Q4 Earnings Estimate for Braze Issued By DA Davidson

Braze, Inc. (NASDAQ:BRZE) – Research analysts at DA Davidson issued their Q4 2025 earnings per share estimates for shares of Braze in a research note issued to investors on Tuesday, December 10th. DA Davidson analyst G. Luria anticipates that the company will earn ($0.23) per share for the quarter. DA Davidson has a “Buy” rating and a $50.00 price target on the stock. The consensus estimate for Braze’s current full-year earnings is ($1.02) per share.

Several other research firms have also recently commented on BRZE. Citigroup raised their price target on shares of Braze from $47.00 to $51.00 and gave the stock a “buy” rating in a report on Wednesday. TD Cowen dropped their price target on shares of Braze from $52.00 to $45.00 and set a “buy” rating on the stock in a research note on Tuesday, September 24th. Wells Fargo & Company cut their price objective on Braze from $65.00 to $55.00 and set an “overweight” rating for the company in a report on Tuesday, November 26th. JMP Securities restated a “market outperform” rating and issued a $68.00 target price on shares of Braze in a research note on Tuesday, September 24th. Finally, UBS Group dropped their target price on Braze from $56.00 to $51.00 and set a “buy” rating on the stock in a research report on Wednesday, September 25th. One investment analyst has rated the stock with a hold rating and nineteen have assigned a buy rating to the company’s stock. According to data from MarketBeat, Braze currently has an average rating of “Moderate Buy” and a consensus price target of $53.74.

Braze Price Performance

NASDAQ:BRZE opened at $42.38 on Wednesday. The stock has a market cap of $4.35 billion, a PE ratio of -37.18 and a beta of 1.15. Braze has a fifty-two week low of $29.18 and a fifty-two week high of $61.53. The stock’s 50-day moving average is $34.67 and its two-hundred day moving average is $37.29.

Insider Transactions at Braze

In related news, insider Myles Kleeger sold 6,342 shares of the company’s stock in a transaction on Wednesday, November 20th. The shares were sold at an average price of $36.03, for a total value of $228,502.26. Following the completion of the transaction, the insider now directly owns 184,396 shares of the company’s stock, valued at approximately $6,643,787.88. This represents a 3.32 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Fernando Machado sold 1,377 shares of the business’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 completion of the sale, the director now owns 8,937 shares in the company, valued at approximately $273,919.05. This trade represents a 13.35 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 113,979 shares of company stock worth $3,688,914. 24.03% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. State Street Corp lifted its stake in Braze by 21.5% in the 3rd quarter. State Street Corp now owns 1,575,701 shares of the company’s stock valued at $50,958,000 after purchasing an additional 279,050 shares during the last quarter. Geode Capital Management LLC raised its stake in Braze by 18.1% in the 3rd quarter. Geode Capital Management LLC now owns 1,497,188 shares of the company’s stock valued at $48,428,000 after acquiring an additional 229,660 shares during the period. Healthcare of Ontario Pension Plan Trust Fund lifted its holdings in Braze by 69.5% during the 3rd quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 1,494,100 shares of the company’s stock valued at $48,319,000 after purchasing an additional 612,400 shares during the last quarter. Fiera Capital Corp boosted its position in Braze by 1.0% during the second quarter. Fiera Capital Corp now owns 780,630 shares of the company’s stock worth $30,320,000 after purchasing an additional 7,570 shares during the period. Finally, Stephens Investment Management Group LLC bought a new position in shares of Braze in the third quarter valued at about $20,794,000. 90.47% of the stock is owned by institutional investors and hedge funds.

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.