Braze (NASDAQ:BRZE) Issues FY 2027 Earnings Guidance

Braze (NASDAQ:BRZE) issued an update on its FY 2027 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 0.610-0.650 for the period, compared to the consensus estimate of 0.630. The company issued revenue guidance of $895.0 million-$899.0 million, compared to the consensus revenue estimate of $887.2 million.

Braze Price Performance

Shares of NASDAQ BRZE opened at $23.36 on Friday. The stock has a fifty day moving average price of $22.11 and a 200 day moving average price of $24.50. Braze has a 1-year low of $15.26 and a 1-year high of $37.67. The company has a market cap of $2.65 billion, a PE ratio of -20.86 and a beta of 0.78.

Braze (NASDAQ:BRZE) last issued its quarterly earnings results on Wednesday, May 27th. The company reported $0.10 earnings per share for the quarter, hitting the consensus estimate of $0.10. Braze had a negative return on equity of 17.33% and a negative net margin of 15.51%.The firm had revenue of $211.00 million during the quarter, compared to the consensus estimate of $205.19 million. During the same period last year, the company earned $0.07 earnings per share. The company’s revenue for the quarter was up 30.2% on a year-over-year basis. Braze has set its Q2 2027 guidance at 0.150-0.160 EPS. Analysts anticipate that Braze will post -0.87 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts have recently commented on the company. Piper Sandler reissued an “overweight” rating and set a $27.00 price target on shares of Braze in a research note on Thursday. Oppenheimer cut their price target on Braze from $40.00 to $30.00 and set an “outperform” rating for the company in a research note on Wednesday, March 25th. DA Davidson reaffirmed a “buy” rating and set a $33.00 price target on shares of Braze in a research note on Thursday. Barclays lifted their price target on Braze from $29.00 to $31.00 and gave the stock an “overweight” rating in a research note on Wednesday, March 25th. Finally, Citizens Jmp reaffirmed a “market outperform” rating and set a $35.00 price target on shares of Braze in a research note on Thursday. 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 company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $36.05.

Insiders Place Their Bets

In related news, General Counsel Susan Wiseman sold 35,000 shares of the business’s stock in a transaction dated Thursday, April 9th. The shares were sold at an average price of $20.29, for a total value of $710,150.00. Following the completion of the transaction, the general counsel owned 209,424 shares of the company’s stock, valued at approximately $4,249,212.96. The trade was a 14.32% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 12.50% of the company’s stock.

Braze News Roundup

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Braze reported fiscal Q1 results that met EPS expectations and beat revenue estimates, with revenue up 30.2% year over year to $211.0 million, signaling continued strong demand for its customer engagement platform.
• Positive Sentiment: The company raised fiscal 2027 guidance, projecting EPS of $0.610-$0.650 and revenue of $895 million-$899 million, both above consensus estimates, which supports the long-term growth outlook.
• Positive Sentiment: Several Wall Street firms reiterated bullish views after the earnings release, including Citizens JMP (“Market Outperform” with a $35 target), Cantor Fitzgerald (“Overweight” with a $38 target), DA Davidson (“Buy” with a $33 target), and Piper Sandler (“Overweight” with a $27 target).
• Neutral Sentiment: Investor attention also focused on Braze’s commentary around AI adoption and organic revenue acceleration, which management highlighted as a key growth driver. Braze Delivers Fourth Straight Quarter of Organic Revenue Growth Acceleration
• Negative Sentiment: The stock has been weighed down by mixed profitability signals, including margin results that some investors viewed as less impressive than revenue growth and guidance, suggesting the company is still prioritizing expansion over near-term profits. Why Braze (BRZE) shares are sliding today
• Negative Sentiment: TipRanks flagged foreign exchange exposure as a new risk, noting that Braze’s global expansion could increase earnings volatility and pressure margins if the U.S. dollar stays strong. Braze’s Growing Currency Risk: How a Strong Dollar and Global Expansion Could Pressure Margins and Add Earnings Volatility

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in BRZE. Envestnet Asset Management Inc. increased its holdings in Braze by 7.2% in the 3rd quarter. Envestnet Asset Management Inc. now owns 11,080 shares of the company’s stock valued at $315,000 after purchasing an additional 746 shares in the last quarter. Caitong International Asset Management Co. Ltd increased its holdings in Braze by 3,650.0% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 825 shares of the company’s stock valued at $28,000 after purchasing an additional 803 shares in the last quarter. MetLife Investment Management LLC increased its holdings in Braze by 1.9% in the 4th quarter. MetLife Investment Management LLC now owns 47,231 shares of the company’s stock valued at $1,620,000 after purchasing an additional 890 shares in the last quarter. Police & Firemen s Retirement System of New Jersey increased its holdings in Braze by 5.0% in the 4th quarter. Police & Firemen s Retirement System of New Jersey now owns 23,081 shares of the company’s stock valued at $791,000 after purchasing an additional 1,107 shares in the last quarter. Finally, California State Teachers Retirement System increased its holdings in Braze by 1.6% in the 2nd quarter. California State Teachers Retirement System now owns 70,283 shares of the company’s stock valued at $1,975,000 after purchasing an additional 1,113 shares in the last quarter. Institutional investors and hedge funds own 90.47% of the company’s stock.

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.