BRZE
Braze, Inc.
$21.66
-2.39%
$2.7B
No data for this timeframe.
Vol
Market Cap$2.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (96%)
Inst. Holders7 funds
Inst. Value$435.5M
Inst. Activity2 buys / 1 sells
Insider Activity0B / 9S
Insider Net $-$2.1M
SEC Reports5
Recent Activity
Jun 9, 2026
short_volume
Short Volume: BRZE — 63.1% short (0.5M / 0.7M)
Short: 458,991 | Exempt: 1,200 | TRF Vol: 727,036 | Short Ratio: 63.1% | Off-exchange volume (dark p
Jun 5, 2026
Insider
Agrawal Neeraj sold 500,000 shares
Director @ $0.00 ($0.00)
May 29, 2026
SEC
Christopher M. Lal filed a Form 3 initial statement of beneficial ownership with the SEC, reporting no securities benefi
3 — Impact 2/10
May 29, 2026
Insider
Lal Christopher M. sold 230,184 shares
General Counsel & Corp. Sec. @ $0.00 ($0.00)
May 27, 2026
SEC
Braze reported Q1 FY2027 revenue of $211.0M (+30.2% YoY, above consensus), while GAAP EPS was -$0.24 (vs. Street consens
8-K — Impact 7/10
May 15, 2026
Insider
McDonnell Edward M. sold 4,376 shares
Chief Revenue Officer @ $20.87 ($91.3K)
Apr 28, 2026
SEC
Braze announced CFO Isabelle Winkles will resign effective May 29, 2026, to pursue another opportunity. She will remain
8-K — Impact 4/10
Inst.
MORGAN STANLEY — TRIM
460,885 shares ($15.8M)
Price Targets
$34.40
+58.8% upside
Strong Buy
Current $21.66
Low $27.00
Median $32.50
High $50.00
20 analysts
$27.00
$50.00
Analyst Ratings
8Strong Buy
18Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 29, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| May 28, 2026 | Canaccord Genuity | MAINTAIN | Buy → Buy |
| May 28, 2026 | Mizuho | MAINTAIN | Outperform → Outperform |
| May 28, 2026 | Citizens | REITERATE | Market Outperform → Market Outperform |
| May 28, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.15 ▲ +1.2% | $0.15 — $0.16 | 3% YoY | 20 |
| Next Q | $0.16 ▼ -0.8% | $0.13 — $0.20 | 172% YoY | 20 |
| Current FY | $0.63 | $0.61 — $0.65 | 67% YoY | 20 |
| Next FY | $0.98 ▼ -0.7% | $0.80 — $1.21 | 54% YoY | 20 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $337.8M | — |
| BANK OF AMERICA CORP | $46.6M | DOUBLED |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $24.7M | NEW |
| MORGAN STANLEY | $15.8M | TRIM |
| WELLS FARGO & COMPANY/MN | $6.2M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | Agrawal Neeraj | G | $0.00 |
| May 29, 2026 | Lal Christopher | A | $0.00 |
| May 15, 2026 | McDonnell Edward | F | $91.3K |
| May 15, 2026 | Hyman Jonathan | F | $446.7K |
| May 15, 2026 | Malik Pankaj | F | $44.3K |
7 institutional holders with $435.5M total value (12,700,043 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, CHARLES. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 9,851,050 | $337.8M | 77.6% | — |
| 2 | BANK OF AMERICA CORP /DE/ | 1,359,054 | $46.6M | 10.7% | DOUBLED +238.2% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 721,491 | $24.7M | 5.7% | NEW |
| 4 | MORGAN STANLEY | 460,885 | $15.8M | 3.6% | TRIM -54.3% |
| 5 | WELLS FARGO & COMPANY/MN | 181,535 | $6.2M | 1.4% | DOUBLED +321.5% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 119,400 | $4.1M | 0.9% | NEW |
| 7 | FMR LLC | 6,628 | $227.3K | 0.1% | DOUBLED +190.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 1,009,546 | 460,885 | -54.3% | $15.8M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 119,400 | — | $4.1M | 2025-Q4 |
| FMR LLC | DOUBLED | 2,283 | 6,628 | +190.3% | $227.3K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 399,553 | 1,351,227 | +238.2% | $38.4M | 2025-Q3 |
| UBS Group AG | DOUBLED | 284,791 | 1,279,678 | +349.3% | $36.4M | 2025-Q3 |
| MORGAN STANLEY | TRIM | 3,677,733 | 1,009,546 | -72.5% | $28.7M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 43,397 | 182,924 | +321.5% | $5.2M | 2025-Q3 |
