Braze (NASDAQ:BRZE) Releases Q4 2025 Earnings Guidance

Braze (NASDAQ:BRZE) updated its fourth quarter 2025 earnings guidance on Monday. 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

Several research analysts have weighed in on BRZE shares. Wells Fargo & Company lowered their target price on shares of Braze from $65.00 to $55.00 and set an “overweight” rating for the company in a research note on Tuesday, November 26th. TD Cowen lowered their price objective on shares of Braze from $52.00 to $45.00 and set a “buy” rating for the company in a research report on Tuesday, September 24th. Needham & Company LLC reissued a “buy” rating and issued a $70.00 target price on shares of Braze in a research report on Tuesday, September 24th. The Goldman Sachs Group lowered their price target on Braze from $65.00 to $47.00 and set a “buy” rating for the company in a research report on Tuesday, November 12th. Finally, Macquarie started coverage on Braze in a research note on Thursday, October 31st. They issued a “neutral” rating and a $30.00 price objective for the company. One investment analyst has rated the stock with a hold rating and nineteen have given a buy rating to the stock. According to data from MarketBeat.com, Braze currently has an average rating of “Moderate Buy” and a consensus target price of $53.95.

Braze Price Performance

Shares of NASDAQ BRZE traded up $0.34 during midday trading on Monday, hitting $41.80. 2,763,884 shares of the company’s stock were exchanged, compared to its average volume of 1,069,105. The firm’s fifty day simple moving average is $34.10 and its 200-day simple moving average is $37.25. The company has a market cap of $4.29 billion, a PE ratio of -35.42 and a beta of 1.15. Braze has a twelve month low of $29.18 and a twelve month high of $61.53.

Braze (NASDAQ:BRZE) last issued its quarterly earnings data on Thursday, September 5th. The company reported $0.09 earnings per share for the quarter, topping the consensus estimate 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 business had revenue of $145.50 million during the quarter, compared to the consensus estimate of $141.32 million. During the same quarter in the previous year, the firm earned ($0.30) EPS. The company’s revenue was up 26.4% compared to the same quarter last year. Equities analysts anticipate that Braze will post -1.02 EPS for the current fiscal year.

Insider Buying and Selling at Braze

In other Braze news, major shareholder Roger H. Lee sold 56,830 shares of Braze stock in a transaction on Friday, October 11th. The shares were sold at an average price of $30.27, for a total value of $1,720,244.10. Following the transaction, the insider now directly owns 56,830 shares in the company, valued at approximately $1,720,244.10. The trade was a 50.00 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Isabelle Winkles sold 4,500 shares of the stock in a transaction that occurred on Tuesday, October 1st. The stock was sold at an average price of $32.12, for a total value of $144,540.00. Following the sale, the chief financial officer now directly owns 216,208 shares of the company’s stock, valued at $6,944,600.96. The trade was a 2.04 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 113,979 shares of company stock worth $3,688,914 over the last 90 days. Corporate 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.