Cantor Fitzgerald Reaffirms “Overweight” Rating for Braze (NASDAQ:BRZE)

Braze (NASDAQ:BRZE)‘s stock had its “overweight” rating reissued by research analysts at Cantor Fitzgerald in a report issued on Wednesday, Marketbeat.com reports. They currently have a $38.00 price objective on the stock. Cantor Fitzgerald’s price target indicates a potential upside of 52.79% from the company’s previous close.

A number of other equities research analysts also recently commented on BRZE. Stifel Nicolaus set a $35.00 price objective on shares of Braze in a research report on Wednesday, September 9th. Mizuho set a $52.00 price objective on shares of Braze in a research report on Wednesday, September 9th. The Goldman Sachs Group reiterated a “buy” rating and set a $38.00 price target on shares of Braze in a research report on Wednesday, September 9th. Raymond James Financial lifted their price target on shares of Braze from $27.00 to $33.00 and gave the company an “outperform” rating in a research report on Wednesday, September 9th. Finally, Citigroup reissued a “market outperform” rating on shares of Braze in a research note on Wednesday, September 9th. Twenty research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $38.21.

Braze Stock Performance

Shares of BRZE traded up $1.72 during mid-day trading on Wednesday, hitting $24.87. 447,915 shares of the company’s stock were exchanged, compared to its average volume of 2,911,416. Braze has a fifty-two week low of $15.26 and a fifty-two week high of $37.33. The firm has a market capitalization of $2.82 billion, a P/E ratio of -24.06 and a beta of 0.88. The business’s 50 day moving average is $27.45 and its two-hundred day moving average is $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 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. The firm had revenue of $227.23 million during the quarter, compared to the consensus estimate of $220.27 million. Braze had a negative net margin of 13.55% and a negative return on equity of 16.11%. The firm’s revenue was up 26.2% compared to the same quarter last year. During the same quarter last 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, equities analysts expect that Braze will post -0.7 earnings per share for the current year.

Insider Buying and Selling at Braze

In other Braze news, CTO Jonathan Hyman sold 42,000 shares of Braze stock in a transaction on Thursday, August 27th. The shares were sold at an average price of $32.47, for a total value of $1,363,740.00. Following the transaction, the chief technology officer owned 1,143,219 shares in the company, valued at $37,120,320.93. This trade represents a 3.54% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Edward M. Mcdonnell sold 29,732 shares of Braze stock in a transaction on Monday, August 24th. The shares were sold at an average price of $31.38, for a total transaction of $932,990.16. Following the completion of 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 position. Additional details regarding this sale are available in the official SEC disclosure. 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 quarter. 12.50% of the stock is owned by insiders.

Hedge Funds Weigh In On Braze

Hedge funds and other institutional investors have recently made changes to their positions in the business. Dimensional Fund Advisors LP acquired a new position in shares of Braze during the 1st quarter valued at $14,294,000. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Braze by 232,716.3% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 100,111 shares of the company’s stock valued at $3,433,000 after acquiring an additional 100,068 shares in the last quarter. Quantinno Capital Management LP lifted its holdings in shares of Braze by 1,057.5% during the 1st quarter. Quantinno Capital Management LP now owns 199,292 shares of the company’s stock valued at $4,705,000 after acquiring an additional 182,074 shares in the last quarter. First Trust Advisors LP lifted its holdings in shares of Braze by 252.9% during the 1st quarter. First Trust Advisors LP now owns 167,498 shares of the company’s stock valued at $3,955,000 after acquiring an additional 120,033 shares in the last quarter. Finally, Glenmede Trust Co. NA lifted its holdings in shares of Braze by 36.5% during the 1st quarter. Glenmede Trust Co. NA now owns 538,845 shares of the company’s stock valued at $12,722,000 after acquiring an additional 144,176 shares in the last quarter. Institutional investors and hedge funds own 90.47% of the company’s stock.

Key Stories Impacting 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

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.