Published

08 Jan 26

Updated

16 Aug 26

Views

505

Not Invested

Blaize HoldingsBZAI

Fair Value

US$1.8

Share price16 Aug

US$0.6364.7% undervalued

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1Y-81.22%

7D13.34%

Energy Efficient AI Infrastructure Programs Will Drive A Reassessment Of This Undervalued Opportunity

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AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

08 Jan 26

Updated

16 Aug 26

Views

505

Not Invested

Shared on 16 Aug 26

Fair value Decreased 63%

BZAI: Reset Guidance And $70m Server Deal Will Support Physical AI Opportunity

Blaize slashes its outlook after customer delays and supply chain issues, and analysts cut expectations even as a large server order suggests real demand is still there. New partnerships aimed at “physical AI” in places like smart cities and industrial sites add a potential growth path, but timing and execution look like the big swing factor.

17 views

Shared on 26 Jun 26

Fair value Decreased 38%

BZAI: Future Supply Chain Recovery Will Support Underappreciated Physical AI Opportunity

A short seller publicly accuses Blaize of fraud, adding a new cloud over the stock even as the company pushes ahead with new partnerships and a deal aimed at “physical AI” uses like smart cities, factories, and robotics. Analysts also cut their target after supply-chain and memory issues slow near-term shipments, but the company sticks with its full-year outlook and raises fresh cash to keep moving.

24 views

Fair Value vs Share Price

US$1.8

vs US$0.6364.7% undervalued

70.3%

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

CEO & management

Dinakar Munagala

CEO

2.7yrs

CEO Tenure

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