Susan Wiseman Sells 5,763 Shares of Braze (NASDAQ:BRZE) Stock

Braze, Inc. (NASDAQ:BRZE) General Counsel Susan Wiseman sold 5,763 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 transaction of $97,567.59. Following the completion of the transaction, the general counsel owned 214,031 shares of the company’s stock, valued at approximately $3,623,544.83. The trade was a 2.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.

Susan Wiseman also recently made the following trade(s):

• On Thursday, February 19th, Susan Wiseman sold 4,167 shares of Braze stock. The shares were sold at an average price of $17.03, for a total transaction of $70,964.01.

Braze Trading Up 0.7%

NASDAQ:BRZE opened at $17.16 on Friday. Braze, Inc. has a 1-year low of $16.25 and a 1-year high of $43.89. The business’s fifty day moving average price is $26.43 and its 200 day moving average price is $27.73. The firm has a market capitalization of $1.93 billion, a price-to-earnings ratio of -15.60 and a beta of 1.07.

Braze (NASDAQ:BRZE) last posted its quarterly earnings results on Tuesday, December 9th. The company reported $0.06 EPS for the quarter, hitting the consensus estimate of $0.06. Braze had a negative net margin of 16.85% and a negative return on equity of 17.87%. The business had revenue of $190.84 million during the quarter, compared to analysts’ expectations of $198.25 million. During the same period last year, the company posted $0.02 earnings per share. The firm’s quarterly revenue was up 25.5% compared to the same quarter last year. Braze has set its FY 2026 guidance at 0.420-0.430 EPS and its Q4 2026 guidance at 0.130-0.140 EPS. Equities analysts forecast that Braze, Inc. will post -0.98 earnings per share for the current year.

Analyst Upgrades and Downgrades

BRZE has been the topic of a number of recent research reports. Weiss Ratings restated a “sell (d-)” rating on shares of Braze in a research note on Monday, December 29th. Cantor Fitzgerald reissued an “overweight” rating and issued a $38.00 price target on shares of Braze in a research note on Wednesday, December 10th. Wells Fargo & Company increased their price objective on Braze from $40.00 to $45.00 and gave the stock an “overweight” rating in a report on Wednesday, December 10th. Citigroup lifted their target price on shares of Braze from $52.00 to $53.00 and gave the company a “buy” rating in a research note on Wednesday, December 10th. Finally, Stifel Nicolaus set a $40.00 price target on shares of Braze in a research note on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Braze currently has an average rating of “Moderate Buy” and an average target price of $44.30.

Key Braze News

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Battery Management disclosed a roughly $25 million purchase of BRZE shares (an increase of 839,864 shares), which materially boosted the fund’s quarter‑end position and provides a clear institutional demand signal. Fund Discloses $25 Million Braze Stock Investment Amid 60% Share Plunge
• Neutral Sentiment: Reported short-interest figures show “0 shares” and NaN changes for mid-February with a 0.0 days‑to‑cover — this appears to be a data or reporting anomaly rather than a meaningful change in market positioning. Monitor filings or exchange data for a corrected readout before treating this as directional.
• Negative Sentiment: Multiple insiders sold stock over Feb 18–19, representing a visible amount of insider supply (roughly 60,676 shares sold for aggregate proceeds ~ $1.03M): CEO William Magnuson (26,413 shares), CTO Jonathan Hyman (7,391), General Counsel Susan Wiseman (9,930 across two trades), Astha Malik (14,049), and CAO Pankaj Malik (2,893). Large or clustered insider sales can be interpreted negatively by the market even when they may be for diversification or tax reasons. Relevant SEC filings: CEO CEO Form 4, CTO CTO Form 4, GC/other insiders GC Form 4, Astha Malik Form 4, CAO CAO Form 4

Hedge Funds Weigh In On Braze

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Invesco Ltd. grew its holdings in Braze by 9.5% during the fourth quarter. Invesco Ltd. now owns 97,486 shares of the company’s stock valued at $3,343,000 after purchasing an additional 8,495 shares during the last quarter. Mercer Global Advisors Inc. ADV boosted its holdings in shares of Braze by 7.4% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 22,878 shares of the company’s stock worth $784,000 after buying an additional 1,582 shares during the period. Papamarkou Wellner Asset Management inc. acquired a new position in Braze in the 4th quarter valued at $331,000. XTX Topco Ltd raised its holdings in Braze by 212.3% in the 4th quarter. XTX Topco Ltd now owns 22,517 shares of the company’s stock worth $772,000 after acquiring an additional 15,306 shares during the period. Finally, Twinbeech Capital LP raised its holdings in Braze by 548.7% in the 4th quarter. Twinbeech Capital LP now owns 72,841 shares of the company’s stock worth $2,498,000 after acquiring an additional 61,613 shares during the period. Institutional investors and hedge funds own 90.47% of the company’s stock.

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.