Braze (NASDAQ:BRZE) Issues Q4 2025 Earnings Guidance

Braze (NASDAQ:BRZE) issued an update on its fourth quarter 2025 earnings guidance on Monday morning. The company provided earnings per share guidance of 0.050-0.060 for the period, compared to the consensus earnings per share estimate of 0.040. The company issued revenue guidance of $155.0 million-$156.0 million, compared to the consensus revenue estimate of $155.3 million. Braze also updated its FY 2025 guidance to 0.100-0.110 EPS.

Analysts Set New Price Targets

A number of research firms have recently commented on BRZE. Macquarie started coverage on Braze in a research report on Thursday, October 31st. They set a “neutral” rating and a $30.00 target price for the company. Piper Sandler lowered their price objective on shares of Braze from $51.00 to $40.00 and set an “overweight” rating for the company in a research report on Thursday, October 10th. Loop Capital restated a “buy” rating and issued a $75.00 target price on shares of Braze in a report on Tuesday, September 24th. Needham & Company LLC reaffirmed a “buy” rating and issued a $70.00 price target on shares of Braze in a report on Tuesday, September 24th. Finally, Wells Fargo & Company reduced their price objective on Braze from $65.00 to $55.00 and set an “overweight” rating on the stock in a research note on Tuesday, November 26th. One analyst has rated the stock with a hold rating and nineteen have issued a buy rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $53.95.

Braze Stock Performance

Braze stock traded up $0.34 during trading hours on Monday, hitting $41.80. The company had a trading volume of 2,887,337 shares, compared to its average volume of 1,069,105. The firm has a market cap of $4.29 billion, a P/E ratio of -35.42 and a beta of 1.15. The company has a 50-day moving average price of $34.10 and a two-hundred day moving average price of $37.25. Braze has a 1 year low of $29.18 and a 1 year high of $61.53.

Braze (NASDAQ:BRZE) last released its quarterly earnings data on Thursday, September 5th. The company reported $0.09 earnings per share for the quarter, topping analysts’ consensus estimates of ($0.03) by $0.12. Braze had a negative net margin of 22.01% and a negative return on equity of 25.89%. The company had revenue of $145.50 million during the quarter, compared to analyst estimates of $141.32 million. During the same period in the prior year, the firm earned ($0.30) earnings per share. The firm’s revenue for the quarter was up 26.4% compared to the same quarter last year. As a group, equities research analysts anticipate that Braze will post -1.02 EPS for the current year.

Insider Transactions at Braze

In other news, Director Fernando Machado sold 1,377 shares of the firm’s stock in a transaction dated Monday, October 7th. The shares were sold at an average price of $30.65, for a total value of $42,205.05. Following the sale, the director now directly owns 8,937 shares in the company, valued at approximately $273,919.05. This trade represents a 13.35 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CAO Pankaj Malik sold 3,432 shares of the business’s stock in a transaction that occurred on Monday, November 18th. The stock was sold at an average price of $34.45, for a total transaction of $118,232.40. Following the transaction, the chief accounting officer now owns 67,095 shares of the company’s stock, valued at approximately $2,311,422.75. This trade represents a 4.87 % decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 113,979 shares of company stock valued at $3,688,914. Company insiders own 24.03% of the company’s stock.

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.