Braze (NASDAQ:BRZE) Updates FY 2026 Earnings Guidance

Braze (NASDAQ:BRZE) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 0.420-0.430 for the period, compared to the consensus earnings per share estimate of -0.110. The company issued revenue guidance of $730.5 million-$731.5 million, compared to the consensus revenue estimate of $718.6 million. Braze also updated its Q4 2026 guidance to 0.130-0.140 EPS.

Braze Stock Performance

BRZE traded up $0.62 during trading on Tuesday, hitting $30.65. 4,989,246 shares of the stock were exchanged, compared to its average volume of 1,536,738. The firm has a 50 day simple moving average of $27.95 and a 200 day simple moving average of $28.65. The firm has a market cap of $3.41 billion, a price-to-earnings ratio of -29.47 and a beta of 1.10. Braze has a 1 year low of $23.91 and a 1 year high of $48.33.

Braze (NASDAQ:BRZE) last issued its earnings results on Tuesday, December 9th. The company reported ($0.29) earnings per share for the quarter, missing the consensus estimate of $0.06 by ($0.35). Braze had a negative return on equity of 17.97% and a negative net margin of 16.62%.Braze has set its FY 2026 guidance at 0.420-0.430 EPS and its Q4 2026 guidance at 0.130-0.140 EPS. As a group, equities analysts anticipate that Braze will post -0.98 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on BRZE shares. JMP Securities reaffirmed a “market outperform” rating and issued a $68.00 price target on shares of Braze in a research report on Friday, September 5th. Citigroup boosted their price target on Braze from $50.00 to $52.00 and gave the stock a “buy” rating in a research report on Friday, September 5th. Cantor Fitzgerald raised their price objective on Braze from $35.00 to $38.00 and gave the company an “overweight” rating in a research report on Friday, September 5th. DA Davidson reiterated a “buy” rating and issued a $40.00 target price on shares of Braze in a report on Friday, September 5th. Finally, Mizuho increased their price target on shares of Braze from $40.00 to $45.00 and gave the company an “outperform” rating in a research report on Friday, September 5th. Nineteen research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $45.11.

Insider Transactions at Braze

In other news, General Counsel Susan Wiseman sold 5,474 shares of the firm’s stock in a transaction dated Tuesday, November 18th. The stock was sold at an average price of $26.64, for a total value of $145,827.36. Following the completion of the transaction, the general counsel directly owned 224,250 shares in the company, valued at $5,974,020. This trade represents a 2.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Astha Malik sold 14,322 shares of the company’s stock in a transaction that occurred on Tuesday, November 18th. The shares were sold at an average price of $26.64, for a total value of $381,538.08. Following the completion of the sale, the insider owned 219,338 shares in the company, valued at approximately $5,843,164.32. This represents a 6.13% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 68,557 shares of company stock worth $1,856,089 over the last ninety days. 18.20% of the stock is currently owned by insiders.

Institutional Trading of Braze

Several institutional investors and hedge funds have recently bought and sold shares of the business. Inceptionr LLC purchased a new stake in shares of Braze during the third quarter worth about $242,000. Envestnet Asset Management Inc. boosted 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 worth $315,000 after buying an additional 746 shares during the last quarter. State of Wyoming increased its stake in Braze by 218.1% during the 2nd quarter. State of Wyoming now owns 9,418 shares of the company’s stock worth $265,000 after buying an additional 6,457 shares in the last quarter. Sender Co & Partners Inc. purchased a new position in shares of Braze in the second quarter valued at approximately $248,000. Finally, Captrust Financial Advisors boosted its stake in shares of Braze by 58.8% in the second quarter. Captrust Financial Advisors now owns 11,705 shares of the company’s stock worth $329,000 after acquiring an additional 4,336 shares during the last quarter. 90.47% of the stock is currently owned by institutional investors and hedge funds.

Braze Company Profile

Braze, Inc operates a customer engagement platform that provides interactions between consumers and brands worldwide. The company offers Braze software development kits that automatically manage data ingestion and deliver mobile and web notifications, in-application/in-browser interstitial messages, and content cards; REST API that can be used to import or export data or to trigger workflows between Braze and brands' existing technology stacks; Partner Data Integrations, which allow brands to sync user cohorts from partners; Data Transformation, in which brands can programmatically sync and transform user data; and Braze Cloud Data Ingestion that enables brands to harness their customer data.