| FMR LLC | NEAR_EXIT | 18,373 | 2,283 | -87.6% | $64.9K | 2025-Q3 |
| NORGES BANK | EXIT | 870,696 | 0 | -100.0% | $0.00 | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 295,000 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 870,696 | — | $24.5M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 92,448 | 295,000 | +219.1% | $8.3M | 2025-Q2 |
| UBS Group AG | TRIM | 868,262 | 284,791 | -67.2% | $8.0M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 133,715 | 43,397 | -67.5% | $1.2M | 2025-Q2 |
| FMR LLC | ADD | 9,571 | 18,373 | +92.0% | $516.3K | 2025-Q2 |
| UBS Group AG | ADD | 640,542 | 868,262 | +35.6% | $31.3M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 1,251,501 | 865,946 | -30.8% | $31.2M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 100,450 | 133,715 | +33.1% | $4.8M | 2025-Q1 |
| FMR LLC | ADD | 4,915 | 9,571 | +94.7% | $345.3K | 2025-Q1 |
| NORGES BANK | EXIT | 1,495,682 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | ADD | 788,482 | 1,495,682 | +89.7% | $62.6M | 2024-Q4 |
| CITADEL ADVISORS LLC | DOUBLED | 273,034 | 1,251,501 | +358.4% | $52.4M | 2024-Q4 |
| UBS Group AG | DOUBLED | 98,834 | 640,542 | +548.1% | $26.8M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 214,700 | 75,348 | -64.9% | $3.2M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 509,767 | — | $16.5M | 2024-Q3 |
11 unique insiders with 9 transactions. Net insider value: -$2.1M ($0.00 bought, $2.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | Agrawal Neeraj | Director | G | 500,000 | $0.00 | $0.00 |
| May 29, 2026 | Lal Christopher M. | General Counsel & Corp. Sec. | A | 230,184 | $0.00 | $0.00 |
| May 15, 2026 | McDonnell Edward M. | Chief Revenue Officer | F | 4,376 | $20.87 | $91.3K |
| May 15, 2026 | Hyman Jonathan | Chief Technology Officer | F | 21,402 | $20.87 | $446.7K |
| May 15, 2026 | Malik Pankaj | Chief Accounting Officer | F | 2,121 | $20.87 | $44.3K |
| May 15, 2026 | Wiseman Susan | General Counsel | F | 10,951 | $20.87 | $228.5K |
| May 15, 2026 | Winkles Isabelle | Chief Financial Officer | F | 33,309 | $20.87 | $695.2K |
| May 15, 2026 | Malik Astha | Chief Business Officer | F | 30,263 | $20.87 | $631.6K |
| May 15, 2026 | Magnuson William | Chief Executive Officer | F | 70,837 | $20.87 | $1.5M |
| Apr 9, 2026 | Wiseman Susan | General Counsel | SELL | 35,000 | $20.29 | $710.1K |
| Apr 6, 2026 | Winkles Isabelle | Chief Financial Officer | SELL | 8,274 | $23.31 | $192.9K |
| Mar 18, 2026 | Wiseman Susan | General Counsel | A | 34,560 | $0.00 | $0.00 |
| Mar 18, 2026 | Magnuson William | Chief Executive Officer | A | 176,650 | $0.00 | $0.00 |
| Mar 18, 2026 | Malik Pankaj | Chief Accounting Officer | A | 40,298 | $0.00 | $0.00 |
| Mar 18, 2026 | McDonnell Edward M. | Chief Revenue Officer | A | 102,854 | $0.00 | $0.00 |
| Mar 18, 2026 | Malik Astha | Chief Business Officer | A | 70,660 | $0.00 | $0.00 |
| Mar 18, 2026 | Winkles Isabelle | Chief Financial Officer | A | 84,484 | $0.00 | $0.00 |
| Mar 18, 2026 | Hyman Jonathan | Chief Technology Officer | A | 56,066 | $0.00 | $0.00 |
| Feb 19, 2026 | Wiseman Susan | General Counsel | SELL | 4,167 | $17.03 | $71.0K |
| Feb 18, 2026 | Malik Astha | Chief Business Officer | SELL | 14,049 | $16.93 | $237.8K |
| Feb 18, 2026 | Magnuson William | Chief Executive Officer | SELL | 26,413 | $16.93 | $447.2K |
| Feb 18, 2026 | Malik Pankaj | Chief Accounting Officer | SELL | 2,893 | $16.93 | $49.0K |
| Feb 18, 2026 | Hyman Jonathan | Chief Technology Officer | SELL | 7,391 | $16.93 | $125.1K |
| Feb 18, 2026 | Winkles Isabelle | Chief Financial Officer | SELL | 12,532 | $16.93 | $212.2K |
| Feb 18, 2026 | Wiseman Susan | General Counsel | SELL | 5,763 | $16.93 | $97.6K |
| Jan 30, 2026 | Hyman Jonathan | Chief Technology Officer | J | 150,000 | $0.00 | $0.00 |
