Braze (NASDAQ:BRZE) Stock Price Up 5.4% – Time to Buy?

Braze, Inc. (NASDAQ:BRZE)’s stock price rose 5.4% during trading on Wednesday. The company traded as high as $24.32 and last traded at $24.41. Approximately 101,217 shares changed hands during mid-day trading, a decline of 97% from the average daily volume of 2,910,188 shares. The stock had previously closed at $23.15.

Trending Headlines about 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

Analyst Ratings Changes

Several equities analysts have recently weighed in on BRZE shares. JPMorgan Chase & Co. dropped their price objective on shares of Braze from $35.00 to $34.00 and set an “overweight” rating on the stock in a report on Wednesday, September 9th. Barclays boosted their target price on Braze from $31.00 to $38.00 and gave the company an “overweight” rating in a research report on Wednesday, September 2nd. Stephens reaffirmed a “hold” rating on shares of Braze in a research note on Wednesday, September 9th. Oppenheimer raised their price objective on Braze from $30.00 to $36.00 and gave the company an “outperform” rating in a research note on Thursday, August 27th. Finally, Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Braze in a research report on Tuesday, July 7th. Twenty analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $38.21.

Braze Price Performance

The stock has a market capitalization of $2.81 billion, a P/E ratio of -24.02 and a beta of 0.88. The business has a fifty day simple moving average of $27.45 and a 200 day simple 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 (NASDAQ:BRZE) last announced its earnings results on Tuesday, September 8th. The company reported $0.19 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.16 by $0.03. The company had revenue of $227.23 million for the quarter, compared to analysts’ expectations of $220.27 million. Braze had a negative return on equity of 16.11% and a negative net margin of 13.55%.Braze’s quarterly revenue was up 26.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.15 earnings per share. 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 expect that Braze, Inc. will post -0.7 earnings per share for the current year.

Insider Activity

In related news, insider Astha Malik sold 15,724 shares of the firm’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $29.57, for a total transaction of $464,958.68. Following the transaction, the insider directly owned 326,233 shares of the company’s stock, valued at $9,646,709.81. This trade represents a 4.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 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 dated Monday, August 24th. The stock was sold at an average price of $31.38, for a total transaction 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. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 203,568 shares of company stock worth $6,096,461 over the last quarter. Insiders own 12.50% of the company’s stock.

Hedge Funds Weigh In On Braze

Several institutional investors have recently modified their holdings of BRZE. Whetstone Capital Advisors LLC purchased a new stake in shares of Braze during the second quarter valued at approximately $671,000. Integrated Wealth Concepts LLC bought a new stake in Braze during the second quarter worth $50,000. Squarepoint Ops LLC boosted its position in Braze by 13.3% in 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 during the last quarter. Corient Private Wealth LP boosted its position in Braze by 5.5% in 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 during the last quarter. Finally, Absolute Gestao de Investimentos Ltda. bought a new position in Braze in the 2nd quarter valued at $325,000. 90.47% of the stock is owned by institutional investors.

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.