Braze (NASDAQ:BRZE) Releases Q3 2025 Earnings Guidance

Braze (NASDAQ:BRZE) issued an update on its third quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of -0.010-0.000 for the period, compared to the consensus estimate of -0.020. The company issued revenue guidance of $147.5 million-$148.5 million, compared to the consensus revenue estimate of $148.0 million. Braze also updated its FY 2025 guidance to 0.060-0.070 EPS.

Analyst Ratings Changes

A number of research firms have weighed in on BRZE. DA Davidson restated a buy rating and issued a $65.00 price target on shares of Braze in a research note on Friday. JMP Securities restated a market outperform rating and issued a $68.00 price target on shares of Braze in a research note on Friday. Oppenheimer restated an outperform rating and issued a $60.00 price target on shares of Braze in a research note on Wednesday, June 12th. Citigroup raised their price target on Braze from $52.00 to $58.00 and gave the company a buy rating in a research note on Friday, June 7th. Finally, BTIG Research cut their price target on Braze from $68.00 to $62.00 and set a buy rating on the stock in a research note on Friday, May 31st. Seventeen investment analysts have rated the stock with a buy rating, According to MarketBeat, Braze currently has a consensus rating of Buy and an average price target of $60.50.

Braze Stock Down 19.4 %

NASDAQ BRZE opened at $35.57 on Friday. Braze has a 52-week low of $33.93 and a 52-week high of $61.53. The business’s 50-day moving average price is $41.21 and its 200 day moving average price is $42.92. The firm has a market cap of $3.61 billion, a P/E ratio of -27.79 and a beta of 1.07.

Braze (NASDAQ:BRZE) last released its quarterly earnings results on Thursday, September 5th. The company reported $0.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.03) by $0.12. Braze had a negative return on equity of 27.85% and a negative net margin of 25.06%. The firm had revenue of $145.50 million for the quarter, compared to analyst estimates of $141.32 million. During the same quarter last year, the company posted ($0.30) earnings per share. The business’s revenue was up 26.4% on a year-over-year basis. As a group, analysts anticipate that Braze will post -1.21 earnings per share for the current year.

Insider Buying and Selling at Braze

In other news, CAO Pankaj Malik sold 1,381 shares of Braze stock in a transaction that occurred on Monday, July 15th. The shares were sold at an average price of $41.12, for a total transaction of $56,786.72. Following the completion of the sale, the chief accounting officer now directly owns 72,980 shares in the company, valued at approximately $3,000,937.60. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. In related news, insider Myles Kleeger sold 9,178 shares of Braze stock in a transaction that occurred on Friday, August 16th. The stock was sold at an average price of $41.37, for a total transaction of $379,693.86. Following the completion of the transaction, the insider now directly owns 206,340 shares in the company, valued at approximately $8,536,285.80. 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 1,381 shares of Braze stock in a transaction that occurred on Monday, July 15th. The stock was sold at an average price of $41.12, for a total value of $56,786.72. Following the transaction, the chief accounting officer now owns 72,980 shares of the company’s stock, valued at $3,000,937.60. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 187,898 shares of company stock valued at $8,081,257. 24.03% of the stock is owned by corporate insiders.

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.