Braze (NASDAQ:BRZE) Issues Q2 2027 Earnings Guidance

Braze (NASDAQ:BRZE) updated its second quarter 2027 earnings guidance on Wednesday. The company provided EPS guidance of 0.150-0.160 for the period, compared to the consensus EPS estimate of 0.070. The company issued revenue guidance of $219.5 million-$220.5 million, compared to the consensus revenue estimate of $216.4 million.

Analyst Ratings Changes

A number of research analysts recently weighed in on the company. Citizens Jmp reissued a “market outperform” rating and set a $35.00 target price on shares of Braze in a report on Wednesday, April 29th. DA Davidson decreased their target price on Braze from $42.00 to $30.00 and set a “buy” rating on the stock in a report on Friday, March 20th. TD Cowen decreased their target price on Braze from $43.00 to $30.00 and set a “buy” rating on the stock in a report on Friday, March 20th. UBS Group reissued an “outperform” rating on shares of Braze in a report on Thursday. Finally, Piper Sandler reissued an “overweight” rating and set a $27.00 target price on shares of Braze in a report on Thursday. Twenty-two analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $36.52.

Braze Price Performance

Shares of NASDAQ BRZE opened at $24.58 on Thursday. The stock’s fifty day moving average price is $22.02 and its two-hundred day moving average price is $24.54. Braze has a one year low of $15.26 and a one year high of $37.67. The firm has a market cap of $2.79 billion, a price-to-earnings ratio of -20.15 and a beta of 0.78.

Braze (NASDAQ:BRZE) last issued its quarterly earnings data on Wednesday, May 27th. The company reported $0.10 EPS for the quarter, meeting analysts’ consensus estimates of $0.10. Braze had a negative return on equity of 18.75% and a negative net margin of 17.78%.The firm had revenue of $211.00 million for the quarter, compared to analyst estimates of $205.19 million. During the same period in the prior year, the firm posted $0.07 EPS. The company’s revenue for the quarter was up 30.2% on a year-over-year basis. Braze has set its Q2 2027 guidance at 0.150-0.160 EPS. On average, equities analysts anticipate that Braze will post -0.87 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Braze news, General Counsel Susan Wiseman sold 35,000 shares of the company’s stock in a transaction 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 directly owned 209,424 shares of the company’s stock, valued at $4,249,212.96. This represents a 14.32% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. 12.50% of the stock is currently owned by corporate insiders.

More Braze News

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Braze reported Q1 earnings of $0.10 per share, in line with estimates, while revenue of $211.0 million topped expectations and rose 30.2% year over year, signaling continued demand for its customer engagement platform. Article Title
• Positive Sentiment: The company raised its FY2027 revenue outlook to $895 million-$899 million and guided Q2 revenue above Wall Street estimates, suggesting management sees accelerating business momentum. Article Title
• Positive Sentiment: Management highlighted fourth straight quarter of organic revenue growth acceleration and strong AI-driven demand, which may help support the stock if investors believe the growth story is improving. Article Title
• Neutral Sentiment: Several earnings recaps and transcript pieces mainly reiterate the same results and call commentary, with analysts now weighing the impact of AI momentum against Braze’s valuation. Article Title
• Neutral Sentiment: BTIG reaffirmed a Buy rating and set a $30 price target, which supports the bullish case but does not materially change the near-term earnings narrative. Article Title
• Negative Sentiment: Despite the upbeat revenue and guidance, one report noted the stock fell sharply after the release, likely reflecting investor concern about profitability, margin pressure, and whether the growth rate can justify the valuation. Article Title

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Osaic Holdings Inc. lifted its position in shares of Braze by 4,227.6% during the 4th quarter. Osaic Holdings Inc. now owns 5,323 shares of the company’s stock valued at $183,000 after acquiring an additional 5,200 shares during the period. Xponance LLC bought a new stake in shares of Braze during the 4th quarter valued at $231,000. CIBC Bancorp USA Inc. bought a new stake in shares of Braze during the 3rd quarter valued at $242,000. Caxton Associates LLP bought a new stake in shares of Braze during the 3rd quarter valued at $231,000. Finally, PharVision Advisers LLC bought a new stake in shares of Braze during the 3rd quarter valued at $252,000. 90.47% of the stock is owned by institutional investors and hedge funds.

About Braze

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.