Published

23 Jan 26

Updated

03 Sep 26

Views

114

Not Invested

Blaize HoldingsBZAI

Fair Value

US$2.5

Share price03 Sep

US$0.6374.6% undervalued

1Y-81.22%

7D13.34%

Urban AI And Sovereign Infrastructure Programs Will Transform This Practical AI Platform

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

23 Jan 26

Updated

03 Sep 26

Views

114

Not Invested

Shared on 03 Sep 26

Fair value Decreased 62%

BZAI: Edge AI Inference Demand And $70M Server Deal Will Drive Upside

Blaize’s outlook changes as revenue expectations drop and customer timing slips, even while demand for its edge AI products still shows up in new agreements. One contract and a new partnership suggest interest is real, but execution and supply issues now matter more than ever.

3 views

Shared on 24 Jul 26

Fair value Decreased 35%

BZAI: Long Term AI Partnerships Will Drive Future Upside Potential

Blaize’s expectations take a hit after a lower price target, while memory supply problems and a loud short-seller accusation add new uncertainty. At the same time, fresh partnerships and a new regional rollout plan keep the long-term story alive—if these deals turn into real products and customers.

12 views

Fair Value vs Share Price

US$2.5

vs US$0.6374.6% undervalued

63%

Revenue growth

19.9%

Profit margin

Recent News & Updates

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Recent updates

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Company analysis

Medium-low risk with adequate balance sheet.

Market capUS$91.9m

PB2.1x

Estimated Growth41.1%

Dividend YieldN/A

Full analysis

CEO & management

Dinakar Munagala

CEO

2.7yrs

CEO Tenure

Provides artificial intelligence (AI)-enabled edge computing solutions.