DA Davidson Predicts Braze’s Q1 Earnings (NASDAQ:BRZE)

Braze, Inc. (NASDAQ:BRZE) – Equities researchers at DA Davidson issued their Q1 2026 earnings estimates for Braze in a research note issued to investors on Friday, March 28th. DA Davidson analyst G. Luria expects that the company will earn ($0.25) per share for the quarter. DA Davidson currently has a “Buy” rating and a $50.00 price target on the stock. The consensus estimate for Braze’s current full-year earnings is ($0.98) per share.

Braze (NASDAQ:BRZE) last posted its quarterly earnings data on Thursday, March 27th. The company reported $0.12 earnings per share for the quarter, beating the consensus estimate of $0.05 by $0.07. Braze had a negative net margin of 20.41% and a negative return on equity of 24.88%. The firm had revenue of $160.40 million for the quarter, compared to analysts’ expectations of $155.72 million. During the same quarter last year, the company posted ($0.04) EPS. The business’s quarterly revenue was up 22.4% on a year-over-year basis.

BRZE has been the topic of a number of other reports. Raymond James raised their price objective on Braze from $45.00 to $48.00 and gave the company an “outperform” rating in a report on Friday, March 28th. William Blair reissued an “outperform” rating on shares of Braze in a research note on Thursday, December 19th. Stifel Nicolaus set a $50.00 price objective on shares of Braze and gave the company a “buy” rating in a research note on Friday. Wells Fargo & Company restated an “overweight” rating and set a $55.00 price target (up from $50.00) on shares of Braze in a research report on Friday. Finally, Stephens assumed coverage on Braze in a research report on Wednesday, March 19th. They issued an “overweight” rating and a $43.00 price objective for the company. One research analyst has rated the stock with a hold rating, nineteen have assigned a buy rating and one has given a strong buy rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $53.00.

Braze Stock Up 0.8 %

NASDAQ BRZE opened at $36.37 on Monday. The stock’s 50-day simple moving average is $39.33 and its two-hundred day simple moving average is $38.05. Braze has a twelve month low of $29.18 and a twelve month high of $48.33. The company has a market capitalization of $3.76 billion, a price-to-earnings ratio of -31.90 and a beta of 1.17.

Insider Buying and Selling at Braze

In related news, CAO Pankaj Malik sold 3,700 shares of the company’s stock in a transaction on Monday, January 6th. The stock was sold at an average price of $45.77, for a total value of $169,349.00. Following the sale, the chief accounting officer now directly owns 54,784 shares of the company’s stock, valued at $2,507,463.68. This represents a 6.33 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO William Magnuson sold 18,050 shares of the firm’s stock in a transaction on Tuesday, February 18th. The shares were sold at an average price of $40.82, for a total value of $736,801.00. Following the transaction, the chief executive officer now directly owns 564,766 shares of the company’s stock, valued at $23,053,748.12. This represents a 3.10 % decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders have sold 90,970 shares of company stock valued at $3,904,111. 24.03% of the stock is currently owned by corporate insiders.

Institutional Trading of Braze

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Vanguard Group Inc. boosted its stake in Braze by 21.1% during the fourth quarter. Vanguard Group Inc. now owns 8,464,161 shares of the company’s stock worth $354,479,000 after acquiring an additional 1,476,423 shares in the last quarter. T. Rowe Price Investment Management Inc. lifted its holdings in shares of Braze by 2.4% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,693,357 shares of the company’s stock valued at $112,798,000 after purchasing an additional 63,000 shares during the last quarter. JPMorgan Chase & Co. boosted its position in shares of Braze by 27.7% in the 4th quarter. JPMorgan Chase & Co. now owns 2,309,244 shares of the company’s stock worth $96,711,000 after purchasing an additional 500,667 shares in the last quarter. Price T Rowe Associates Inc. MD boosted its holdings in Braze by 121.0% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 2,197,407 shares of the company’s stock worth $92,028,000 after acquiring an additional 1,203,149 shares in the last quarter. Finally, Invesco Ltd. grew its stake in shares of Braze by 107.0% in the fourth quarter. Invesco Ltd. now owns 1,963,841 shares of the company’s stock worth $82,246,000 after acquiring an additional 1,015,007 shares during the last quarter. 90.47% of the stock is owned by hedge funds and other institutional investors.

Braze Company Profile

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.