Braze, Inc.
No enriched coverage for $BRZE in the last 7 days.
Multiple market updates: Yamanashi Chuo Bank (TSE:8360) approved a stock split for Oct 1, 2026 after a 58.43% YTD rise and 131.51% over 12 months. Lloyds (LSE:LLOY) shares rose 3.9% on H1 results; analysts cite a 125p target. Coldcard users lost about 1,000 BTC (~$70m) after a breach.
Braze (BRZE) shares fell about 15% week to date before the market open Friday, according to S&P Global Market Intelligence. The article links the drop to a broader software selloff as tech firms plan heavy AI spending. It cites Alphabet’s Q2 results and raised 2026 capex guidance to $195B-$205B, up from $180B-$190B.
Malik Astha (Chief Business Officer) sold 51,440 shares of Braze, Inc. (BRZE) at an average of $26.39 ($26.38–$26.89, $1.36M total) across 2 trades on 2026-07-15 under a Rule 10b5-1 trading plan.
Recent BRZE coverage spans market movers, insider activity and financial news.
In the last 30 days, BRZE insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($2.2M). The most active reporter was Hyman Jonathan, Chief Technology Officer, with 3 filings. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.
Revenue growth is supportive, but insider selling and the valuation debate can create two-sided trading.
The stock move is framed as read-through from Alphabet’s higher AI infrastructure spending, pressuring software names like Braze.
This is a routine insider sale under a 10b5-1 plan, with limited direct signal on near-term fundamentals.
This is a routine insider sale under a 10b5-1 plan, so it is more of a sentiment/positioning signal than a fundamental catalyst.
BRZE is included as part of a sector-wide bid rather than a BRZE-specific event.
alphai scores every news story that mentions BRZE with an AI model for sentiment and relevance, and aggregates insider trades from Braze, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Multiple market updates: Yamanashi Chuo Bank (TSE:8360) approved a stock split for Oct 1, 2026 after a 58.43% YTD rise and 131.51% over 12 months. Lloyds (LSE:LLOY) shares rose 3.9% on H1 results; analysts cite a 125p target. Coldcard users lost about 1,000 BTC (~$70m) after a breach.
9 min readBraze (BRZE) shares fell about 15% week to date before the market open Friday, according to S&P Global Market Intelligence. The article links the drop to a broader software selloff as tech firms plan heavy AI spending. It cites Alphabet’s Q2 results and raised 2026 capex guidance to $195B-$205B, up from $180B-$190B.
6 min readMalik Astha (Chief Business Officer) sold 51,440 shares of Braze, Inc. (BRZE) at an average of $26.39 ($26.38–$26.89, $1.36M total) across 2 trades on 2026-07-15 under a Rule 10b5-1 trading plan.
2 min readHyman Jonathan (Chief Technology Officer) sold 33,768 shares of Braze, Inc. (BRZE) at an average of $25.72 ($25.39–$27.01, $0.87M total) across 3 trades over 2026-07-14 to 2026-07-15 under a Rule 10b5-1 trading plan.
2 min readStocks including ServiceNow (+4.3%) and Salesforce (+2.4%) rose as investors rotated from semiconductors into enterprise software. Paylocity (+5.4%), Rapid7 (+5.8%) and Braze (+5.6%) also gained. The article cites ServiceNow raising its Now Assist AI contract target to $1.5B and Salesforce scaling Agentforce, alongside DigitalOcean’s AI contract and RPO guidance.
7 min readBraze, Inc. (BRZE) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. EX-3.1 2 ex31-amendedandrestatedcer.htm EX-3.1 Document NINTH AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF BRAZE, INC. Braze, Inc., a corporation organized and existing under and by virtue of the General Corporation Law of the State of Delaware (the “ DGCL ”), hereby cert
3 min readGuggenheim analyst John DiFucci upgraded Salesforce (CRM) and ServiceNow (NOW) to Buy, citing valuation support after AI-disruption fears and arguing near-term AI monetization is unlikely. The read-through lifted enterprise SaaS peers, including MongoDB (MDB) +6.6%, Paylocity (PCTY) +5.7%, and Braze (BRZE) +5.8%. Oracle also rose ~2% on analyst-list inclusion and an AI product.
6 min readBraze Inc. (NASDAQ:BRZE) reported FQ1 2027 results on May 27: revenue rose 30% year over year to $211.0 million, with organic growth acceleration for a fourth straight quarter. Non-GAAP operating income was $10.5 million and free cash flow $26.8 million. The company cited demand for its AI suite, growing its customer base to 2,713 and reporting 110% dollar-based net retention.
3 min readBraze and Paylocity shares rose in the afternoon as the 10-year Treasury yield fell below 4.5%, easing valuation pressure during a broader tech pullback. The article links the move to lower oil prices and reduced inflation expectations. It notes Paylocity’s stock has been volatile and is down 28.8% YTD, trading at $103.77.
4 min readRapid7, Braze and Teradata shares fell in afternoon trading as Alphabet’s AI talent departures and a regulatory overhang weighed on communication-services and software stocks. The article cites investor concern that AI agents could weaken enterprise software subscription economics, pointing to Accenture’s outlook cut and steep YTD declines at Salesforce and Adobe. Rapid7 fell 6.3% to $6.34; Braze -5%; Teradata -5%.
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