Braze (NASDAQ:BRZE) Updates Q3 2025 Earnings Guidance

Braze (NASDAQ:BRZE) issued an update on its third quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share guidance of -0.010-0.000 for the period, compared to the consensus earnings per share estimate of -0.020. The company issued revenue guidance of $147.5 million-$148.5 million, compared to the consensus revenue estimate of $148.0 million. Braze also updated its FY 2025 guidance to 0.060-0.070 EPS.

Braze Price Performance

NASDAQ BRZE opened at $35.57 on Friday. The company has a 50-day moving average of $41.21 and a 200-day moving average of $42.92. Braze has a 12 month low of $33.93 and a 12 month high of $61.53. The company has a market cap of $3.61 billion, a P/E ratio of -27.79 and a beta of 1.07.

Braze (NASDAQ:BRZE) last issued its quarterly earnings results on Thursday, September 5th. The company reported $0.09 EPS for the quarter, topping the consensus estimate of ($0.03) by $0.12. The firm had revenue of $145.50 million during the quarter, compared to analyst estimates of $141.32 million. Braze had a negative net margin of 25.06% and a negative return on equity of 27.85%. Braze’s revenue for the quarter was up 26.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted ($0.30) earnings per share. As a group, equities research analysts anticipate that Braze will post -1.21 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on BRZE shares. Barclays lowered their price target on Braze from $80.00 to $70.00 and set an overweight rating for the company in a research report on Monday, August 26th. Canaccord Genuity Group boosted their target price on Braze from $50.00 to $53.00 and gave the stock a buy rating in a report on Friday, June 7th. DA Davidson restated a buy rating and issued a $65.00 price target on shares of Braze in a report on Friday. Needham & Company LLC reaffirmed a buy rating and set a $70.00 price target on shares of Braze in a research report on Friday. Finally, Scotiabank raised shares of Braze from a sector perform rating to a sector outperform rating and increased their price objective for the stock from $48.00 to $56.00 in a research report on Wednesday, July 10th. Seventeen investment analysts have rated the stock with a buy rating, Based on data from MarketBeat, the company presently has a consensus rating of Buy and an average price target of $60.50.

Insider Activity

In other news, CAO Pankaj Malik sold 2,618 shares of the company’s stock in a transaction on Friday, June 21st. The shares were sold at an average price of $35.23, for a total value of $92,232.14. Following the completion of the transaction, the chief accounting officer now directly owns 76,623 shares in the company, valued at $2,699,428.29. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. In other Braze news, Director Phillip M. Fernandez sold 1,500 shares of the stock in a transaction on Monday, July 15th. The shares were sold at an average price of $40.00, for a total transaction of $60,000.00. Following the transaction, the director now directly owns 15,269 shares in the company, valued at approximately $610,760. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Pankaj Malik sold 2,618 shares of the stock in a transaction on Friday, June 21st. The shares were sold at an average price of $35.23, for a total transaction of $92,232.14. Following the transaction, the chief accounting officer now owns 76,623 shares in the company, valued at $2,699,428.29. The disclosure for this sale can be found here. Over the last three months, insiders sold 187,898 shares of company stock worth $8,081,257. 24.03% of the stock is currently owned by company insiders.

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.