Braze (NASDAQ:BRZE) Releases FY 2026 Earnings Guidance

Braze (NASDAQ:BRZE) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 0.310-0.350 for the period, compared to the consensus EPS estimate of 0.290. The company issued revenue guidance of $686.0 million-$691.0 million, compared to the consensus revenue estimate of $688.2 million. Braze also updated its FY26 guidance to $0.31-$0.35 EPS.

Analyst Ratings Changes

BRZE has been the topic of a number of research reports. Oppenheimer reiterated an “outperform” rating and set a $51.00 target price on shares of Braze in a report on Tuesday, December 10th. Needham & Company LLC reaffirmed a “buy” rating and set a $50.00 price objective on shares of Braze in a research report on Friday. Stifel Nicolaus set a $50.00 price objective on Braze and gave the stock a “buy” rating in a report on Friday. DA Davidson reiterated a “buy” rating and set a $50.00 price target on shares of Braze in a research note on Wednesday. Finally, Piper Sandler upped their price objective on Braze from $40.00 to $48.00 and gave the company an “overweight” rating in a research note on Tuesday, December 10th. One 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 MarketBeat, Braze has an average rating of “Buy” and a consensus price target of $53.00.

Braze Stock Performance

Shares of NASDAQ:BRZE opened at $37.51 on Friday. The stock has a 50-day simple moving average of $39.66 and a 200-day simple moving average of $37.98. The stock has a market capitalization of $3.88 billion, a P/E ratio of -32.90 and a beta of 1.17. 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 data on Thursday, March 27th. The company reported $0.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.05 by $0.07. Braze had a negative net margin of 20.41% and a negative return on equity of 24.88%. The company had revenue of $160.40 million during the quarter, compared to the consensus estimate of $155.72 million. During the same period in the previous year, the firm earned ($0.04) earnings per share. Braze’s revenue for the quarter was up 22.4% on a year-over-year basis. Analysts predict that Braze will post -0.98 earnings per share for the current year.

Insider Buying and Selling at Braze

In related news, General Counsel Susan Wiseman sold 3,486 shares of the business’s stock in a transaction dated Thursday, February 20th. The stock was sold at an average price of $40.02, for a total value of $139,509.72. Following the transaction, the general counsel now owns 182,109 shares in the company, valued at approximately $7,288,002.18. The trade was a 1.88 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Myles Kleeger sold 10,000 shares of the firm’s stock in a transaction on Monday, January 6th. The stock was sold at an average price of $45.43, for a total transaction of $454,300.00. Following the transaction, the insider now directly owns 184,396 shares of the company’s stock, valued at approximately $8,377,110.28. This represents a 5.14 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 89,470 shares of company stock valued at $3,841,921 over the last three months. 24.03% of the stock is owned by company insiders.

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.