Stifel Nicolaus Cuts Braze (NASDAQ:BRZE) Price Target to $35.00

Braze (NASDAQ:BRZE) had its target price cut by Stifel Nicolaus from $40.00 to $35.00 in a report published on Wednesday morning,Benzinga reports. They currently have a buy rating on the stock.

Other equities research analysts have also recently issued reports about the company. Mizuho dropped their price target on Braze from $50.00 to $40.00 and set an “outperform” rating for the company in a report on Wednesday. Weiss Ratings reissued a “sell (d-)” rating on shares of Braze in a research note on Monday, December 29th. Cantor Fitzgerald restated an “overweight” rating and set a $38.00 target price on shares of Braze in a report on Wednesday. Wolfe Research upgraded Braze to an “overweight” rating in a research note on Wednesday, December 10th. Finally, BTIG Research cut their price target on Braze from $45.00 to $25.00 and set a “buy” rating for the company in a report on Friday, March 20th. Twenty-two investment 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. According to MarketBeat.com, Braze currently has an average rating of “Moderate Buy” and a consensus price target of $36.67.

Braze Trading Down 1.3%

Shares of Braze stock opened at $23.00 on Wednesday. The stock has a market capitalization of $2.58 billion, a price-to-earnings ratio of -18.85 and a beta of 1.08. The firm’s 50-day moving average price is $19.80 and its two-hundred day moving average price is $26.44. Braze has a 1-year low of $15.26 and a 1-year high of $43.89.

Braze (NASDAQ:BRZE) last posted 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 firm had revenue of $205.17 million during the quarter, compared to the consensus estimate of $198.23 million. Braze had a negative net margin of 17.78% and a negative return on equity of 18.75%. The business’s revenue was up 27.9% on a year-over-year basis. During the same quarter last year, the firm posted $0.12 EPS. As a group, equities research analysts predict that Braze will post -0.98 EPS for the current year.

Insider Activity at Braze

In related news, General Counsel Susan Wiseman sold 4,167 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $17.03, for a total transaction of $70,964.01. Following the completion of the sale, the general counsel directly owned 209,864 shares of the company’s stock, valued at $3,573,983.92. The trade was a 1.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CTO Jonathan Hyman sold 7,391 shares of the business’s 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 $125,129.63. Following the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 60,676 shares of company stock worth $1,027,661 over the last 90 days. Insiders own 18.20% of the company’s stock.

Institutional Trading of Braze

Several institutional investors and hedge funds have recently made changes to their positions in BRZE. NBC Securities Inc. acquired a new position in shares of Braze in the 4th quarter valued at $27,000. Caitong International Asset Management Co. Ltd grew its stake in shares of Braze by 3,650.0% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 825 shares of the company’s stock worth $28,000 after purchasing an additional 803 shares during the period. Osaic Holdings Inc. increased its holdings in Braze by 821.1% in the second quarter. Osaic Holdings Inc. now owns 1,575 shares of the company’s stock valued at $44,000 after purchasing an additional 1,404 shares during the last quarter. Quarry LP bought a new stake in Braze in the third quarter valued at about $46,000. Finally, Clearstead Advisors LLC lifted its stake in Braze by 58.2% in the third quarter. Clearstead Advisors LLC now owns 1,685 shares of the company’s stock valued at $48,000 after buying an additional 620 shares during the period. Institutional investors own 90.47% of the company’s stock.

Braze News Roundup

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

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.