Braze (NASDAQ:BRZE) Issues Q1 2026 Earnings Guidance

Braze (NASDAQ:BRZE) issued an update on its first quarter 2026 earnings guidance on Thursday morning. 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.

Analyst Ratings Changes

A number of analysts have recently issued reports on the stock. Stephens initiated coverage on shares of Braze in a report on Wednesday, March 19th. They set an “overweight” rating and a $43.00 price target on the stock. Raymond James dropped their target price on shares of Braze from $48.00 to $45.00 and set an “outperform” rating on the stock in a report on Thursday, March 20th. Macquarie boosted their target price on shares of Braze from $30.00 to $39.00 and gave the company a “neutral” rating in a research note on Wednesday, December 11th. Citigroup increased their price target on Braze from $47.00 to $51.00 and gave the company a “buy” rating in a report on Wednesday, December 11th. Finally, Canaccord Genuity Group set a $45.00 price objective on Braze in a report on Wednesday. One analyst has rated the stock with a hold rating, nineteen have assigned a buy rating and one has issued a strong buy rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Buy” and an average target price of $52.05.

Braze Stock Performance

Shares of Braze stock 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 company has a market cap of $3.80 billion, a PE ratio of -32.19 and a beta of 1.17. The business has a 50 day moving average price of $39.94 and a two-hundred day moving average price of $37.98. Braze has a 12-month low of $29.18 and a 12-month high of $50.84.

Insider Buying and Selling

In other Braze news, CAO Pankaj Malik sold 3,700 shares of Braze 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 directly owns 54,784 shares in the company, valued at approximately $2,507,463.68. The trade was a 6.33 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, 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 completion of the sale, the general counsel now owns 182,109 shares in the company, valued at $7,288,002.18. This represents a 1.88 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 89,470 shares of company stock valued at $3,841,921. Corporate 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.