Braze (BRZE) Projected to Post Earnings on Tuesday

Braze (NASDAQ:BRZE) is expected to be announcing its Q4 2026 results after the market closes on Tuesday, March 24th. Analysts expect the company to announce earnings of $0.14 per share and revenue of $198.2250 million for the quarter. Investors may visit the the company’s upcoming Q4 2026 earning results page for the latest details on the call scheduled for Tuesday, March 24, 2026 at 4:30 PM ET.

Braze Price Performance

Shares of BRZE opened at $18.33 on Friday. The company has a market capitalization of $2.06 billion, a P/E ratio of -16.66 and a beta of 1.08. Braze has a one year low of $15.26 and a one year high of $43.89. The business’s 50 day simple moving average is $20.40 and its 200-day simple moving average is $26.72.

Key Headlines Impacting Braze

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Analyst/fundamental support: A recent piece highlights replacement-cycle trends and evolving fundamentals as supportive for Braze and notes J.P. Morgan kept an Overweight stance even after trimming its price target — a sign some sell-side analysts still view the business favorably. Replacement Cycle Trends and Evolving Fundamentals Offer Support to Braze (InsiderMonkey)
• Neutral Sentiment: Bullish consensus metric: Aggregate analyst targets imply a large upside (Zacks highlights a consensus suggesting ~126% upside), which can attract long-term value or momentum buyers even if the metric is volatile. Wall Street Analysts See a 126.44% Upside in Braze (Zacks)
• Neutral Sentiment: Short-interest data appears anomalous/erroneous in recent reports (system shows zero shares or NaN for March filings). Treat reported “large increase” notes with caution until corrected filings confirm true short volume. (No reliable external link provided.)
• Negative Sentiment: TD Cowen cut its price target from $43 to $30 but kept a Buy rating — the lower target increases near-term selling pressure. TD Cowen price-target cut (Benzinga)
• Negative Sentiment: DA Davidson trimmed its target from $42 to $30 while maintaining a Buy — another downward revision adding to negative sentiment. DA Davidson price-target cut (Benzinga)
• Negative Sentiment: BTIG reduced its target from $45 to $25 (still a Buy), representing the most aggressive cut among recent brokers and likely contributing to the intraday decline. BTIG price-target cut (Benzinga)

Insider Buying and Selling

In related news, CTO Jonathan Hyman sold 7,391 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $16.93, for a total value of $125,129.63. Following the transaction, the chief technology officer owned 1,692,933 shares in the company, valued at $28,661,355.69. This trade represents a 0.43% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Pankaj Malik sold 2,893 shares of Braze stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $16.93, for a total value of $48,978.49. Following the completion of the sale, the chief accounting officer owned 50,679 shares of the company’s stock, valued at approximately $857,995.47. The trade was a 5.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 60,676 shares of company stock worth $1,027,661. 18.20% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. Caitong International Asset Management Co. Ltd raised its stake in shares of 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 buying an additional 803 shares during the last quarter. Osaic Holdings Inc. boosted its stake in Braze by 821.1% in the second quarter. Osaic Holdings Inc. now owns 1,575 shares of the company’s stock valued at $44,000 after acquiring an additional 1,404 shares during the last quarter. Quarry LP acquired a new stake in Braze during the 3rd quarter worth $46,000. Kemnay Advisory Services Inc. bought a new stake in shares of Braze during the 4th quarter valued at $52,000. Finally, Quantbot Technologies LP bought a new stake in shares of Braze during the 3rd quarter valued at $163,000. Institutional investors own 90.47% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have commented on the company. Mizuho boosted their price objective on Braze from $45.00 to $50.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 10th. Citizens Jmp reaffirmed a “market outperform” rating and issued a $68.00 price target on shares of Braze in a report on Wednesday, December 10th. Citigroup upped their price target on shares of Braze from $52.00 to $53.00 and gave the stock a “buy” rating in a research report on Wednesday, December 10th. The Goldman Sachs Group decreased their price objective on shares of Braze from $55.00 to $45.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Braze in a research report on Monday, December 29th. Twenty-two investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $41.48.

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.