Braze (NASDAQ:BRZE) Issues Q4 2025 Earnings Guidance

Braze (NASDAQ:BRZE) issued an update on its fourth quarter 2025 earnings guidance on Monday morning. The company provided earnings per share (EPS) guidance of 0.050-0.060 for the period, compared to the consensus estimate of 0.040. The company issued revenue guidance of $155.0 million-$156.0 million, compared to the consensus revenue estimate of $155.3 million. Braze also updated its FY 2025 guidance to 0.100-0.110 EPS.

Analyst Ratings Changes

BRZE has been the topic of several research analyst reports. UBS Group cut their price target on shares of Braze from $56.00 to $51.00 and set a “buy” rating on the stock in a research note on Wednesday, September 25th. Loop Capital reiterated a “buy” rating and set a $75.00 target price on shares of Braze in a research report on Tuesday, September 24th. Needham & Company LLC reissued a “buy” rating and issued a $70.00 target price on shares of Braze in a research report on Tuesday, September 24th. DA Davidson cut their price target on Braze from $65.00 to $55.00 and set a “buy” rating on the stock in a research report on Tuesday, September 24th. Finally, The Goldman Sachs Group reduced their price objective on Braze from $65.00 to $47.00 and set a “buy” rating for the company in a research note on Tuesday, November 12th. One analyst has rated the stock with a hold rating and nineteen have given a buy rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $53.95.

Braze Trading Up 0.8 %

Shares of Braze stock opened at $41.80 on Tuesday. The business’s fifty day moving average price is $34.29 and its 200 day moving average price is $37.25. Braze has a twelve month low of $29.18 and a twelve month high of $61.53. The stock has a market capitalization of $4.29 billion, a P/E ratio of -35.42 and a beta of 1.15.

Insider Activity

In other Braze news, major shareholder Roger H. Lee sold 56,830 shares of the business’s stock in a transaction dated Friday, October 11th. The stock was sold at an average price of $30.27, for a total transaction of $1,720,244.10. Following the transaction, the insider now owns 56,830 shares in the company, valued at $1,720,244.10. The trade was a 50.00 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Fernando Machado sold 1,377 shares of the company’s stock in a transaction dated Monday, October 7th. The stock was sold at an average price of $30.65, for a total value of $42,205.05. Following the completion of the sale, the director now directly owns 8,937 shares of the company’s stock, valued at $273,919.05. The trade was a 13.35 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 113,979 shares of company stock valued at $3,688,914 in the last three months. Corporate insiders own 24.03% of the company’s stock.

About Braze

Braze, Inc operates a customer engagement platform that provides interactions between consumers and brands worldwide. The company offers Braze software development kits that automatically manage data ingestion and deliver mobile and web notifications, in-application/in-browser interstitial messages, and content cards; REST API that can be used to import or export data or to trigger workflows between Braze and brands' existing technology stacks; Partner Data Integrations, which allow brands to sync user cohorts from partners; Data Transformation, in which brands can programmatically sync and transform user data; and Braze Cloud Data Ingestion that enables brands to harness their customer data.