| Jan 30, 2026 | Hyman Jonathan | Chief Technology Officer | C | 1,505,007 | $0.00 | $0.00 |
| Jan 30, 2026 | Hyman Jonathan | Chief Technology Officer | C | 1,505,007 | $0.00 | $0.00 |
| Jan 30, 2026 | Magnuson William | Chief Executive Officer | J | 51,658 | $0.00 | $0.00 |
| Jan 30, 2026 | Magnuson William | Chief Executive Officer | C | 3,822,765 | $0.00 | $0.00 |
| Jan 30, 2026 | Magnuson William | Chief Executive Officer | C | 3,822,765 | $0.00 | $0.00 |
| Jan 30, 2026 | Levy Tara Walpert | Director | C | 62,562 | $0.00 | $0.00 |
| Jan 30, 2026 | Levy Tara Walpert | Director | C | 62,562 | $0.00 | $0.00 |
| Jan 30, 2026 | Winkles Isabelle | Chief Financial Officer | J | 36,281 | $0.00 | $0.00 |
| Jan 30, 2026 | Wiseman Susan | General Counsel | J | 26,425 | $0.00 | $0.00 |
| Jan 30, 2026 | FERNANDEZ PHILLIP M | Director | J | 145,692 | $0.00 | $0.00 |
| Jan 30, 2026 | Agrawal Neeraj | Director | C | 221,708 | $0.00 | $0.00 |
| Jan 30, 2026 | Agrawal Neeraj | Director | C | 221,708 | $0.00 | $0.00 |
5 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 3 neutral. Avg impact: 4.2/10.
NEUTRAL
3
2/10
Christopher M. Lal filed a Form 3 initial statement of beneficial ownership with the SEC, reporting
May 29, 2026
BULLISH
8-K
7/10
Braze reported Q1 FY2027 revenue of $211.0M (+30.2% YoY, above consensus), while GAAP EPS was -$0.24
May 27, 2026
NEUTRAL
8-K
4/10
Braze announced CFO Isabelle Winkles will resign effective May 29, 2026, to pursue another opportuni
Apr 28, 2026
BEARISH
CLUSTER
5/10
Two corporate insiders at Braze, Inc. sold shares in the past week, including CFO Isabelle Winkles a
Apr 13, 2026
NEUTRAL
8-K
3/10
Braze, Inc. announced that Susan Wiseman intends to retire as the company's general counsel and secr
Apr 7, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (96% buy). Based on 27 analysts: 8 strong buy, 18 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$34.40 mean target
+58.8% upside
Strong Buy (1.29)
$27.00 Low
$50.00 High
| Metric | Value |
|---|---|
| Current Price | $21.66 |
| Target Low | $27.00 |
| Target Mean | $34.40 |
| Target Median | $32.50 |
| Target High | $50.00 |
| # Analysts | 20 |
| Recommendation | Strong Buy (1.29) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-07-31 |
$0.15 | $0.15 | $0.16 | 3.1% | +1.2% | 9↑ 7↓ | $0.2B | 22.3% | 20 |
| Next Q 2026-10-31 |
$0.16 | $0.13 | $0.20 | 172.2% | -0.8% | 8↑ 8↓ | $0.2B | 19.3% | 20 |
| Current FY 2027-01-31 |
$0.63 | $0.61 | $0.65 | 66.5% | -0.1% | 9↑ 6↓ | $0.9B | 21.7% | 20 |
| Next FY 2028-01-31 |
$0.98 | $0.80 | $1.21 | 54.3% | -0.7% | 7↑ 11↓ | $1.0B | 16.5% | 20 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.155 | |
| 7d ago | $0.153 | +0.002 |
| 30d ago | $0.153 | +0.002 |
| 60d ago | $0.153 | +0.002 |
| 90d ago | $0.156 | -0.002 |
16 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 29, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| May 28, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| May 28, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| May 28, 2026 | Citizens | REITERATE | Market Outperform | Market Outperform |
| May 28, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| May 28, 2026 | Cantor Fitzgerald | REITERATE | Overweight | Overweight |
| May 28, 2026 | Piper Sandler | REITERATE | Overweight | Overweight |
| May 26, 2026 | BTIG | REITERATE | Buy | Buy |
| Apr 29, 2026 | Citizens | REITERATE | Market Outperform | Market Outperform |
| Apr 17, 2026 | BTIG | REITERATE | Buy | Buy |
| Mar 25, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Mar 25, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Mar 25, 2026 | UBS | MAINTAIN | Buy | Buy |
