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

Braze (NASDAQ:BRZE)‘s stock had its “overweight” rating reissued by research analysts at Cantor Fitzgerald in a research report issued on Wednesday, MarketBeat reports. They presently have a $38.00 price target on the stock. Cantor Fitzgerald’s price target points to a potential upside of 51.36% from the company’s current price.

A number of other analysts also recently weighed in on BRZE. UBS Group increased their price target on Braze from $28.00 to $32.00 and gave the stock a “buy” rating in a report on Wednesday, September 9th. Stifel Nicolaus set a $35.00 price target on Braze in a research note on Wednesday, September 9th. Oppenheimer lifted their price target on Braze from $30.00 to $36.00 and gave the company an “outperform” rating in a research note on Thursday, August 27th. Barclays lifted their target price on shares of Braze from $31.00 to $38.00 and gave the stock an “overweight” rating in a research report on Wednesday, September 2nd. Finally, TD Cowen lifted their target price on shares of Braze from $30.00 to $36.00 and gave the stock a “buy” rating in a research report on Thursday, August 27th. Twenty investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $38.21.

Braze Trading Up 8.4%

NASDAQ:BRZE traded up $1.96 during trading hours on Wednesday, hitting $25.11. 554,415 shares of the company were exchanged, compared to its average volume of 2,912,409. The stock has a market capitalization of $2.85 billion, a price-to-earnings ratio of -24.12 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 has a fifty day simple moving average of $27.45 and a 200 day simple moving average of $24.17.

Braze (NASDAQ:BRZE) last issued its quarterly earnings results on Tuesday, September 8th. The company reported $0.19 earnings per share 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 firm had revenue of $227.23 million during the quarter, compared to the consensus estimate of $220.27 million. During the same period last year, the business posted $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. Sell-side analysts expect that Braze will post -0.7 EPS for the current fiscal year.

Insider Activity

In related news, insider Astha Malik sold 33,656 shares of the company’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $27.65, for a total value of $930,588.40. Following the completion of the transaction, the insider directly owned 278,138 shares in the company, valued at approximately $7,690,515.70. The trade was a 10.79% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible 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 on Monday, August 24th. The stock was sold at an average price of $31.38, for a total transaction of $932,990.16. Following the completion of the transaction, the executive owned 409,630 shares of the company’s stock, valued at $12,854,189.40. This trade represents a 6.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 203,568 shares of company stock worth $6,096,461 in the last three months. Corporate insiders own 12.50% of the company’s stock.

Institutional Inflows and Outflows

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

Key Stories Impacting Braze

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Positive analyst outlook: Cantor Fitzgerald reaffirmed its “overweight” rating and set a $38 price target, implying approximately 55.6% upside from the referenced $24.43 share price. The target suggests the firm sees substantial value in Braze’s growth prospects.
• Positive Sentiment: AWS collaboration strengthens AI positioning: Braze signed a strategic collaboration agreement with Amazon Web Services to advance AI-powered customer engagement. The partnership is intended to help brands deliver more personalized experiences at scale and could improve Braze’s technology reach, cloud integration and enterprise appeal. Braze Signs Strategic Collaboration Agreement with AWS
• Positive Sentiment: New AI product initiatives: At its Forge customer conference, Braze unveiled BrazeAI Decisioning Studio Go, agentic standards, BrazeAI Operator Connect and conversational agents. The releases reinforce the company’s effort to use AI to automate campaign decisions and deepen customer engagement, potentially supporting future demand and differentiation. Braze unveils new AI products
• Neutral Sentiment: Customer recognition event: Braze announced its 2026 Torchie Award winners, highlighting customers using creativity, collaboration and AI to drive measurable engagement results. The announcement supports brand visibility but does not provide new revenue, earnings or guidance information. Braze announces 2026 Torchie Award winners

Braze Company Profile

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.