BRZE
Braze, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Apr 6 to Apr 9 2 days of insider sells: $903.0K by 2 insiders, avg $20.87
- S Jul 14 to Jul 15 2 days of insider sells: $2.2M by 2 insiders, avg $26.13
- S Aug 7 to Aug 27 6 days of insider sells: $6.1M by 3 insiders, avg $29.95
- X Aug 31 Short interest falls 28.9% to 9.81M
- S Oct 15 to Oct 20 2 days of insider sells: $13.2M by 1 insider, avg $44.81
- R Oct 20 Braze has signed a definitive agreement to be acquired by Salesforce…
- E Oct 20 Trading halt: Trading Halt: BRZE — T1 (News Pending)
- A Oct 21 7 downgrades
Signal stack
Where each data set points today.
- InsidersBEARISH
5 insiders sold $22.4M.
- InstitutionsMIXED
Q2 2026: 26 added (0 new), 26 trimmed or exited.
- AnalystsBULLISH
27 of 28 rate it Buy or better. Every target is above the price.
- TrendUPTREND
53% above its 50-day average. New closing high $45.88 on Oct 23.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| FMR LLC | DOUBLED | $366.4M |
| Pictet Asset Management Holding SA | DOUBLED | $109.5M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | TRIM | $56.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | ADD | $53.6M |
| AMERICAN CENTURY COMPANIES INC | ADD | $38.9M |
| GOLDMAN SACHS GROUP INC | TRIM | $29.9M |
| CITADEL ADVISORS LLC | TRIM | $27.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | $26.4M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
28 analystsPrice is below the lowest target. Median implies +4%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 21, 2026 | Stephens & Co. DOWNGRADE | Equal-Weight |
| Oct 21, 2026 | TD Cowen DOWNGRADE | Hold |
| Oct 21, 2026 | Barclays DOWNGRADE | Equal-Weight |
| Oct 21, 2026 | Citigroup DOWNGRADE | Neutral |
| Oct 21, 2026 | DA Davidson DOWNGRADE | Neutral |
| Oct 21, 2026 | Raymond James DOWNGRADE | Market Perform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 20, 2026 | Hyman Jonathan Chief Technology Officer | SELL | $12.9M |
| Oct 15, 2026 | Hyman Jonathan Chief Technology Officer | SELL | $300.4K |
| Aug 27, 2026 | Hyman Jonathan Chief Technology Officer | SELL | $1.1M |
| Aug 27, 2026 | Hyman Jonathan Chief Technology Officer | SELL | $308.7K |
| Aug 24, 2026 | Hyman Jonathan Chief Technology Officer | SELL | $310.4K |
| Aug 24, 2026 | McDonnell Edward M. Chief Revenue Officer | SELL | $184.3K |
| Aug 24, 2026 | McDonnell Edward M. Chief Revenue Officer | SELL | $748.7K |
| Aug 19, 2026 | Malik Astha Chief Business Officer | SELL | $12.3K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | $0.22 | $0.19–$0.22 | +0.0% | $244.2M |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026| Oct 20, 2026 | Resumption Scheduled | Resumed |
SecBot reports
17 filings · 4 bullish · 3 bearish · 10 neutral- NEUTRAL DEFA14AOct 21, 2026
Braze filed a DEFA14A containing a letter from Salesforce's Patrick Stokes to Braze employees…
Monitor for the definitive proxy statement (DEFM14A) which will contain the merger vote date and full deal terms. The employee letter signals integration planning is underway, reducing deal-closing…
- BULLISH DEFA14AOct 20, 2026
Braze has signed a definitive agreement to be acquired by Salesforce for $47.50 per share in cash…
Monitor for the filing of the definitive proxy statement (Schedule 14A) for the shareholder vote date and any competing bids or regulatory hurdles. The $47.50 cash consideration sets a floor for…
- BULLISH DEFA14AOct 20, 2026
Salesforce (CRM) has signed a definitive agreement to acquire Braze (BRZE) for $47.50 per share in…
Watch for Braze shareholder vote timing and regulatory clearance under HSR Act and foreign investment laws. The deal includes a 12-month outside date with two 90-day extensions for regulatory…
- BULLISH 8-KOct 20, 2026
Salesforce (CRM) has entered into a definitive agreement to acquire Braze (BRZE) for $47.50 per…
Monitor the shareholder vote and HSR review timeline. The deal includes a significant regulatory termination fee ($300M) payable by Salesforce if antitrust clearance fails, suggesting Salesforce is…
All BRZE filing & press-release reports (17)
- DEFA14A reportOct 21, 2026
- DEFA14A reportOct 20, 2026
- DEFA14A reportOct 20, 2026
- 8-K reportOct 20, 2026
- SC 13G/A reportOct 16, 2026
- CLUSTER reportAug 28, 2026
- CLUSTER reportAug 26, 2026
- CLUSTER reportAug 21, 2026
- CLUSTER reportAug 14, 2026
- CLUSTER reportAug 14, 2026
- CLUSTER reportAug 14, 2026
- CLUSTER reportAug 12, 2026
- 3 reportMay 29, 2026
- 8-K reportMay 27, 2026
- 8-K reportApr 28, 2026
- CLUSTER reportApr 6, 2026
- 8-K reportApr 7, 2026