Blaize Holdings, Inc. (BZAI)
NASDAQ:BZAI
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BZAI Stock Chart & Stats
$2.52
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Market closed
$2.52
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Day’s Range― - ―
52-Week Range$1.00 - $6.76
Previous CloseN/A
VolumeN/A
Average Volume (3M)13.05M
Market Cap
$209.18M
Enterprise Value$133.88M
Total Cash (Recent Filing)$33.22M
Total Debt (Recent Filing)$2.74M
Price to Earnings (P/E)―
Beta0.33
Next Earnings
Aug 13, 2026EPS Estimate
-0.14Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-0.75
Shares Outstanding142,299,450
10 Day Avg. Volume9,705,029
30 Day Avg. Volume13,052,741
Financial Highlights & Ratios
PEG Ratio>-0.01
Price to Book (P/B)5.21
Price to Sales (P/S)5.26
P/FCF Ratio-2.47
Enterprise Value/Market Cap0.64
Enterprise Value/Revenue3.32
Enterprise Value/Gross Profit22.69
Enterprise Value/Ebitda-1.52
Forecast
1Y Price Target
$4.63Price Target Upside83.53% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering5
EPS Forecast (FY)-0.37
Revenue Forecast (FY)$123.38M
Bulls Say, Bears Say
Bulls Say
Revenue Growth TrajectoryBlaize is showing multi-period revenue acceleration and scale from a small base. Sustained double-digit annual growth and a 172% YoY quarter imply expanding market adoption of its inference platforms, improving leverage on fixed costs and enabling multi-quarter progress toward sustainable unit economics and commercial scale.
Large Contract Pipeline & PartnershipsMaterial, named contracts provide strategic customer validation and multi-quarter revenue visibility. Large program wins with NeoTensr and Winmate and engagements with Nokia/Datacomm support higher-volume production, improve sales credibility for new buyers, and anchor longer-term data center and edge deployments.
Shift Toward Recurring AI ServicesMoving from pure hardware to a hardware+software services model creates a structural revenue mix shift toward higher-margin, recurring streams. Over several quarters this can increase customer stickiness, smooth revenue seasonality, and elevate gross margin potential as software/service per-query monetization ramps.
Bears Say
High Cash Burn & Funding ReliancePersistent, large negative operating and free cash flow indicates the business relies on external financing to fund growth. Even with a recent $35M raise, runway is finite and continued cash burn amplifies dilution and execution risk if revenue or margin inflection lags, pressuring operations over the next several quarters.
Revenue Concentration & Timing RiskHeavy reliance on a single large customer creates pronounced downside to forecast accuracy and cash flow if conversion or timing slips. Concentration can magnify revenue volatility, impair bargaining leverage, and make multi-quarter planning and margin improvements contingent on a small number of contract outcomes.
Supply-Chain Constraints & Margin PressureDependence on scarce HBM and third-party hardware reduces control over cost structure and delivery timing. Shortages and higher input premiums can compress gross margins and delay deployments, making planned margin recovery contingent on supply improvements and ramping Blaize-powered systems over multiple quarters.
Blaize Holdings News
BZAI FAQ
What was Blaize Holdings, Inc.’s price range in the past 12 months?
Blaize Holdings, Inc. lowest stock price was $1.00 and its highest was $6.76 in the past 12 months.
What is Blaize Holdings, Inc.’s market cap?
Blaize Holdings, Inc.’s market cap is $209.18M.
When is Blaize Holdings, Inc.’s upcoming earnings report date?
Blaize Holdings, Inc.’s upcoming earnings report date is Aug 13, 2026 which is in 79 days.
How were Blaize Holdings, Inc.’s earnings last quarter?
Blaize Holdings, Inc. released its earnings results on May 14, 2026. The company reported -$0.11 earnings per share for the quarter, beating the consensus estimate of -$0.122 by $0.012.
Is Blaize Holdings, Inc. overvalued?
According to Wall Street analysts Blaize Holdings, Inc.’s price is currently Undervalued.
Does Blaize Holdings, Inc. pay dividends?
Blaize Holdings, Inc. does not currently pay dividends.
What is Blaize Holdings, Inc.’s EPS estimate?
Blaize Holdings, Inc.’s EPS estimate is -0.14.
How many shares outstanding does Blaize Holdings, Inc. have?
Blaize Holdings, Inc. has 142,299,450 shares outstanding.
What happened to Blaize Holdings, Inc.’s price movement after its last earnings report?
Blaize Holdings, Inc. reported an EPS of -$0.11 in its last earnings report, beating expectations of -$0.122. Following the earnings report the stock price went down -25.989%.
Which hedge fund is a major shareholder of Blaize Holdings, Inc.?
Currently, no hedge funds are holding shares in BZAI
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Blaize Holdings Stock Smart Score
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
$4.63 (83.53% Upside)
$4.63 (83.53% Upside)
Blogger Sentiment
Bullish
BZAI Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 595.3K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Positive
Last 7 Days <0.1%
Last 30 Days ▲ 4.9%
Last 30 Days ▲ 4.9%
News Sentiment
Neutral
Bullish news 59%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-40.00%
12-Months-Change
Fundamentals
Return on Equity
-536.89%
Trailing 12-Months
Asset Growth
-29.39%
Trailing 12-Months
Company Description
Blaize Holdings, Inc.
Blaize Holdings, Inc. provides artificial intelligence (AI)-enabled edge computing solutions. It offers AI edge computing products, including Blaize Pathfinder P1600 embedded system on modules, Blaize Xplorer X1600E EDSFF small form factor accelerators, Blaize Xplorer X600M M.2 small form factor accelerator platforms, Blaize Xplorer X1600P PCIe accelerators, Blaize Xplorer X1600P-Q PCIe accelerators, and Blaize Pathfinder 1600-DK embedded kits. The company also provides Blaize AI studio that delivers AI-driven application end-to-end data operations, development operations, and machine learning operation tools; and AI Studio marketplace, which allows users to browse and use AI/ML artifacts to run or share securely across their team and organization. It serves automotive, smart vision, and enterprise computing markets. The company was founded in 2010 and is headquartered in El Dorado Hills, California.
BZAI Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presents a constructive operational narrative: strong YoY revenue growth in Q1, a large pipeline of contracts and partnerships (NeoTensr, Winmate, Nokia/Datacomm), a new AI services strategy that can drive higher-margin recurring revenue, and an improved profitability trend with a fresh $35M equity raise extending runway to mid-2027. Offsetting these positives are tangible near-term headwinds — an industry HBM shortage that delayed meaningful order fulfillment, revenue concentration and timing risk around NeoTensr, expected margin compression in the next two quarters due to third‑party hardware, and an unchanged full‑year adjusted EBITDA loss guidance of $45M–$50M. Overall, the company shows momentum and a clear strategic path but with execution and supply-chain risks that push material revenue and margin improvement into the back half of 2026 and into 2027.View all BZAI earnings summariesBZAI Stock 12 Month Forecast
Average Price Target
$4.63
▲(83.53% Upside)
Technical Analysis
Ownership Overview
28.26% Insiders
3.90% Mutual Funds
3.99% Other Institutional Investors
57.72% Public Companies and Individual Investors