Braze (NASDAQ:BRZE) Releases FY 2027 Earnings Guidance

Braze (NASDAQ:BRZE) issued an update on its FY 2027 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 0.610-0.650 for the period, compared to the consensus estimate of 0.630. The company issued revenue guidance of $895.0 million-$899.0 million, compared to the consensus revenue estimate of $887.2 million.

Braze Trading Up 9.7%

Shares of BRZE stock opened at $25.63 on Friday. The stock has a market cap of $2.91 billion, a price-to-earnings ratio of -22.88 and a beta of 0.78. The stock has a 50-day moving average of $22.24 and a 200-day moving average of $24.51. Braze has a 1-year low of $15.26 and a 1-year high of $37.67.

Braze (NASDAQ:BRZE) last issued its quarterly earnings results on Wednesday, May 27th. The company reported $0.10 earnings per share for the quarter, meeting the consensus estimate of $0.10. The company had revenue of $211.00 million during the quarter, compared to analysts’ expectations of $205.19 million. Braze had a negative return on equity of 17.33% and a negative net margin of 15.51%.The business’s quarterly revenue was up 30.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.07 earnings per share. Braze has set its Q2 2027 guidance at 0.150-0.160 EPS. Sell-side analysts forecast that Braze will post -0.87 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on BRZE. Stifel Nicolaus set a $30.00 target price on Braze in a research report on Thursday. Oppenheimer cut their target price on Braze from $40.00 to $30.00 and set an “outperform” rating on the stock in a research report on Wednesday, March 25th. Citigroup cut their target price on Braze from $49.00 to $48.00 and set a “buy” rating on the stock in a research report on Friday. Citizens Jmp restated a “market outperform” rating and set a $35.00 target price on shares of Braze in a research report on Thursday. Finally, TD Cowen cut their target price on Braze from $43.00 to $30.00 and set a “buy” rating on the stock in a research report on Friday, March 20th. Twenty-two equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $36.14.

Insider Buying and Selling at Braze

In other news, General Counsel Susan Wiseman sold 35,000 shares of the firm’s stock in a transaction that occurred on Thursday, April 9th. The stock was sold at an average price of $20.29, for a total value of $710,150.00. Following the transaction, the general counsel owned 209,424 shares in the company, valued at $4,249,212.96. This trade represents a 14.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 12.50% of the stock is owned by corporate insiders.

Key Stories Impacting Braze

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Citigroup lowered its price target slightly to $48 from $49 but kept a Buy rating, implying significant upside from current levels. Citigroup lowers Braze price target but keeps Buy rating
• Positive Sentiment: Citizens JMP reiterated Market Outperform with a $35 target, while DA Davidson kept a Buy rating at $33 and Cantor Fitzgerald reaffirmed Overweight at $38. Multiple analyst upgrades/reaffirmations often support the stock. Analyst reaffirmations and price targets for Braze
• Positive Sentiment: Braze raised fiscal 2027 guidance, with EPS now expected at $0.610-$0.650 and revenue at $895 million-$899 million, both above or near consensus. That suggests management is still seeing solid demand momentum. Braze raises FY 2027 outlook
• Neutral Sentiment: Several writeups focused on Braze’s Q1 results, highlighting strong revenue growth and AI adoption, but also noting mixed margins and recent post-earnings volatility. Braze Q1 2027 earnings call highlights
• Negative Sentiment: Investors remain cautious about profitability after the latest quarter, since margins were viewed as mixed even though revenue topped estimates and guidance improved. Braze shares slide as investors weigh mixed margins
• Negative Sentiment: The CFO transition and a new disclosure about foreign-exchange risk could add near-term uncertainty around execution and margins, especially as Braze expands globally. Braze currency risk disclosure

Institutional Trading of Braze

Hedge funds have recently bought and sold shares of the business. Caitong International Asset Management Co. Ltd lifted its holdings in Braze by 3,650.0% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 825 shares of the company’s stock worth $28,000 after acquiring an additional 803 shares during the period. Kemnay Advisory Services Inc. purchased a new stake in Braze in the fourth quarter worth $52,000. Osaic Holdings Inc. increased its position in Braze by 821.1% in the second quarter. Osaic Holdings Inc. now owns 1,575 shares of the company’s stock worth $44,000 after buying an additional 1,404 shares during the last quarter. Quarry LP purchased a new stake in Braze in the third quarter worth $46,000. Finally, Kestra Advisory Services LLC purchased a new position in shares of Braze in the fourth quarter valued at $182,000. 90.47% of the stock is currently owned by institutional investors.

Braze Company Profile

Braze, Inc is a publicly traded software company (NASDAQ: BRZE) that offers a customer engagement platform designed to help brands build personalized relationships with their users. Founded in 2011 as Appboy by Bill Magnuson, Jon Hyman and Mark Ghermezian, the company adopted the Braze name in 2017 to underscore its focus on fostering strong connections between businesses and consumers. Its cloud-based platform consolidates messaging channels including push notifications, in-app messages, email and SMS, enabling companies to deliver timely, context-driven communications at scale.

The core functionality of Braze’s platform centers on data-driven segmentation, customer journey orchestration and real-time analytics.