Braze (NASDAQ:BRZE) Updates Q1 2026 Earnings Guidance

Braze (NASDAQ:BRZE) updated its first quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 0.040-0.050 for the period, compared to the consensus 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 brokerages recently weighed in on BRZE. Canaccord Genuity Group increased their price objective on shares of Braze from $45.00 to $50.00 and gave the company a “buy” rating in a research report on Friday. Piper Sandler increased their price target on Braze from $40.00 to $48.00 and gave the company an “overweight” rating in a report on Tuesday, December 10th. Stifel Nicolaus set a $50.00 price objective on Braze and gave the stock a “buy” rating in a report on Friday. Stephens started coverage on Braze in a report on Wednesday, March 19th. They issued an “overweight” rating and a $43.00 target price on the stock. Finally, Wells Fargo & Company restated an “overweight” rating on shares of Braze in a research note on Friday. One equities research analyst has rated the stock with a hold rating, nineteen have issued a buy rating and one has assigned a strong buy rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average price target of $52.40.

Braze Stock Down 1.7 %

NASDAQ BRZE opened at $36.70 on Friday. Braze has a twelve month low of $29.18 and a twelve month high of $48.33. The business has a 50-day moving average price of $39.80 and a 200-day moving average price of $37.97. The firm has a market cap of $3.80 billion, a price-to-earnings ratio of -32.19 and a beta of 1.17.

Braze (NASDAQ:BRZE) last posted its quarterly earnings results on Thursday, March 27th. The company reported $0.12 earnings per share for the quarter, topping the consensus estimate of $0.05 by $0.07. The business had revenue of $160.40 million during the quarter, compared to the consensus estimate of $155.72 million. Braze had a negative return on equity of 24.88% and a negative net margin of 20.41%. The firm’s revenue for the quarter was up 22.4% compared to the same quarter last year. During the same period in the prior year, the company posted ($0.04) EPS. Research analysts expect that Braze will post -0.98 EPS for the current fiscal year.

Insider Activity at Braze

In other news, General Counsel Susan Wiseman sold 10,000 shares of the company’s stock in a transaction that occurred on Monday, January 27th. The stock was sold at an average price of $47.22, for a total transaction of $472,200.00. Following the sale, the general counsel now directly owns 189,520 shares of the company’s stock, valued at $8,949,134.40. This represents a 5.01 % decrease in their position. 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 3,700 shares of the stock in a transaction dated Monday, January 6th. The shares were sold at an average price of $45.77, for a total transaction of $169,349.00. Following the completion of the transaction, the chief accounting officer now directly owns 54,784 shares of the company’s stock, valued at approximately $2,507,463.68. The trade was a 6.33 % decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders 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.