| Mar 25, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Mar 25, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Mar 25, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Mar 25, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Mar 25, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Mar 25, 2026 | Cantor Fitzgerald | REITERATE | Overweight | Overweight |
| Mar 25, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| Mar 25, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Mar 25, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| Mar 25, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Mar 25, 2026 | Needham | REITERATE | Buy | Buy |
| Mar 25, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Mar 23, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| Mar 20, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Mar 20, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Mar 20, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Mar 12, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Feb 3, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Jan 28, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Jan 14, 2026 | Needham | REITERATE | Buy | Buy |
| Dec 31, 2025 | Needham | REITERATE | Buy | Buy |
| Dec 17, 2025 | BTIG | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 8 | 18 | 1 | 0 | 0 | 96% | |
| May 1, 2026 | 8 | 18 | 1 | 0 | 0 | 96% | |
| Apr 1, 2026 | 8 | 18 | 1 | 0 | 0 | 96% | |
| Mar 1, 2026 | 8 | 18 | 1 | 0 | 0 | 96% | |
| Feb 1, 2026 | 8 | 18 | 1 | 0 | 0 | 96% | |
| Jan 1, 2026 | 8 | 18 | 1 | 0 | 0 | 96% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
Recent Reddit Threads
Jun 9, 2026
short_volume
Short Volume: BRZE — 63.1% short (0.5M / 0.7M)
Short: 458,991 | Exempt: 1,200 | TRF Vol: 727,036 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: BRZE — 62.8% short (0.6M / 0.9M)
Short: 582,144 | Exempt: 841 | TRF Vol: 927,252 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: BRZE — 71.3% short (0.8M / 1.1M)
Short: 767,220 | Exempt: 7,327 | TRF Vol: 1,075,325 | Short Ratio: 71.3% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: BRZE — 63.0% short (0.6M / 0.9M)
Short: 564,021 | Exempt: 198 | TRF Vol: 895,975 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: BRZE — 56.4% short (2.6M / 4.6M)
Short: 2,601,117 | Exempt: 3,402 | TRF Vol: 4,609,036 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
May 27, 2026
earnings_calendar
BRZE Q1 2027 Earnings Scheduled — 2026-05-27
May 27, 2026
short_volume
Short Volume: BRZE — 76.3% short (1.8M / 2.4M)
Short: 1,808,012 | Exempt: 568 | TRF Vol: 2,369,623 | Short Ratio: 76.3% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: BRZE — 72.1% short (1.6M / 2.2M)
Short: 1,610,254 | Exempt: 220 | TRF Vol: 2,232,790 | Short Ratio: 72.1% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: BRZE — 56.6% short (0.6M / 1.0M)
Short: 584,399 | Exempt: 513 | TRF Vol: 1,033,195 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: BRZE — 56.7% short (0.5M / 0.9M)
Short: 486,179 | Exempt: 3,062 | TRF Vol: 857,186 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: BRZE — 65.5% short (0.5M / 0.7M)
Short: 454,739 | Exempt: 222 | TRF Vol: 693,800 | Short Ratio: 65.5% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: BRZE — 68.0% short (1.0M / 1.5M)
Short: 1,032,552 | Exempt: 1,426 | TRF Vol: 1,518,529 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: BRZE — 59.6% short (1.0M / 1.7M)
Short: 1,021,274 | Exempt: 20,651 | TRF Vol: 1,712,891 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: BRZE — 69.9% short (1.6M / 2.3M)
Short: 1,595,852 | Exempt: 201 | TRF Vol: 2,281,886 | Short Ratio: 69.9% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: BRZE — 56.9% short (0.4M / 0.8M)
Short: 438,534 | Exempt: 8 | TRF Vol: 770,255 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)