Braze (NASDAQ:BRZE) Releases Q1 2026 Earnings Guidance

Braze (NASDAQ:BRZE) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.040-0.050 for the period, compared to the consensus earnings per share 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.

Analysts Set New Price Targets

A number of analysts have issued reports on the company. William Blair reissued an “outperform” rating on shares of Braze in a research report on Thursday, December 19th. Oppenheimer reissued an “outperform” rating and issued a $51.00 price objective on shares of Braze in a report on Tuesday, December 10th. Raymond James dropped their price objective on shares of Braze from $48.00 to $45.00 and set an “outperform” rating on the stock in a report on Thursday, March 20th. Piper Sandler lifted their target price on shares of Braze from $40.00 to $48.00 and gave the stock an “overweight” rating in a research note on Tuesday, December 10th. Finally, Canaccord Genuity Group boosted their price target on shares of Braze from $45.00 to $50.00 and gave the company a “buy” rating in a research report on Friday. One 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.com, Braze presently has a consensus rating of “Buy” and an average price target of $52.40.

Braze Price Performance

NASDAQ:BRZE opened at $36.70 on Friday. The firm has a market capitalization of $3.80 billion, a P/E ratio of -32.19 and a beta of 1.17. Braze has a one year low of $29.18 and a one year high of $48.33. The company’s 50-day simple moving average is $39.80 and its 200 day simple moving average is $37.97.

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

Insider Activity

In other Braze news, General Counsel Susan Wiseman sold 14,000 shares of the firm’s stock in a transaction dated Monday, January 6th. The shares were sold at an average price of $45.52, for a total transaction of $637,280.00. Following the completion of the sale, the general counsel now directly owns 199,520 shares in the company, valued at approximately $9,082,150.40. This trade represents a 6.56 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Phillip M. Fernandez sold 1,500 shares of the company’s stock in a transaction that occurred on Wednesday, January 15th. The stock was sold at an average price of $43.13, for a total transaction of $64,695.00. Following the completion of the transaction, the director now owns 15,269 shares in the company, valued at approximately $658,551.97. This represents a 8.95 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 89,470 shares of company stock worth $3,841,921 over the last three months. 24.03% of the stock is currently owned by corporate insiders.

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.