Braze (NASDAQ:BRZE) Updates Q3 2027 Earnings Guidance

Braze (NASDAQ:BRZE) issued an update on its third quarter 2027 earnings guidance on Tuesday morning. The company provided EPS guidance of 0.130-0.140 for the period, compared to the consensus EPS estimate of 0.090. The company issued revenue guidance of $229.0 million-$230.0 million, compared to the consensus revenue estimate of $227.7 million. Braze also updated its FY 2027 guidance to 0.640-0.650 EPS.

Braze Stock Down 5.2%

BRZE stock opened at $30.31 on Wednesday. Braze has a twelve month low of $15.26 and a twelve month high of $37.33. The company has a market cap of $3.41 billion, a P/E ratio of -27.06 and a beta of 0.88. The business has a fifty day moving average of $27.57 and a 200-day moving average of $23.54.

Braze (NASDAQ:BRZE) last posted its quarterly earnings results on Tuesday, September 8th. The company reported $0.19 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.16 by $0.03. The business had revenue of $227.23 million for the quarter, compared to analysts’ expectations of $220.27 million. Braze had a negative return on equity of 17.52% and a negative net margin of 15.51%.The firm’s quarterly revenue was up 26.2% compared to the same quarter last year. During the same quarter last year, the business earned $0.15 earnings per share. Braze has set its FY 2027 guidance at 0.640-0.650 EPS and its Q3 2027 guidance at 0.130-0.140 EPS. As a group, equities research analysts anticipate that Braze will post -0.78 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on BRZE shares. Oppenheimer lifted their price target on shares of Braze from $30.00 to $36.00 and gave the stock an “outperform” rating in a research report on Thursday, August 27th. Citizens Jmp reaffirmed a “market outperform” rating and issued a $35.00 price objective on shares of Braze in a research note on Thursday, May 28th. The Goldman Sachs Group set a $34.00 target price on shares of Braze and gave the company a “buy” rating in a research report on Wednesday, June 24th. Cantor Fitzgerald reissued an “overweight” rating and issued a $38.00 price target on shares of Braze in a research note on Thursday, May 28th. Finally, Citigroup reaffirmed a “market outperform” rating on shares of Braze in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $36.59.

Insiders Place Their Bets

In other Braze news, CRO Edward Mcdonnell sold 29,732 shares of the business’s stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $31.38, for a total value of $932,990.16. Following the completion of the transaction, the executive directly owned 409,630 shares of the company’s stock, valued at approximately $12,854,189.40. The trade was a 6.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Astha Malik sold 33,656 shares of the stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $27.65, for a total value of $930,588.40. Following the completion of the sale, the insider owned 278,138 shares of the company’s stock, valued at $7,690,515.70. This trade represents a 10.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 203,568 shares of company stock worth $6,096,461. Corporate insiders own 12.50% of the company’s stock.

More Braze News

Here are the key news stories impacting Braze this week:

• Positive Sentiment: Q2 results exceeded estimates: Braze reported adjusted earnings of $0.19 per share versus the $0.16 consensus, while revenue rose 26.2% year over year to $227.23 million, above expectations of $220.27 million. Braze Reports Strong Fiscal Second Quarter 2027 Results
• Positive Sentiment: Management raised its outlook: Fiscal 2027 EPS guidance was set at $0.64-$0.65, well above the $0.35 analyst consensus, while revenue guidance of $910 million-$913 million exceeded the $898.4 million consensus. Third-quarter EPS guidance of $0.13-$0.14 and revenue guidance of $229 million-$230 million also topped estimates. Braze Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Improving profitability trends: Braze highlighted record second-quarter free cash flow, improving operating leverage and increasing customer adoption of its AI-powered engagement tools. These factors support the company’s longer-term growth and margin expansion story. Braze Q2 2027 Earnings Call Highlights

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the stock. Alyeska Investment Group L.P. boosted its holdings in shares of Braze by 592.4% in the fourth 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 period. UBS Group AG raised its holdings in shares of 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. lifted its position in Braze by 70.2% in the 3rd quarter. Battery Management CORP. now owns 2,425,000 shares of the company’s stock valued at $68,967,000 after acquiring an additional 1,000,000 shares in the last quarter. Bank of America Corp DE boosted its stake in Braze by 238.2% in the 3rd quarter. Bank of America Corp DE now owns 1,351,227 shares of the company’s stock worth $38,429,000 after purchasing an additional 951,674 shares during the period. Finally, Scopia Capital Management LP acquired a new position in Braze in the 3rd quarter worth $19,594,000. Institutional investors own 90.47% of the company’s stock.

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.