UBS Group Lowers Braze (NASDAQ:BRZE) Price Target to $28.00

Braze (NASDAQ:BRZE) had its price target cut by UBS Group from $43.00 to $28.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the stock. UBS Group’s price objective points to a potential upside of 29.18% from the stock’s current price.

A number of other brokerages also recently commented on BRZE. TD Cowen reduced their target price on shares of Braze from $43.00 to $30.00 and set a “buy” rating for the company in a report on Friday, March 20th. JPMorgan Chase & Co. lifted their price objective on shares of Braze from $32.00 to $33.00 and gave the stock an “overweight” rating in a research report on Wednesday. Barclays boosted their price objective on shares of Braze from $29.00 to $31.00 and gave the stock an “overweight” rating in a research note on Wednesday. Wells Fargo & Company increased their target price on shares of Braze from $40.00 to $45.00 and gave the company an “overweight” rating in a research report on Wednesday, December 10th. Finally, Wolfe Research upgraded shares of Braze to an “overweight” rating in a research note on Wednesday, December 10th. Twenty-two analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Braze presently has a consensus rating of “Moderate Buy” and a consensus price target of $37.24.

Braze Trading Up 20.3%

Shares of NASDAQ:BRZE traded up $3.66 on Wednesday, reaching $21.68. The company had a trading volume of 6,556,492 shares, compared to its average volume of 3,028,994. Braze has a 52-week low of $15.26 and a 52-week high of $43.89. The firm’s 50 day simple moving average is $19.95 and its 200-day simple moving average is $26.57. The firm has a market capitalization of $2.43 billion, a PE ratio of -19.61 and a beta of 1.08.

Braze (NASDAQ:BRZE) last issued its quarterly earnings data on Tuesday, March 24th. The company reported $0.10 earnings per share for the quarter, missing analysts’ consensus estimates of $0.14 by ($0.04). Braze had a negative return on equity of 17.87% and a negative net margin of 16.85%.The company had revenue of $205.17 million for the quarter, compared to analysts’ expectations of $198.23 million. During the same quarter last year, the company earned $0.12 earnings per share. The company’s revenue for the quarter was up 27.9% compared to the same quarter last year. As a group, equities research analysts predict that Braze will post -0.98 earnings per share for the current year.

Insider Activity

In other Braze news, insider Astha Malik sold 14,049 shares of the business’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $16.93, for a total transaction of $237,849.57. Following the sale, the insider owned 205,289 shares of the company’s stock, valued at approximately $3,475,542.77. The trade was a 6.41% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO William Magnuson sold 26,413 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $16.93, for a total transaction of $447,172.09. Following the transaction, the chief executive officer owned 4,491,098 shares in the company, valued at $76,034,289.14. The trade was a 0.58% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 60,676 shares of company stock valued at $1,027,661. 18.20% of the stock is owned by company insiders.

Institutional Investors Weigh In On Braze

Several institutional investors and hedge funds have recently made changes to their positions in BRZE. Alyeska Investment Group L.P. raised its stake in shares of Braze by 592.4% during the 4th quarter. Alyeska Investment Group L.P. now owns 2,105,024 shares of the company’s stock valued at $72,181,000 after buying an additional 1,801,019 shares during the last quarter. Barclays PLC boosted its stake in shares of Braze by 443.0% in the third quarter. Barclays PLC now owns 1,404,395 shares of the company’s stock worth $39,941,000 after buying an additional 1,145,748 shares during the last quarter. UBS Group AG grew its holdings in Braze by 421.1% during the third quarter. UBS Group AG now owns 1,279,678 shares of the company’s stock worth $36,394,000 after acquiring an additional 1,034,087 shares during the period. Battery Management CORP. grew its holdings in Braze by 70.2% during the third quarter. Battery Management CORP. now owns 2,425,000 shares of the company’s stock worth $68,967,000 after acquiring an additional 1,000,000 shares during the period. Finally, Bank of America Corp DE raised its position in Braze by 238.2% during the third quarter. Bank of America Corp DE now owns 1,351,227 shares of the company’s stock valued at $38,429,000 after acquiring an additional 951,674 shares in the last quarter. 90.47% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Braze

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Q4 revenue beat and strong forward commentary drove optimism; management highlighted accelerating organic revenue growth and AI-driven engagement momentum, which underpins the stock’s gain. Q4 Results
• Positive Sentiment: JPMorgan raised its price target from $32 to $33 and kept an overweight/overweight-equivalent stance, signaling confidence in the recovery trajectory. JPMorgan Raise
• Positive Sentiment: Cantor Fitzgerald reaffirmed an overweight rating with a $38 target, and Barclays raised its target to $31 — both supportive analyst responses that help sustain investor interest. Cantor/Barclays
• Positive Sentiment: High-conviction buy ratings remain in place (Needham $50 target, Canaccord buy), indicating some firms see significant upside despite recent share weakness. Needham/Canaccord
• Neutral Sentiment: Analyst roundup and commentary pieces synthesize reactions from multiple firms and highlight valuation compression vs. growth — useful for gauging consensus but not an immediate catalyst. 247WallSt Analysts
• Neutral Sentiment: Q4 earnings call transcript and slide deck are available for detail on margin trends, customer health and AI positioning; these help investors decide if growth is sustainable. Earnings Transcript
• Neutral Sentiment: Short-interest reports in the available feeds appear garbled/zeroed and are not a reliable signal today; ignore until cleaner data is published.
• Negative Sentiment: Bottom-line miss: Braze reported EPS of $0.10 vs. consensus ~$0.14, which weakens short-term sentiment despite the revenue beat and could pressure near-term multiple expansion. Earnings Details
• Negative Sentiment: Several firms trimmed targets (Oppenheimer $40→$30, Mizuho $50→$40, Piper Sandler $30→$27, Citizens Jmp $68→$35) — these cuts reflect more conservative margin/growth assumptions and may cap near-term upside. PT Cuts

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.