Braze (NASDAQ:BRZE) Stock Keeps “Overweight” Rating at Cantor Fitzgerald

Braze (NASDAQ:BRZE)‘s stock had its “overweight” rating reissued by equities research analysts at Cantor Fitzgerald in a research report issued to clients and investors on Wednesday, Marketbeat Ratings reports. They presently have a $38.00 price objective on the stock. Cantor Fitzgerald’s price target would indicate a potential upside of 62.63% from the stock’s previous close.

Other equities analysts have also recently issued reports about the stock. Canaccord Genuity Group upped their target price on shares of Braze from $35.00 to $37.00 and gave the company a “buy” rating in a research note on Wednesday, September 9th. Raymond James Financial increased their target price on shares of Braze from $27.00 to $33.00 and gave the stock an “outperform” rating in a research report on Wednesday, September 9th. BTIG Research reaffirmed a “buy” rating and set a $35.00 price target on shares of Braze in a report on Wednesday, September 9th. Mizuho set a $52.00 target price on Braze in a report on Wednesday, September 9th. Finally, Weiss Ratings reiterated a “sell (e+)” rating on shares of Braze in a research report on Tuesday, July 7th. Twenty equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Braze has a consensus rating of “Moderate Buy” and a consensus target price of $38.21.

Braze Stock Up 0.9%

BRZE stock opened at $23.37 on Wednesday. The firm has a market cap of $2.65 billion, a PE ratio of -22.62 and a beta of 0.88. Braze has a 12 month low of $15.26 and a 12 month high of $37.33. The company has a debt-to-equity ratio of 0.02, a current ratio of 1.27 and a quick ratio of 1.27. The firm has a 50 day simple moving average of $27.45 and a 200 day simple moving average of $24.17.

Braze (NASDAQ:BRZE) last released its earnings results on Tuesday, September 8th. The company reported $0.19 earnings per share for the quarter, topping the consensus estimate of $0.16 by $0.03. Braze had a negative net margin of 13.55% and a negative return on equity of 16.11%. The business had revenue of $227.23 million for the quarter, compared to the consensus estimate of $220.27 million. During the same period last year, the firm posted $0.15 earnings per share. The firm’s quarterly revenue was up 26.2% compared to the same quarter last year. Braze has set its FY 2027 guidance at 0.640-0.650 EPS and its Q3 2027 guidance at 0.130-0.140 EPS. Equities research analysts forecast that Braze will post -0.7 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Braze news, insider Astha Malik sold 15,724 shares of the firm’s stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $29.57, for a total transaction of $464,958.68. Following the sale, the insider directly owned 326,233 shares in the company, valued at approximately $9,646,709.81. This trade represents a 4.60% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Jonathan Hyman sold 42,000 shares of the company’s stock in a transaction that occurred on Thursday, August 27th. The shares were sold at an average price of $32.47, for a total transaction of $1,363,740.00. Following the completion of the transaction, the chief technology officer owned 1,143,219 shares of the company’s stock, valued at $37,120,320.93. This trade represents a 3.54% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 203,568 shares of company stock valued at $6,096,461. 12.50% of the stock is owned by corporate insiders.

Institutional Trading of Braze

Several hedge funds and other institutional investors have recently modified their holdings of the company. Whetstone Capital Advisors LLC bought a new stake in shares of Braze in the second quarter valued at about $671,000. Integrated Wealth Concepts LLC bought a new position in shares of Braze during the second quarter worth about $50,000. Squarepoint Ops LLC raised its position in Braze by 13.3% in the 2nd quarter. Squarepoint Ops LLC now owns 391,337 shares of the company’s stock valued at $8,488,000 after buying an additional 46,049 shares during the last quarter. Corient Private Wealth LP lifted its stake in Braze by 5.5% in the 2nd quarter. Corient Private Wealth LP now owns 102,896 shares of the company’s stock valued at $2,232,000 after acquiring an additional 5,360 shares in the last quarter. Finally, Absolute Gestao de Investimentos Ltda. bought a new stake in Braze in the 2nd quarter valued at approximately $325,000. Institutional investors and hedge funds own 90.47% of the company’s stock.

Braze News Summary

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Cantor Fitzgerald reaffirmed its “Overweight” rating on Braze and set a $38 price target, implying substantial upside from the reference price of $23.15. The call indicates continued confidence in Braze’s growth prospects and AI strategy. Cantor Fitzgerald rating report
• Positive Sentiment: Braze signed a strategic collaboration agreement with AWS to advance AI-powered customer engagement. The relationship is intended to help brands deploy more personalized experiences at scale and could strengthen Braze’s technology capabilities, distribution, and enterprise credibility. Braze AWS strategic collaboration announcement
• Positive Sentiment: The company unveiled a broad set of BrazeAI products and capabilities, including Decisioning Studio Go, Agentic Standards, BrazeAI Operator Connect, and conversational agents. These offerings position Braze to benefit from demand for automated, data-driven marketing and may increase customer engagement and platform usage. BrazeAI product announcements
• Neutral Sentiment: Braze’s 2026 Torchie Awards recognized customer brands for creative and measurable engagement campaigns. The announcement supports the company’s marketing narrative and customer relationships but is unlikely to materially affect near-term revenue or earnings. 2026 Torchie Awards announcement
• Negative Sentiment: Despite the favorable announcements, Braze still reports a negative net margin and negative return on equity. Investors may therefore remain focused on whether AI investments and the AWS relationship translate into stronger profitability, while broader volatility in software stocks could weigh on the shares.

Braze Company Profile

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.