Braze (NASDAQ:BRZE) Issues FY 2027 Earnings Guidance

Braze (NASDAQ:BRZE) updated its FY 2027 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 0.640-0.650 for the period, compared to the consensus estimate of 0.350. The company issued revenue guidance of $910.0 million-$913.0 million, compared to the consensus revenue estimate of $898.4 million. Braze also updated its Q3 2027 guidance to 0.130-0.140 EPS.

Braze Trading Down 21.7%

BRZE opened at $23.73 on Thursday. The company has a market cap of $2.67 billion, a price-to-earnings ratio of -23.04 and a beta of 0.88. The stock has a fifty day simple moving average of $27.58 and a two-hundred day simple moving average of $23.58. Braze has a 12-month low of $15.26 and a 12-month high of $37.33.

Braze (NASDAQ:BRZE) last announced its earnings results 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 16.09%. The firm had revenue of $227.23 million for the quarter, compared to analysts’ expectations of $220.27 million. During the same quarter in the previous year, the business posted $0.15 EPS. The company’s quarterly revenue was up 26.2% on a year-over-year basis. 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, analysts predict that Braze will post -0.78 EPS for the current year.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on BRZE shares. Mizuho set a $52.00 price target on shares of Braze in a research report on Wednesday. JPMorgan Chase & Co. lowered their price objective on Braze from $35.00 to $34.00 and set an “overweight” rating on the stock in a research report on Wednesday. Barclays increased their target price on Braze from $31.00 to $38.00 and gave the company an “overweight” rating in a research note on Wednesday, September 2nd. Weiss Ratings reissued a “sell (e+)” rating on shares of Braze in a report on Tuesday, July 7th. Finally, Oppenheimer boosted their price target on Braze from $30.00 to $36.00 and gave the stock an “outperform” rating in a research note on Thursday, August 27th. Twenty 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, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $38.21.

Insider Transactions at Braze

In other Braze news, CTO Jonathan Hyman sold 42,000 shares of the business’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 completion of the sale, the chief technology officer directly owned 1,143,219 shares in the company, valued at $37,120,320.93. The trade was a 3.54% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Astha Malik sold 33,656 shares of the 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 of the company’s stock, valued at $7,690,515.70. This represents a 10.79% decrease in their position. The SEC filing for this sale provides additional information. 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 worth $6,096,461 in the last ninety days. Insiders own 12.50% of the company’s stock.

Trending Headlines about Braze

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Strong Q2 results: Braze reported adjusted earnings of $0.19 per share versus the $0.16 consensus estimate, while revenue rose 26.2% year over year to $227.23 million, exceeding expectations of $220.27 million. Management also cited record second-quarter free cash flow and improving operating leverage. Braze Reports Strong Fiscal Second Quarter 2027 Results
• Positive Sentiment: Guidance was raised: Braze increased fiscal 2027 revenue guidance to $910 million-$913 million and adjusted EPS guidance to $0.64-$0.65, above analyst expectations of $898.4 million and $0.35, respectively. Third-quarter revenue and EPS guidance also exceeded consensus estimates. Braze Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Analysts remain constructive: TD Cowen reaffirmed its Buy rating, while DA Davidson maintained Buy with a $40 price target. Stephens, Piper Sandler, BTIG Research and Citizens JMP also reiterated positive ratings or raised targets, citing AI-driven product adoption, enterprise expansion and attractive valuation. TD Cowen Reaffirms Buy Rating
• Neutral Sentiment: Strategic trends are mixed: AI adoption and vendor consolidation could benefit Braze’s platform, but competitive shifts and customer budget scrutiny may affect growth and sales execution. BRZE Q2 Deep Dive
• Negative Sentiment: Profit outlook overshadowed the beat: Investors appeared concerned that expected third-quarter profit growth was softer than hoped, prompting a sharp post-earnings decline. JPMorgan lowered its price target from $35 to $34, although it retained an Overweight rating. Braze Stock Plummets After Disappointing Profit Outlook

Institutional Trading of Braze

A number of institutional investors have recently bought and sold shares of the stock. Osaic Holdings Inc. lifted its position in shares of Braze by 4,227.6% during the fourth quarter. Osaic Holdings Inc. now owns 5,323 shares of the company’s stock worth $183,000 after purchasing an additional 5,200 shares in the last quarter. Xponance LLC purchased a new stake in Braze during the 4th quarter worth about $231,000. CIBC Bancorp USA Inc. purchased a new stake in shares of Braze in the 3rd quarter valued at about $242,000. Caxton Associates LLP purchased a new position in Braze during the 3rd quarter worth approximately $231,000. Finally, PharVision Advisers LLC purchased a new position in Braze during the 3rd quarter worth approximately $252,000. 90.47% of the stock is currently owned by institutional investors.

About Braze

Braze, Inc is a publicly traded software company (NASDAQ: BRZE) that offers a customer engagement platform designed to help brands build personalized relationships with their users. Founded in 2011 as Appboy by Bill Magnuson, Jon Hyman and Mark Ghermezian, the company adopted the Braze name in 2017 to underscore its focus on fostering strong connections between businesses and consumers. Its cloud-based platform consolidates messaging channels including push notifications, in-app messages, email and SMS, enabling companies to deliver timely, context-driven communications at scale.

The core functionality of Braze’s platform centers on data-driven segmentation, customer journey orchestration and real-time analytics.