Braze (NASDAQ:BRZE) Stock Rating Reaffirmed as “Overweight” by Cantor Fitzgerald

Braze (NASDAQ:BRZE)‘s stock had its “overweight” rating restated by investment analysts at Cantor Fitzgerald in a research report issued on Wednesday, MarketBeat Ratings reports. They currently have a $38.00 price objective on the stock. Cantor Fitzgerald’s target price would indicate a potential upside of 51.39% from the company’s current price.

A number of other equities research analysts have also weighed in on the company. Raymond James Financial lifted their target price on Braze from $27.00 to $33.00 and gave the company an “outperform” rating in a research report on Wednesday, September 9th. Needham & Company LLC reiterated a “buy” rating and issued a $50.00 price target on shares of Braze in a report on Wednesday, September 9th. DA Davidson reiterated a “buy” rating and issued a $40.00 price target on shares of Braze in a report on Wednesday, September 9th. UBS Group lifted their price target on Braze from $28.00 to $32.00 and gave the company a “buy” rating in a report on Wednesday, September 9th. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $38.00 price target on shares of Braze in a report on Wednesday, September 9th. Twenty research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Braze currently has an average rating of “Moderate Buy” and an average price target of $38.21.

Braze Stock Up 8.4%

NASDAQ BRZE traded up $1.95 on Wednesday, reaching $25.10. 2,883,020 shares of the stock traded hands, compared to its average volume of 2,925,326. The company has a debt-to-equity ratio of 0.02, a quick ratio of 1.27 and a current ratio of 1.27. The company has a fifty day moving average price of $27.45 and a 200-day moving average price of $24.17. The company has a market cap of $2.85 billion, a price-to-earnings ratio of -24.37 and a beta of 0.88. Braze has a 12 month low of $15.26 and a 12 month high of $37.33.

Braze (NASDAQ:BRZE) last issued its earnings results on Tuesday, September 8th. The company reported $0.19 earnings per share for the quarter, beating analysts’ consensus estimates of $0.16 by $0.03. The business had revenue of $227.23 million during the quarter, compared to analyst estimates of $220.27 million. Braze had a negative return on equity of 16.11% and a negative net margin of 13.55%.Braze’s revenue was up 26.2% on a year-over-year basis. During the same period in the previous year, the company posted $0.15 EPS. Braze has set its FY 2027 guidance at 0.640-0.650 EPS and its Q3 2027 guidance at 0.130-0.140 EPS. As a group, research analysts forecast that Braze will post -0.7 EPS for the current fiscal year.

Insider Activity

In other news, CTO Jonathan Hyman sold 42,000 shares of Braze stock in a transaction on Thursday, August 27th. The stock was sold at an average price of $32.47, for a total value of $1,363,740.00. Following the transaction, the chief technology officer directly owned 1,143,219 shares in the company, valued at approximately $37,120,320.93. This trade represents a 3.54% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Edward Mcdonnell sold 29,732 shares of the business’s stock in a transaction on Monday, August 24th. The stock was sold at an average price of $31.38, for a total value of $932,990.16. Following the transaction, the executive owned 409,630 shares in the company, valued at approximately $12,854,189.40. This trade represents a 6.77% decrease in their ownership of the stock. 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. In the last three months, insiders have sold 203,568 shares of company stock worth $6,096,461. 12.50% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. Whetstone Capital Advisors LLC purchased a new position in Braze during the 2nd quarter worth $671,000. Integrated Wealth Concepts LLC purchased a new position in Braze during the 2nd quarter worth $50,000. Squarepoint Ops LLC grew its stake in Braze by 13.3% during the 2nd quarter. Squarepoint Ops LLC now owns 391,337 shares of the company’s stock worth $8,488,000 after buying an additional 46,049 shares during the last quarter. Corient Private Wealth LP grew its stake in Braze by 5.5% during the 2nd quarter. Corient Private Wealth LP now owns 102,896 shares of the company’s stock worth $2,232,000 after buying an additional 5,360 shares during the last quarter. Finally, Absolute Gestao de Investimentos Ltda. purchased a new position in Braze during the 2nd quarter worth $325,000. 90.47% of the stock is currently owned by hedge funds and other institutional investors.

Key Braze News

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 substantial upside from the stock’s recent $25.10 level. The endorsement supports the bullish case for 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 relationship is intended to help brands deploy more personalized experiences at scale and could strengthen Braze’s enterprise technology position and reach. Braze AWS collaboration announcement
• Positive Sentiment: Braze unveiled multiple AI initiatives, including BrazeAI Decisioning Studio Go, agentic standards, BrazeAI Operator Connect and conversational agents. The product expansion signals continued investment in automation and decisioning tools, potentially creating additional revenue opportunities and improving customer retention. Braze AI product announcements
• Neutral Sentiment: Braze announced its 2026 Torchie Award winners at the Forge customer conference, recognizing brands for customer-engagement innovation and measurable results. The event reinforces customer traction and brand visibility, although it has limited direct financial impact. Braze 2026 Torchie Awards

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.