Braze (NASDAQ:BRZE) Releases Q1 2026 Earnings Guidance

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

Braze Trading Down 1.7 %

NASDAQ BRZE traded down $0.63 during trading hours on Thursday, hitting $36.70. 2,218,992 shares of the company’s stock traded hands, compared to its average volume of 1,127,919. Braze has a 52 week low of $29.18 and a 52 week high of $50.84. The firm has a market capitalization of $3.80 billion, a P/E ratio of -32.19 and a beta of 1.17. The business’s fifty day moving average price is $39.94 and its two-hundred day moving average price is $37.98.

Wall Street Analysts Forecast Growth

BRZE has been the subject of several analyst reports. Stephens initiated coverage on Braze in a research note on Wednesday, March 19th. They issued an “overweight” rating and a $43.00 price objective for the company. Wells Fargo & Company lowered their target price on shares of Braze from $55.00 to $50.00 and set an “overweight” rating on the stock in a research note on Friday, March 21st. Piper Sandler upped their target price on shares of Braze from $40.00 to $48.00 and gave the stock an “overweight” rating in a report on Tuesday, December 10th. Oppenheimer reissued an “outperform” rating and set a $51.00 price target on shares of Braze in a report on Tuesday, December 10th. Finally, Needham & Company LLC reaffirmed a “buy” rating and issued a $50.00 price objective on shares of Braze in a research note on Monday, February 3rd. One research analyst has rated the stock with a hold rating, nineteen have given a buy rating and one has given a strong buy rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $52.05.

Insider Buying and Selling at Braze

In other news, Director Phillip M. Fernandez sold 1,500 shares of the stock in a transaction on Wednesday, January 15th. The shares were sold at an average price of $43.13, for a total value of $64,695.00. Following the sale, the director now owns 15,269 shares of the company’s stock, valued at approximately $658,551.97. This represents a 8.95 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, General Counsel Susan Wiseman sold 3,486 shares of Braze stock in a transaction dated Thursday, February 20th. The stock was sold at an average price of $40.02, for a total transaction of $139,509.72. Following the transaction, the general counsel now directly owns 182,109 shares of the company’s stock, valued at approximately $7,288,002.18. This represents a 1.88 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 89,470 shares of company stock worth $3,841,921 over the last ninety days. Company insiders own 24.03% of the company’s stock.

About Braze

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.