Braze (NASDAQ:BRZE) Issues Q1 2026 Earnings Guidance

Braze (NASDAQ:BRZE) updated its first quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 0.040-0.050 for the period, compared to the consensus EPS estimate of 0.040. The company issued revenue guidance of $158.0 million-$159.0 million, compared to the consensus revenue estimate of $158.5 million. Braze also updated its FY 2026 guidance to 0.310-0.350 EPS.

Braze Trading Up 2.2 %

Braze stock opened at $37.51 on Friday. The firm has a market capitalization of $3.88 billion, a price-to-earnings ratio of -32.90 and a beta of 1.17. The firm’s fifty day moving average price is $39.66 and its two-hundred day moving average price is $37.98. Braze has a 1-year low of $29.18 and a 1-year high of $48.33.

Braze (NASDAQ:BRZE) last released its quarterly earnings results on Thursday, March 27th. The company reported $0.12 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.05 by $0.07. The business had revenue of $160.40 million during the quarter, compared to the consensus estimate of $155.72 million. Braze had a negative return on equity of 24.88% and a negative net margin of 20.41%. The company’s quarterly revenue was up 22.4% on a year-over-year basis. During the same quarter in the previous year, the business earned ($0.04) EPS. On average, research analysts forecast that Braze will post -0.98 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on BRZE. Needham & Company LLC reissued a “buy” rating and issued a $50.00 price target on shares of Braze in a research report on Friday. Stifel Nicolaus set a $50.00 price objective on shares of Braze and gave the stock a “buy” rating in a research report on Friday. Wells Fargo & Company reissued an “overweight” rating and set a $55.00 target price (up previously from $50.00) on shares of Braze in a research report on Friday. Raymond James lifted their target price on Braze from $45.00 to $48.00 and gave the stock an “outperform” rating in a research note on Friday. Finally, Piper Sandler increased their target price on shares of Braze from $40.00 to $48.00 and gave the company an “overweight” rating in a research report on Tuesday, December 10th. One investment analyst has rated the stock with a hold rating, nineteen have issued a buy rating and one has issued a strong buy rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $53.00.

Insider Transactions at Braze

In related news, General Counsel Susan Wiseman sold 14,000 shares of the business’s stock in a transaction that occurred on Monday, January 6th. The stock was sold at an average price of $45.52, for a total value of $637,280.00. Following the completion of the sale, the general counsel now owns 199,520 shares in the company, valued at $9,082,150.40. The trade was a 6.56 % decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO William Magnuson sold 18,050 shares of the company’s stock in a transaction dated Tuesday, February 18th. The shares were sold at an average price of $40.82, for a total transaction of $736,801.00. Following the sale, the chief executive officer now owns 564,766 shares of the company’s stock, valued at approximately $23,053,748.12. The trade was a 3.10 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 89,470 shares of company stock valued at $3,841,921. Insiders own 24.03% of the company’s stock.

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.