Blaize Holdings, Inc. (BZAI)
NASDAQ:BZAI
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Earnings Data
Report Date
Aug 13, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.14Last Year’s EPS
-0.28Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
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.Company Guidance
Strong YoY Revenue Growth in Q1
Q1 2026 revenue of $2.7 million, up ~172% year-over-year, in line with the April pre-release; management reiterates full-year 2026 revenue guidance of $130 million.
Significant Gross Margin Expansion
Reported gross margin of 58% in Q1 2026, up substantially from 11% in Q4 2025 driven by a revenue mix shift toward higher-margin software and Blaize-powered hardware; company expects blended gross margins to exceed 30% by Q4 2026 and to expand further in 2027.
Major Contract and Partnership Wins
Expanded NeoTensr engagement to a total potential value of ~$70 million (including >$20M recognized in Q4 2025 and a new contract expected to generate up to $50M in year one); strategic agreements with Winmate (targeting ~$15M in year one) and deeper joint engagements with Nokia and Datacomm for rack-scale hybrid AI deployments.
Product and Service Strategy Advancement
Launched Blaize AI Services and announced first application (face recognition) as the first in a pipeline of application-level services to generate recurring, higher-margin per-query revenue; management expects AI services to start contributing to revenue mix in Q4 2026 and become significant in 2027.
Improved Profitability Trends and Cost Discipline
Net loss narrowed to $22.7 million in Q1 2026 from $147.8 million a year earlier; total operating expense was $25 million (including $8.9M stock-based comp), a $14.7 million decrease year-over-year; adjusted EBITDA loss improved to $13.9 million, $1.5 million better than Q1 2025.
Strengthened Balance Sheet
Ended Q1 with $33.3 million in cash and closed a $35 million equity offering on May 6, 2026 that management says extends the runway to mid-2027 and brings institutional support from data center-focused investors.
BZAI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BZAI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $1.77 | $1.31 | -25.99% |
Mar 24, 2026 | $1.11 | $1.24 | +11.71% |
Nov 13, 2025 | $2.54 | $2.50 | -1.57% |
Aug 14, 2025 | $3.78 | $3.65 | -3.44% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Blaize Holdings, Inc. (BZAI) report earnings?
Blaize Holdings, Inc. (BZAI) is schdueled to report earning on Aug 13, 2026, After Close (Confirmed).
What is Blaize Holdings, Inc. (BZAI) earnings time?
Blaize Holdings, Inc. (BZAI) earnings time is at Aug 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is BZAI EPS forecast?
BZAI EPS forecast for the fiscal quarter 2026 (Q2) is -0.14.