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

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

Several other research analysts have also commented on BRZE. Citigroup reissued a “market outperform” rating on shares of Braze in a research report on Wednesday, September 9th. Piper Sandler reaffirmed an “overweight” rating and set a $30.00 target price (up from $27.00) on shares of Braze in a research report on Wednesday, September 9th. Needham & Company LLC reaffirmed a “buy” rating and set a $50.00 target price on shares of Braze in a research report on Wednesday, September 9th. UBS Group upped their target price on Braze from $28.00 to $32.00 and gave the company a “buy” rating in a research report on Wednesday, September 9th. Finally, JPMorgan Chase & Co. reduced their target price on Braze from $35.00 to $34.00 and set an “overweight” rating on the stock in a research 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 issued a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $38.21.

Braze Stock Up 8.4%

Shares of BRZE traded up $1.95 during trading hours on Wednesday, hitting $25.10. The company had a trading volume of 2,883,009 shares, compared to its average volume of 2,925,315. The company has a market capitalization of $2.85 billion, a PE ratio of -24.37 and a beta of 0.88. The company has a current ratio of 1.27, a quick ratio of 1.27 and a debt-to-equity ratio of 0.02. Braze has a one year low of $15.26 and a one year high of $37.33. The company’s fifty day moving average price is $27.45 and its two-hundred day moving average price is $24.17.

Braze (NASDAQ:BRZE) last released its quarterly earnings results on Tuesday, September 8th. The company reported $0.19 EPS for the quarter, topping the consensus estimate of $0.16 by $0.03. The firm 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%.The business’s revenue for the quarter was up 26.2% compared to the same quarter last year. 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, equities analysts forecast that Braze will post -0.7 earnings per share for the current fiscal year.

Insider Activity

In other news, insider Astha Malik sold 33,656 shares of the company’s stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $27.65, for a total value of $930,588.40. Following the sale, the insider owned 278,138 shares in the company, valued at $7,690,515.70. This represents a 10.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Edward M. Mcdonnell sold 29,732 shares of the company’s stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $31.38, for a total value of $932,990.16. Following the completion of the sale, the executive owned 409,630 shares in the company, valued at $12,854,189.40. The trade was a 6.77% 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. Over the last three months, insiders have sold 203,568 shares of company stock valued at $6,096,461. Company insiders own 12.50% of the company’s stock.

Institutional Trading of Braze

A number of hedge funds have recently modified their holdings of the stock. Whetstone Capital Advisors LLC purchased a new position in Braze during the second quarter worth approximately $671,000. Integrated Wealth Concepts LLC purchased a new position in Braze during the second quarter worth approximately $50,000. Squarepoint Ops LLC boosted its position in Braze by 13.3% during the second quarter. Squarepoint Ops LLC now owns 391,337 shares of the company’s stock worth $8,488,000 after purchasing an additional 46,049 shares in the last quarter. Corient Private Wealth LP boosted its position in Braze by 5.5% during the second quarter. Corient Private Wealth LP now owns 102,896 shares of the company’s stock worth $2,232,000 after purchasing an additional 5,360 shares in the last quarter. Finally, Absolute Gestao de Investimentos Ltda. purchased a new position in Braze during the second quarter worth approximately $325,000. Hedge funds and other institutional investors own 90.47% of the company’s stock.

Key Headlines Impacting 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.