Selected Stock Price Target News of the Week — March 26, 2026

By: Michael Muchugia

This week’s stock price target news centers on earnings from Braze (BRZE) and FedEx (FDX). Arm Holdings (ARM) drew significant analyst attention following its Arm Everywhere investor event on March 24. The company unveiled its first internally designed chip at the event.

Braze Posts 28% Revenue Growth in Fiscal Q4 2026, Launches $100 Million Share Buyback

Braze reported fiscal fourth-quarter 2026 results on March 24, after the bell. Revenue came in at $205.2 million, up 27.9% year over year. Non-GAAP EPS of $0.10 missed the $0.14 consensus estimate. Organic revenue growth reached 24.3%. That marked a third consecutive quarter of acceleration.

Enterprise Customer Growth and Retention Trends

Q4 bookings rose more than 50% year over year. Large customers grew 35% to 333 and accounted for 64% of ARR. Remaining performance obligations exceeded $1 billion. That figure was up 30% year over year. Dollar-based net retention held at 109% overall and 110% among large customers.

CEO Bill Magnuson cited enterprise demand for AI-driven customer engagement. BrazeAI Operator and Agent Console launched to general availability ahead of schedule. BrazeAI Decisioning Studio contributed $5.7 million in revenue during the quarter. ARR surpassed $800 million early in fiscal 2027.

For fiscal 2027, Braze guided revenue of $884 million to $889 million. That represents approximately 20% growth. Non-GAAP EPS guidance of $0.61 to $0.65 came in roughly in line with consensus. Non-GAAP gross margin declined to 67.2%, down 270 basis points year over year. Higher premium messaging volumes and hosting costs drove the decline. Braze’s board authorized a $100 million share repurchase program. This is the company’s first buyback since its 2021 IPO.

Forrester named Braze a Strong Performer in the Forrester Wave for Email Marketing Service Providers, Q1 2026. The recognition highlights platforms that integrate real-time personalization with AI-driven decisioning.

Analysts Adjust Braze Price Targets Following Earnings

Billy Fitzsimmons of Piper Sandler maintained an Overweight rating and lowered his price target to $27 from $30.

Raimo Lenschow of Barclays maintained an Overweight rating and raised his price target to $31 from $29. He noted improving net retention and revenue acceleration.

Brian Schwartz of Oppenheimer maintained an Outperform rating and lowered his price target to $30 from $40.

Clark Wright of DA Davidson maintained a Buy rating and raised his price target to $33 from $30. He cited strong large deal activity.

Taylor McGinnis of UBS maintained a Buy rating and lowered her price target to $28 from $43.

Brian Peterson of Raymond James maintained an Outperform rating and raised his price target to $27 from $25.

Gabriela Borges of Goldman Sachs maintained a Buy rating and lowered her price target to $40 from $45.

Patrick Walravens of Citizens JMP maintained a Market Outperform rating and lowered his price target to $35 from $68.

Tyler Radke of Citigroup maintained a Buy rating and lowered his price target to $46 from $53.

Alexei Gogolev of JPMorgan maintained an Overweight rating and raised his price target to $33 from $32.

Parker Lane of Stifel maintained a Buy rating and lowered his price target to $35 from $40.

Siti Panigrahi of Mizuho maintained an Outperform rating and lowered his price target to $40.

David Hynes Jr. of Canaccord maintained a Buy rating and lowered his price target to $40.

Matthew Cantor of Cantor Fitzgerald reiterated an Overweight rating following the company’s fiscal fourth-quarter results.

Scott Berg of Needham reiterated a Buy rating and kept a $50 price target on the stock.

Who Called It Before Earnings on BRZE?

Looking at AnaChart ahead of Braze’s print, J. Derrick Wood of TD Cowen stood out. He cut his price target to $30 from $43 on March 20, four days before the report. He cited execution risk and a more constrained valuation environment for high-growth software. Braze reported non-GAAP EPS of $0.10, below the $0.14 consensus estimate. Several analysts lowered targets following the release.

Gabriela Borges of Goldman Sachs cut her price target from $55 to $45 on January 28. She highlighted gross margin pressure ahead of the report. Non-GAAP gross margin declined 270 basis points year over year in Q4. Borges lowered her target again to $40 following the results.

Which Analyst Has the Current Best Track Record on BRZE?

According to AnaChart, Pinjalim Bora of JPMorgan has the strongest track record among actively covered BRZE analysts. He has hit 66.67% of price targets across 9 predictions. His calls average 56 days to target. Bora maintained his Overweight rating and raised his price target to $33 from $32 following the Q4 release.

FedEx Beats Fiscal Q3 2026 Estimates by $1.16 Per Share, Raises Full-Year Guidance

FedEx reported fiscal third-quarter 2026 results on March 19, after the bell. Adjusted EPS came in at $5.25, above the $4.09 consensus estimate. Revenue came in at $24.0 billion, exceeding the $23.43 billion consensus.

Network Transformation Drives Margin Expansion

The Federal Express Corporation segment posted an 18% year-over-year increase in adjusted operating income. That marked the sixth consecutive quarter of margin expansion. FEC revenue grew 10%. Adjusted operating margin expanded 50 basis points.

CEO Raj Subramaniam cited the Network 2.0 transformation program. The initiative consolidates Ground and Express into a single integrated network. CFO John Dietrich stated the company expects to exceed $1 billion in transformation-related savings in fiscal 2026. That is ahead of a $2 billion cumulative target through 2027.

