Jonathan Hyman Sells 7,391 Shares of Braze (NASDAQ:BRZE) Stock

Braze, Inc. (NASDAQ:BRZE) 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 transaction of $125,129.63. Following the completion of the sale, the chief technology officer 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 transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink.

Braze Trading Up 0.7%

Shares of Braze stock traded up $0.12 on Friday, reaching $17.16. 3,387,140 shares of the stock were exchanged, compared to its average volume of 3,179,416. Braze, Inc. has a 1-year low of $16.25 and a 1-year high of $43.89. The business has a fifty day moving average price of $26.75 and a two-hundred day moving average price of $27.79. The firm has a market capitalization of $1.93 billion, a PE ratio of -15.60 and a beta of 1.07.

Braze (NASDAQ:BRZE) last announced its quarterly earnings data on Tuesday, December 9th. The company reported $0.06 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.06. Braze had a negative return on equity of 17.87% and a negative net margin of 16.85%.The company had revenue of $190.84 million for the quarter, compared to analyst estimates of $198.25 million. During the same quarter in the previous year, the company earned $0.02 EPS. The firm’s revenue for the quarter was up 25.5% compared to the same quarter last year. Braze has set its FY 2026 guidance at 0.420-0.430 EPS and its Q4 2026 guidance at 0.130-0.140 EPS. Research analysts expect that Braze, Inc. will post -0.98 EPS for the current year.

Key Braze News

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Battery Management disclosed a roughly $25 million purchase of BRZE shares (an increase of 839,864 shares), which materially boosted the fund’s quarter‑end position and provides a clear institutional demand signal. Fund Discloses $25 Million Braze Stock Investment Amid 60% Share Plunge
• Neutral Sentiment: Reported short-interest figures show “0 shares” and NaN changes for mid-February with a 0.0 days‑to‑cover — this appears to be a data or reporting anomaly rather than a meaningful change in market positioning. Monitor filings or exchange data for a corrected readout before treating this as directional.
• Negative Sentiment: Multiple insiders sold stock over Feb 18–19, representing a visible amount of insider supply (roughly 60,676 shares sold for aggregate proceeds ~ $1.03M): CEO William Magnuson (26,413 shares), CTO Jonathan Hyman (7,391), General Counsel Susan Wiseman (9,930 across two trades), Astha Malik (14,049), and CAO Pankaj Malik (2,893). Large or clustered insider sales can be interpreted negatively by the market even when they may be for diversification or tax reasons. Relevant SEC filings: CEO CEO Form 4, CTO CTO Form 4, GC/other insiders GC Form 4, Astha Malik Form 4, CAO CAO Form 4

Institutional Trading of Braze

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. JPMorgan Chase & Co. boosted its position in Braze by 2.8% in the 2nd quarter. JPMorgan Chase & Co. now owns 2,316,234 shares of the company’s stock valued at $65,086,000 after buying an additional 64,025 shares during the last quarter. Citizens Financial Group Inc. RI acquired a new position in shares of Braze in the second quarter worth about $736,000. Versor Investments LP acquired a new position in shares of Braze in the second quarter worth about $638,000. AlphaQuest LLC boosted its holdings in Braze by 250.6% in the second quarter. AlphaQuest LLC now owns 17,899 shares of the company’s stock valued at $503,000 after purchasing an additional 12,794 shares during the last quarter. Finally, Pathway Capital Management LP acquired a new stake in Braze during the 2nd quarter valued at approximately $4,813,000. Hedge funds and other institutional investors own 90.47% of the company’s stock.

Analyst Ratings Changes

BRZE has been the topic of several research analyst reports. Cantor Fitzgerald restated an “overweight” rating and set a $38.00 target price on shares of Braze in a research report on Wednesday, December 10th. Citizens Jmp reissued a “market outperform” rating and set a $68.00 price objective on shares of Braze in a report on Wednesday, December 10th. Barclays upped their target price on shares of Braze from $39.00 to $45.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 10th. Mizuho lifted their price target 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, The Goldman Sachs Group lowered their price target on Braze from $55.00 to $45.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $44.30.

About Braze

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.