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

Braze (NASDAQ:BRZE) had its price objective lifted by Barclays from $29.00 to $31.00 in a report issued on Wednesday,Benzinga reports. The firm currently has an overweight rating on the stock.

Other research analysts also recently issued reports about the company. Canaccord Genuity Group reissued a “buy” rating and issued a $43.00 price objective on shares of Braze in a research note on Monday, March 23rd. Wolfe Research raised Braze to an “overweight” rating in a research report on Wednesday, December 10th. Stifel Nicolaus set a $40.00 price objective on shares of Braze in a research note on Monday, February 9th. The Goldman Sachs Group reduced their price target on shares of Braze from $55.00 to $45.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Finally, Wells Fargo & Company boosted their price objective on shares of Braze from $40.00 to $45.00 and gave the stock an “overweight” rating in a report on Wednesday, December 10th. Twenty-two equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Braze has an average rating of “Moderate Buy” and a consensus price target of $36.67.

Braze Price Performance

NASDAQ:BRZE opened at $23.00 on Wednesday. The stock has a market cap of $2.58 billion, a PE ratio of -18.85 and a beta of 1.08. The stock’s 50-day moving average is $19.80 and its two-hundred day moving average is $26.44. Braze has a fifty-two week low of $15.26 and a fifty-two week high of $43.89.

Braze (NASDAQ:BRZE) last released its earnings results on Tuesday, March 24th. The company reported $0.10 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.14 by ($0.04). The company had revenue of $205.17 million during the quarter, compared to analysts’ expectations of $198.23 million. Braze had a negative return on equity of 18.75% and a negative net margin of 17.78%.The firm’s quarterly revenue was up 27.9% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.12 EPS. On average, equities research analysts anticipate that Braze will post -0.98 earnings per share for the current year.

Insider Buying and Selling

In other news, CAO Pankaj Malik sold 2,893 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 transaction of $48,978.49. Following the completion of the transaction, the chief accounting officer directly owned 50,679 shares in the company, valued at approximately $857,995.47. The trade was a 5.40% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 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 in the company, valued at approximately $3,573,983.92. This trade represents a 1.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 60,676 shares of company stock valued at $1,027,661. Insiders own 18.20% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the company. Arizona State Retirement System grew its holdings in Braze by 1.7% during the 3rd quarter. Arizona State Retirement System now owns 21,749 shares of the company’s stock worth $619,000 after acquiring an additional 363 shares during the last quarter. SBI Securities Co. Ltd. increased its holdings in Braze by 34.3% in the third quarter. SBI Securities Co. Ltd. now owns 1,843 shares of the company’s stock valued at $52,000 after purchasing an additional 471 shares during the period. Clearstead Advisors LLC raised its position in Braze by 58.2% during the 3rd quarter. Clearstead Advisors LLC now owns 1,685 shares of the company’s stock worth $48,000 after purchasing an additional 620 shares during the last quarter. Rhumbline Advisers raised its position in Braze by 0.6% during the 3rd quarter. Rhumbline Advisers now owns 112,638 shares of the company’s stock worth $3,203,000 after purchasing an additional 638 shares during the last quarter. Finally, Envestnet Asset Management Inc. raised its position in shares of Braze by 7.2% during the third quarter. Envestnet Asset Management Inc. now owns 11,080 shares of the company’s stock worth $315,000 after acquiring an additional 746 shares during the last quarter. Institutional investors own 90.47% of the company’s stock.

Key Headlines Impacting Braze

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Company reported a hot quarter with ~28% revenue growth, a swollen backlog/RPO (~$1B) and raised FY2027 revenue and EPS guidance, which drove initial buying interest. Braze Stock Rallies as Revenue Beats, Buybacks Begin, and Outlook Jumps
• Positive Sentiment: Board authorized $100M in buybacks including a $50M accelerated share repurchase (ASR) — a direct capital-return step that reduces float and supported the rally. Braze Stock Rallies as Revenue Beats, Buybacks Begin, and Outlook Jumps
• Positive Sentiment: Several firms raised ratings/targets or reiterated bullish views (e.g., DA Davidson raised its target), bolstering momentum and drawing institutional buying. Braze price target raised to $33 from $30 at DA Davidson
• Neutral Sentiment: Unusually high options activity was noted around BRZE, indicating elevated speculative positioning and potential for sharper intraday moves independent of fundamentals. Braze Target of Unusually High Options Trading (NASDAQ:BRZE)
• Neutral Sentiment: Market roundups and coverage (MSN, MarketBeat, Motley Fool) amplified the story — increasing attention can magnify short-term swings but doesn’t change the underlying fundamentals. 10 Stocks Dominating The Market Today: Best Buy, Figma, Navan, and More
• Negative Sentiment: Multiple brokerages trimmed price targets or lowered expectations (UBS, Stifel, Citigroup, Oppenheimer and others reported cuts), creating mixed analyst signals despite some upgrades — a source of selling pressure for some investors. UBS Group Lowers Braze (NASDAQ:BRZE) Price Target to $28.00
• Negative Sentiment: Although revenue beat, margins and prior EPS misses keep some investors cautious; the shares remain volatile as the market digests whether AI-driven demand and margin improvement will sustainably lift profitability. Why Braze Stock Surged Today

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.