BRZE

Braze, Inc.

Nasdaq · Services-Prepackaged Software · Inc. DE · CIK 0001676238
$21.66 0.00% $2.7B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)25 New Institutional Positions14 Institutional Exits
Vol
Market Cap$2.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (96%)
Inst. Holders50 funds
Inst. Value$1.2B
Inst. Activity25 buys / 14 sells
Insider Activity0B / 9S
Insider Net $-$2.1M
SEC Reports5
Exchange Nasdaq·Sector Services-Prepackaged Software·Inc. DE·CIK 0001676238·Prev Close $21.66

Recent Activity

Jun 11, 2026 short_volume
Short Volume: BRZE — 72.6% short (0.4M / 0.5M)
Short: 382,220 | Exempt: 60 | TRF Vol: 526,215 | Short Ratio: 72.6% | Off-exchange volume (dark pool
Jun 5, 2026 Insider
Agrawal Neeraj gifted 500,000 shares
Director
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. was granted 230,184 shares
General Counsel & Corp. Sec.
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. surrendered for taxes 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.
FMR LLC — DOUBLED
4,702,205 shares ($111.0M)

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

Strong Buy96% buy · 27 analysts
8Strong Buy
18Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
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

PeriodEPS Est.RangeGrowth#
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

Top Institutional Holders

FundValueMove
NOMURA ASSET MANAGEMENT CO
BlackRock, Inc.$185.7M
VANGUARD PORTFOLIO MANAGEMENT LLC$128.8M
FMR LLC$111.0MDOUBLED
VANGUARD CAPITAL MANAGEMENT LLC$92.8M

