Stifel Nicolaus Has Lowered Expectations for Braze (NASDAQ:BRZE) Stock Price

Braze (NASDAQ:BRZE) had its target price dropped by equities research analysts at Stifel Nicolaus from $40.00 to $35.00 in a research note issued on Wednesday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Stifel Nicolaus’ target price would indicate a potential upside of 64.51% from the company’s previous close.

Several other research analysts also recently weighed in on the company. Barclays boosted their price target on Braze from $29.00 to $31.00 and gave the company an “overweight” rating in a report on Wednesday. The Goldman Sachs Group decreased their price objective on Braze from $55.00 to $45.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. BTIG Research dropped their target price on Braze from $45.00 to $25.00 and set a “buy” rating for the company in a research note on Friday, March 20th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Braze in a research report on Monday, December 29th. Finally, Piper Sandler lowered their price target on Braze from $30.00 to $27.00 and set an “overweight” rating for the company in a report on Wednesday. Twenty-two equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $37.95.

Braze Stock Up 18.1%

Shares of BRZE traded up $3.26 on Wednesday, hitting $21.28. 5,599,248 shares of the stock traded hands, compared to its average volume of 3,005,326. The firm has a market capitalization of $2.39 billion, a P/E ratio of -19.35 and a beta of 1.08. The stock’s 50 day moving average is $19.95 and its two-hundred day moving average is $26.57. Braze has a 1 year low of $15.26 and a 1 year high of $43.89.

Insider Activity at Braze

In related news, CEO William Magnuson sold 26,413 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $16.93, for a total transaction of $447,172.09. Following the sale, the chief executive officer directly owned 4,491,098 shares of the company’s stock, valued at approximately $76,034,289.14. This represents a 0.58% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Astha Malik sold 14,049 shares of the stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $16.93, for a total transaction of $237,849.57. Following the sale, the insider owned 205,289 shares in the company, valued at approximately $3,475,542.77. This trade represents a 6.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 60,676 shares of company stock worth $1,027,661 over the last ninety days. Company insiders own 18.20% of the company’s stock.

Hedge Funds Weigh In On Braze

A number of institutional investors and hedge funds have recently added to or reduced their stakes in BRZE. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of Braze by 4.5% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,224 shares of the company’s stock valued at $1,415,000 after acquiring an additional 1,700 shares during the period. Intech Investment Management LLC increased its position in Braze by 18.8% in the 1st quarter. Intech Investment Management LLC now owns 40,281 shares of the company’s stock worth $1,453,000 after purchasing an additional 6,379 shares during the last quarter. Police & Firemen s Retirement System of New Jersey lifted its stake in Braze by 24.0% in the second quarter. Police & Firemen s Retirement System of New Jersey now owns 17,464 shares of the company’s stock valued at $491,000 after acquiring an additional 3,384 shares during the last quarter. SG Americas Securities LLC boosted its holdings in Braze by 17.9% in the second quarter. SG Americas Securities LLC now owns 14,857 shares of the company’s stock worth $417,000 after purchasing an additional 2,253 shares in the last quarter. Finally, Magnetar Financial LLC acquired a new position in shares of Braze during the 2nd quarter valued at about $331,000. 90.47% of the stock is owned by institutional investors.

More Braze News

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Q4 revenue beat and strong forward commentary drove optimism; management highlighted accelerating organic revenue growth and AI-driven engagement momentum, which underpins the stock’s gain. Q4 Results
• Positive Sentiment: JPMorgan raised its price target from $32 to $33 and kept an overweight/overweight-equivalent stance, signaling confidence in the recovery trajectory. JPMorgan Raise
• Positive Sentiment: Cantor Fitzgerald reaffirmed an overweight rating with a $38 target, and Barclays raised its target to $31 — both supportive analyst responses that help sustain investor interest. Cantor/Barclays
• Positive Sentiment: High-conviction buy ratings remain in place (Needham $50 target, Canaccord buy), indicating some firms see significant upside despite recent share weakness. Needham/Canaccord
• Neutral Sentiment: Analyst roundup and commentary pieces synthesize reactions from multiple firms and highlight valuation compression vs. growth — useful for gauging consensus but not an immediate catalyst. 247WallSt Analysts
• Neutral Sentiment: Q4 earnings call transcript and slide deck are available for detail on margin trends, customer health and AI positioning; these help investors decide if growth is sustainable. Earnings Transcript
• Neutral Sentiment: Short-interest reports in the available feeds appear garbled/zeroed and are not a reliable signal today; ignore until cleaner data is published.
• Negative Sentiment: Bottom-line miss: Braze reported EPS of $0.10 vs. consensus ~$0.14, which weakens short-term sentiment despite the revenue beat and could pressure near-term multiple expansion. Earnings Details
• Negative Sentiment: Several firms trimmed targets (Oppenheimer $40?$30, Mizuho $50?$40, Piper Sandler $30?$27, Citizens Jmp $68?$35) — these cuts reflect more conservative margin/growth assumptions and may cap near-term upside. PT Cuts

Braze Company Profile

Braze, Inc is a publicly traded software company (NASDAQ: BRZE) that offers a customer engagement platform designed to help brands build personalized relationships with their users. Founded in 2011 as Appboy by Bill Magnuson, Jon Hyman and Mark Ghermezian, the company adopted the Braze name in 2017 to underscore its focus on fostering strong connections between businesses and consumers. Its cloud-based platform consolidates messaging channels including push notifications, in-app messages, email and SMS, enabling companies to deliver timely, context-driven communications at scale.

The core functionality of Braze’s platform centers on data-driven segmentation, customer journey orchestration and real-time analytics.