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

Braze, Inc. (NASDAQ:BRZE) CTO Jonathan Hyman sold 7,391 shares of the business’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 transaction, the chief technology officer directly owned 1,692,933 shares of the company’s stock, valued at approximately $28,661,355.69. This trade represents a 0.43% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Braze Stock Up 0.7%

BRZE opened at $17.16 on Friday. The firm has a market cap of $1.93 billion, a P/E ratio of -15.60 and a beta of 1.07. The business’s fifty day simple moving average is $26.43 and its 200 day simple moving average is $27.73. Braze, Inc. has a 52 week low of $16.25 and a 52 week high of $43.89.

Braze (NASDAQ:BRZE) last released its earnings results on Tuesday, December 9th. The company reported $0.06 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.06. The company had revenue of $190.84 million for the quarter, compared to analyst estimates of $198.25 million. Braze had a negative net margin of 16.85% and a negative return on equity of 17.87%. The firm’s quarterly revenue was up 25.5% on a year-over-year basis. During the same period in the prior year, the firm earned $0.02 EPS. 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 expect that Braze, Inc. will post -0.98 EPS for the current fiscal year.

Trending Headlines about Braze

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 Inflows and Outflows

Hedge funds have recently bought and sold shares of the business. Invesco Ltd. lifted its position in Braze by 9.5% during the fourth quarter. Invesco Ltd. now owns 97,486 shares of the company’s stock valued at $3,343,000 after buying an additional 8,495 shares in the last quarter. Mercer Global Advisors Inc. ADV lifted its holdings in shares of Braze by 7.4% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 22,878 shares of the company’s stock valued at $784,000 after acquiring an additional 1,582 shares in the last quarter. Papamarkou Wellner Asset Management inc. purchased a new stake in Braze during the 4th quarter worth $331,000. XTX Topco Ltd increased its holdings in Braze by 212.3% in the 4th quarter. XTX Topco Ltd now owns 22,517 shares of the company’s stock valued at $772,000 after purchasing an additional 15,306 shares in the last quarter. Finally, Twinbeech Capital LP raised its position in Braze by 548.7% in the fourth quarter. Twinbeech Capital LP now owns 72,841 shares of the company’s stock valued at $2,498,000 after purchasing an additional 61,613 shares during the period. Hedge funds and other institutional investors own 90.47% of the company’s stock.

Analyst Upgrades and Downgrades

BRZE has been the topic of several analyst reports. Citizens Jmp restated a “market outperform” rating and set a $68.00 price objective on shares of Braze in a report on Wednesday, December 10th. Weiss Ratings reissued a “sell (d-)” rating on shares of Braze in a research note on Monday, December 29th. Stifel Nicolaus set a $40.00 price objective on shares of Braze in a report on Monday, February 9th. The Goldman Sachs Group decreased their target price on shares of Braze from $55.00 to $45.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. Finally, Barclays upped their price target 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. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $44.30.

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.