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026Agrawal NeerajG$0.00
May 29, 2026Lal ChristopherA$0.00
May 15, 2026McDonnell EdwardF$91.3K
May 15, 2026Hyman JonathanF$446.7K
May 15, 2026Malik PankajF$44.3K
50 institutional holders with $1.2B total value (51,756,285 shares) as of 2026-Q1. Top holders: NOMURA, BlackRock,, VANGUARD. Net buying activity: 25 institutions added/increased vs 14 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1NOMURA ASSET MANAGEMENT CO LTD$0.000.0%
2BlackRock, Inc.7,864,578$185.7M15.2%
3VANGUARD PORTFOLIO MANAGEMENT LLC5,455,409$128.8M10.5%
4FMR LLC4,702,205$111.0M9.1%DOUBLED +70844.6%
5VANGUARD CAPITAL MANAGEMENT LLC3,930,425$92.8M7.6%
6Point72 Asset Management, L.P.3,109,805$73.4M6.0%DOUBLED +935.7%
7CITADEL ADVISORS LLC2,404,580$56.8M4.6%
8STATE STREET CORP2,283,713$53.9M4.4%
9GOLDMAN SACHS GROUP INC1,964,053$46.4M3.8%
10MANUFACTURERS LIFE INSURANCE COMPANY, THE1,885,577$44.5M3.6%ADD +30.4%
11BARCLAYS PLC1,573,388$37.1M3.0%
12Nuveen, LLC1,448,065$34.2M2.8%
13BANK OF AMERICA CORP /DE/1,272,176$30.0M2.5%
14MORGAN STANLEY1,105,839$26.1M2.1%DOUBLED +139.9%
15CITADEL ADVISORS LLC930,200$22.0M1.8%
16SUSQUEHANNA INTERNATIONAL GROUP, LLP903,200$21.3M1.7%
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC794,568$18.8M1.5%
18Freestone Grove Partners LP752,747$17.8M1.5%ADD +73.4%
191832 Asset Management L.P.730,900$17.3M1.4%NEW
20MARSHALL WACE, LLP727,852$17.2M1.4%TRIM -27.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCDOUBLED6,6284,702,205+70844.6%$111.0M2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THEADD1,446,0641,885,577+30.4%$44.5M2026-Q1
MORGAN STANLEYDOUBLED460,8851,105,839+139.9%$26.1M2026-Q1
Freestone Grove Partners LPADD434,110752,747+73.4%$17.8M2026-Q1
1832 Asset Management L.P.NEW730,900$17.3M2026-Q1
DIMENSIONAL FUND ADVISORS LPNEW605,424$14.3M2026-Q1
PICTON MAHONEY ASSET MANAGEMENTADD440,410600,172+36.3%$14.2M2026-Q1
GLENMEDE TRUST CO NAADD394,669538,845+36.5%$12.7M2026-Q1
Verition Fund Management LLCADD306,653496,505+61.9%$11.7M2026-Q1
DEUTSCHE BANK AG\TRIM654,839486,985-25.6%$11.5M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM455,500233,400-48.8%$5.5M2026-Q1
ExodusPoint Capital Management, LPDOUBLED33,517225,804+573.7%$5.3M2026-Q1
FIRST TRUST ADVISORS LPDOUBLED47,465167,498+252.9%$4.0M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.TRIM298,446167,180-44.0%$3.9M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDTRIM346,793154,651-55.4%$3.7M2026-Q1
AMERIPRISE FINANCIAL INCNEAR_EXIT622,639100,906-83.8%$2.4M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.TRIM143,88695,656-33.5%$2.3M2026-Q1
CWM, LLCDOUBLED20,04767,519+236.8%$1.6M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD43,96660,175+36.9%$1.4M2026-Q1
Mariner, LLCDOUBLED16,08659,889+272.3%$1.4M2026-Q1
MetLife Investment Management, LLCADD47,23159,382+25.7%$1.4M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCTRIM90,23634,921-61.3%$824.5K2026-Q1
Magnetar Financial LLCDOUBLED14,75734,038+130.7%$803.6K2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCDOUBLED12,29931,888+159.3%$755.1K2026-Q1
Cerity Partners LLCDOUBLED11,92730,643+156.9%$723.5K2026-Q1
11 unique insiders with 38 transactions. Net insider value: -$2.1M ($0.00 bought, $2.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026Agrawal NeerajDirectorGIFT500,000
May 29, 2026Lal Christopher M.General Counsel & Corp. Sec.AWARD230,184
May 15, 2026McDonnell Edward M.Chief Revenue OfficerTAX W/H4,376$20.87$91.3K
May 15, 2026Hyman JonathanChief Technology OfficerTAX W/H21,402$20.87$446.7K
May 15, 2026Malik PankajChief Accounting OfficerTAX W/H2,121$20.87$44.3K
May 15, 2026Wiseman SusanGeneral CounselTAX W/H10,951$20.87$228.5K
May 15, 2026Winkles IsabelleChief Financial OfficerTAX W/H33,309$20.87$695.2K
May 15, 2026Malik AsthaChief Business OfficerTAX W/H30,263$20.87$631.6K
May 15, 2026Magnuson WilliamChief Executive OfficerTAX W/H70,837$20.87$1.5M
Apr 9, 2026Wiseman SusanGeneral CounselSELL35,000$20.29$710.1K
Apr 6, 2026Winkles IsabelleChief Financial OfficerSELL8,274$23.31$192.9K
Mar 18, 2026Wiseman SusanGeneral CounselAWARD34,560
Mar 18, 2026Magnuson WilliamChief Executive OfficerAWARD176,650
Mar 18, 2026Malik PankajChief Accounting OfficerAWARD40,298
Mar 18, 2026McDonnell Edward M.Chief Revenue OfficerAWARD102,854
Mar 18, 2026Malik AsthaChief Business OfficerAWARD70,660
Mar 18, 2026Winkles IsabelleChief Financial OfficerAWARD84,484
Mar 18, 2026Hyman JonathanChief Technology OfficerAWARD56,066
Feb 19, 2026Wiseman SusanGeneral CounselSELL4,167$17.03$71.0K
Feb 18, 2026Malik AsthaChief Business OfficerSELL14,049$16.93$237.8K
Feb 18, 2026Magnuson WilliamChief Executive OfficerSELL26,413$16.93$447.2K
Feb 18, 2026Malik PankajChief Accounting OfficerSELL2,893$16.93$49.0K
Feb 18, 2026Hyman JonathanChief Technology OfficerSELL7,391$16.93$125.1K
Feb 18, 2026Winkles IsabelleChief Financial OfficerSELL12,532$16.93$212.2K
Feb 18, 2026Wiseman SusanGeneral CounselSELL5,763$16.93$97.6K
Jan 30, 2026Hyman JonathanChief Technology OfficerJ150,000
Jan 30, 2026Hyman JonathanChief Technology OfficerCONVERT1,505,007
Jan 30, 2026Hyman JonathanChief Technology OfficerCONVERT1,505,007
Jan 30, 2026Magnuson WilliamChief Executive OfficerJ51,658
Jan 30, 2026Magnuson WilliamChief Executive OfficerCONVERT3,822,765
Jan 30, 2026Magnuson WilliamChief Executive OfficerCONVERT3,822,765
Jan 30, 2026Levy Tara WalpertDirectorCONVERT62,562
Jan 30, 2026Levy Tara WalpertDirectorCONVERT62,562
Jan 30, 2026Winkles IsabelleChief Financial OfficerJ36,281
Jan 30, 2026Wiseman SusanGeneral CounselJ26,425
Jan 30, 2026FERNANDEZ PHILLIP MDirectorJ145,692
Jan 30, 2026Agrawal NeerajDirectorCONVERT221,708
Jan 30, 2026Agrawal NeerajDirectorCONVERT221,708

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 (3.00)
$27.00 Low $50.00 High
MetricValue
Current Price$21.66
Target Low$27.00
Target Mean$34.40
Target Median$32.50
Target High$50.00
# Analysts20
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
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

TimepointEPS EstimateChange
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, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew 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

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202681810096%
May 1, 202681810096%
Apr 1, 202681810096%
Mar 1, 202681810096%
Feb 1, 202681810096%
Jan 1, 202681810096%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

Jun 11, 2026
short_volume
Short Volume: BRZE — 72.6% short (0.4M / 0.5M)
Short: 382,220 | Exempt: 60 | TRF Vol: 526,215 | Short Ratio: 72.6% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: BRZE — 67.4% short (0.4M / 0.5M)
Short: 353,655 | Exempt: 250 | TRF Vol: 525,078 | Short Ratio: 67.4% | Off-exchange volume (dark pool + OTC)
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)