Freight segment revenue declined 5% due to lower shipment volumes. The FedEx Freight spin-off remains on track for June 1. FedEx Freight completed a $3.7 billion debt offering in January ahead of the separation.

Management raised fiscal 2026 adjusted EPS guidance to $19.30 to $20.10. The prior range was $17.80 to $19.00.

Reuters reported in March 2026 that regulators removed the de minimis exemption on sub-$800 imports. The change redirected volume toward premium services across the logistics sector.

Analysts Adjust FedEx Price Targets Following Earnings

Thomas Wadewitz of UBS maintained a Buy rating and raised his price target to $446 from $412.

Daniel Imbro of Stephens maintained an Overweight rating and raised his price target to $435 from $405.

Ken Hoexter of BofA Securities maintained a Buy rating and raised his price target to $440 from $431.

Ravi Shanker of Morgan Stanley maintained an Underweight rating and raised his price target to $230 from $220.

Jason Seidl of TD Cowen raised his price target to $426 following the company’s fiscal third-quarter results.

Jonathan Chappell of Evercore ISI maintained his rating and raised his price target to $390 from $380.

David Vernon of Bernstein SocGen Group maintained his rating and raised his price target to $466 from $457.

Fadi Chamoun of BMO Capital maintained a Market Perform rating and raised his price target to $410.

Lucas Servera of Truist Securities maintained a Buy rating and raised his price target to $425 from $400.

Parash Jain of HSBC upgraded FedEx to Hold and raised his price target following the quarter.

J. Bruce Chan of Stifel reiterated a Buy rating and kept a $412 price target.

Who Called It Before Earnings on FDX?

Looking at AnaChart ahead of FedEx’s print, Christian Wetherbee of Wells Fargo stood out. He raised his price target to $430 from $380 on February 13, more than a month before earnings. He cited cost savings from Network 2.0 and strength in Express yields. FedEx reported adjusted EPS of $5.25, above the $4.09 consensus estimate. Wetherbee raised his price target again to $450 following the release.

Brian Ossenbeck of JPMorgan raised his price target to $424 from $294 on March 10. That was nine days before the earnings release.

Which Analyst Has the Current Best Track Record on FDX?

According to AnaChart, Christian Wetherbee of Wells Fargo has the strongest track record among actively covered FDX analysts. He hits 96.55% of price targets across 58 predictions. His calls average 498 days to target. Wetherbee raised his price target to $450 from $430 following this week’s earnings release. He maintained his Overweight rating.

Arm Holdings Unveils First In-House Chip at Arm Everywhere Event, Targets $25 Billion in Revenue by 2031

Arm Holdings hosted its Arm Everywhere investor event in San Francisco on March 24. The company unveiled its first internally designed chip, the AGI CPU. The chip targets AI inference workloads in data centers. CFO Jason Child reaffirmed fiscal Q4 2026 guidance and outlined long-term financial targets.

AGI CPU Strategy and Long-Term Revenue Targets

The AGI CPU is Arm’s first standalone merchant silicon product. Arm disclosed eight committed customers, including Meta and OpenAI. Arm expects initial CPU revenue in fiscal 2028 at approximately $1 billion. The company targets $15 billion in CPU revenue by fiscal 2031.

Total revenue targets for fiscal 2031 stand at $25 billion. The company projects EPS above $9. That compares with fiscal 2026 consensus estimates near $1.75. Arm guides fiscal 2028 revenue at $7.8 billion, above prior Street estimates.

CNBC reported on March 25 that demand for AI inference chips is increasing. Hyperscalers are seeking alternatives to traditional server architectures.

Analysts Adjust Arm Holdings Price Targets Following the Event

Janardan Menon of Jefferies maintained a Buy rating and raised his price target to $210 from $170.

Tom O’Malley of Barclays maintained an Overweight rating and raised his price target to $200 from $165.

Ross Seymore of Deutsche Bank maintained a Hold rating and raised his price target to $140 from $125.

Timothy Arcuri of UBS maintained his rating and raised his price target to $175 from $170.

Charles Shi of Needham upgraded Arm to Buy and set a $200 price target.

Vivek Arya of BofA Securities maintained his rating and raised his price target to $155 from $140.

Simon Leopold of Raymond James upgraded Arm to Outperform following the event.

Joe Quatrochi of Wells Fargo raised his price target to $165.

Mark Lipacis of Evercore ISI raised his price target to $227 from $170.

Srini Pajjuri of Raymond James raised his price target to $175 from $130.

Vijay Rakesh of Mizuho reiterated an Outperform rating and kept a $160 price target.

Cody Acree of Benchmark reiterated a Hold rating following the analyst day.

Sebastien Naji of William Blair reiterated an Outperform rating. He said the new CPU product could pressure margins. It may also increase earnings power.

Who Called It Before the Arm Everywhere Event?

Looking at AnaChart ahead of the event, Frank Lee of HSBC upgraded Arm to Buy from Reduce on March 20. He raised his price target to $205 from $90. The note highlighted Arm’s expanding role in AI server CPUs ahead of the announcement.

Simon Leopold of Raymond James upgraded Arm on March 25 following the event. He cited the company’s shift toward fabless chip development.

Which Analyst Has the Current Best Track Record on ARM?

According to AnaChart, Toshiya Hari of Goldman Sachs has the strongest track record among actively covered ARM analysts. He hits 100% of price targets across 8 predictions. His calls average 66 days to target. Hari currently maintains coverage on ARM alongside other strong performers, Mark Lipacis of Evercore ISI and Blayne Curtis of Barclays.

For last week’s market update, see: Selected Stock Price Target News of the Week — March 20, 2026.