 3,384 shares during the period. SG Americas Securities LLC increased its holdings in shares of Braze by 17.9% during the 2nd 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 during the last quarter. Finally, Magnetar Financial LLC acquired a new stake in shares of Braze during the 2nd quarter worth approximately $331,000. 90.47% of the stock is currently owned by institutional investors and hedge funds.

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.