Braze (NASDAQ:BRZE) Earns “Overweight” Rating from Cantor Fitzgerald

Braze (NASDAQ:BRZE)‘s stock had its “overweight” rating reiterated by Cantor Fitzgerald in a research report issued on Wednesday, MarketBeat Ratings reports. They currently have a $38.00 target price on the stock. Cantor Fitzgerald’s price objective points to a potential upside of 51.39% from the stock’s previous close.

A number of other research firms also recently issued reports on BRZE. Needham & Company LLC reissued a “buy” rating and set a $50.00 price target on shares of Braze in a research report on Wednesday, September 9th. Barclays increased their price target on Braze from $31.00 to $38.00 and gave the stock an “overweight” rating in a research report on Wednesday, September 2nd. Canaccord Genuity Group raised their price objective on Braze from $35.00 to $37.00 and gave the company a “buy” rating in a research report on Wednesday, September 9th. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Braze in a research report on Tuesday, July 7th. Finally, Stifel Nicolaus set a $35.00 price objective on Braze in a research report on Wednesday, September 9th. Twenty investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Braze has an average rating of “Moderate Buy” and a consensus target price of $38.21.

Braze Stock Up 8.4%

Shares of BRZE traded up $1.95 during midday trading on Wednesday, reaching $25.10. 2,880,870 shares of the stock were exchanged, compared to its average volume of 2,925,314. Braze has a 52 week low of $15.26 and a 52 week high of $37.33. The company has a current ratio of 1.27, a quick ratio of 1.27 and a debt-to-equity ratio of 0.02. The company’s 50 day moving average is $27.45 and its two-hundred day moving average is $24.17. The company has a market capitalization of $2.85 billion, a P/E ratio of -24.37 and a beta of 0.88.

Braze (NASDAQ:BRZE) last posted its quarterly earnings results on Tuesday, September 8th. The company reported $0.19 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.16 by $0.03. Braze had a negative return on equity of 16.11% and a negative net margin of 13.55%.The business had revenue of $227.23 million for the quarter, compared to the consensus estimate of $220.27 million. During the same quarter in the prior year, the company earned $0.15 EPS. The business’s revenue was up 26.2% compared to the same quarter last year. Braze has set its FY 2027 guidance at 0.640-0.650 EPS and its Q3 2027 guidance at 0.130-0.140 EPS. On average, sell-side analysts anticipate that Braze will post -0.7 earnings per share for the current year.

Insider Activity at Braze

In related news, CTO Jonathan Hyman sold 42,000 shares of the firm’s stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $32.47, for a total transaction of $1,363,740.00. Following the sale, the chief technology officer owned 1,143,219 shares of the company’s stock, valued at $37,120,320.93. This trade represents a 3.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Astha Malik sold 15,724 shares of the firm’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $29.57, for a total value of $464,958.68. Following the sale, the insider directly owned 326,233 shares in the company, valued at approximately $9,646,709.81. The trade was a 4.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 203,568 shares of company stock valued at $6,096,461 over the last quarter. 12.50% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Braze

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Westfield Capital Management Co. LP raised its stake in Braze by 0.4% in the fourth quarter. Westfield Capital Management Co. LP now owns 2,187,275 shares of the company’s stock valued at $75,002,000 after buying an additional 9,322 shares during the last quarter. Geode Capital Management LLC raised its stake in Braze by 4.2% in the fourth quarter. Geode Capital Management LLC now owns 2,082,739 shares of the company’s stock valued at $71,430,000 after buying an additional 84,365 shares during the last quarter. The Manufacturers Life Insurance Company raised its stake in Braze by 30.4% in the first quarter. The Manufacturers Life Insurance Company now owns 1,885,577 shares of the company’s stock valued at $44,518,000 after buying an additional 439,513 shares during the last quarter. Stephens Investment Management Group LLC raised its stake in Braze by 11.2% in the first quarter. Stephens Investment Management Group LLC now owns 1,370,986 shares of the company’s stock valued at $32,369,000 after buying an additional 137,843 shares during the last quarter. Finally, Kettle Hill Capital Management LLC purchased a new stake in Braze in the fourth quarter valued at about $25,639,000. 90.47% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Braze

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Cantor Fitzgerald reaffirmed its “overweight” rating and set a $38 price target, implying roughly 51% upside from the referenced $25.10 share price. The target supports investor confidence in Braze’s growth prospects. Cantor Fitzgerald rating report
• Positive Sentiment: Braze signed a strategic collaboration agreement with Amazon Web Services to advance AI-powered customer engagement. The partnership is intended to help brands innovate faster and deliver personalized experiences at scale, potentially strengthening Braze’s competitive position and enterprise growth opportunities. Braze AWS strategic collaboration announcement
• Positive Sentiment: At its Forge customer conference, Braze unveiled several AI initiatives, including BrazeAI Decisioning Studio Go, agentic standards, BrazeAI Operator Connect and conversational agents. The expanded product portfolio could improve monetization and demonstrate Braze’s efforts to remain at the forefront of AI-driven marketing technology. Braze AI product announcements
• Neutral Sentiment: Braze announced the 2026 Torchie Award winners, recognizing customer brands and marketers for creativity, collaboration, AI adoption and measurable engagement results. The recognition supports the company’s brand and customer-community momentum, but is unlikely to have a direct near-term financial impact. Braze 2026 Torchie Awards announcement

About Braze

Braze, Inc is a customer engagement software company that helps businesses build and manage personalized interactions with consumers. Its platform enables organizations to collect and analyze customer data, create audience segments, and coordinate marketing campaigns across multiple digital channels.

The Braze platform supports messaging through mobile and web push notifications, in-app messages, email, SMS, and other communication channels. It also provides tools for campaign orchestration, automation, experimentation, analytics, and artificial intelligence to help brands deliver more relevant and timely customer experiences.

Founded in 2011 as Appboy, the company later adopted the Braze name as it expanded its customer engagement offerings.