Braze Inc's stock fell 10.13% as it hit a 52-week low amid mixed market conditions, with the Nasdaq-100 down slightly while the S&P 500 showed minor gains.
The decline in Braze's stock comes despite the company unveiling its ChatGPT SDK at the Needham conference, which enhances AI-driven personalization and showcases its potential in customer engagement. The SDK's ability to process trillions of data points and billions of messages is expected to strengthen brand-consumer connections. Additionally, the launch of the Decision Studio, a reinforcement learning engine priced between $250,000 and $300,000 per use case, highlights Braze's strategic focus on AI-driven business transformation, further diversifying its offerings beyond retail and e-commerce.
This innovation positions Braze to potentially capture future market demand, but the current stock performance reflects broader market dynamics and investor sentiment.
Wall Street analysts forecast BRZE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BRZE is 45.00 USD with a low forecast of 38.00 USD and a high forecast of 53.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
Wall Street analysts forecast BRZE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BRZE is 45.00 USD with a low forecast of 38.00 USD and a high forecast of 53.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Buy
0 Hold
0 Sell
Strong Buy
Current: 23.030
Low
38.00
Averages
45.00
High
53.00
Current: 23.030
Low
38.00
Averages
45.00
High
53.00
Wells Fargo
Ryan MacWilliams
Overweight
initiated
$45
Al Analysis
2026-01-05
Reason
Wells Fargo
Ryan MacWilliams
Price Target
$45
Al Analysis
2026-01-05
initiated
Overweight
Reason
Wells Fargo analyst Ryan MacWilliams added Braze to the firm's Q1 2026 Tactical Ideas List. Wells believes momentum into early 2026 can be underpinned by the company's setup for further growth acceleration in Q4, a supportive mobile app development environment, and consumer AI use case tailwinds. The firm has an Overweight rating on the shares with a price target of $45.
BTIG
initiated
$45
2025-12-16
Reason
BTIG
Price Target
$45
2025-12-16
initiated
Reason
BTIG initiated coverage of Braze with a Buy rating and $45 price target.
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BTIG
NULL
to
Buy
initiated
$45
2025-12-16
Reason
BTIG
Price Target
$45
2025-12-16
initiated
NULL
to
Buy
Reason
BTIG assumed coverage of Braze with a Buy rating and $45 price target. Q3 marked another quarter of growth reacceleration, improvements in in-period dollar-based net retention rate, heightened sales productivity, and continued margin expansion, the analyst tells investors in a research note. The firm added that improving fundamentals with a more compelling medium-term vision gets it confident in shares outperforming in CY26.
Wells Fargo
Overweight
maintain
$40 -> $45
2025-12-10
Reason
Wells Fargo
Price Target
$40 -> $45
2025-12-10
maintain
Overweight
Reason
Wells Fargo raised the firm's price target on Braze to $45 from $40 and keeps an Overweight rating on the shares. The firm believes Q3 added a lot of credibility to fundamental story, with Braze separating itself as one of the few software names with accelerating growth. Underlying fundamentals appear strong and Q4 outlook suggests opportunity for further improvement moving forward, Wells adds.
About BRZE
Braze, Inc. provides a customer engagement platform that enables brands to be engaging. The Company’s platform allows any marketer to collect and take action on any amount of data from any source, so they can engage with customers in real time, across channels from one platform. From cross-channel messaging and journey orchestration to artificial intelligence (Al)-powered experimentation and optimization, its platform enables companies to build and maintain engaging relationships with their customers. The Company’s platform produces data that informs decisions and actions across customer engagement strategies. It supports interactions across both in-product and out-of-product messaging channels. Braze Cloud Data Ingestion allows its customers to set up a direct connection between their data warehouses or platforms and Braze to automatically sync relevant data. The Company’s portfolio also includes OfferFit, an AI decisioning company.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
