Braze (NASDAQ:BRZE) Updates Q1 2026 Earnings Guidance

Braze (NASDAQ:BRZE) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.040-0.050 for the period, compared to the consensus earnings per share 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.

Analyst Ratings Changes

Several research analysts recently commented on BRZE shares. Oppenheimer reiterated an “outperform” rating and issued a $51.00 price target on shares of Braze in a research report on Tuesday, December 10th. Macquarie lifted their target price on Braze from $30.00 to $39.00 and gave the stock a “neutral” rating in a report on Wednesday, December 11th. Stifel Nicolaus increased their price target on Braze from $37.00 to $48.00 and gave the company a “buy” rating in a report on Tuesday, December 10th. Canaccord Genuity Group set a $45.00 price objective on shares of Braze in a research note on Wednesday. Finally, Wells Fargo & Company cut their price objective on shares of Braze from $55.00 to $50.00 and set an “overweight” rating on the stock in a research report on Friday, March 21st. One research analyst has rated the stock with a hold rating, nineteen have issued a buy rating and one has given a strong buy rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $52.05.

Braze Price Performance

Shares of NASDAQ:BRZE traded down $0.63 during trading hours on Thursday, hitting $36.70. The company’s stock had a trading volume of 2,218,992 shares, compared to its average volume of 1,127,919. The firm’s fifty day moving average price is $39.94 and its 200 day moving average price is $37.98. Braze has a 52 week low of $29.18 and a 52 week high of $50.84. The company has a market capitalization of $3.80 billion, a price-to-earnings ratio of -32.19 and a beta of 1.17.

Insider Transactions at Braze

In other Braze news, General Counsel Susan Wiseman sold 3,486 shares of the firm’s stock in a transaction that occurred on Thursday, February 20th. The shares were sold at an average price of $40.02, for a total value of $139,509.72. Following the completion of the sale, the general counsel now directly owns 182,109 shares in the company, valued at $7,288,002.18. This trade represents a 1.88 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Pankaj Malik sold 3,700 shares of the stock in a transaction on Monday, January 6th. The shares were sold at an average price of $45.77, for a total value of $169,349.00. Following the sale, the chief accounting officer now owns 54,784 shares of the company’s stock, valued at approximately $2,507,463.68. This represents a 6.33 % decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders sold 89,470 shares of company stock valued at $3,841,921. Corporate insiders own 24.03% of the company’s stock.

About Braze

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.