Braze (NASDAQ:BRZE) Updates FY 2026 Earnings Guidance

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

A number of brokerages have commented on BRZE. Oppenheimer reissued an “outperform” rating and issued a $51.00 price objective on shares of Braze in a research note on Tuesday, December 10th. Needham & Company LLC reissued a “buy” rating and set a $50.00 price objective on shares of Braze in a research note on Friday. William Blair reiterated an “outperform” rating on shares of Braze in a research report on Thursday, December 19th. DA Davidson reaffirmed a “buy” rating and set a $50.00 price target on shares of Braze in a research note on Wednesday. Finally, Canaccord Genuity Group raised their price objective on shares of Braze from $45.00 to $50.00 and gave the stock a “buy” rating in a research note on Friday. One investment analyst has rated the stock with a hold rating, nineteen have given a buy rating and one has assigned a strong buy rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $53.00.

Braze Price Performance

Shares of Braze stock opened at $37.51 on Friday. The stock has a market cap of $3.88 billion, a PE ratio of -32.90 and a beta of 1.17. The firm has a fifty day moving average price of $39.66 and a 200 day moving average price of $37.98. Braze has a 1 year low of $29.18 and a 1 year high of $48.33.

Braze (NASDAQ:BRZE) last announced its quarterly earnings results on Thursday, March 27th. The company reported $0.12 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $160.40 million for the quarter, compared to the consensus estimate of $155.72 million. During the same period in the prior year, the firm posted ($0.04) earnings per share. The firm’s quarterly revenue was up 22.4% compared to the same quarter last year. As a group, equities analysts expect that Braze will post -0.98 EPS for the current year.

Insider Buying and Selling at Braze

In other news, CAO Pankaj Malik sold 3,700 shares of the company’s stock in a transaction that occurred on Monday, January 6th. The stock was sold at an average price of $45.77, for a total value of $169,349.00. Following the completion of the sale, the chief accounting officer now directly owns 54,784 shares in the company, valued at $2,507,463.68. This represents a 6.33 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Myles Kleeger sold 10,000 shares of Braze stock in a transaction that occurred on Monday, January 6th. The stock was sold at an average price of $45.43, for a total value of $454,300.00. Following the transaction, the insider now owns 184,396 shares in the company, valued at approximately $8,377,110.28. The trade was a 5.14 % decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 89,470 shares of company stock worth $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.