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

Braze (NASDAQ:BRZE - Get Free Report)'s stock had its "overweight" rating reiterated by investment analysts at Cantor Fitzgerald in a report issued on Wednesday, Benzinga reports. They presently have a $38.00 price target on the stock. Cantor Fitzgerald's price objective would suggest a potential upside of 64.15% from the stock's previous close.

Other equities analysts have also issued reports about the stock. Oppenheimer raised their price objective on shares of Braze from $30.00 to $36.00 and gave the company an "outperform" rating in a research report on Thursday, August 27th. Canaccord Genuity Group raised their price objective on shares of Braze from $35.00 to $37.00 and gave the company a "buy" rating in a research report on Wednesday, September 9th. Needham & Company LLC reaffirmed a "buy" rating and issued a $50.00 price target on shares of Braze in a report on Wednesday, September 9th. TD Cowen raised their price target on Braze from $30.00 to $36.00 and gave the company a "buy" rating in a report on Thursday, August 27th. Finally, Citizens Jmp reaffirmed a "market outperform" rating and issued a $35.00 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 issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $38.21.

Braze Price Performance

BRZE stock opened at $23.15 on Wednesday. The firm has a 50 day moving average of $27.45 and a 200-day moving average of $24.17. 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 12 month low of $15.26 and a 12 month high of $37.33. The firm has a market capitalization of $2.63 billion, a P/E ratio of -22.48 and a beta of 0.88.

Braze (NASDAQ:BRZE - Get Free Report) last released its quarterly earnings data on Tuesday, September 8th. The company reported $0.19 EPS for the quarter, beating analysts' consensus estimates of $0.16 by $0.03. Braze had a negative net margin of 13.55% and a negative return on equity of 16.11%. The company had revenue of $227.23 million during the quarter, compared to analyst estimates of $220.27 million. During the same period last year, the business earned $0.15 earnings per share. Braze'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. As a group, sell-side analysts predict that Braze will post -0.7 earnings per share for the current fiscal 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 transaction, the chief technology officer directly owned 1,143,219 shares of the company's stock, valued at approximately $37,120,320.93. This trade represents a 3.54% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Astha Malik sold 33,656 shares of the firm's stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $27.65, for a total value of $930,588.40. Following the transaction, the insider directly owned 278,138 shares in the company, valued at approximately $7,690,515.70. This represents a 10.79% 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. In the last three months, insiders have sold 203,568 shares of company stock valued at $6,096,461. Corporate insiders own 12.50% of the company's stock.

Hedge Funds Weigh In On Braze

A number of large investors have recently modified their holdings of BRZE. Westfield Capital Management Co. LP grew its stake in shares of Braze by 0.4% during 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 grew its stake in shares of Braze by 4.2% during 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 grew its stake in shares of Braze by 30.4% during 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 grew its stake in shares of Braze by 11.2% during 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 bought a new position in shares of Braze during the fourth quarter valued at about $25,639,000. 90.47% of the stock is 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 on Braze and set a $38 price target, implying substantial upside from the reference price of $23.15. The call indicates continued confidence in Braze’s growth prospects and AI strategy. Cantor Fitzgerald rating report
• Positive Sentiment: Braze signed a strategic collaboration agreement with AWS to advance AI-powered customer engagement. The relationship is intended to help brands deploy more personalized experiences at scale and could strengthen Braze’s technology capabilities, distribution, and enterprise credibility. Braze AWS strategic collaboration announcement
• Positive Sentiment: The company unveiled a broad set of BrazeAI products and capabilities, including Decisioning Studio Go, Agentic Standards, BrazeAI Operator Connect, and conversational agents. These offerings position Braze to benefit from demand for automated, data-driven marketing and may increase customer engagement and platform usage. BrazeAI product announcements
• Neutral Sentiment: Braze’s 2026 Torchie Awards recognized customer brands for creative and measurable engagement campaigns. The announcement supports the company’s marketing narrative and customer relationships but is unlikely to materially affect near-term revenue or earnings. 2026 Torchie Awards announcement
• Negative Sentiment: Despite the favorable announcements, Braze still reports a negative net margin and negative return on equity. Investors may therefore remain focused on whether AI investments and the AWS relationship translate into stronger profitability, while broader volatility in software stocks could weigh on the shares.

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.